tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

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LIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

goodalexander / OTHER / Jun 14

Original video

Published evidence reviewed

Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?

Public claims published

3 published market points linked to reviewed evidence.

Published market points

157:43shortdirectional thesisGOOGL

The most crowded AI long is the one to fade, because Gemini is a bad model nobody codes with and the cloud backlog looks like a fake hockey stick.

Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?

+100.00%price pending

141:47shortdirectional thesisPLTR

Palantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.

Anthropic is powering a lot of Palantir ontology deployments, and I believe that if they kind of came to market... if Dario Amodei really wants to say... you really don't want to be on the wrong side of Goldman Sachs and Anthropic right now.

+100.00%price pending

96:00shortdirectional thesisTMUS

A former telecom analyst is short T-Mobile, because it's up triple digits on little growth and Starlink could make the carrier model obsolete.

Yeah, I'm short every telecom stock right now.

+100.00%price pending