Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026

Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bitcoin" and it splits the gap roughly in half.

Transcript

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What's the fucking good? How y'all doing? How y'all feeling? How are you all? Welcome back to the stream. Welcome back to the stream. Welcome back to the fucking stream. I'm gonna be honest, man. I I might have some like autoimmune immune situation. I'm sick. I feel like I'm sick every day. I can't think straight. I didn't sleep. I got a double sinus infection. I got everything in between, but there was a couple things in this world that are more important than your health. And I promise you, bro, that is monitoring the fucking situation. Guys, really quick before we talk about anything serious. I'm just gonna be honest. I think we're done with the intro. I'm genuinely upset about the intro. You know, I I genuinely am sad about Michael Saylor selling, okay? I'm not sad because of the price. I'm not sad because strategy is gonna go down. I'm not sad because he sold. I'm sad because I took this how many chairs are you sitting on thing very seriously. Like I really lived it. And I took it very seriously. How many chairs are you sitting on? Are you all in on the chair? You put on one pair of sunglasses, you got one pair of AirPods, you're looking at me through one screen. Are you all in on the screen? I took it very like it was sort of like a way of life for us, I feel like. I mean, that dude, that that video has been my intro. That's been my intro for like over a year, and then he comes out, and not only does he sell, but he sells like 30 bitcoin. Like, what's 30 bitcoin? It's like if you're gonna sell, sell it. What is third? What am I gonna do with 30 Bitcoin? This is Michael Saylor. This is sell your kidneys if you must, never sell the Bitcoin. So, anyways, we'll talk about it. The craziest part about the Michael Saylor selling Bitcoin is that hyperliquid's like $74. It's unbelievable. The market is hot, alts look beautiful, and I had a sick weekend. Actually, yeah, I had a good weekend and a sick weekend, and I'm excited to be back. So bear with me. My fucking voice is cooked, my head is cooked, um, everything in between, but there's something's more important than your health. And of course, number one at the top of that list is monitoring the fucking situation. Couple intro things. Number one, new social arbitrage trade. I go outside in New York City, I walk down the street and I look at shoes because I'm like just like I'm a I'm a shoe guy. I don't wear them anymore, but I like them. I like shoes. I like to see what people are wearing on their feet. I pay a lot, I've always just paid attention to shoes. I've always like looked down. Everybody in their fucking mom is wearing is wearing ASICs. I have seen this shoe on so many feet. It is disgusting. And by the way, it's a little bit like a white Jetta. What do they say about white Jettas, Chad? Do you know what they say about white jettas? I have never seen an ugly girl drive a white Jetta. Period. It's a fact. These shoes are very akin. It's gotten a little bit too mainstream. I think the barrier to entry is a little bit cheap, but I've seen this shoe so many times. It's disgusting. And so I'm sitting here thinking about Asics, and then Malcolm comes over the other day, and I'm like, hey, what's up? He had this, you know, big, big grin on his face. It's rare on weekends. Sometimes I see him with a big smile. He walks in all like cheesed up. And I'm like, what are you? You know what? My net worth not at all time high. Ain't shit to smile about. Why are you smiling? And he's like, Look, man. And he's got these new ASICs. They're all sitting at the front of our like little walkway. He's got like four pairs of them. And so I went and I looked, and I'm like, uh, is ASICs a public company? And it is publicly traded on the Tokyo Stock Exchange. And I went and I looked, and it's ticker 7936, which I love. And look at this chart, brother. Seems I'm not the only one that's uh fired up about ASICs right now. And then I'm looking at this thing and it says the market capitalization is 3.6 trillion. And I'm like, I don't even know what's going on here. Oh, it's yen. Okay, thank you. I was about what's going on. Okay, $22 billion. All right, second thing, really quick. Did anyone see Obsession and or Backrooms? Before we do market close in three minutes. Has anyone seen Obsession or Backrooms? I genuinely have not seen movie hype in the theater from a movie like this since I don't even know. When was the last time there was a movie this hyped? Definitely wasn't Marty Supreme. Marty Supreme was hype, but it was like forced hype. Sinners, no way, no way Sinners was more hyped. Oppenheimer, maybe. And so I was looking into these uh these movies, and both of them were made by YouTubers. It's actually so sick. And we're maybe about to see a resurgence in film. I think film has been dead. I think film has been so