Bitcoin down a lot and structurally weak vs AI; Ansem holds zero, bearish on the backdrop.
Meta underrated in AI; distribution through WhatsApp/Instagram wins the mass market
Hyperliquid is a top global app making real money on perps; Banks and Ansem both hold HYPE.
ETH is headed lower; super bearish while bullish on other crypto areas
Eaton breaks out on data center power demand, de-risked from consumer AI
Take-Two is a generational buy at $40B cap ahead of GTA 6 launch