In this episode, Arbitrage Andy breaks down a packed week across markets, crypto, and geopolitics—starting with Nvidia’s knockout earnings, where revenue soared 69% YoY to $44.1B. Despite a $4.5B China-related export hit, margins stayed strong, guidance impressed, and investors sent NVDA higher in after-hours. Andy explains why this isn’t just good for Nvidia, but a potential catalyst for AMD, SMCI, and the broader AI ecosystem.
He also digs into GameStop’s $512M Bitcoin treasury move, HP’s brutal post-earnings slide tied to tariff costs, and Robinhood’s push into tokenization with a new SEC proposal and plans for a dual-chain exchange. On crypto, Andy unpacks why Ethereum, AAVE, and altcoins could be next to move—and what the whale buy of 30,000 ETH means beneath the surface.
There’s a sober look at the white-collar layoff wave, with cuts hitting AWS, Tesla, LinkedIn, and Goldman Sachs as execs quietly embrace AI. Andy highlights Anthropic’s warning that AI could eliminate 50% of entry-level jobs within 5 years and explains why building something of your own has never been more important.
Finally, we spotlight Andreessen Horowitz’s shift away from SEO to GEO (Generative Engine Optimization)—marking the end of keyword ranking and the beginning of fighting for recall in the AI layer. Plus: updates on visa crackdowns for Chinese students, Epstein file declassifications, and the Trump admin’s tariff flip-flop that sent futures green.
This episode brought to you by Arbitrage Andy and Gemini
Arbitrage Andy links
Get free crypto with Gemini | Gemini Credit Card | Substack Instagram | Twitter
Popular Podcasts
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com