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07:14LONG
“I think ArcG is up 15 maybe 20 since I mentioned it on the podcast... I'm actually still very bullish on these names. I'm not selling out of them... look for the things where AI, like what are the dow”
@1000x
Capital is fleeing overheated memory stocks and plowing into downstream AI beneficiaries like ARKG, which already jumped 15% in just two weeks.
ARKGLONG@ $43.07
$38.79-9.93%
since call Jul 1
“Reddit is licensing out its data to these things. And that's obviously going to be very, very good for it. So the question is, again, like what are the downstream effects of AI going to be now? That's”
@1000x
Park your money in Reddit as the stock hits $191 because AI heavyweights like OpenAI continuously license its forum data to answer everyday user queries.
RDDTLONG@ $202.21
$137.87-31.82%
since call Jul 1
peak +3.4%
17:53LONG
“Micron is trading at seven and a half times forward earnings right now. This is not bubble territory... there's still a ridiculous shortage... micron is going to keep squeezing and you should use thes”
@1000x
Micron trades at a dirt-cheap 7.5x forward earnings and will squeeze higher as insatiable demand for seven million dollar AI server racks drains DRAM supply.
MULONG@ $1,056
$813.70-22.94%
since call Jul 1
24:38LONG
“I'm still in the long hood trade. And the reasoning is, if you think crypto is coming back in a meaningful way... hood is going to benefit massively, but they also benefit massively from prediction ma”
@1000x
Robinhood perfectly captures 15% daily crypto trading swings, backed by rapidly growing revenue from prediction markets and options trading.
HOODLONG@ $111.01
$84.73-23.68%
since call Jul 1
peak +6.6%
TIMESTAMPS
07:14
08:47
17:53
24:38