Crossroads
Nvidia announces a HUGE new contract! | Tech Bros Weekly
9/23/2025, 2:47:19 PM
Economic Summary
- Prediction markets see Kalshi reach 62% US market share
- Robinhood and Kalshi suing states over restrictions
- Private equity fundraising at lowest in 10 years except for top firms
- Meta plans massive AI spending to remain competitive
Bullish
- Robinhood retirement product grew to $22B AUC, up 100% YoY
- Highly sticky retirement customers likely to adopt other products
- Robinhood is best performing S&P 500 stock YTD
- SoFi could deliver 50% upside in next 12 months
- NVIDIA investing $100B into OpenAI to accelerate AI growth
- AI market expected to grow at least 30% CAGR over decade
- OpenAI could reach $1T valuation
- NVIDIA benefits from broader AI CapEx race among competitors
Bearish
- Robinhood faces looming threats including regulation
- SoFi's largest markets are more saturated than Robinhood's
- Crypto winter risk could limit Robinhood's upside
- Private equity fundraising slowdown outside top companies
Bullish tickers
HOODSOFINVDA
Bearish tickers
HOODSOFI
People mentioned
TannerRoyJuanVladTom LeeJensen WongSam AltmanGregMark ZuckerbergElon MuskLisa SuDonald TrumpSundar PichaiHock TanDylan Patel