“one of the reasons theoretically It could start be going up right now... I think we're done with the DAT takeout. Like my favorite analogy ever was like you pulled all of this artificial manufactured ”
The artificial treasury buying binge that pumped Bitcoin to a weak 126K top has finally burned out, leaving the asset cleared of forced sellers.
“Every day passes, Pump Fund made a million dollars... yesterday they bought back $490,000 worth of pump... I'm just really bullish on this one coin and I have a really good entry I'm just like dumb bu”
Pump Fun prints a relentless $1M in daily revenue and uses half to automatically buy back tokens, so buy the coin while the float remains highly constrained.
“Palantir, nasty candle. This thing has really been struggling. Is anyone in Palantir? It's an emit favorite right here. This thing does not look good. I'm sorry. It does not look good.”
Palantir bleeds 2% right at the opening bell with a nasty red candle that shatters its chart and signals immediate downside.
“Longing Zcash into Upgrade next week. I like Zcash... the coins that are interesting to me are BVV the Perp Dexes Zcash and Pump That it”
Speculators are buying Zcash ahead of its network upgrade in 7 days to capture the momentum of a major protocol fix.
“And I think Copper looks insane. Look at this. One attempt, attempt two, attempt three, attempt four, attempt five, and then attempt six. I think on attempt six, you gotta just give it a go. You gotta”
Copper is hammering against a massive price ceiling for the sixth time, creating the perfect setup to buy the breakout before it shatters the barrier.
“SpaceX backup of 135, I like it. Backup of 135, I kind of like it. you could maybe get there above 135. That's the key level, I think, on SpaceX.”
SpaceX pushes back above its critical $135 support level and triggers a clear technical breakout that demands an immediate buy.
“China Tech ETF is going to get crushed. Right? China ETF is going to get crushed because American buyers are going to be out. Completely out. They're going to get crushed. Speculative value is going t”
A potential US ban on Chinese open-source AI models will crush the China Tech ETF as American buyers flee a fund allocating over 20% to Chinese AI leaders.
“Probably short neoclouds. Why? Because I can't give compute, rent compute to China. ... Short, like Nebius or CoreWeave. closed models benefit open compute providers get hurt”
A sub 5 percent probability Jan 2026 US ban on Chinese AI models will starve open compute providers who rely on renting server capacity to foreign developers.
“I think Apple is a screaming buy right now... that company could just run the table on ai if they get this right... they will put so much downward pressure on claude and open ai by just putting local ”
Apple will crush closed-source rivals by using its hardware to run massive 70B+ parameter AI models locally with unlimited tokens on your desk.