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Bubble Boi INTERVIEW (5PM EST)! Stock Market DOWN… Sam Altman vs Elon?! OpenAI in Trouble?

Notthreadguy / OTHER / Jun 14

Original video
Published evidence reviewed

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.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
146:09shortdirectional thesisPUMP

Pump.fun's pivot to 50% buybacks plus growth spend doesn't fix the broken meme coin model; trenches stay dead.

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.

+100.00%price pending
64:26longdirectional thesisORCL

The real AI bubble risk isn't OpenAI vs Anthropic but Chinese models closing the gap, killing US lab pricing.

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

-100.00%price pending
40:08shortdirectional thesisTSLA

Tesla's 330x multiple unwinds as Elon's SpaceX pay package pulls all his attention off Tesla.

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

+100.00%price pending