“when every person Everyone, hot people, ugly people, mid people are walking around the street with the same bag. You don't want to wear that shit.”
Luxury goods are dying as fakes commoditize the symbol; LVMH decelerating
“Movies are fucking back. And if you don't believe me, the chart will tell you the real story.”
Movies are back, theater attendance records breaking, AMC riding the box-office boom higher
“StubHub, not so well. Some of us— a lawsuit, and everyone's freaking out on the timeline because they got scammed by— I read all these posts about how StubHub…”
StubHub mired in scam lawsuit and quiet on the controversy, position barely green and likely to be cut
“down 7% in a straight line … straight line down on Netflix as they just get thing after thing after thing after thing.”
Netflix breaking down in a straight line as content struggles mount and movies steal the spotlight
“what happened on Monday is that China announced it will add 10 American firms to its export control list. Ban them, and Redcat is one of them.”
Redcat collapses as China bans it from exports, killing the Pentagon drone tournament thesis
“the IBB, that is up 2%, and it is ready to rip out of a 204-day Consolidation … I've been getting some DMs, by the way, from some smart guys. Long BIO names”
Biotech ETF coiled to rip out of a 204-day consolidation, smart money buying bio names
“to me, fundamentally uninvestable on BTC right now. It's just like, it's looking grimmer and grimmer and grimmer.”
Bitcoin looking grimmer and fundamentally uninvestable, a short setup building
“Hyperliquid, that is probably the best out of the coins by far right now. It's up 1% at $67.5 and it is hanging on, sitting in there in the pocket…”
Hyperliquid the strongest of the major coins, holding its level while the rest of crypto sags
“I bought on this announcement today on the agreement with Anthropic … I bought it right here at like 185 or something like this and put some decent size on…”
Micron is the next NVIDIA, memory cycle pushing it to all-time highs after Anthropic deal
“OpenAI x IBM news 1 minute ago … CEO is on at the White House talking about, uh, Trump's talking about buy IBM, and they are spamming Quantum stuff.”
IBM quick scalp on OpenAI partnership and Quantum hype with White House tailwind
“the open source Chinese models seems like a pretty obvious trade … Catches a floze on the Fable export controls announcement, but then it launches GLM 5.2”
Chinese open-source AI Zhipu rips as US model export controls force flows to substitutes
“Second biggest winner is Minimax, I would say. … off bottom tick, Minimax is up 63%.”
Minimax catches up as the second Chinese AI winner off the export control flows
“Parabolic. Oh my God, it's a $75 billion company. … Look at that fucking vertical accumulation.”
Astera Labs riding the CXL boom, already a $75B parabolic mover
“It's only worth $3.5 billion. It's the smallest one by far. … Crypto Twitter really likes Pang.”
Penguin Solutions is the smallest, least-known CXL play crypto Twitter loves
“every passing day we're closer and closer and closer to serious unlocks for SpaceX … they also started offering senior unsecured notes…”
SpaceX faces a wall of unlocks and new debt, making it a weak hold
“the Trump narratives, they kind of tell you what to buy and it fucking go up … They gave out grants.”
Trump admin spamming quantum: pick the named winners as it picks them