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37:37LONG
“I'm evolving into an Air Mass type of fuck you, it's going up. I like what I like. And you can't Iran War me out of getting rich.”
@ThreadGuy
Got radicalized long America: nothing ever happens, just buy individual sectors instead of fading macro
SP500LONG@ $7,102.97
$7,346.23+3.42%
since call May 1
peak +5.0%
“And I got really bearish on Ford. I think I'm like late to the table here, but I got really bearish on Ford and Toyota after watching this video.”
@ThreadGuy
Bearish all US carmakers: BYD and Chinese manufacturers are winning everywhere outside the protected US
FSHORT@ $11.93
$14.78-23.87%
since call May 1
“IGV Software chart, I'm gonna be honest guys, I know I hate on this thing all the time. But software looks kind of interesting here. It does, it looks kind of…”
@ThreadGuy
Software is quietly interesting here; IGV ripping 3.5% and Palantir +4% suggest the group is turning
IGVLONG@ $85.18
$92.72+8.85%
since call May 1
peak +9.9%
48:57LONG
“somebody asked me, they wanted a short oil, and I told them I think a better expression of short oil is long Bitcoin, if you remember that. And I don't know…”
@ThreadGuy
Long Bitcoin is a safer expression of short oil into a war ceasefire than shorting oil outright
BTCLONG@ $77,945.00
$62,925.50-19.27%
since call May 1
51:34LONG
“Qualcomm, which I like because I think it's fun for the OpenAI phones, down 1.5%. I don't really understand the business.”
@ThreadGuy
Qualcomm is a fun way to play OpenAI hardware/phones even if the business is murky
QCOMLONG@ $180.81
$148.86-17.67%
since call May 1
peak +3.9%
“My new favorite stock is IKBR... They just added trading for South Korean stocks, which is really lit.”
@ThreadGuy
Interactive Brokers is the new favorite: just added Korean stock trading, expanding global access
IBKRLONG@ $79.71
$87.95+10.34%
since call May 1
peak +21.2%
124:47LONG
“Oh dude, GME, are they really gonna buy Game-- uh, eBay? I want to long GME, but I don't know where to long it.”
@ThreadGuy
GameStop is the trade he wants: eBay acquisition chatter is a fun catalyst but he lacks a venue to long it
GMELONG@ $26.62
$22.03-17.26%
since call May 1
TIMESTAMPS
37:37
43:08
45:40
48:57
51:34
52:10
124:47