“Palantir earnings are out, earnings per share beat by 18%, revenue beat by 6%. This is probably your software long, huh?”
Palantir beat earnings and the chart looks like the software-ETF long if IGV breaks out
“Hood up 4, but really it's crazy, Hood just trades like a crypto stock. That's why, honestly, I don't know why you would hold Robinhood in 2026.”
Robinhood just trades as crypto beta now; no reason to hold it in 2026 over the actual coins
“I think the eBay thing makes a lot of sense... eBay is a fucking behemoth and it's pretty dead, like it's a hollow behemoth... but it's a massive marketplace.”
eBay is the real winner of the saga; legacy behemoth at ATH that mooned on the GME bid
“today, from top wick to close, down 10% and flat post. So it was a pretty bad interview. On both parties, and it just felt like there was no way it was going…”
eBay buyout rumor is dead; GME dilution math doesn't work, Cohen flustered, fade the pump
“you could just stay long or stay cash and bullish and stay away from the oil longs. And that's where I land. I'm not touching them. I have absolutely zero…”
Fade every war escalation and stay long; Trump admin has proven it can juggle Mideast and keep markets up
“you show me this chart on Bitcoin as what I still believe to be the best risk asset in the world, with Michael Saylor and Stretch having access to this new…”
Bitcoin best risk asset; Saylor's new money printer plus war hedge means a move to 97k takes nothing
“South Korea, I believe last year but definitely this year now, they brought in a set of laws which basically are trying to get rid of this Korea discount.”
South Korea is the best macro trade: memory structural bid plus governance reform killing the Korea discount
“I quite like the uranium trade, for example. I've been in that trade a lot... easiest just to be in the index, if I'm honest, or like the, the ETF, URA.”
Uranium breaking out of a 20-year base; supply inelastic, easiest expressed via the ETF
“I think Google's going to be the most valuable company in the world. I think it's just going to smash. If there's one trade, which is a company is going to…”
Google will be the most valuable company; dominates AI as workforces get cut and margins expand
“You just described the best hedge fund strategy... is to buy new all-time highs. It's not that complicated a fucking strategy, and it has insane returns if…”
Buy only all-time-high breakouts with a stop at ATH; the best hedge fund strategy with insane R/R