“I just started firing into shorts... I don't know if you are a meme coin that has a Dow that gets socially engineered for $20 million. I don't know how you can ever make a new all-time high again.”
Bonk is permanently impaired after a malicious governance proposal drained $20 million unnoticed for seven days.
“the two worst possible outcomes for Bitcoin happened, and we've gone up... I think this is the first time I have flipped my brain function and found myself interested in Bitcoin.”
Bitcoin is absorbing peak-fear catalysts as Saylor's $260 million sale marked a local bottom instead of triggering a crash.
“I bid some Solana at 81. And it made this like interesting pattern... fake breakout to the downside and then reclaim it in... if we start to go up a little bit and especially over 100, I think it's go”
Solana is reclaiming a fake downside breakout and setting up for a major run as on-chain activity and meme coin volumes surge.
“SpaceX is added to the NASDAQ today I believe Yes today So it is as of right now So all passive NASDAQ flows are going to hit SpaceX... We initiate coverage of SpaceX with a strong buy rating of $800 ”
SpaceX is capturing massive passive NASDAQ flows upon its index inclusion while analysts project an $11 trillion valuation as the foundational infrastructure layer of the 21st century.
“People don't switch banks. People don't switch brokerage accounts. And so every Trump account that has a thousand dollars in it is a Robinhood user for life... There's no scenario in which you off-boa”
Robinhood is locking in millions of lifelong users as the exclusive broker for the new Trump accounts, adding six million kids who will never switch platforms.
“Take two interactive gaps up It actually made a new all time high today... if you're not long take two you're trolling yourself”
Take-Two Interactive is showing massive relative strength by gapping up to new all-time highs even without new game trailers.
“SK Hynix is offering 18 million common shares in US IPO, and the listing is well oversubscribed, And the man that is oversubscribing it is Leopold Aschenbrenner... looking to buy like $7 billion over ”
SK Hynix is seeing massive institutional demand as its US IPO is heavily oversubscribed by major AI investors willing to pay above market price.
“I mean, this is probably one of the most direct Trump stocks there is. And it's just consolidating at ATH, really... it is like so extremely corny, but it's kind of hard to fade.”
Dell is the most direct Trump stock and is consolidating at all-time highs, making it too hard to fade despite the corny endorsements.
“Micron just had the greatest earnings of all time... Those are the three names at DRAM. I don't know. I feel like if we're buying anything, we're buying this.”
Micron is a must-buy within the memory complex after delivering its greatest earnings of all time.
“Samsung just came out and announced that they're the most profitable company in the world. Q2 profit surged 19x year over year... I feel like if we're buying anything, we're buying this.”
Samsung is a core memory buy after its Q2 operating profit surged 19x year-over-year, making it the most profitable company in the world.
“Donald Trump just issued a threat to short sellers in the market... He just declared it anti-patriotic to short... This makes it hard to not back up the truck and buy a little bit.”
The broader market is a buy as Donald Trump publicly threatens short sellers and declares betting against the country anti-patriotic.
“NVIDIA is taking the gloves off David They are going to own the whole stack They are going to be talking about open source... NVIDIA's becoming a frontier lab.”
Nvidia is becoming a full-stack frontier lab by launching its own open-source Nemotron model to commoditize tokens and own the software layer.
“Nvidia and Palantir are bringing sovereign AI to the US government... this is obviously going to be a massive narrative as well. Like NVIDIA and Palantir are building AI for the government. Arms Race,”
Palantir is securing the government AI arms race by building sovereign AI environments that protect classified data from frontier labs.