Amit Kukreja

TRUMP & ELON MIGHT BE FRIENDS AGAIN, HOOD JOINS THE S&P, LAST WEEK OF SEPTEMBER | SUNDAY FUTURES

Name: TRUMP & ELON MIGHT BE FRIENDS AGAIN, HOOD JOINS THE S&P, LAST WEEK OF SEPTEMBER | SUNDAY FUTURES
Uploaded: 2025-09-22T01:51:14Z
Description: twitter: https://x.com/amitisinvesting 00:00 - Intro 15:00 - Overnight Markets 39:29 - Macro 1:22:00 - Steve Joins

9/22/2025, 1:51:14 AM

View channel Watch on YouTube

Economic Summary

September showing strong market performance
Tariff revenues hit record $350B annualized
Retail sales beat expectations
PPI lower than expected, easing inflation concerns
Rate cuts expected to support growth
Dollar weakness and shift to commodities

Bullish

Big tech's strength likely to continue
Nvidia benefits from massive data center spending
Ethereum growth via stablecoin and DeFi adoption
Rate cuts and strong earnings support bullish momentum
Emerging markets and small caps gaining momentum

Bearish

Pre-revenue stocks like Oklo have excessive valuations
Frothy momentum in nuclear sector without earnings
Possible market pullback if earnings disappoint
Ethereum must move strongly for BMNR to reach high targets

Bullish tickers

NVDABMNRSOFIGRABNEBIUS

Bearish tickers

OKLOSMCI

People mentioned

Charlie KirkElon MuskDonald TrumpErica KirkRobert F. Kennedy Jr.Vitalik ButerinTom LeeJenssen HuangSam AltmanSteve