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“If we trade down to $150 or really $135, because that's where that was priced, if we get to $135, that is a screaming buy. I mean, I'm shoving.”
@1000x · Avi Felman
SpaceX dips to 135 IPO price is a screaming buy for a quick 50% flip
SPCXLONG@ $169.66
$109.72-35.33%
since call Jun 12
16:18LONG
“I think the chip trade is still better... whereas I think Intel could still get to 1 trillion. I think, what is it, 600 billion or something like that now?”
@1000x · Avi Felman
Intel can get to 1 trillion as it turns competitive, Google TPU deal confirms it
INTCLONG@ $122.87
$88.41-28.05%
since call Jun 12
“I'm rebuying a lot of uranium after that sell-off. … it looks like we're coming to a deal with Iran”
@1000x · Avi Felman
Rebuying uranium after the selloff as Iran deal and printing markets support it
URNMLONG@ $54.76
$48.40-11.61%
since call Jun 12
“SanDisk is up from the recent low of $1,400. It's already back up to $2,000. It's pushing all-time highs. So I think that's probably a better longer-term trade.”
@1000x · Avi Felman
SanDisk pushing all-time highs is a better long-term chip trade than SpaceX
SNDKLONG@ $2,013.43
$1,233.04-38.76%
since call Jun 12
20:19SHORT
“the OpenAI and Anthropic IPO will be a bearish event for the market”
@1000x · Avi Felman
OpenAI and Anthropic IPOs will be bearish for the indexes as money sloshes out
XYZ100SHORT@ $29,806.81
$28,091.02+5.76%
since call Jun 12
peak +8.3%
30:44LONG
“I'm no longer in that XMR trade. I do really like the idea of XMR continuing to do well over the long run.”
@1000x · Avi Felman
Closed the long XMR short ZEC pair after a 5-sigma spike, still likes XMR long-term
XMRLONG@ $354.08
$358.58+1.27%
since call Jun 12
peak +4.4%
31:10LONG
“I just don't like the idea of shorting Zcash because I'm actually quite constructive on Zcash.”
@1000x · Avi Felman
Constructive on Zcash, no longer wants to short it after the spike
ZECLONG@ $413.11
$455.80+10.33%
since call Jun 12
peak +41.9%
31:40LONG
“I think that collectibles are a megatrend... right now what you have is you have a massive wealth transfer happening between boomers and Gen Z millennials.”
@1000x · Avi Felman
Collectibles are a megatrend as boomer wealth transfers to card-loving Gen Z
EBAYLONG@ $107.43
$113.63+5.77%
since call Jun 12
peak +7.9%
“I have no view on ENA. I personally don't think that it makes sense as an asset long-term...”
@1000x · Avi Felman
ENA is a dead 2023 idea, bet is it does not exist in 5 years
ENASHORT@ $0.08
$0.08-1.05%
since call Jun 12
peak +2.2%
“it's not a 10-bagger for me anymore. Whereas I actually think Hood could be a 10-bagger still. So I'm in Hood until $1,000.”
@1000x · Avi Felman
Hood is a 10-bagger to 1000 while Hype is no longer a 10x, more income streams win
HOODLONG@ $91.95
$84.94-7.63%
since call Jun 12
peak +24.5%
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