AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade
5 calls on this episode
All calls“Micron is popping... this looks like a bullish chart... you could use that like eight, whatever that is, eight 80 stop.”
Bullish Micron chart setup after a pullback, with rising AI agent demand driving chip demand.
$1,016at the call+1.7%since“my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds Micron as a longer-term AI position, hoping it is way higher in six to nine months.
$1,020at the call+1.2%since“my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds Nebius as a longer-term AI trade, hoping it is higher in six to nine months.
$249.15at the call−10.1%since“my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds NVIDIA as a longer-term AI position.
$227.99at the call+1.1%since“if I were to buy, I would probably buy some SpaceX right here.”
Likes the SpaceX chart and the Grok product, and is slowly building a position with Quotrons rewards.
$147.79at the call+10.8%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.
Timing sheet
- L10:00Intro & AI Market Overview
- L22:07AI Trade: Micron, NVIDIA, SpaceX & Grok
- L321:38Hunter Biden Token & Celebrity Meme Coins
- L430:35Tokenized Stocks & the Next Crypto Trend
- L543:42Ponds Short Position & Crypto Launchpads
- L652:03OpenSea, NFTs & Digital Collectibles
- L756:16Apple iPhone, Memory & AI Trade
- L81:03:26NFT Market Demand, Taking Profits & Realized P&L