Get the app
Amit Kukreja
Investor and creator (AmitX) known for public analysis of AI investing and Substack/YouTube content, offering portfolio insights and sector theses on AI, infrastructure, and robotics.
Best podcasts with Amit Kukreja
Ranked by the Snipd community
9 snips
Jan 15, 2026
• 36min
The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
chevron_right
Amit Kukreja, an AI investing expert and creator of AmitX, discusses the evolving landscape of AI markets. He argues that 2026 will mark a pivotal phase, shifting investor focus from mega-caps to smaller, thematic companies. Amit outlines a framework for identifying promising investments, emphasizing the importance of strong management and scalable opportunities. He also critiques Meta's AI strategies and shares insights on the burgeoning fields of robotics and energy, suggesting that growth will come from unconventional sources.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app