“I own a fuck ton of Bitcoin, I own a fuck ton of Hyperliquid... I'm still bullish. I'm not selling them.”
Banks is heavily overinvested in crypto and still holding Bitcoin and Hyperliquid through the drawdown
“As a trade right now, 100%. … It's only $9 billion, around $9 billion market cap right now”
Zcash is the best trade in crypto right now: quantum-resistant, private, cheap at ~$9B, with momentum
“it's an interesting, interesting, uh, protocol at the intersection of crypto and AI. And we don't have a lot of like real protocols there in the crypto and AI…”
Venice AI's VVV is a rare real crypto-AI protocol: private inference, 2M users, real subscription revenue
“whenever it drops 1%, I always put money in. Every time. If it drops 1% while everyone else is panicking, I buy more. … my portfolio for the VOO is up over…”
Buy the S&P every time it dips 1%; mechanical dip-buying compounds hard over time
“recently, about a year ago, I invested into AMD, uh, and they just had their earnings, which were fantastic.”
AMD is a strong AI chip play, bought a year ago and just printed fantastic earnings
“CoreWeave had great financial report and everything and they were doing great … Corvus should go up, but you know how it is.”
CoreWeave beat earnings yet sold off 11%; the drop is overdone and it should recover
“they're heavily involved in the military … I do believe there's gonna be more growth”
Palantir keeps growing on military and AI/database demand; near-term wobble is noise.
“you're not buying AI, you're buying the company that makes the data centers that everyone is making around the country right now … And they're the monopoly of…”
Caterpillar is a monopoly on the data center buildout, an amazing long-term buy.
“they had good earnings, they had good everything … they're growing. They have 41 new stores. But the problem with them is their stock tumbled today. So we…”
Dutch Bros set for growth on good earnings and store expansion; dip is a buy.
“I think Google's great.”
Google rides AI cloud spend; Anthropic's $200B commitment underwrites the growth.
“the US relies on China for a lot of the rare earth metals that we source”
MP Materials rides the US rare-earth reshoring push and government-backed industrial bets over the next 30 days.
“I think Eli Lilly is the biggest one... they're the front runners right now to have the like trillion dollar company, the like legal whatever with all the, to…”
Eli Lilly is the front-runner to become a trillion-dollar company off the legal GLP-1/peptide boom.
“something crazy, like $20 billion of commitments … this is a really hyped IPO.”
Cerebras is the Nvidia killer for AI inference, 50x faster, $20B OpenAI backlog, hot IPO coming
“They beat earnings by 433%. But I knew, I was like wicked positive this thing would crush when I looked at the business model, bro.”
InnoData is a severely undervalued AI data-labeling small cap; 433% earnings beat sends it higher
“My bet on everything, and it's actually like the whole core thesis why I'm long Robinhood, which is wicked funny, is more people are going to spend time…”
Long Robinhood: more life moves online and converges into one place where finance meets internet
“you could literally bet on copper for the wires that are needed for data centers and uranium to power it … you don't have to care about anything else outside…”
Buy copper and uranium as the picks-and-shovels of the AI data center buildout
“Microsoft's rebuilding Three Mile Island … you could literally bet on”
Buy uranium as AI data center power demand surges; Microsoft restarting Three Mile Island
“I caught the Telegram trade. I was really happy about that because Pavel Dorov was like, we're going to make this the official Telegram coin. And I'm like,…”
TON ceiling is ~50% of ATH; official Telegram coin status bullish but summer unlocks cap it
“with HYPE3, I'm like, oh, I can trade earnings on a crypto product. I should also just buy HYPE with every profit I make. Like, bro, have to. I'm using this…”
Buy HYPE with every profit; you use Hyperliquid daily and can trade its earnings as a token
“IREN was one I've been really long on, and they just signed a deal for a letter of intent from NVIDIA to buy shares at $70 for $2.2 billion worth of shares.”
Long IREN: NVIDIA letter of intent to buy shares at $70 for $2.2B validates the data center/infra play
“I can find the memory ETF … if quantum becomes a huge trend in the next 10 years, those will also go up because of it.”
DRAM ETF: basket bet on memory producers rides the AI buildout, and quantum upside on top
“today I bought up on Nvidia last night at 40 cents right after they announced a deal, and then they closed today +3%. It was like one of the few green tickers.”
Nvidia closes green after deal news; same-day 'up' market underpriced at 40 cents