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 ETH w/ Gemini | Get Free PEPE w/Gemini | Gemini Credit Card | Substack Instagram | Twitter
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.