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

WOLF Financial
•June 22nd, 2026
DESCRIPTION
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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.
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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.

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