Amit Kukreja: The Truth About SpaceX That Nobody Wants to Hear

Amit Kukreja: The Truth About SpaceX That Nobody Wants to Hear

106 views · June 27th, 2026

SpaceX just had the biggest IPO in history. Amit Kukreja is not buying it. He breaks down why the valuation makes no sense right now, why Grok renting out GPUs is actually a bad sign, and what he is buying instead. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The Phyisical AI Acquisition Explained | The Solid Report

24 views · June 26th, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== 00:00 Introduction To Onsemi Synaptics Acquisition Overview 02:00 Physical AI Robotics Growth Investment Thesis 04:20 Edge Computing Expands Future Market Opportunity 07:20 Synaptics IoT Business Accelerating Rapidly Ahead 10:10 Deal Structure Dilution Risks Explained Clearly 14:20 Valuation Growth Metrics And Financial Analysis 18:35 Portfolio Strategy Holding Both Positions Steady 20:00 Final Thoughts Subscriber Update And Outlook CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Our Favorite Stocks Right Now: Fundamental Deep Dive

139 views · June 25th, 2026

Is the Memory Trade Over? | The Solid Report

274 views · June 24th, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== $NVDA is Below $200 | $MU $SNDK $CBRS Rotation is Happening | $KRE $SOFI $MELI Solid Talk | $SPY $QQQ $TLT CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Chris Camillo: Why Smart Money Is Quietly Piling Into Amazon Right Now (Full interview)

152 views · June 24th, 2026

While everyone is chasing SpaceX and debating the next AI darling, Chris Camillo is quietly loading up on Amazon. The man who turned $20,000 into $80 million joins Gav to break down why Amazon is his biggest bet, why SpaceX is a distraction, and where the real alpha is hiding right now. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Chris Camillo is one of the most successful retail investors in history, turning $20,000 into over $80 million using social arbitrage. He is the founder of Dumb Money and one of the most trusted independent voices in markets today. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel - Wolf Trading: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 0:00 Introduction 0:44 The Amazon trade and the AI efficiency wave 3:08 Why the Mag 7 has fallen out of favor and the rotation thesis 3:52 Frontier labs need hundreds of billions in revenue. Is that a problem? 5:42 Bloom Energy and the AI infrastructure ecosystem 8:05 When does the attention come back to Amazon? 9:41 How he uses options to trade Amazon aggressively 12:33 Managing risk and knowing which money to bet with 14:21 SpaceX IPO breakdown and why he is not touching it 17:32 The institutional sell pressure coming for SpaceX 21:30 Where the real alpha is right now 21:58 HIMS and the peptide wave thesis 24:13 How to build conviction on the AI super cycle 26:34 Stop debating AI and start doing the research 28:59 The builder window that is closing in the next few years 33:04 Why people hate AI but use it more than anything else 38:12 The agentic trading opportunity and the 18 to 24 month window 41:44 Why every company will adopt AI or go away 43:00 How to reinvent your career in 30 to 90 days using AI 48:30 Agentic trading explained and why the window is now 51:23 Final thoughts and how to follow Chris

Chris Camillo just shares some BREAKING AI news

14 views · June 24th, 2026

Chris Camillo turned $20,000 into $80 million using a strategy called social arbitrage, spotting market trends on TikTok, Reddit, and X before Wall Street does. Featured in Jack Schwager's Unknown Market Wizards and co-founder of Dumb Money, he is one of the most unconventional and successful self-made investors alive. Chris tells us the HUGE breaking changes that have happened in AI over the last couple of weeks

Chris Camillo says SpaceX is the Sexy Trade Right Now

16 views · June 24th, 2026

Chris Camillo turned $20,000 into $80 million using a strategy called social arbitrage, spotting market trends on TikTok, Reddit, and X before Wall Street does. Featured in Jack Schwager's Unknown Market Wizards and co-founder of Dumb Money, he is one of the most unconventional and successful self-made investors alive. In this video we talk about the SpaceX IPO

Jon Erlichman: What Jensen, Elon and Zuckerberg All Have in Common That Wall Street Misses

8 views · June 23rd, 2026

The rules that governed Wall Street for decades are quietly falling apart. Jon Erlichman has spent 25 years in the rooms where financial history gets made, and he joins Gav to break down what is actually shifting, why founder-led companies keep winning, and how smart investors are thinking about what comes next. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Jon Erlichman is one of the most respected voices in financial media. After 25 years covering the greatest CEOs and investors of our era at Bloomberg and beyond, he now runs Ticker Take, a financial media platform focused on helping everyday investors think like professionals. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Jon Erlichman: https://x.com/JonErlichman ▶ Follow WOLF Financial: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro and Jon's 25 years covering financial history 01:25 The biggest shift in financial information in the last decade 05:06 Agentic trading and AI changing how retail investors operate 06:27 How Elon Musk is rewriting the language of Wall Street 08:51 SpaceX data centers in space and the trillion dollar revenue question 10:21 Why Wall Street is stuck thinking in 12 month cycles 13:44 Kevin O'Leary and the birth of plain speaking in finance 15:52 Why Jensen Huang had zero coverage for 20 years 18:14 What separates founders who build generational companies 20:00 The Meta IPO and what Zuckerberg said that changed everything 23:32 The Kobe Bryant lesson that shifted how Jon thinks about money 26:13 The predict plan prepare framework for long term investing 27:31 Jon's actual portfolio breakdown 30:22 Rapid fire: index funds, crypto, gold and where Jon puts his money

Is the Top in for the Nasdaq? | The Solid Report

289 views · June 23rd, 2026

Find all of my best ideas, full portfolio breakdowns, trade alerts, and exclusive research: ➡️ Stock Talk Insider - Get 10% Off with code: SAM https://whop.com/stocktalk?a=samsolid TIMELINE 🕙 ==================== Samsung and SK hynix Free Fall | $NVDA $EWY $MU Big Bounce for Software | $MSFT $NOW $CRM Quantum Stocks | $INFQ $IONQ $ARQQ Ackman on Liquidity | $PSH $AMZN $META CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Sell Google, Buy Small Caps? | The Solid Report

450 views · June 22nd, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== $SPCX in the BIG Leagues | $MSFT $GOOGL $NVDA War Over... Now What? | $SPY $QQQ $USO To Hike or NOT to Hike | $TLT $GLD Let’s Talk Trillions | $SPCX $TSLA $MRVL CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Amit Kukreja: One Trade Is Dominating the Market. Everything Else Is on Sale.