dead, like toast. I like watching movies, and I watch a lot of movies because I'm like niche and I'm alternative and I'm super New York and I'm into the Sundance thing, and I just have like culture in in that way. But the film industry is fucking fried. And so I was looking into this. How much did Obsession cost to make? I'm looking into this, and it was directed by this Curry Barker YouTuber with an estimated production budget between 750,000 and 1 million. Okay, they sold the rights to this company for what, like 15 million dollars, I think. It so far grows to 150 mil. Unbelievable. I don't know if anyone here has ever tried to make YouTube videos longer form, like 20 minute plus YouTube videos. If you have, especially recently, you understand it is the most challenging platform to go viral on, and it's not even close. It is like an unbelievable lift. We spent like two months and we were really like, we're gonna go focus on YouTube longer form videos, and after two months, uh no, we're not gonna focus on medium-term, longer term YouTube videos. And so it's a I mean, it's just the truth that all the talent in the world is posting on YouTube, they're posting on TikTok, and they're streaming on Twitch. That's where the talent is. That's where it is. Like if you're some sick actor or you're like super charismatic and you're one of these young stars, you probably just stream on Twitch or you make YouTube videos. And I don't know, I'm gonna go see it this week. I fucking hate scary movies. I hate, hate, hate, hate, hate scary movies. I don't like them, I never watch them. But I feel like this is a situation where if you don't go watch it, you just are are out. The market just closed. The last cultural thing to talk about that we're not gonna talk about. Has anyone had a Kool-Aid Pine Apple? Yes or no? I'm not gonna lie, I wanna I if anyone sells them in New York, I don't really want to make them. If anyone's selling them in New York, I'll buy them from you 100%. I wanted to put them on stream. I saw this take. The last thing, last thing. I saw this take that there's this good, there's this great war of GLP ones and sweet treat slop in America happening right now. And so as the GLP ones in the Ozempics and the Rettas get way stronger, it discourages people to eat junk slop. And so as the GLP ones get stronger, the sweet treat junk slop has to get way stronger as well to combat like to be a combating force against the GLP ones. The smartest like biologists in the world are are making are working on like weight gaining sugar slop and weight loss in pill form. So it's an incredible battle. I I was gonna try to figure out a long Kool-Aid, which is owned by Kraft, but I'm sitting here thinking to myself, when's the last time I like unironically drank a Kool-Aid? Like a sugar drink like that. It's disgusting. And the answer is like 15 years. I don't know. I was like seven the last time I had it. Like, unironically was like, Let me get a Kool-Aid, like sugar drink, or like drank a Gatorade with sugar. When's the last time I drank a Gatorade with sugar? Many, many, many years. And so it is nothing of interest to me, but something of interest to me. The market just closed. The SPX that closes at 7600. It did make a new all-time high today at about 7618. It is up 0.26% today. The Russell closes down 0.27. The Dow basically flat at 51. That's like what 100 closed up point. Let's go with the dailies cloak, uh, up about 0.6 today, around 30,500. I think the most interesting activity today in the stock market is number one, Q's up 0.6. Number two, the semi-index, the socks is up 0.5. And the leader, the leader is the IGV, iShares expanded tech software sector ETF. The software ETF is up a whopping six percent today. And the chart looks gross. I gotta be honest. Look at this fucking chart. Crazy volume thrown into this thing, and all of a sudden, we are in a full bull market in every sector now. It's no longer semis AI bottleneck. We are ripping software. This thing is a movie. You know where we always start? We start with cryptocurrency, and Bitcoin looks absolutely horrendous. Um, 71.5. It got as low as like 70.6 or 7. Local bottom is already put in, but uh chat, chat, chat, chat, chat, chat. 60k cycle low in or no? Was that it? Or are we gonna retest it? Um, I I don't really have any take on BTC, to be honest. I hold spot, you know what I hold. I tend to also think the low is in, but we've talked about this a lot as it relates to crypto, which is that it's not rips up or rips down that are the problem. It is the chop, the chop, the chop to just like sit here and just fucking do nothing and just do nothing and just do nothing. This is what drives people absolutely crazy. Bart, Bart, Bart, Bart, Bart, Bart, Bart, Bart, Bart. Well, every other stock is going parabolic. I'm also don't have the strongest take on Sailor's sell, but it feels like the worst of both worlds, where it's like Sailor sells, and so you in one hand you rip that band-aid off, but his sell is so insignificant that you