BTC ETH SOL SPY QQQ NVDA TSLA META AAPL GOOGL AMZN COIN HOOD MSTR CRCL HYPE BNB XRP DOGE LINK AAVE LIT PUMP AERO VIRTUAL FARTCOIN PONS STONK CARDS 
Prices byIndeix

Research

The longer version of what we talk about on the show: the thesis behind a call, the companies on the right side of it, and what would change our mind.

  1. October 23, 2026, 9 min readLet the agents inWhy we're bullish on companies that open their stores, data and checkouts to AI agents, and wary of the ones that wall them off.