← Forward GuidanceTrade on Hyperliquid →Trade on Robinhood →Trade on Hyperliquid →Trade on Hyperliquid →
13:42LONG
“one pattern that we were studying for a long time is that a very steep contango in oil prices over time has been a great indicator of a bottom in cash prices…”
@Forward Guidance · Jan Szilagyi
Steep oil contango has marked crude bottoms; steep backwardation in the Iran supply shock favors crude longs
WTILONG@ $89.99
$87.81-2.42%
since call Apr 15
peak +5.6%
42:45LONG
“on a 5-year horizon, a lot of these technologies will absolutely prove very disinflationary … it's undeniable that there are some huge productivity dividends…”
@Forward Guidance · Jan Szilagyi
AI tech proves strongly disinflationary on a 5-year horizon, supporting bonds and lower rates
TLTLONG@ $88.21
$81.29-7.85%
since call Apr 15
“to build out that compute, you need real assets. You need, you know, these, these commodities.”
@Forward Guidance · Tyler Neville
The AI compute boom is anchored to scarce real commodities, driving inflation upside in those inputs
COPPERLONG@ $6.24
$6.45+3.35%
since call Apr 15
peak +6.5%
46:37SHORT
“the companies were laying all that cable, then ultimately a lot of them went bankrupt, like WorldCom … could be that we'll end up with all this…”
@Forward Guidance · Jan Szilagyi
Debt-funded AI builder can't service its leverage as GPU rents fall, the original owner breaks before the assets do.
CRWVSHORT@ $112.33
$72.01+35.89%
since call Apr 15
peak +47.0%
TIMESTAMPS
13:42
42:45
44:36
46:37