don't really get to see if the mark like you don't really get to test liquidity in the market, and so you don't really know what's gonna happen if he does sell a massive amount. He sold like he sold nothing, he sold like a uh he sold a complete rounding error worth of Bitcoin, but we're dumping because people are like, Oh my god, Sailor is selling, and so you still have the overhang of what happens when he sells a billion dollars, and you don't actually know. I think uh for the meantime, we just do nothing with BTC, and that's completely fine because the market has taken a stance, really, in my opinion, over the last week. It if you look back at correlations, it's already happened. But really, over the last week, the market has taken a stance, the crypto market and said we do not give a fuck what happens to Bitcoin because we're going higher. This is the hype daily. Look at this thing, look at this fucking chart. Um, I mean, this is unbelievable what this looks like right now. This is unbelievable. I have a pretty large bag, traded it horribly, but I do have a pretty large bag of hyperliquid at this point, and I'm pretty fucking lost for words at how how well this looks. I think congratulations to the people that really have traded this well. I think a lot of the the early Chad whales have taken a lot off the table. And this is sort of a new trade to me now from price discovery on what happens next. Feels like a new trade, and this thing does not seem to give a fuck. Landry's like 68, 67 or something. 67. Um, on the on the position I've opened right now. The market does not seem to give a fuck about what Bitcoin's doing. So hype looks insane. My second favorite coin right now that I have, I have the biggest position open in hyperliquid. My second biggest position right now is VVV, which I think looks fucking unbelievable. I've been really hyped about this local AI, private AI, getting your LLM records off the servers and off the cloud. And it's pretty nuts, but PewDiePie came out today and he dropped this video about his trillion dollar project that's finally out. And it's like a local pro I haven't actually watched it yet, so I don't know exactly what it is, but it's like a local private AI. It's like a Venice clone. It's really cool. Um, this is one of my favorite alts. I have a reasonably sized position open right now. I think about like at 18. This 20 level is where I had a huge buy order last night. It missed it by bro, it missed it by fucking 15 cents. But I'm yeah, I'm pretty hyped about Venice right now. I'm not gonna lie. I run to get Eric Voice on the stream. He fades me really hard. But it's private AI. It's private AI. I think it I think the thesis is cool. I don't know how well it works. I've actually never used it, but I like the thesis. It's clean, it's sharp, it's smooth. And as long as hype continues to not give a fuck about what happens to Bitcoin, I think B, it's gonna be one of those tokens that catches a lot of flows. It has a Robin Hood listing, it has a bunch of avenues for liquidity. I like it. Third on the list is Zcash, which I'm gonna be honest. I'm kind of whatever about Zcash right now. I have a I have a long open from uh uh 545 just because I closed the huge position, and you know I I can't be like Zeke list. I have a uh position open there, um, which is just kind of chopped around, and then I'm down to add like 641. But Zcash is clearly not the best coin at this stage. Yes, I know Blunts keeps bullboasting it. I'm not sure how I feel about Blunts, to be honest. Cool to see some bulls in it, but I mean, this is clearly not the coin with the most juice. And then the fourth alt on this list before we get to the real alts is Nier, which is man uh Mando re-entered. I mean, this looks sick, really. It does. Our majors in crypto look terrible. ETH somehow found its way back above 2000, but I mean this this coin is just so heavy. It's 250 billion dollars. So that's ETH, and the only major that somehow looks worse than ETH is Solana. I mean, this thing is fucking crazy what this looks like, too. Just no narrative. Um, the rest on this list, souls, the Ansom play is basically flat. Metals Chads, where are you? Silver doing nothing, gold also doing nothing, but copper. Look at my squiggle. Copper, copper, copper. Look at this squiggle from last Tuesday, two weeks ago. Copper looks interesting. Is anyone long? I said if this thing was able to get back above that yellow line, I'm interested. And that's right about where we are right now. We're here. Last but not least on this list, we have strc, which has accumulated zero Bitcoin today. Wild day on oil. I am just not interested in talking about it, but I have no choice. Born to long the AI bottleneck trade, forced to talk about oil in World War III. Uh crude oil at 92.22, front dated contracts, and then Brent oil at 94 dollars. All right, defense Palantir up 3%, outperforming the rest of the defense sector, as the IGV is up six percent today, which is fucking nuts. Everything else off a cliff. Um, Northrop