Threadguy Live

First stream back from vacation: the trade he fumbled from the beach, Cash Cat breaking the ceiling while everyone posted the death candle, Intel asking for another $15 billion, and Strategy rapping through a drawdown. Plus the case that the next bull run leaves Bitcoin behind entirely, and where the only real way to get long sits.

Threadguy opens on traders becoming the next celebrities as memecoins retake TikTok, then the market open goes red when China starts mass-producing its own chip tools and CXMT's IPO does 1% of all Shanghai volume on day one. Also on deck: the open letter fight over banning open source AI, Jensen's first tweet ever, the war nobody is covering, and Kamala 2028.

Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the entire memory trade, where his market exposure actually sits now, and the IPO he'd full port if he could get access. Plus why the worst memory maker keeps winning, whether China can really catch up on chips, the AI civil war brewing over open source, and the product he might build himself to kill DRAM.

Rasmr calls in after binking 100K on the GME memecoin's on-chain short squeeze, and the morning only gets stranger from there: corporate interns shilling a $29M raccoon, Google's $200B CapEx bet dragging the hyperscalers into free fall, Zyn conquering America while Philip Morris sits at all-time highs, and a guest with a million dollars of spot PUMP explaining his nine figures or zero philosophy.