“Man United is a public stock... All the charts look insane, and I would imagine they just go up only.”
The record $10 billion sale of the Seattle Seahawks proves live sports franchises are skyrocketing in value and Manchester United offers rare public access.
“Madison Square Garden, there's like the entertainment, and then there's the arena that has – where the Knicks play... up only as well.”
The recent $10 billion sale of the Seahawks proves live sports franchises are skyrocketing, and MSGS lets you grab the Knicks at a massive discount.
“The Atlanta Braves is a public stock... All the charts look insane, and I would imagine they just go up only.”
Live sports franchises are skyrocketing after the record $10 billion Seattle Seahawks sale, making the publicly traded Atlanta Braves a perfect buy.
“I am pretty bearish in the UFC... The UFC does not have stars anymore. There's no stars anymore... I think this is a problem.”
The UFC alienates casual viewers by relying on massive brand-risk fighters while former stars like McGregor suffer brutal 69-second knockout losses.
“StubHub CEO Eric Baker runs a hedge fund, which mass scalps tickets before reselling them for hire on StubHub's platform... anything less than like 90, 80, 90% down just doesn't make sense.”
StubHub faces an existential crisis as its CEO is exposed for running a hedge fund that mass-scalps tickets against its own users.
“there's only two kinds of markets, my friend, the semiconductor go-up market and the oil go-up market. And unfortunately, right now, we are in the oil go-up market.”
The market has rotated out of semiconductors and directly into an oil go-up environment.
“The deal was done at $135. So if you got in the IPO, your price is $135. And so if you lose $135... the bankers are going to rage sell SpaceX... every day that passes we're closer and closer and close”
SpaceX is crashing like a typical new stock and will trigger a massive banker selloff if shares break below their $135 initial deal price before unlocks hit.
“It's evolving from a brokerage that earns customer trading activity... into a vertically integrated financial ecosystem with its own blockchain... This along with the Trump accounts... It is now tradi”
Robinhood is decoupling from Bitcoin as its proprietary blockchain and Trump accounts drive massive independent transaction volume.
“If you a Take Two Interactive I think it a little bit scary Because you are banking 10 years of your company on insane microtransaction revenue from GTA And this sets the precedent that there's going ”
Take-Two's decade-long revenue model for GTA 6 is at risk after gamers successfully forced EA to remove paid progression microtransactions.
“The company that has spent no money on AI zero. All they have is insane amounts of cash on hand. They've spent no money on AI... they are winning by doing nothing.”
Apple is winning the AI era by spending absolutely zero on capex and just sitting on its massive cash pile.
“Berkshire Hathaway, company that spent almost no money on AI, has almost no AI exposure except Google that they bought $10 billion with of their debt sale... is looking so good.”
Berkshire Hathaway is outperforming the market by completely avoiding the AI capex arms race.
“The second you realize how dependent Bloom is on one Chinese rare earth, the math behind its promises collapses. And so does Wall Street's story of how this company is going to grow from one gigawatt ”
Bloom Energy's AI data center growth story collapses as its secret reliance on restricted Chinese scandium is exposed.
“you know one of the reasons i like the soul long is if at any point like at all they could figure out how to get some level of perps volume i think it gets a stupid bid”
Solana commands a massive premium if new platforms successfully siphon the $147 billion perpetual futures trading market to the network.
“Bought some ETH here. After promising myself last summer I'd never do it again. Please, God, forgive me. Please, Vitalik, send it much higher... I think the drawdown has happened Ethereum is on 30-35%”
Ethereum is a compelling bottom-fishing setup as its 35% drawdown flushes out weak hands while sidelined retail and high-net-worth capital wait to chase the next uptrend.