Threadguy Live

Markets turn ugly with semis crushed, the South Korean KOSPI circuit-breaking 10% lower, and AMC diluting away the trade of the year right after its first rip in years. Threadguy digs into the accelerating anti-AI backlash, the movie theater renaissance, Waymo banned in New York, Meta's new glasses and prediction-market app, Trump's quantum push, and where it all heads as more and more people become traders.

Threadguy on why luxury is dying and being hot IRL is the new status symbol, the one trait separating traders who make it from those who lose it all, and how Crypto Jared's sandwich bot got sandwiched for $15 million. Plus Chinese open source coming for the AI labs after the Fable ban, Micron into earnings, and why pricing assets might be the most important job in the world.

Market's closed, so Threadguy runs a rare casual Friday solo and just talks. He gets into the Jesse Livermore corn saga, why trading clout is the story and not the PnL, the AMC and StubHub catalyst plays, the free money indicator he is building, and the big thesis: why a psychosis fried generation taking over markets might mean the end of sustained bear markets.

Threadguy breaks down Strategy's STRC death spiral and why Michael Saylor is the most cornered he's ever been, then digs into Midjourney's new full-body medical scanner and the small-cap quietly powering it. Plus $500 GTA 6, the only two reasons left to be bullish, the Fed going irrelevant, and mourning the Fable ban.

Threadguy watches Kevin Warsh's first FOMC presser live and comes away convinced the new Fed chair is no puppet, then runs the tape: why he's still long SpaceX into a parabolic move, the one flaw between him and an eight-figure P&L, the Michael Saylor STRC death spiral, Snapchat's $2,200 glasses disgrace, and why cheap Chinese open source could pop the AI bubble. Plus Hyperliquid's catalysts and the AMC trade that beat a year of Bitcoin.

SpaceX rips to an all-time high and Threadguy makes the case that we just watched the great cryptification of the stock market, from Elon out-earning Warren Buffett's entire career in a day to a Cape Verde keeper out-following the NBA's biggest star. Plus why everybody hates AI except the people who hold assets, the setup into Kevin Warsh's first FOMC, and why he would happily give Tim Cook all of his data.

Anthropic's best model gets yanked by the US government four days after launch, SpaceX rips past its IPO, and the war finally ends, all over one weekend. Threadguy on why the SpaceX top everyone called never showed up, the UK social media ban, America's glory run, fading every war scare, and why Anthropic is trapped in a fight with the government it can't win.

SpaceX IPO day: the largest IPO in history opens live on stream, space stocks get destroyed after pumping into it, and Elon officially becomes the world's first trillionaire. Plus movies are back, paste.trade grades every stream call green, and the time has come to retire the Saylor intro.