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5:14LONG
“Hims which I'm in. It's also in my body, like I take it every day. Finasteride, it's the craziest business model of all time, is absolutely ripping.”
@ThreadGuy
Hims rips on RFK peptide reclassification, a megachurch attention trade riding looksmaxing demand
HIMSLONG@ $26.38
$28.16+6.77%
since call Apr 16
peak +38.0%
“Tesla, the only one, only thing that's red. Big tech... Tesla, not great, not a great day... I don't know why I like hate Tesla, but I just think I'm right…”
@ThreadGuy
Tesla stock is cursed; weak even on a strong tech week, Cybertruck sales propped up by Musk's own companies
TSLASHORT@ $378.83
$317.21+16.27%
since call Apr 16
peak +23.1%
“GLP-1s may be peaking. This I don't believe. I think this is the most up-only this is just going to be a turbo up-only trend forever, really, is weight loss…”
@ThreadGuy
GLP-1 weight loss drugs are a turbo up-only trend forever, demand not peaking
LLYLONG@ $887.90
$1,148.72+29.38%
since call Apr 16
peak +36.2%
98:57SHORT
“There's only 12 stocks right now at 52-week high, which is nuts. And so the whole move has happened... it's such a quiet move is that nothing's that hot at…”
@ThreadGuy
S&P at all-time highs on just a handful of names; narrowest breadth since 1998 signals fragility
SP500SHORT@ $6,964.24
$7,445.81-6.91%
since call Apr 16
“if anything ever happens with Strive, I was early. Jeff Walton did come on the stream. I was early to sniffing that one a little”
@ThreadGuy
Strive's 13% dividend backed by Stretch's 11.5% dividend is unsustainable; Stretch 2 is nuts
STRVSHORT@ $45.83
$47.78-4.25%
since call Apr 16
121:22LONG
“everyone on the oil side unanimously agrees that oil should be higher. All the non-doomer oil analysts... everybody's like Yeah, oil should be higher. I don't…”
@ThreadGuy
Oil should be much higher given the Hormuz shock; non-zero chance the market gets bit in the ass later
WTILONG@ $91.38
$86.70-5.11%
since call Apr 16
peak +3.8%
TIMESTAMPS
5:14
29:14
61:51
98:57
115:21
121:22