crushed down four percent. This chart is disgust. Looks like ETH. Lockheed Martin down three and Raytheon down three as well. I don't think anyone in here holds any defense, anything. All right, um, leading the way is ARM. This stock is now up 90% in two weeks. Okay, the yellow line, if you see the yellow line on my list, is when Contra went on Twitter as a bear and said, I'm hedging my bearishness with some out-of-the-money arm calls. So he posted this on May 19th at $218. He deserves a follow for this. Making a bear tart hedge with arm consolidating a prior highs without retest, 20-day support inval is close under 20 day and 200 sitting price at this is 218.45. It currently is at 408.85. Unbelievable call. Props. Second biggest gainer on this list is Cloud Flayer. Gotta hand it to that brother, Michael Burry. He's come Unk has completely lost it on NVIDIA and some of these other trades, but his cybersecurity thesis is so good. I gotta get the guy credit. We looked at these charts from where Mythos dropped, I believe it was March 7th, or like 8. Was it eight? It was April 7th when the news of Mythos first came out, and these these names are up a fucking lot. Um, Cloudflare's up 20% from the first unveiling of of Mythos. Number three on the list, Dell is up three percent. It is up, fuck my life, 100% a clean 2x from where Trump first told everyone to go out and buy a Dell. Oracle is a monster right now. This thing is up 10% and gaining non-stop. This thing is wild. Uh Salesforce, excuse me, is up 10. Snowflake is up 10. Nokia is up 10. BB, BlackBerry, Ansome Stock is up eight. IBM Trump stock is up seven. Marvell is up seven. Micron Air Mass stock is up six point five. It's now up a clean official a hundred percent from his first tweet announcement. Nvidia puts in a monster candle, sick ATH retest up six percent today. Adobe, Michael Burry stock is up six percent. Sandisk up four new all-time high. Um, Broadcom, crazy, up three percent. Uh, Microsoft leading the way in SaaS. This is up clean two and a half percent. I think it's losers is space has gotten what exactly happened? There was a failed SpaceX launch. Is that what happened? Oh, it was Blue Origin. Yeah, yeah, thank you. So I think that explosion, in combination with the at least the rumor that Elon was marking down SpaceX IPO, which I he came out and said was fake, seems to have been part of the reason all these space docs got crushed. So Redwire is down 15, Rocket Lab is down 14, ASTS is down seven, Firefly is down five. Um, anyways, meta down five, ASTS, uh RoboStrategy is down a lot. Officially 18 from Andrew Kang announcing he is the CEO, and then Cerebrus continues to just get crushed down another 10%. Google reports propose 80 billion equity capital raise to expand after hours. It is completely flat. Uh, all right, moving on to our some of our like consumers, SaaS, everything in between. Biggest gainer is Nebius, up another 15%. Leopold Ashenbrenner owns five percent of the fucking company. This thing has been up only. Zeta, that emit stock, is up an additional 10% today. Service now is up 10. Figma, the worst stock in the history of the world, is up six percent. What does Nier actually do, Mando? I would love to try it. DraftKings miraculously is up seven. Hymns is up six. I'm seeing a lot of Hymns bullposts on the feed. IGV, we know is up six. Um Unity Software, we added this because of Michael Burry. That's up six percent. Open doors up five. Shopify, another omit ass stock is up five percent. It is up twenty percent since he publicly bullposted it uh what a week ago. Um, Pusa, which is the former taking as a personal side, the HPE. What the fuck is HPE? HPE, he was the Packard Enterprise Company. Oh my god. What the fuck is this? Dude, D Gills, I need you texting me to get these calls. Wow, HPE, bro. Let's add this to the list. It's up 32 after hours. It's so gross. Shopify Pusa is the Donald Trump Jr. golf course turned drone company that um just got a potential investment from the Trumps. Funny enough. DoorDash up four. I read up three. Ferrari race is up three. Snap up two. Circle is leading losses here, down seven percent. MSTR down six. That thing is a fucking um enhanced games, the second worst stock of all time behind Figma is down five and a half, Texas District is down four. Sweet Green is retracing a lot of gains. This thing is down four percent today. Is anyone still long? Sweet green, it's up 40% from the official Chris Camillo announcement on the stream that he is long. Robinhood down four, Coinbase down three and a half, Carvana, that chumba stock is down three. I'm buying AMC. Now, why would you go ahead and do that? Whoa. AMC reported 25.5 global attendees in May. It's best May since 2019, including 4.2 million over Memorial Weekend. Wow! That's such an unbelievable mega church trade that I just didn't even think about. Oh my god. How much are you up? Uh please tell me how much you up percentage. Tell me it's a lot, tell me it's a lot, tell me it's a lot. I didn't even think