← Thoughtful MoneyTrade on Hyperliquid →Trade on Hyperliquid →Trade on Robinhood →Trade on Robinhood →
“you can very easily make the argument this is a $2 trillion trapdoor or $2 trillion air pocket … now you have this out of nowhere…”
@Thoughtful Money · Chris Irons
SpaceX at $2T+ on 100x sales is a giant air pocket that will correct and could go systemic
SPCXSHORT@ $157.68
$109.60+30.49%
since call Jun 23
peak +32.1%
“they're holding a legacy automaker that's trading at 300 times earnings … I don't know what it's going to take for reality to come back to Tesla versus the…”
@Thoughtful Money · Chris Irons
Tesla at 300x earnings is a declining legacy automaker priced on Elon premium alone
TSLASHORT@ $388.38
$313.42+19.30%
since call Jun 23
peak +22.7%
“My recurring buy is not on the SPIY, it's on the RSP … the equal weighted index would do the opposite, or at least cushion some of the blow”
@Thoughtful Money · Chris Irons
Equal-weighted S&P sidesteps the AI/SpaceX concentration risk and cushions the coming blow
RSPLONG@ $214.09
$212.38-0.80%
since call Jun 23
peak +4.2%
“when Tom Lee comes on CNBC … regardless of the fact that he's down, I don't know, $10 billion or something on his Ethereum position”
@Thoughtful Money · Chris Irons
Tom Lee's leveraged Ethereum bet via BMNR is deep underwater and pure marketing
BMNRSHORT@ $15.11
$17.48-15.66%
since call Jun 23
peak +3.8%
TIMESTAMPS
3:36
16:09
33:04
41:23