“I hold no stocks except for a Hims long that I took 30 minutes ago. Okay, we got it down as much as 10%.”
RFK peptide reclassification reopens the gray market; HIMS captures it at 70-80% margins and shorts cover.
“you can't really fight this market. It's like if Trump wants it to go up, it's going up, and there's not a damn thing you can do about it.”
Trump keeps stocks pinned up; an 11-day, once-a-decade rip to ATH means you can't fight this tape.
“Hood is up like 29%, many billions, on the announcement that SEC has officially approved ending the pattern day trader rule, eliminating the $25K minimum…”
SEC kills the pattern day trader rule, unlocking sub-$25K retail; Robinhood rips as the barrier drops.
“what happens once he starts selling Bitcoin? Dude, that first Bitcoin sale from Sailor is gonna hit like fucking Luna, bro. that first sale is gonna be…”
Saylor's Stretch is the bull and bear case for BTC; first forced Bitcoin sale hits like Luna.
“we had the Snap mega church trade on Irenic. they took like 3% stake in Snap. They created a Twitter account, they made this like 100-slide deck, and they…”
Irenic activist stake plus 16% layoffs to reach profitability; Snap keeps ripping on the momentum.
“Grab has been kind of the next big play I've been saying I think can do very well. I think that stock should be closer to $7.50. Called it at $4.50, right now…”
Grab is an early Hood-style bet: improving margins and big cash pile; fair value near $7.50 vs $3.90.
“the next big one, quite frankly, after Tesla really was Palantir... you don't get that type of multiple on a B2B SaaS AI company unless there's something…”
Palantir's retail cult plus forced institutional index buying drove a B2B SaaS to a Tesla-like multiple.
“they've got to be able to figure out your credit card, your loan, your mortgage. How do we provide that to you as Robinhood? I do think they will be a…”
Robinhood captures every part of retail finance as everyone learns to trade; path to a trillion-dollar company.
“the earnings we just got where you would think the stock should be almost $300 and they take it down to $170. I was like, okay, the street's just wrong. The…”
Street overreacts to Deepseek and earnings; Nvidia is mispriced and should be near $300, not $170.