“There's mega trends that emerge every couple years, and they're the most profitable investments in the world every single time.”
Robotics megatrend with near-zero public exposure; Kraken Robotics surfaced as a rare pure-play to research
“Jensen says Marvell do a trillion dollars. That's a good trade. That's a good trade. there's real opportunity, there's real edge, and a spot to make a lot of…”
ThreadGuy is long Marvell from $256 on the Jensen trillion-dollar thesis, did not sell into strength, and frames it as a real-edge trade he is holding.
“Cash App just dropped the sickest— dude, have you seen this Cash App product? This thing is unbelievable how cool this is. I fucking love this.”
Cash App's new credit card wand is a viral product, Chris Camillo already polling demand
“My favorite high-risk, high-reward alt is this. I think this can really, really pop, really pop.”
ThreadGuy names Venice (VVV) as his favorite high-risk high-reward alt and says he really believes in the Local AI narrative, faulting himself only for trading it on leverage rather than spot.
“AMC, my favorite stock, is up 7% on news that”
Nolan's Odyssey pre-sales crashed AMC's site, real box-office demand fueling momentum
“Zcash, what's happening? Zcash. Oh, fuck. Yeah, I told you I'm out of this thing. I'm out. I don't like what's happening. I don't like about the the hack, the…”
After the counterfeiting exploit disclosure, ThreadGuy says Zcash is fried for a long time, that the only trade is short, and that longs are off the menu.
“What do I think is going to happen with SpaceX? Um, I think that SpaceX is getting an unbelievable red carpet rollout to force this thing to not go down super…”
After walking through the brutal post-IPO drawdown studies, ThreadGuy argues SpaceX is getting an engineered red-carpet retail rollout designed to keep it from dropping hard, a bullish lean versus the typical IPO fade.
“I think that SpaceX is getting an unbelievable red carpet rollout to force this thing to not go down super hard.”
Engineered IPO: 30% retail allocation plus 15-day sell-ban supports SpaceX price into debut
“I mean, the thing about this is you got literally nothing but air until like 400.”
With Zcash broken by the exploit, Monero is the clean privacy-coin beneficiary with air to 400