about that, bro. I'm just gonna talk about fucking ASICs. Oh my god. That is such a sick trade. Congratulations, up 22%. Oh man, that is such a fun trade. Congratulations to you. Uh Eli Lily down two, Nike down one, the swatch group down one, Roblox flat, uh Reddit up one. Take two interactive is up one. Threadguy is along a little bit of Zcash, a lot of bit of VBV, and a lot of bit more of Hyper Liquid. All right, altcoins really quick. Um, Near leads the way up, oh my god, oh, up 15% today. Oh, this is Mando candles. Number two on the list is Tawn. After Pavel Durov, the CEO of Telegram, came out and announced that they will be changing the name of Tawn to Graham. This thing is up 14%. Gito up an additional 10%. This thing has been very strong. Bear chain, XPL Pump is up three percent on news that rhino is long, which is crazy. Grass, not much, chip, not much. I think it's losers, syrup, mantle, lighter, which is so pathetic. I'm sorry. Lighter's down four percent today, is unbelievable. Last but not least, let's check it on hyperliquid. Oil looks pretty good, but you know my stance on oil. We're not gonna talk about it for that long. Brent, same thing. Um, SPCX SpaceX is 198 right now. Daily is kind of chopping this thing, but it's reasonable enough range. Anthropic is the big story of today. So this thing's up 10% today. Um, pre-IPO perps to like 1650. Has 10 10 mil of OI. It's the highest OI I've seen on this chart in a while. $2 million of volume. You can't put any size into it, but obviously Enthropic announced their IPO today, which we are going to, or they filed, confidentially filed for an IPO today, which we are gonna talk about. Um, all right, check this real quick. Cards number one. Wow. Deserving. This thing is a fucking monster. And number two is um asteroid. They really killed it. Let's check in really quick on war and oil and let's move on. I don't have anything super significant. There was this announcement first that oil bulls were getting you know shutted up on that Iran announced is ending all negotiations with the U.S. and vows to completely block the Strait of Form moves. Iran says they're blocking it, the US says they're blocking it. Everyone in between, no one knows who's blocking it, no one knows who's in control. Then Iran says it's ending negotiating uh negotiations with the repeated ceasefire violations, including Israeli strikes in Lebanon. Iran also threatens to block the there's a second strait, the Bab strait. And Trump comes out and he's like, no, no, no, no, no, I'm blocking it. I'm dirty Dan. No, I'm dirty Dan. Iran's like, I'm blocking it. Trump's like, no, no, no, I've blocked it. Follow-up on that is Trump tells uh NBC's uh reporter that he's not heard from Iran, they're suspending talks. He thinks they've been talking too much, and going silent would be very good. And then the announcement today that got us a little bit of a pump is I had a very productive call with Prime Minister B.B. Netanyahu of Israel, and there will be no troops going to Beirut, and any troops that are on their way have already been turned back. Likewise, through highly placed representatives, I had a very good call with Hezbollah, and they agreed that all shooting will stop, that Israel will not attack them, and they will not attack Israel. President Donald J. Trump. And so we basically pumped on news that Netanyahu and Donald Trump had a phone call, which at least as I understand it, they've been having many phone calls. But the point I want to talk about, which is the most interesting, is I think oil bulls have completely lost their fucking minds. It's almost like being bullish oil is very akin to being a meme coin on-chain trader in 2026. Because what the fuck are you doing? There is a bull market in basically every sector of the world, and you're trading meme coins and longing oil. And the oil trade, again, we've talked about this. In theory, it's a good trade. But why pick the one asset that if it goes up, the world approaches crisis? That's the problem with oil. If it the higher it goes, the more the world is in crisis. It isn't just America, it isn't just Iran, everyone is in a crisis. There's this new oil lunatic that has been brought onto the scene, by the way. I've seen quite a few tweets from this fellow, which is uh Marlum Marlum Data is the newest victim of oil looks like a good long. Because I they're victims, they are victims. I I do believe them to be victims. Okay. If you get diopt into longing oil, you're a victim because it does look good here at first sight. And this is the thesis is twofold. Iran missiles may not be the greatest threat to the ships stranded in the Persian Gulf. Unchecked barnacle barnacle growth can reduce speed and increase fuel consumption by 40 to 80 percent in extreme cases. Barnacles can eventually sink a ship or cause a total loss. It's kind of gnarly what this looks like. Look at this have you ever seen this? Have you ever seen this is insane. Like, what the fuck is a barnacle? What is the leading public