“SpaceX might hit 200 again. … SpaceX about to peak 200 again.”
SpaceX synthetic equity pushing back toward 200 as risk markets cheer the new Fed chair
“that 11.5% is not enough … you have to issue more MSTR, dilute shareholders more, raise more cash, and this whole time Bitcoin has to go up more.”
MSTR's Stretch broke peg under 90, forcing ever-higher yields and a dilution death spiral as Bitcoin falls
“Warsh is not a puppet, he's gonna hike the fuck outta rates … ripping the dollar, destroying risk.”
New Fed chair Warsh is genuinely hawkish on inflation, ripping the dollar and pressuring risk assets
“As it relates to Bitcoin, Bitcoin does not need a reason to dump. It's just the way that things are. I still think new lows are on the table for BTC”
Bitcoin makes new lows; it does not need a reason to dump and chart looks structurally weak
“$2,200 for a pair of glasses you're never gonna wear is not happening, bro. … you could have banked this for 19% on a short.”
Snapchat's $2,200 AR glasses are a flop, stock already dumped 19% and the wearable bull case is dead
“if this thing regains, makes a new high horizontal line over like 37, 30.7 … I think we're off to the fucking races”
Nasdaq breaks to new highs above 30.7k and we are off to the races, fails and it gets ugly
“we have huge delta for positive news with CFTC … Anthropic IPO very soon”
Hyperliquid looks incredible with crazy tailwinds: CFTC, Clarity Act, Anthropic and OpenAI IPOs, Chinese listings
“copper, which I like a lot I really like a lot still. So 1.7% today on copper. Again, if it makes a move and it wants to rip above 66, 67, haha, I'm interested.”
Copper is the metal he still really likes, interested if it rips above 66-67
“It's up 35% since I announced my position on AMC in basically a straight line. Christopher Nolan's The Odyssey is in theaters in less than a month…”
AMC ripping 35% on Christopher Nolan Odyssey catalyst, special situation, holding spot not selling
“Nike's just dead, man.”
Nike chart is dead with no support until 40 then 35, killed by niche competitors stealing every vertical