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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Bitcoin Is Going To ZERO!! Jensen Pumps MRVL, Stocks Are HOT! Trump Is MAD!?

Notthreadguy / OTHER / Jun 14

Original video

Published evidence reviewed

Berkshire underwrote like $10 billion of the $80 billion at $350, basically all-time high at no discount. That's the most significant action.

Public claims published

3 published market points linked to reviewed evidence.

Published market points

108:27longdirectional thesisGOOGL

ThreadGuy leans long Google, reading Berkshire's $10B no-discount buy of the $80B equity raise as a powerful FOMO signal and Google's ability to fund AI capex with equity as a structural edge.

Berkshire underwrote like $10 billion of the $80 billion at $350, basically all-time high at no discount. That's the most significant action.

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41:04longdirectional thesisCL

ThreadGuy says he is long oil, leaning on the Strait of Hormuz tankers-not-moving anecdote and supply-disruption barnacle thesis.

I have firsthand account information to tell me that the barnacle fear is real. So yeah, I'm long. Is anyone brave enough to be long oil, the god's nectar, right about now?

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96:59longdirectional thesisAMC

ThreadGuy is bullish AMC on an IRL-maxing revival plus a structural shift to cheap YouTuber-made hit films driving box office and theater attendance.

I'm really fired up about AMC right now, like genuinely excited. There's this general trend towards IRL maxing, people want to go IRL and do stuff. The movies are such a clean spot.

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