company that specializes in barnacle removal of ships? This is the bleeding bull thesis for oil right now, by the way. It's the number one thesis. Axco Noble owns international marine coatings, one of the major global ship coating brands, and anti-fouling coatings are a core product line. Um, it's one of the top anti-fouling suppliers. I mean, this is this is a sick trade. What's what is it what is it doing? I mean, what this is it's gotta be up, right? I mean, it's gotta be pumping. Oh my god, dude. Are you serious? Bro, it's up like twenty-five percent in a week. Oh my god, this is a sick fucking trade, bro. It always works. This is an unbelievable trade. It's an 11 billion dollar company, bro. This is an unbelievable trade. How do you long this entire business is they make barnacle proof paint? What? Oh my god, oh my god. Everything in tech is up 30%. I'm watching this. Barnacles might seem harmless, but enough of them on a hull can drag a ship down. They increase weight and reduce speed, costing fuel and time. That's why sailors scrub the bottom regularly. It's not just vanity. That was really awesome. Anyways, if you are long oil, you are basically betting on the barnacles to be a problem. I didn't even, I've never I didn't even know barnacles was was a thing. Apparently, it's an animal. I don't know a single person with a pet barnacle. Do they do anything? What do they do other than make the company I'm long go up by being a nuisance? I don't exactly know. But, anyways, that's the final update on Warren Oil. The biggest news today so far has been Anthropic confidentially submits draft S1 to the SEC. The race is fucking on. Today Enthropic PBC confidentially submitted a draft registration straight statement on form S1 to the U.S. Securities Exchange Commission for proposed initial public offering of our common stock. But it's gives us the option to go public after the SEC completes its review. The proposed initial public offering will depend on market conditions and other factors. The number of shares to be offered and the price has not been set yet. This announcement is being published under Rule 135 of the Securities Act of 1933 as amended. Throppic is going public. Um, I mean, there's very clearly a race here to see who can go public first. It seems SpaceX is gonna lead and Throppic is gonna come second. It's a little bit weird. This comes like a day after they announced a Series H raise. Um, but nonetheless, this is the announcement. And I mean, this to me is the stock people are gonna be like foaming at the mouth too long. The SpaceX one is fun. There already is a way to get Elon exposure via Tesla, but their numbers kind of are horrific. But the consumer AI, that I mean the leading frontier lab, Anthropic, I think people are gonna be foaming at the absolute mouth. Now the question becomes does everybody just get absolutely cooked? Market, does the market get absolutely cooked and there's no liquidity left and everything just gets destroyed and this is it? I mean, uh look, I don't know, and it doesn't seem like we don't have that many details on anthropic, but it does seem like if the market pulls uh SpaceX red carpet and set it up so there's it's in all the the indexes day one, there's really no way for this thing to go down. It doesn't, I don't know TBD, how big of a liquidity suck it's gonna be, but I think people are are gonna be pretty hungry to bid anthropic um when this does come out. There also was a follow-up announcement that open AI's Altman says he's not focused on IPO timing after anthropic filed. He said openai will IPO when it makes sense for the company to IPO. So we're gonna get anthropic, we're gonna get SpaceX, and it feels like open AI maybe a little bit down the road. Anthropic's annualized revenue visualized from three bill to 45 billion dollars in less than 12 months. Look at this graphic. Blue, this turquoise color is open AI. Anthropic is the obvious ripping one. Orange, if you can even see that, is XAI, and then Mistral AI is is blue. Um, I mean, it's just like skyrocketing how much money they're making. What do you got, Flood? And then here's a polymarket that actually has a decent amount of volume. IPO's before 2027. It's got seven mil volume, it's enough to like take some signal from it. SpaceX 98 can it's confirmed. Anthropic was also just confirmed, but it has to get uh or it was filed, but it has to like get approved. I don't know exactly how it works. 84 opening eyes at 73, which maybe feels high. I don't know. Discord 57. Um, Discord's kind of a fun one. I don't know. Maybe just because it's familiar name. Remote 22, Databricks 20. Um, Google owns 15 of Anthropic. That is wild. And it's down today, huh? Um Sheehan is crazy. 