“And there's one particular coin that I'm— I have just fallen in love with, and you're not gonna shake this one. You're gonna have to carry me out.”
ThreadGuy is a self-described huge Zcash bull holding a leveraged long from ~$370 and planning to add aggressively on a dip toward $500. He frames it as a carry-me-out conviction trade.
“copper, which This is gonna be a fun one... you sort of got your like ATH, you're like real ATH break, pull back to sit right on top of it”
Copper as the AI bottleneck trade, clean ATH break and retest holding on top
“eBay going up would signal theoretically confidence in this takeover at $125”
Ryan Cohen serious about eBay takeover at $125, could go over the board to shareholders
“Ford stock surges as Morgan Stanley gets bullish on energy storage business... Ford's new energy business could be a winner for the automaker”
Morgan Stanley pegs Ford's energy storage arm at $10B, a hidden battery-tech winner
“Amazon at $197 and every single person was shitting on Amazon. I was like, dude, I am doubling, tripling, quintupling down.”
Camillo holds Amazon as his number one position and expects years more upside, arguing it is the prime beneficiary of an AI efficiency wave the market has not yet priced.
“Bloom Energy shit the bed. It was down to $80. Bloom Energy came out to $70. I think it came out to $77. I'm doubling down. I don't care. The reason why it's…”
Camillo describes doubling down on Bloom Energy when nobody believed and the selloff made no sense to him, a conviction long he frames as vindicated and aligned with his contrarian method.
“Robinhood at 27... and here we are again, Robinhood's down the 70s again. You know, like, I'm doubling down in Robinhood.”
Camillo says he is doubling down on Robinhood again in the 70s, repeating his pattern of adding to the name through pullbacks.
“Sweetgreen came out with the wrap like 8 days ago, and it has potential to make their product portable for the first time”
Sweetgreen wrap makes the product portable for the first time, watching TikTok for the viral tip
“peptides, it's a freight train. It's coming for us fast. No one, no one is going to stop this freight train. I said the same exact thing about Ozempic back in…”
Peptides are a freight train coming in months not years, the GLP-1 wave reaccelerating