Notthreadguy

“There's no bidder outside of Saylor right now. There's just not. Long BTC, it could have just got an entry on literally anything else, didn't do it.”

“ETH market cap is way too low in relation to Bitcoin. But it's like, what does that even mean?... it doesn't make it attractive.”

“You go out on a podcast, you break and violate an NDA... Marvell freaks out. They pull the deal. You now have lost your main source of revenue.”

“Roblox makes less money than Rockstar Games that hasn't put out a good game in 8 years. How is that possible?”

“most people, like the dumb retail money, is all now at the same time throwing headlines and charts and ideas into AI, asking it what to long, and are just slamming it.”

“Oil looks really good to go higher. Market doesn't care... We're looking at over 10 million barrels a day crude still offline.”

“His second favorite stock other than Amazon, which we should add to this list actually, is Bloom Energy Corporation, which is just a motherfucking monster, brother.”

“OpenAI is building a phone... working with MediaTek, Qualcomm, and Luxshare on an AI-first smartphone targeted for 2028 mass production.”

“the one I really like, by the way, is the Amazon chart looks so awesome... It is Chris Camillo's favorite stock.”

“On the announcement, MSFT falls 5%, announcing the OpenAI license will now be non-exclusive and will no longer pay revenue share to OpenAI.”

“this is like the craziest thing I've ever learned about my entire life. This is the stock.”

“And I like nibbled at Intel because I didn't know what else to do. But it's actually, it's actually up a lot of money.”

“I have no positions except for an all-time high break long of Nvidia because I didn't know what else to do.”

“it's a disaster until further notice because it's just the same... It's not going to come back unless things start fucking candling going up. And the only way things are going to candle go up is if there's something new to do.”

“Oracle, which I was trying to make a case why this would be an interesting trade is they have, you know, they've invested like a trillion dollars to build out data centers for OpenAI”

“all of the Elon paydays to come from here are dependent on ridiculous goalposts for SpaceX... every second he spends on Tesla is one second he cannot spend on getting people to Mars”

“Wow. Their take rates must have been so much lower. Anybody hold Hood? I wonder if crypto just got shot like that. And I was applying similar takes of what we saw last quarter, and now they've just completely given better pricing to try to just compete”

“Seagate's in there and their multiple is actually quite healthy. And if they put up the growth and you're part of that thematic because the whole entire world is spending trillions and trillions of dollars on the stuff, you're going to get a pump.”

“I think this might be similar to Micron where the beat was so big that people wanted to hear a little bit more. Bloom. This is a mid, the stock sort of waited. Wow, this is nuts. This is one of Chris Camillo's biggest, uh, dude, Bloom is, is gonna run.”

“This was, if we're following hallucination yield, by the way, this TLN name is what GPT likes the most for a long energy that is in bloom. It's $16 billion name, TLN”

“What's the trade for UAE leaving OPEC? I think short-term bearish oil. Long-term deep uncertainty in the oil markets as to, uh, like hierarchy is gonna be shaken up.”

“I traded Nvidia ATH break, but like kind of retarded, and just like let it close for a small loss.”

“photonics needs coolers. People don't know this. Photonics needs special coolers because if the temperature goes off even by a little bit, the thing doesn't work.”

“Flex just really makes water, water cooling equipment, right? We've kind of seen that, uh, ADS Telegraph, that their, the voltages of their systems are going up. So they're going from what was called 48-volt to like 800 or something. You're going to need more cooling.”

“the concentration of upside in a handful of assets will make it easier to generate massive returns. There is less capital looking at crypto exposure than ever before. This all changes with the rapid repricing of Bitcoin this year, which I believe is inevitable.”

“Bill Ackman has just IPO'd his fund Pershing Square, PS, and it does not look good.”

“there's a stock Chris Camillo has been talking about who is coming on the stream he's been talking about Coco on stream, and I've never heard of the stock before. The Vita Coconut Company. This is what I drink.”

“I swapped everything, including my position in Meta, straight into Micron. All in. it feels almost absurdly obvious where this is going. Micron is the next Nvidia.”

“now he's calling for the QQQ to 3x. Not literally, but close enough. why I believe the possibility of the Nasdaq tripling over the next few years is underestimated.”

“Intel is just an absolute monster. It's at $94 after hours, it closed at $94.75. Bubble Boy is so fucking paid. I asked him what his next trade was. He said more Intel calls.”

“Imagine we long this bottom wick. earnings smash up 11%. What a fucking entry.”

“Goddamn, I'm getting crushed. It's down 7%. it's down 7 is nuts.”

“Look at that thing fucking go, Google! Goddamn, this is the Mando stock if I've ever seen one. Who's long Google? Is anyone long Google? This is incredible.”

“I made a tweet today and said the best way to express being bearish equities is to just short crypto”

“this is a chart of front-dated Brent oil on Hyperliquid. And look at the daily chart on this thing. Pretty terrifying. all-time high on the first breakout, like early March, was like $117”

“I think the market was trying to figure out why they missed. Let's fucking go. Green, green, green.”

“April 2026, believe it or not, was the worst month ever in terms of DeFi exploits. $635 million lost over 28 exploits in 30 days is hard to fathom.”

“USA is bankrupt, hyper debt is out of control. This is why markets will go up for many years. Billions who own no stocks will become much poorer. USD is worthless.”

“something like Eaton, which is like lower on the totem pole as far as like where they benefit, um, they're like de-risked a ton because of how little power that we have in America to supply these models... I like Eaton a lot.”

“you could maybe just long stocks to express short oil. Is that retarded? You could maybe long stocks to express short oil because it's like, okay, they're both going up in tandem. And I would imagine you're shorting oil because you're waiting for the war is over headline. But you know, on the war is over headline, we're gonna rip higher.”

“Oh dude, GME, are they really gonna buy Game-- uh, eBay? I want to long GME, but I don't know where to long it.”

“My new favorite stock is IKBR... They just added trading for South Korean stocks, which is really lit.”

“Qualcomm, which I like because I think it's fun for the OpenAI phones, down 1.5%. I don't really understand the business.”

“And I got really bearish on Ford. I think I'm like late to the table here, but I got really bearish on Ford and Toyota after watching this video.”

“IGV Software chart, I'm gonna be honest guys, I know I hate on this thing all the time. But software looks kind of interesting here. It does, it looks kind of interesting. Up 3.5%, obvious winner today”

“I'm evolving into an Air Mass type of fuck you, it's going up. I like what I like. And you can't Iran War me out of getting rich.”

“somebody asked me, they wanted a short oil, and I told them I think a better expression of short oil is long Bitcoin, if you remember that. And I don't know if that was true, but I said it's a safer expression is long BTC.”

“Hood up 4, but really it's crazy, Hood just trades like a crypto stock. That's why, honestly, I don't know why you would hold Robinhood in 2026.”

“Palantir earnings are out, earnings per share beat by 18%, revenue beat by 6%. This is probably your software long, huh?”

“I think the eBay thing makes a lot of sense... eBay is a fucking behemoth and it's pretty dead, like it's a hollow behemoth... but it's a massive marketplace.”