amit

@amitisinvesting on X

Writes about AI and Revenue. 82% of posts open with an observation. A typical post reaches 1,614 likes.

Remix their style

Posts: 17
Likes: 42K
Typical: 1.6K
Best: 10K

What they write about

AI: 71%
Revenue: 41%

How they open

observation: 82%
number: 18%

Every post of theirs in the library

amit@amitisinvesting

SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?

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amit@amitisinvesting

ANTHROPIC COMMITS TO SPENDING $200B ON GOOGLE CLOUD AND CHIPS OVER THE NEXT 5 YEAR — THE INFORMATION Google $GOOGL is now the most valuable company on Planet Earth, overtaking $NVDA Nvidia.

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amit@amitisinvesting

woah first thing Jensen says on the call: “There’s been a lot of talk about the AI bubble, here’s what we are seeing at Nvidia.” completely addresses the bubble concerns head first and then proceeds to challenge the narrative by explaining Nvidia’s growth

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amit@amitisinvesting

ANTHROPIC ANNOUNCES THAT CLAUDE CAN STREAMLINE COBOL CODE Common Business-Oriented Language is a programming language created for business data processing. $IBM is intertwined with COBOL as the company was a key contributor years ago. well, -10% now this is becoming comical

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amit@amitisinvesting

WALL STREET JOURNAL: OPENAI'S HEAD OF DATA CENTERS CHRIS MALONE HAS LEFT THE COMPANY this is like the 5th person who left in the past month chief revenue officer left 2 weeks ago you usually don’t leave one of the hottest startups a few months before IPO just weird

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amit@amitisinvesting

TRUMP: - GENIUS ACT BEING THREATENED BY THE BANKS - IF WE DON'T GET THE CLARITY ACT DONE, CHINA WILL BE MORE POWERFUL IN CRYPTO first time he's discussed crypto in a while, looks like he's positioning the Big Banks as the enemy now... $BTC $ETH $HOOD $MSTR $BMNR $COIN

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amit@amitisinvesting

$DELL - beat revenues by $8B - raised FY guide by $10B - beat EPS by 68% - raised FY EPS guide by 25% The AI buildout continues. +30%

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amit@amitisinvesting

$HOOD ROBINHOOD Q4 2025 EARNINGS: - Revenue $1.28B +27% YoY - Net Income $605M - Total AUC $324B +68% YoY - Net Deposits $68.1B, +35% YoY - Robinhood Gold 4.2M, +58% YoY Vlad Tenev, CEO: “Our vision hasn’t changed: we are building the Financial SuperApp."

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amit@amitisinvesting

$AMZN AMAZON AND OPENAI ANNOUNCE MULTI YEAR STRATEGIC PARTNERSHIP WITH A $38B DEAL FOR AWS. Looks like OpenAI is diversifying their AI workloads by partnering with every cloud… LETS. GO.

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amit@amitisinvesting

$PLTR Alex Karp is one of the only people saying the honest truth about AI within this technology revolution: the monetization of tokens is not in the interest of actually creating value for enterprises. Palantir is in the business of value creation, not selling tokens.

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amit@amitisinvesting

TIME PERSON OF THE YEAR “The Architects of AI” missing some pretty important folks but I guess this is what they are going with

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amit@amitisinvesting

I do not see the vision on AI glasses. At all. I think the tech companies are gaslighting us into thinking we need some new AI-wearable. We do not. The phone is fine and will be at the center of AI usecases. I really don't get the glasses hype.

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amit@amitisinvesting

$META META Q4 2025 EARNINGS: $59.9B Revenue, +24% YoY $8.88 EPS, +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026."

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amit@amitisinvesting

softbank officially completes their OpenAI $40B investment today cool, so can OpenAI now pay some of their bills with this new money so we can santa rally please

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amit@amitisinvesting

$META IN DISCUSSIONS TO TAKEOVER THIS SPECIFIC DATACENTER SITE Looks like this is an ORCL and OpenAI issue over a broader oversupply of capex/datacenter issue. What a way to head into the weekend…all chip and datacenter names falling off a cliff on the headline.

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amit@amitisinvesting

$AMZN AMAZON BRINGS IN ONE OF THEIR HIGHEST OPERATING MARGIN QUARTERS EVER AT 11% AWS DOES $27.5B IN REVENUES GROWING 19% YOY THE STREET LIKES IT +5%

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amit@amitisinvesting

dude $RDDT Reddit just grew revenues 68 PERCENT and became GAAP profitable for the first time ever stocks up 20% after hours it seems like their data is becoming more and more valuable for advertising or AI training... 68% revenue growth is not easy

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