Amit Kukreja
KOL · kol
Publishes video market commentary covering daily stock market moves, earnings reports, and macroeconomic data releases. (summary generated from public sources)
Sources: newsletter (https://www.amitkukreja.com/feed) · x (amitisinvesting) · youtube (@amitinvesting)
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B · Background5of 10 · n=93
E · Expertise6of 10 · n=93
A · Authoritativeness3of 10 · n=93
T · Trustworthiness3of 10 · n=93
S · Source7of 10 · n=93
BEATS 5 of 10 · n=93 · measured 26.10.23
Win rate by category
share of settled calls that proved right, in each categoryWhere they stand
their own words, with a date and a sourceNo stances on record yet.
Track record
50 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | A prediction was made that the Federal Reserve may raise rates in December. resolves 26.12.28 |
bearish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Beneficiaries of AI could be the main outperformers next year. resolves 27.10.29 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | If Google releases an exceptional AI model, the market could rerate the stock significantly higher. resolves 26.11.28 |
bullish · 26.10.29 · GOOGL | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Enthropic could reach a market cap of $5 trillion by next year, potentially surpassing Google's valuation. resolves 27.10.29 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | The chance of a December rate hike is expected to drop to zero over the coming weeks as the midterms progress. resolves 26.11.12 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Semiconductor stocks could flip green today if they recover from pre‑market lows. resolves 26.10.30 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Micron’s shares should be extremely bullish as Microsoft and Google increase capex in the coming years. resolves 27.01.27 |
bullish · 26.10.29 · MU | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Berkshire Hathaway is expected to continue its 9% year‑to‑date gain and may outperform toward the end of the year. resolves 27.04.27 |
bullish · 26.10.29 · BRK-B | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | If the Federal Reserve does not raise rates in December, it could act as a tailwind for equity markets. resolves 26.11.28 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Capex growth may slow in 2028 as free cash flow runs out for the Mag Seven, which could make semiconductor earnings choppy. resolves 28.10.28 |
bearish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | If the current narrative around Google’s search issues worsens, the stock could fall to around $250‑$275. resolves 26.11.12 |
bearish · 26.10.29 · GOOGL | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | There is an 82% chance as of now for a rate hike in December. resolves 26.11.28 |
bearish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | If OpenAI were to IPO at a $1.5 trillion valuation, Microsoft’s stake could be worth $7‑$550 billion, potentially boosting its EPS dramatically. resolves 28.10.28 |
bullish · 26.10.29 · MSFT | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | The outcome of the upcoming midterm elections will influence market direction; a Trump loss is expected to reduce the likelihood of an Iran escalation and lower oil pressure, which could be bullish for equities. resolves 26.11.05 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Microsoft expects Azure revenue growth to stay above 50% for the next three quarters. resolves 27.07.26 |
bullish · 26.10.29 · MSFT | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Despite short‑term headwinds, Google is likely to regain momentum later in the year. resolves 27.08.25 |
bullish · 26.10.29 · GOOGL | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | GLP's year‑over‑year growth of 50% and a $10.7 billion revenue run‑up suggest the company could eventually reach a $5 trillion market cap. resolves 28.10.28 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Anthropic could generate trillions of dollars in revenue before 2030. resolves 31.10.28 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | If Gemini's agent launches, it could shift the narrative around Google's core search business, but the impact may not be clear for at least the next six months until guidance is provided. resolves 27.04.27 |
bullish · 26.10.29 · GOOGL | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Tokenization and perpetual futures contracts are gaining momentum and could present various opportunities over the coming years. resolves 28.10.28 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Elon Musk, referencing Ducken Miller, said tokenization of assets and perpetual futures will become a very big deal in the future. resolves 28.10.28 |
bullish · 26.10.29 | GOOGLE & MICROSOFT EARNINGS RESULTS, SEMIS DOWN | MARKET OPEN |
| — | Microsoft cloud gross margin percentage is projected to be roughly 65% year-over-year, down from prior levels. resolves 27.10.28 |
bearish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If Anthropic completes its IPO next quarter, Alphabet will record a market‑to‑market gain. resolves 27.01.26 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Total company revenue is expected to be $96‑$97.1 billion, representing 18‑19% growth. resolves 27.10.28 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Kevin War’s comments at the upcoming FOMC could signal a more hawkish stance in 2027, which would be negative for markets. resolves 27.10.28 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Google EPS is expected to be crushed due to market gains, though investors should look through the numbers. resolves 26.11.04 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Microsoft 365’s shift from seat‑based to consumption‑based revenue models is expected to improve earnings. resolves 27.01.26 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Most colleagues appear to be on board with raising rates in December. resolves 26.12.27 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If the Fed is hawkish, the market may take a beating. resolves 26.10.29 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Microsoft cloud revenue is expected to grow at mid to high single-digit rates, while frontier and support services are expected to grow at low to mid single digits. resolves 27.10.28 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Microsoft EPS is expected to be crushed due to market gains, though investors should look through the numbers. resolves 26.11.04 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If the Fed adopts a dovish stance and does not hike rates, the market is expected to rally. resolves 26.10.29 |
bullish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Azure backlog is expected to accelerate in the coming quarter. resolves 27.01.26 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Google margin expansion and capex growth are likely after the earnings release. resolves 26.11.04 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | I would expect the next 12 months to see continued acceleration because of RSI. resolves 27.10.28 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Microsoft expects to remain free cash flow positive in FY27. resolves 27.10.28 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | For the second quarter, Azure revenue is expected to grow 49% to 50% in constant currency. resolves 27.01.26 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | M365 commercial cloud revenue is projected to increase approximately 19% in constant currency in the second quarter. resolves 27.01.26 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Productivity and server licensing revenue is expected to decline in the mid‑to‑high single‑digit range sequentially in the second quarter. resolves 27.01.26 |
bearish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If the Fed hikes, bond yields could rise and the housing market would be brutal. resolves 26.11.27 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If the Fed hikes in December, the market will have to navigate these phenomenal companies trading at cheap valuations, which could be worse for stocks. resolves 26.12.27 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If Microsoft reaffirms FY27 free cash flow positivity and does not increase capex, the market will react positively. resolves 26.11.27 |
bullish · 26.10.28 · MSFT | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If Google provides a strong earnings beat or significant growth in GCP, the stock could surge similarly to SoFi's recent jump. resolves 26.11.04 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | If the Fed does not deliver another rate hike in December, the market is expected to rally. resolves 26.11.27 |
bullish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | After the Fed pause, the SPY may see a sell‑off despite a small bounce to 772. resolves 26.10.29 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | The chances of a December rate hike have risen to about 80%. resolves 26.11.27 |
bearish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Google Cloud could achieve 100% year‑over‑year growth rates. resolves 27.01.26 |
bullish · 26.10.28 · GOOGL | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Tom Lee expects the market to be materially higher in six months and predicts a huge rally after the midterm elections. resolves 27.04.26 |
bullish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | Nvidia could become a $10 trillion company with long‑term agreements into 2035, continuing to grow its chip sales. resolves 35.10.26 |
bullish · 26.10.28 · NVDA | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |
| — | The Fed may not hike rates in December, which would support a Santa Claus rally. resolves 26.11.27 |
bullish · 26.10.28 | FOMC MEETING LIVE + GOOGLE & MICROSOFT EARNINGS | MARKET CLOSE |