NVIDIA Earnings and RWA Season is HERE
10 calls on this episode
All calls“The reason why I started getting bullish on NVIDIA a couple of weeks ago was this is the weekly chart”
Bullish on NVDA after strong guidance and a long consolidation on the weekly chart, backed by his own product use and rising AI demand, and he sees the earnings as disproving the bear cases.
$225.56at the call+2.2%since“you know, again, I have this nebius. I think Micron was up this morning”
Mentions holding Nebius as part of the AI trade, which he says stays intact after the NVIDIA print.
$215.30at the call+4.0%since“I own FWA, no leverage, it's just spot, right? FWA goes down, I think it goes down enough. I'm like, all right, I still like the story. I'm going to buy some.”
Holds FWA spot with no leverage, would buy dips, and expects it to go higher over the next couple of months.
$0.0240at the call−41.9%since“I am a long term community member from TOW, but I also think it's going way higher. I really love the entire concept behind BitTensor”
Long-term holder who thinks TAO is going much higher, citing relative strength above recent highs and the Bittensor concept; he admits he is biased.
$254.96at the call+12.4%since“I've been like trading pump on on perps, like here and there, where like, I think I find like a good opportunity to get to get a position on”
Trades PUMP on perps with tight stops, assuming the bottom is in and pullbacks get bought in this market, with strong tokens following BTC.
$0.00489at the call+13.7%since“I would start bidding this anywhere between if we got a little bit of a pullback, I'd start building a little position here.”
Worldcoin is on his radar as a human-verification token that tends to rip once a narrative arrives, so he would build a small position on a pullback.
$0.4033at the call+39.3%since- KTAAvoid
“it popped and now it's like below where it was. Like, I feel like this token, I don't know anything about it, but like, I would, you couldn't pay me.”
Sees Keeta as a weak chart with an aggressive investor unlock and would not touch it, while the other host calls it a lottery ticket.
$0.0755at the call+7.6%since “I've been trading pump here and there on my perps account. And yeah, you know, I don't, I think I bought it. I bought like, I think I bought it here or here”
Bought PUMP in several clips after the bottom was established, with a tight stop, hoping it trades toward highs as BTC stays strong.
$0.00494at the call+12.5%since“I converted all my quote, drawn dividends into NVIDIA, five minutes before the close to go long into the print. No leverage”
Bought tokenized NVIDIA on chain before the close to go long into earnings, and wants to own more because the AI trade is still intact.
$225.51at the call+2.2%since“I'm gonna keep all my SpaceX dividends that I'm getting... So I'm probably going to be building an on chain SpaceX position.”
Keeping the SpaceX dividends and planning to build an on-chain SpaceX position, saying the setup looked low risk a few days ago.
$140.76at the call+16.3%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.