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17:18LONG
“I want to own eBay at $125 a share... when I think about what eBay could be worth if I'm running this business, I believe it's a heck of a lot more than $125…”
@ThreadGuy
GameStop's Ryan Cohen can re-rate eBay far above $125 via radical cost cuts and collectibles
GMELONG@ $24.71
$22.05-10.80%
since call May 5
“Bitcoin is ready to pop, Zcash is ready to double... we need 85K, 83K sweep. We really need it, we need it bad.”
@ThreadGuy
Bitcoin coiling and needs a volume pop; break of 83-85K ignites the reflexive crypto move
BTCLONG@ $81,668.00
$62,925.50-22.95%
since call May 5
“defense is crushed today. It's trading like there will never be war again. Pete Hegseth would be down a ridiculous amount... I think on Lockheed is what he…”
@ThreadGuy
Defense names overdone to the downside, trading like war is over; structurally bearish setup
LMTSHORT@ $512.19
$575.61-12.38%
since call May 5
peak +1.5%
49:35LONG
“Micron puts in another one, up 11%, and it is now up 25% since Air Mask came out of a 6-month hiatus to say everyone is retarded. I'm stacking Meta and I am…”
@ThreadGuy
Micron is the next Nvidia; all-in HBM/AI memory bet re-rates the $700B name higher
MULONG@ $650.59
$808.86+24.33%
since call May 5
peak +55.2%
87:37LONG
“Multicoin has built a significant position in Zcash since February... as the political trend to seize private wealth continues to grow, people and…”
@ThreadGuy
Privacy coins are a structural hedge to rising wealth seizure; Monero undervalued at ~$7.7B
XMRLONG@ $422.25
$358.17-15.18%
since call May 5
148:22LONG
“some of these all-time high breaks feel like... I did it on NVIDIA. I bid $212... if Nvidia comes back for $216, really if it comes back for $212, we're in…”
@ThreadGuy
All-time-high breakouts in AI/semi names are the cleanest trades; buy the break, stop at breakeven
NVDALONG@ $197.70
$198.59+0.45%
since call May 5
peak +9.0%
TIMESTAMPS
17:18
44:16
47:48
49:35
87:37
148:22