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No settled calls yet — credibility updates as call horizons resolve.
So like Robinhood chain, 27 million funded users and Vlad's tweeting about it. Okay, new thesis. I don't really know how to price this. This should go up. Bought it at 60 mil, played it stupid.
that's Zcash short. Zcash gets exploited, new thesis. How do you price this? I don't know. Probably just go short.
I found myself multiple times over the past couple weeks thinking, do I need to long? Like, do I long pump? And every time I just cannot convince myself to do it. Um, numbers are also down relatively significantly here.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Hyperliquid is a great business that makes real revenues and is valued in part because of those revenues, but it also trades at a premium because of the collective belief that their users have in the network and their future plans to execute on that vision.
if we were to come back in crypto and have another real bull run, if you think about it, like pump the idea of pump fun and like meme coin deploys is one of the only multi-cycle verticals to last in crypto. Like, NFTs did not do multi-cycle. DeFi food farms did not do multi-cycle. ICOs did not do like, nothing has really done multi-cycle in crypto.
I'm long oil and I am long Shaw's right now. Hi, Nix and DRAM.
What about Palo Alto? Palo Alto? Yeah. Wow, wow, wow, wow. Up 4%.
if College Football 27 sets the precedent once, that if you get angry enough, they will cut back on how much they charge you for microtransactions. What's gonna happen when GTA 6 launches a casino, basically a casino in the video game for online?
I think if we believe the long IRL thesis the way that I think that I believe it, sports cards, which have not gotten the same flavor as Pokemon cards, probably go up only.
It might just be a better trade than fucking StubHub, dogshit company.
And then boom, today CPI comes out. I guess we climbed the wall of worry. Peak hawkishness is back on the menu. And odds of hikes are, I mean, kind of off a cliff. This is the most impressive one, 35% down to 7%.
the big news as well is IBM, which is one that I sold. Look at this, down 22% in the pre-market on news that they have no deals.
Biggest losers in the pre-market, it's mostly SaaS— Palantir, Adobe, Figma. ServiceNow, HubSpot, WDAY. Yeah, Docu. All the biggest losers are SaaS
All the biggest losers are SaaS, and it seems we're maybe back to the semi trade here. Like, it's like fully back on the menu.
I'm long oil again for the first time. Daily Jerker in the house. Pipebomb in the house. I'm long oil for the first time in fucking forever.
I think Hyperliquid has such a moat over liquidity and the network effects of people trading tokenized stocks and trading perps that as it currently stands, they're just winning. And I don't think Robinhood throws a wrench in that at all.
the conditions feel good and they feel about the same as when I was first buying Zcash 2 months ago and we made the Zcash trade
one of the reasons I like the Solana Is if at any point, like at all, they could figure out how to get some level of perps volume. I think it gets a stupid bid, but that is unclear that they're able to do this.
The oil flow has never returned to normal. There's still this 20% shortage of the world's oil. And there's no deal... And oil is cheaper than when the war started. I mean, this has to be one of the most frustrating trades that has ever happened.
when you look at like a thing like Micron, I just like ask myself like who has not entered Micron that is going to enter Micron? Like who's not in this? It feels like my entire, entire feed is so long Micron.
The company that has spent no money on AI zero. All they have is insane amounts of cash on hand. They've spent no money on AI... And they are winning by doing nothing.
if you're Take-Two Interactive, I think it's a little bit scary. Because you are banking 10 years of your company on insane microtransaction revenue from GTA. And this sets the precedent that there's going to be protests.
if you lose $135, there's this Gavin Baker clip talking about Cerebras that the bankers are going to rage sell SpaceX if you lose $135. Same thing happened to Cerebras when it lost deal price... But you also worry that every day that passes, we're closer and closer and closer to dilution on SpaceX.
SK Hynix either bottoms at 1850 or the gaps that need to be filled will wipe out an entire generation of leveraged up Koreans.
So essentially, StubHub and its CEO are in the business of mass scalping. This is insane. The biggest problem in the ticket industry is scalping... the people that are doing the scalping are the CEOs of the ticket companies, brother.
I'm kind of bearish on the UFC. I am pretty bearish on the UFC... the UFC does not have stars anymore. There's no stars anymore.
I am increasingly convinced on the IRL thesis, the best way to express it is sports teams. Like, I think sports tickets, we've talked about it a bunch, is going to go up only. And it's only right if the price of these sports teams go up only as well.
It's a good take. Dude, Apple's in such a sick spot, honestly.
they're gonna pass something to allow you to read, to make your AI chat logs Public... If they can do messages, VVV should go up on that. It won't, but it should, but it won't.
All I am in is the Shaw's at the moment from $89, which is brutal. It's the worst thing I own.