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
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