This week, with portfolios sitting at all-time highs after the best NASDAQ quarter since 2020, we ask who's coming for the market in Q3? We deep dive into why that gut feeling means it's time to rotate not sell, the fundamentals vs flows debate and why sell-side analysts are structurally guaranteed to keep underpricing AI demand, why Micron at 7.5x forward earnings still isn't a bubble, why a strengthening dollar is the real threat to your assets, why Bitcoin has been co-opted by Wall Street and how to walk out of the crypto cage, the HOOD trade and taking profits like a CTA, the megatrends hiding beyond AI in real estate and collectibles, and the best career advice for the AI era: find your niche. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:03) Portfolio At All-Time Highs: Time To Rotate?

(11:48) Fundamentals vs Flows: Why Analysts Keep Missing

(17:48) Micron At 7.5x: This Isn't A Bubble Yet

(20:40) Who's Coming For The Market In Q3? (It's The Dollar)

(24:15) Bitcoin's Been Co-opted: The Walk-Out-Of-The-Cage Trade

(32:38) The HOOD Trade & Taking Profits Like A CTA

(40:09) Beyond AI: Israel, Real Estate & Hidden Megatrends

(45:17) Find Your Niche: The Best Career Advice For The AI Era

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have to ask "how did you make your money" to understand the AI trade, why the answer is hiding downstream where AI changes the real economy, the 13-year-old's portfolio and whether the top is in, why the memory trade still isn't saturated, the socialism trade and what a 2028 blue wave means for your assets, why Bitcoin and everything without revenue is cooked, why the coming Saylor blowup will be the trade of a lifetime, and the Avi vs Jonah debate on whether you should actually buy AI biotech. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:07) Does Technical Analysis Actually Work?

(06:05) AI Cracks: Where Do You Hide?

(13:46) The 13-Year-Old's Portfolio: Is The Top In?

(19:44) The Socialism Trade: Sell What They Redistribute

(32:16) Bitcoin's Cooked: Stay Short The Complex

(40:25) The Saylor Blowup Will Be The Trade Of A Lifetime

(43:50) Should You Actually Buy AI Biotech?

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish Warsh presser, why Mag 7 is lagging the semis it's funding, why layoffs are actually bullish, why inflation is showing up everywhere from a $14 smoothie to the struggling bottom half, why Michael Saylor using ChatGPT to structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:18) The Market Doesn't Care About Warsh

(02:55) Why Mag 7 Is Lagging The Semis

(05:49) Layoffs Are Bullish, Not Bearish

(08:12) The $14 Smoothie: Inflation Is Real

(10:40) Saylor Used ChatGPT To Build STRC

(16:01) The Iran Deal Was A Win For Iran

(18:46) The Next Megatrend: AI Biotech

(25:11) Nuclear & The Rotation To Physical AI

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full-blown war with Iran barely dented the market and what could actually tank it, Jonah's journey from Berkeley communist to Republican, why you should collect the gold coins before the level ends, the idea journal and how billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:30) What Could Possibly Tank This Market?

(05:33) From Communist to Republican

(10:45) Collect The Gold Coins Before The Level Ends

(26:26) SpaceX Is A Meme Coin: Play The Game Of Flows

(30:25) Fed Preview: What To Watch From Warsh

(35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way

(39:52) The Iran Deal Is Just A Pause

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This episode, Avi flies solo on the biggest IPO in history before Jonah stream-bombs him. We discuss why SpaceX's $1.77 trillion debut might be a low-float meme coin and not the megabubble starter that everyone is calling it, why bears die in markets like this, the actual trade setup if SpaceX dumps back to $135, why every other space stock crashed 30% the same day, why the OpenAI and Anthropic IPOs will likely crash the indexes too, why Avi is "slowly becoming a communist," and a wide-ranging solo Q&A covering the Aptos grift, the XMR/ZEC close, why Hood is a 10x and Hype isn't, and why PnL is a disease of the mind. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:27) SpaceX Hits $1.77 Trillion

(04:45) Don't Short Elon: The Low-Float Meme Coin

(09:45) Bears Die

(11:56) Wait For The Dump: The $135 Trade

(16:21) Intel, Uranium & The First Warsh Meeting

(19:16) Why Every Space Stock Crashed (And OpenAI's IPO Will Too)

(24:43) "I'm Slowly Becoming A Communist"

(28:19) Audience Q&A

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:11) Only the Self-Motivated Will Win the AI Era

(10:30) The $60 Trillion Wealth Transfer

(15:14) The Scarce Assets Trade: Ferraris, Birkins, Bones

(24:07) The Social Contract Is Broken

(34:59) Crypto's Real Use Case

(38:28) CPI HITS 3-YEAR HIGH

(41:17) ANTHROPIC MODEL COULD BREAK MARKETS

(45:15) Gold, Uranium & The Cash Barbell

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy!

RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.

This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.

Any opinions expressed are those of the speaker as of the recording date and are subject to change.

Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied.

Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results.

Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.

--

Follow Andrew: https://x.com/Rewkang

RoboStrategy: https://x.com/Robostrategy

Follow Avi: https://x.com/AviFelman

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:28) From Crypto to the Robotics Mega Bubble

(07:00) A $10 Trillion Industry Hiding in Plain Sight

(10:45) The Companies Building Physical AI

(14:10) Why VCs Are Pivoting From Software to Robots

(17:00) The GPT-3 Moment for Robotics

(26:20) How To Get Smart on a New Industry

(33:55) The RoboStrategy Playbook

(52:00) Rapid Fire: The Portfolio

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up on 1000x...

(01:14) Rally Warning Signs: Alt Season at the Top

(06:49) The Memory Supercycle: Reading the DRAM Chart

(11:02) The Market Is Splitting In Two

(16:53) The Pair Trade Playbook

(21:01) Delete "Crypto": Apply Your Skills to Equities

(29:09) The Leading Indicator Framework

(37:30) Hawkish Warsh + The Cash Barbell

(40:38) Iran Heats Back Up: The Hormuz Tail Risk

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin position has become untenable, why decentralization lost and Solana and Hyperliquid won, how to spot the top of the AI bubble, the memory supercycle and why the OpenAI and Anthropic IPOs might mark the top, the framework of the Iran deal and what it means for oil, and why a deal could actually be bearish for markets. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up On 1000x...

(01:48) Saylor's Egg Man Problem

(12:49) Is This The End of Crypto?

(23:36) Decentralization Barbell

(29:50) The AI Bubble

(42:59) Memory Supercycle & IPO Top Signals

(54:12) Iran Deal

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

This week, we discuss whether the rally is over or just pausing as markets sit near all time highs. We deep dive into sticky inflation and high energy prices, the Strait of Hormuz and the risk of operational tank bottoms, the Powell vs Warsh Fed regime change, why BTC is struggling while ZEC and Hyperliquid roar, the explore/exploit framework for compounding your skill set, and the launch of the 1000x Terminal. Enjoy!

--

Follow Avi: https://x.com/AviFelman

Follow Jonah: https://x.com/jvb_xyz

Follow 1000x: https://x.com/1000xPod

Join the 1000x Telegram: https://t.me/thousandxpod

Try the 1000x Terminal: https://1000x.money

--

Timestamps:

(00:00) Coming Up On 1000x...

(01:41) End of the Rally or Pause?

(09:38) Sticky Inflation + Energy Prices

(17:42) Fed Regime Change: Powell vs Warsh

(27:30) BTC Struggling, ZEC Roaring

(34:56) Saylor's Bitcoin Problem

(38:24) 1000x Goes Macro

(44:23) Compounding Skill Sets

(48:59) The 1000x Terminal

--

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.