15. Epic Games would be a fun one. Ledger, that thing is gonna get destroyed. Ramp at 10, Freddie Mac at 11, Stripe at 10. I think you can buy stripe via the Robin Hood Venture index. Is it RVI is Robinhood Venture index? It holds a decent amount, I think, of uh of Stripe, Robin Adventure Fund. Um, it's trading decent. Waymo would be crazy. What happened happened to the toxic crack and I Rex would be wild too. I don't know what happened to the uh Kraken IPO, actually. It was getting it was getting talked about a lot. Andro would be fucking unbelievable. That's the one I would like exposure to. So, all right, I'm relatively in the Nick Carter camp that I think AGI is basically here. He was like, Imagine you had 120 IQ human that had domain knowledge across every topic, understood, could pass all the exams, pass math exams, could compete at every entry to higher level white-collar job, solve math, solve all demographics, understood markets, understood human interaction, and just like got some answers wrong, made some typos, spelled some things incorrectly, made some stuff up on some answers. Would you say that that is like a competent human that you can interact with? And the overwhelming answer is yes, of course. And so I I I agree with his take of like I think everybody, at least how I, when I first I first learned about AI in 2023, like really learned about it. And I learned about it when GPT first dropped, and then I learned about it from my friend Began, who if you know Began Baught is like a really, really, really talented developer. And I'm I used to go to these weekly, he had these, I was living in LA, and he had this um, he had this like studio in Santa Monica, this really cool art studio, and they would do like AI meetups back then, 2023. And I would come and he would like teach me about all this. I knew nothing about anything. He would teach me about like what was happening, like who Nick Land is, all he would just like teach, we just go, me and Leap would go for two hours, he would just talk for two hours, then we would leave and we cut back. And he talked like he just like explained what was happening, who Sam Altman was, what was going on. And I had always envisioned it in my head that there would be like a moment where they would hold up a sign and say, we have achieved AGI because of like blank. But then as these models have gotten better and better, the bar just moved. The goalposts, there's a lot of goalposts moving, I think, that happens in AI where it's like, like I, you know, it's crazy. Like you see a Waymo drive down the street and it makes a wrong turn or one of them crashes, and you're like, What a fucking idiot. Waymo suck, these things are useless. But you think back, like, man, I remember when I first moved to LA and I saw a Waymo for the first time, a car with no driver. I this still happens, by the way. If you go to LA and you go, like you walk down Melrose where there's like a bunch of tourists, you everyone is taking videos of the Waymo's. It's like it's like sorcery. No one's ever seen anything like it. A car legally in the US driving down the street with no driver. What? That that is possible is like unfathomable that that's possible. No driver. I mean, bro, if you go to uh a tour, if you go to LA where they're everywhere and you walk down Melrose, everyone when a when the Waymo drives on the street, people are filming it. Everyone's filming it. It's like you couldn't. I remember my parents came to LA and they were like, what the fuck to the Waymo's? Because not only do they exist, but they're everywhere, they're fucking everywhere. And so yeah, I had always thought of it like we would wake up one day and they'd be like, AGI is here, but then as it you come closer, you start to like nitpick and you the nuance gets dragged and like the goalpost gets moved. You don't really know how to think uh of it. All right, we are really quickly going to skim through some Trump stocks, and then we're gonna talk about crypto. The biggest Trump names that have pumped Dell, IBM, Intel, really. This is part of the reason, by the way, I'm long Palantir. I I I I like it. I I haven't traded a stock in a while, and I'm long Palantir. Every name which we're about to look at again, just a quick update on Trump shows, have reached basically all-time highs, some of them doubling in a month. Palantir's the only one he tweeted the ticker for. We're very much still in war, and Trump is becoming the new Mirat, right? It's like KOL list. What's his KOL list? I think that in combination with ITV pump right now is pretty crazy to see, ripping right now. I also do get propagandized a little bit. I listen to a mid all the time, who's a huge software bull. You listen to the stock guys, and they are systematically programmed to like software. And so I do maybe get one-shotted a little bit by the SAS guys. So I I I have a little palantir position, kind of just to play the Trump pumps, which I feel like it makes a lot of sense. I'm gonna sit in it, contrary to the chart, I have no real thesis beyond that. And then I'm long, I'm long the coins, I'm long hype, I'm long a lot of VVV, and I'm long Zcash as like rope insurance. But uh, let's go through these real quick. This is the this is old, but this is the Trump video. Armin Krishna of IBM was uh actually become, I would say, a