Apple is the sleeper AI pick on distribution plus Siri AI; the Gemini sell-off was a buy.
Still high-timeframe bearish Bitcoin; short long-term.
Still high-timeframe bearish SOL even while opportunistically buying Solana memecoins.
SpaceX IPO will rip, not dump: tiny ~4% float and Elon narrative crush the consensus fade.
Short XRP alongside ETH; named as a good short bet.
Still long HYPE: Hyperliquid keeps winning as the trade-everything venue grows.
Zcash thesis gets stronger after the exploit is fixed and the network hardens.
Tesla is the easiest retail way to get long robotics before that trade plays out
Short ETH: broke down from a 4-month range, lowest weekly close, now trending down.