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52:25LONG
“I think the market was trying to figure out why they missed. Let's fucking go. Green, green, green.”
@ThreadGuy
Apple beats and rips: double beat, iPhone record, services ATH, dividend raise overcome iPhone unit miss
AAPLLONG@ $273.45
$302.97+10.79%
since call Apr 30
peak +28.1%
66:01LONG
“you could maybe just long stocks to express short oil. Is that retarded? You could maybe long stocks to express short oil because it's like, okay, they're…”
@ThreadGuy
Long stocks instead of shorting oil: war-over headline tanks oil but rips equities, same expression cleaner
XYZ100LONG@ $27,943.12
$27,988.46+0.16%
since call Apr 30
peak +8.0%
104:01LONG
“USA is bankrupt, hyper debt is out of control. This is why markets will go up for many years. Billions who own no stocks will become much poorer. USD is…”
@ThreadGuy
Fade Peter Brandt's 10-year chop call: bankrupt US and hyper-debt force markets up for years
SP500LONG@ $7,332.15
$7,353.17+0.29%
since call Apr 30
peak +5.2%
136:34LONG
“money is starting to flow downhill. A critical observation for the next few years. The mags may make all the money, but they are spending it faster than they…”
@ThreadGuy
Follow the CapEx downhill: long the power and data-center infra companies the Mags are funneling money to
ETNLONG@ $423.13
$418.59-1.07%
since call Apr 30
146:24SHORT
“until further notice, you basically just cannot use DeFi at all, period. You can't. You cannot use DeFi basically under any circumstances.”
@ThreadGuy
DeFi is unusable: AI cyber models surface latent smart-contract bugs, worst exploit month ever
ETHSHORT@ $20.96
$17.95+14.33%
since call Apr 30
peak +21.3%
TIMESTAMPS
52:25
66:01
104:01
136:34
146:24