legend. It's taking the stock from a rather low price to a very nice price. I won't say high because I'm sure you're gonna say it's gonna go up a lot more. Yeah, I mean why why fade any of it? Trump says to buy, we buy. That's why I want pounds here. Trump says the buy and I buy. But he took IBM into a new stratosphere that nobody, I think, saw if you go back to before when he took over the company, uh, you would have nobody would have even imagined that you'd be able to do what you've done. So congratulations because um IBM is up 50%, it's a $300 billion company, it's up 50% in a week, which is nuts. Um, the Dell thing is getting crazy too. I don't know exactly what he did, but I don't know exactly what the fuck Michael Dell did, like how he pulled this off. I guess $10 billion, you could do a lot with $10 billion, but yeah, he submitted $10 billion to Trump. Trump declared Dell the the Trump stock, and this thing is up. I mean, this circle is where he said go buy uh you could have bought the clothes of go buy a Dell, and you're up 94% on it right now. Uh, you gotta just kind of treat the guys as the KOL for stocks. Also, I saw this today, I don't know when this is from, but on DOS. On DOS, you're handpicked, government officials are really telling you which companies to focus on. I wanted to add this to the list. Eddie Garcia, Defense Tech, government relations, and business strategies. President Trump says the new drone room, the new ballroom will have a drone port that will protect the city. Sounds like a counter-UAS operations center overseeing and protecting the strategic locations, like Congress, the Pentagon, the White House, and others from drone threats. This is huge news for companies like ONDOS, who are embedding their systems of systems into the United States Department of War and US Department of Homeland Security to such threats. And then Trump posts and talks about this drone port. So let's see how ONDOS is doing actually. I like this trade, actually. I suppose I do like this trade. It's only $7 billion. Outside of that, this is well, Trump bought a $50,000 uh worth of stock in the TKO, uh TKO group holdings. He parent you have the UFC's parent company. Um, shortly before we're heavily promoting a UFC event at the White House. How is this traded? TKO. This is some mega church shit right here. How is this? This should be up a lot, right? I feel like it should be at more. This looks like the announcement candle if I had to take a take a wild guess. This is a fun one as well. All right, first and foremost, I said this before uh at the beginning of the stream. I'm gonna say it again. I think he did the worst possible thing here, which is that the market's been kind of pricing in a sailor cell for a while, and then he goes and he sells, but he sells 32 fucking Bitcoin, he sells pennies, and the problem with selling pennies is now there's no you you accomplish nothing because the market dumps and nobody really knows why the market dumped. There's no way to test liquidity on that. The way it feels is that feels like there's no bidder in this market other than Sailor, but we don't really have any way to tell. And so the next time he sells, will there be social dump as well? Like, I don't know. I think until further notice, Bitcoin is completely uninteresting. And I don't really know what is going to change that in the short term, like where the flow is going to come from, especially if Sailor is done buying. General trend we want to we want to uh cover is Pokemon Cup revealed 10 billion Pokemon cards were printed in the last year. Over 10% of all the cards ever made were printed between April 2025 and March 2026. I don't know when this bubble pops, but I did have some back and forth with Jez on Twitter, and he's like, sell all your mids into this pump, only keep Charizards in the highest and highest and highest end. If you're a super Pokemon card bowl, you should go look into what happened with sports cards in 2020 and look into what happened with sneaker supply because they're definitely gassing this thing pretty crazy, man. They're this is like the M2 chart, right? This is like what they do with money supply. 10% of all cards ever printed between April 25 and March 2026, and you don't even know what the number is. It's getting it's getting nuts in the Pokemon land. I mean, it's like unbelievable how how crazy it's gotten. I can't really give you advice because I've not paid any attention to Pokemon at all. Paid no attention to Pokemon at all, but it's gotten fucking crazy, man. It has gotten nuts in Pokemon Land. Anyways, thank you for that. Thank you all so much for supporting. It's gonna be a big week. I need you here every day. I need you here every fucking day. We're getting good, we're getting smart, we're getting sharp. Um, I'm live every day at 3 35 p.m. EST. I love you. I appreciate you. I'll see you tomorrow. Same place, same time. I'll catch you when I catch you. I'll see you when I see you. Have a great rest of your day. Love you, motherfuckers.