104 views · June 22nd, 2026

Make sure to give the video a like and subscribe to our channel for more ... the full interview with Amit is posted on our channel Amit Kukreja, one of the most followed stock market live streamers in the world, joins WOLF Financial to break down exactly what the market cares about right now and why it has created a real opportunity hiding in plain sight. The AI CapEx trade has been so dominant that the market has completely ignored high quality software and founder-led companies like Palantir, ServiceNow, Salesforce, and Robinhood regardless of how strong their growth numbers are. The only thing that has mattered is whether you are building the nuts and bolts for the GPU supply chain. Everything else has been left behind. But Amit's view is that this does not last forever. The AI CapEx trade is not over, but the names that have been beaten up and left behind are quietly setting up for a strong run when the rotation finally comes. For long-term investors, years like this where great companies get ignored are historically the best years to accumulate. Not every software stock will work. But for the ones with real moats, real growth, and real conviction, sitting out because the market is not paying attention right now might be the mistake people look back on. Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX ▶ Follow Amit Kukreja: https://x.com/AmitIsInvesting ▶ Amit's YouTube: https://www.youtube.com/@amitinvesting This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

AI is Already Better in the Stock Market than you and Amit is using it to learn to trade

151 views · June 21st, 2026

Make sure to give the video a like and subscribe to our channel for more ... we just posted the full length interview with Amit if you want more Amit Kukreja, one of the most followed stock market live streamers in the world, joins WOLF Financial to talk about something most long-term investors never tackle: learning how to trade. After four years of pure long-term investing, building conviction in names like Palantir and Robinhood, Amit is now one month into learning how to trade. In this conversation he shares why he made the switch, how he is using ChatGPT to learn technical analysis from scratch, why trading is not gambling if you have a system, and what it actually takes to build a repeatable trading philosophy. He covers the 21 EMA, VWAP, volume profiles, liquidity sweeps, how he is journaling notes from ChatGPT like a student, and why he thinks learning to trade is one of the most valuable skills you can build in a world where AI is changing everything. Rallies AI We also get into the Rallies AI arena, where ChatGPT, Claude, Grok, and other AI models manag portfolios with $100,000 each. The ChatGPT portfolio is up 70% since April. A custom WOLF prompt started May 27th and is already outperforming SPY by 15% holding names like Marvell, AMD, and NVIDIA. You can see everything all of the AIs do in real time and what they own by going to the Arena tab of the Rallies website and app ▶ App: http://link.rallies.ai/arena ▶ Website: https://rallies.ai/arena Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX ▶ Follow Amit Kukreja: https://x.com/AmitIsInvesting ▶ Amit's YouTube: https://www.youtube.com/@amitinvesting This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Cathie Wood's Ark Invest explains why SpaceX is a $10 Trillion company

25 views · June 20th, 2026

👍 Like and subscribe for daily market coverage, SpaceX updates, and conversations with the smartest investors in the world. Brett Winton, Chief Futurist at ARK Invest, joins WOLF Financial live on SpaceX IPO day to walk through the full bull case on one of the most debated IPOs in history. Brett was the analyst who said publicly on CNBC three weeks before the IPO that Starlink alone could justify a $2 trillion valuation. In this conversation he breaks down exactly how he got there, why he thinks SpaceX could hit $300-400 billion in annual revenue by 2030, and why you do not need to believe in AI at all to underwrite the business. ARK Invest is one of the most well-known active asset management firms in the world, famous for early calls on Tesla, Bitcoin, and AI. Brett leads ARK's research into disruptive innovation and has been modeling SpaceX privately for years before it went public. Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX ▶ Follow Brett Winton: https://x.com/wintonARK ▶ ARK Invest: https://www.ark-invest.com Timestamps: 0:00 Intro 0:54 The math behind "Starlink alone justifies $2 trillion" 3:50 Starship launch costs: under $100 per kilogram and why that changes everything 4:13 Half a billion in, $1 billion a year out: the Starlink unit economics 8:42 Is Starlink expanding the TAM or taking share from incumbents? 13:33 Why Starlink is doing to telecom what Netflix did to media 16:45 The NeoCloud business: Elon told Brett these are short-term deals 25:08 Why Starlink alone is enough to underwrite the entire SpaceX valuation 32:13 Cash flow is going to Mars, not back to shareholders: what SpaceX investors must accept 34:23 How Brett values the Cursor acquisition at $60 billion 46:22 Continuous learning: the next AI breakthrough and why switching costs explode 52:37 We are in 1990, before the web browser even existed This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Amit is learning to be a trader using ChatGPT

15 views · June 19th, 2026

Our Favorite Stocks + Market Insights with Seeking Alpha

58 views · June 18th, 2026

Is a Rug in the Cards? | The Solid Report

129 views · June 17th, 2026

TIMELINE 🕙 ==================== Moment of Truth | $SPY $QQQ $USO The FOMC Print | $IWM $TLT Read Through on the Release CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.