“2026 might have the best movie lineup maybe ever packed within one year. And I, man, I don't care how bad the economics are…”
Best 2026 movie slate ever drives box office and AMC despite dilution and bad management
“the US government now has more control to pick winners … buy Intel. Buy Micron, buy IBM. We're going to invest 10% in them”
Government gatekeeping of AI lets Trump-favored chip names win, buy the picked winners
“days are numbered before they ban these in the US … they can like deem a supply chain risk”
US will ban top Chinese AI models next as supply-chain risk, fade them
“Eli Lilly's at all-time highs right now … it has catalyst set up because these weight loss drugs are actually the gold mine.”
Eli Lilly at all-time highs with weight-loss drug Reta as the gold-mine catalyst plus AI and bio tailwinds
“This was a breakout buy I've ever seen. … it's not Lilly-driven. Lilly's like 1% of this, the IBB. So that thing looks nuts.”
Biotech index IBB breaking out cleanly on bio and drug-manufacturer tailwinds, not Lilly-driven
“I'm actually still long this … I'm up 6, 3x leverage, I'm like 20-something percent on IBM from that Quantum day.”
Still long IBM with 3x leverage from the Quantum day, sitting on a 20%-plus gain
“I'd like to buy some at $83, and I'd like to buy some at $98 … for us to get back to $83, the narrative will have changed. Saylor's gotten wiped”
Long Bitcoin only above 80k, would buy 83k and 98k once narrative shifts after a Saylor wipeout
“Avoid oil because nearly every country is incentivized to push prices lower despite Iran flare-up”
Avoid oil because nearly every country is incentivized to push prices lower despite Iran flare-up
“Solana bottom is in. I'm gonna say Solana bottom is in. I think in, in Q3 you may see slightly lower beneath where the, the current lows are at.”
Solana bottom is in around $60, an established range and a good 6-12 month long
“there's a consumer platform making a billion dollars a year and it trades at 400 mil FDV … they just gave me a $100 million airdrop.”
PumpFun can rip from a billion-dollar business trading at 400M FDV once airdrop and product fixes land
“this is a chart of Bitcoin against MicroStrategy, like the pair. Um, I think that their premium is going to collapse.”
MicroStrategy premium to Bitcoin collapses and does not come back