amit

I sat down with the CEO and CoFounder of Robinhood, Vlad Tenev, to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast, we discussed the early days of Robinhood and how the company grew, the economics behind Robinhood Gold's new 1% unlimited match…

TRUMP: I HAD A GREAT MEETING WITH THE PRESIDENT OF THE PHILLIPINES & AM CUTTING THEIR TARIFFS TO 19% The current rate from the US on the Phillipines is 20%.

every small cap that's heavily shorted is pumping $OPEN oil dumping $XLE gold $GLD pumping S&P $SPX all time highs quite the scenario as we begin to end out July

time is moving too fast almost end of july within a few months, 2026 I was in highschool…14 years ago… don’t like this whole time moving faster the older you get concept gotta take advantage of every moment while we are here… which is why I am investing in OpenDoor jk…

someone is expecting Sundar to DELIVER tomorrow $210 9/19 calls… is everyone ready 🥶 THIS IS A BIG ONE TOMORROW i have been using AI-overviews more than any other LLM I think Google will try to frame the future as AI native & personalized, just need strong growth $GOOGL

TRUMP ANNOUNCES JAPAN TRADE DEAL - $550B INVESTMENT FROM THE JAPANESE INTO THE US - 15% TARIFFS Japan was one of the big 7 countries to get a deal done with, if this is official… bullish 🚀

top 2 stocks traded in the options market today 1. $NVDA — 2.4M contracts 2. $OPEN — 1.8M contracts tale of two markets either the Opendoor momentum fades and people take their profits/losses & come back to the Nvidia’s of the world or people double down on ultra heavy risk

REMEMBER THAT COMPANY ORACLE DISCLOSED 2 WEEKS AGO THAT WOULD PAY THEM $30B A YEAR STARTING IN 2028? well, that company is OpenAI 4.5 GW datacenter AI buildout is not slowing down 🚀 $NVDA $ORCL

well there’s a certain section of the market that has decided to take $DNUT up 15%, $KSS up 35%, $CHGG up 27%, & $FFAI up 40% these companies have short interests above 20% looks like WSB is scanning anything that’s heavily shorted & taking it higher

TRUMP: THINKING OF NO CAPITAL GAINS TAX ON SELLING HOMES okay, that would be crazy 1) would probably bring tens if not hundreds of billions into the housing market 2) could further explode the deficit as that tax revenue would go away can they do this for stocks please 😂

TRUMP WHEN ASKED ABOUT THE EPSTEIN FILES AGAIN: “I don’t know much about that, it’s a witch hunt, but what we should be talking about is the fake Russia hoax and rigged 2020 election.” someone wants to change the topic 🥶

TRUMP: JEROME POWELL SHOULD LOWER RATES TO 1% something tells me that may not be the best idea

CATHIE WOOD JOINS TOM LEE 4.4M SHARES $ARKK $BMNR

sometimes in life, you have to grab the opportunities

$OPEN opened at $2.78 peaked at $4.97 now at $2.84 wonder what caused the dump back to the $2s... also wonder if the $2s will even stay here or if it runs back to $4 but if you bought at $4.80, you are probably a bit upset was a massive slide down, within seconds

Some rotation from high beta into Mag 7: High beta movers: $HOOD -3.5% $RKLB - 7.8% $HIMS -4.7% $SOFI -2.5% Mag 7 movers today: $GOOGL +2.6% $META +1.4% $AMZN +1.3% Pretty healthy, S&P is down from the highs but green...big tech rotation is always nice to see.

BIG WEEK FOR EARNINGS Tesla & Google start us off the Mag 7… Which one do you think outperforms? $TSLA — bad numbers, but robotaxi is expanding $GOOGL — decent numbers, but search narrative issues persist

ZUCKS IS GOING AFTER SUPER INTELLIGENCE WITH DEEP POCKETS. Wall Street Journal is reporting that the pay packages are $300M over 4 years with $100M up front… I don’t think as a society we have ever seen this type of money being thrown at a new technology… $META $NVDA

$OPEN +90% +1M calls traded +1.1B shares traded I am not in this but for those that have made some serious money, congrats 🙌 question is if this has legs, if the company would dilute, if the cult is strong enough, if rate cuts are the real tailwind… exciting times 🫡

JUST NOW: Jerome Powell has been referred to the DOJ for criminal charges for perjury related to his $2.5 billion renovation to the Federal Reserve Building. Representative Anna Paulina Luna led the referral.

TOM LEE THIS MORNING: - This continues to be the most hated V-shape rally - Not ruling out Apple from the AI revolution just because they are a little late - $250K for Bitcoin makes sense because that would only be worth 25% of the size of the entire gold market - Digital…