Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Social commentary about dating dynamics (“hypergamy”, “hoeflation”) and attractiveness; no market, company, product, policy, or economic catalyst described. Not actionable for investing/trading.
Amazon, Robinhood, and Sweetgreen have been three of our most closely watched trades, and each one is at a very different stage right now. From Amazon's potential debt raise and AI spending plans, to Robinhood's exposure to crypto weakness, to the ongoing Sweetgreen wrap thesis, we walk through where we stand, what has changed, and what we're watching next. In this video, we break down our conviction levels, the risks ahead, and how we're thinking about each position going forward. — 👍 LIKE what
A simple squishy toy just became the #1 product on Amazon — and there’s a public stock behind it that most people don’t even know exists. This is a classic “social arbitrage” setup where a viral product could translate directly into revenue and market movement. In this video, we break down the trend, the company behind it, and why this kind of opportunity shows up more often than people think. — 👍 LIKE what we're doing? Smash the thumbs up! 🔔 SUBSCRIBE with "all" notifications to know when we're
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