threadguy

Exponentially rising market events make every asset a 24/7 trade, funneling volume and fees to the venue that hosts it all.

Mag 7 converge into one AI market, so capex and price wars grind down the margins that made them monopolies.

SpaceX has more upside as a no-supply squeeze setup ahead of an early-July earnings catalyst

StubHub catches viral ticket-price flows as World Cup final tickets go parabolic on its platform

Trump only cares about stock prices and will do anything to pump them, so stay long US equities

AMC spot trade is a monster, up 45% and conviction to keep holding through dips

Solana is lights out if it loses 67 again, key level holds or it collapses

Butterfly is the chip supplier to Midjourney's body scanner, special situation already popped 56%

Nike chart is dead with no support until 40 then 35, killed by niche competitors stealing every vertical

AMC ripping 35% on Christopher Nolan Odyssey catalyst, special situation, holding spot not selling

Copper is the metal he still really likes, interested if it rips above 66-67

Hyperliquid looks incredible with crazy tailwinds: CFTC, Clarity Act, Anthropic and OpenAI IPOs, Chinese listings

If private, on-device AI beats cloud APIs, Apple's silicon and install base turn AI into a margin-protected moat.

Max hawkishness already priced; a flat or dovish Warsh forces silver to price out hikes

If 2026 rhymes with January 1998, the S&P 500 enters a melt-up and runs sharply higher into a blowoff top.

Uber's AV distribution moat is cope; Empower proves riders switch apps for price