← ThreadGuyTrade on Robinhood →
“So in my view, this CapEx spending gives meta massive leverage. Compute is as good as cash in this market as there is virtually infinite demand for any compute right now. Meta could tomorrow decide to”
@ThreadGuy
Meta is hoarding massive AI compute capacity which acts as a hidden floor because they can simply rent the servers to other labs if needed.
METALONG@ $556.48
EXIT$604.09+8.56%
since call Jun 29
peak +22.9%
flipped Jul 23 · held 24d · record frozen at +8.56%
Trade on Robinhood →
“IBM, which I really like. I'm still long. I longed right here on that Trump news. This was on Monday, last Monday. And I've just held it like I did nothing. I've never really tested it... it's turned ”
@ThreadGuy
Buy IBM because it is holding its entry level and surging 9% following the recent Trump news catalyst.
IBMLONG@ $278.37
EXIT$218.52-21.50%
since call Jun 29
peak +5.9%
flipped Jul 14 · held 15d · record frozen at -21.50%
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“I mean, he's saying to slam fucking microns, basically he's saying. About Porter, they announced that they have these SEAs, these supply chain agreements that have a floor and a ceiling for prices... ”
@ThreadGuy
Sports bettors are migrating to the stock market to chase rapid doubles, injecting permanent volatility into stocks like Micron that move 10% daily.
MULONG@ $1,143
EXIT$1,032-9.66%
since call Jun 29
flipped Jul 1 · held 2d · record frozen at -9.66%
Trade on Robinhood →26:29LONG
“the IBB was one of the cleanest breakouts I think I've ever planned on the stream. Did anyone trade this? Somebody please tell me you traded this. Look at this thing. I mean, look. It's up like... It'”
@ThreadGuy
The biotech index is exploding 7 percent straight up as a new wave of aggressive retail money forces massive daily moves across the market.
IBBLONG@ $187.07
$182.88-2.24%
since call Jun 29
peak +0.8%
TIMESTAMPS
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26:29