Micron Earnings, HYPE Unlock, and is LIT Bearish?

1. 3:13
   MULongBoughtOptionsHigh convictionweeks

   “I went long into the print, I bought some calls for November and then I put on a position in perps.”

   gmoney went long Micron into earnings through November calls and a perp, reading the guidance, the capital return plans and tight supply into 2028 as bullish.

   $1,044at the call−1.1%since
2. 4:36
   MULongSoldweeks

   “I bought some more this morning and then I basically just hit it out. I got out of it at like 1033”

   He sold the stock/perp trade near 1033 after a weak open but kept his November calls and stays bullish on re-rating from LTA visibility.

   $1,042at the call−0.9%since
3. 18:45
   PONSLongHigh convictionmonths

   “My take here, I'm still a bull. I'm very bullish on Pons.”

   Pons has established itself as a launchpad cornerstone with about $1M a day in revenue, and Robinhood chain distribution could drive more users.

   $0.5230at the call−29.0%since
4. 19:50
   STONKNeutral

   “do you think STONK.fun will be the end game winner here? I don't think so. I don't, you know, absolutely, I'm not fully bought into it.”

   Host doubts Stonk.fun will be the end-game launchpad winner and is not bought in.

   $0.2258at the callsince
5. 20:06
   PUMPLongHigh convictionmonths

   “I do think Pump is still the AAA grade golden example of if you want something that makes money, has distribution, has the marketing... I do think that that is still a goodbye.”

   Pump leads the launchpad trade on revenue and distribution, and the host would bid strength into weakness after a 3x off the lows.

   $0.00543at the call+2.3%since
6. 21:32
   HYPELongHigh convictionlong term

   “I'm bullish... I don't see the bear case.”

   Host is bullish on Hyperliquid, citing outside demand for the unlock and multi-year price targets of $285 to $315.

   $88.58at the call−3.4%since
7. 22:56
   HYPELongHigh convictionweeks

   “this hype kind of looks a little juicy for, you know, probably buy some here, give it to the low from like yesterday, whatever that low is, 84-ish.”

   A roughly $300M OTC purchase of the unlocked tokens removed the overhang, which gmoney reads as crazy bullish.

   $88.74at the call−3.6%since
8. 54:55
   ENANeutral

   “I don't know if I'm a buyer right now at these numbers, I'd like the dust to settle maybe a little bit and get some directional stability.”

   After a strong September run and Standard Chartered's 8x target, the host wants stability before buying Ethena.

   $0.2491at the callsince
9. 55:25
   ENALongdays

   “I think you just want to be trying to buy strong stocks, add support, you could buy it here and probably give to whatever that number is. I can't tell. $0.24?”

   gmoney says he doesn't know ENA well but would buy it at support with a stop below about $0.24.

   $0.2490at the call−10.4%since
10. 55:39
    BTCLongdays

    “I think Bitcoin has held in strong after what came out yesterday, the PCE number yesterday. And so, yeah, you probably buy it.”

    Bitcoin held up after the PCE data and looks stronger than gold, so gmoney would buy here with a stop at the recent low.

    $84,046at the call−1.4%since

Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.