The Upcoming Stock IPOs Are Insane... [Stream Recap]

Thread Guy discusses a red day in stocks, the disappointing AP Swatch reveal, eBay rejecting Ryan Cohen's bid, and Cerebras IPO preparations. He holds a long position in Zcash with a strong thesis and previews upcoming guests Chris Camillo and Air Mass. - First red day in stocks after a streak; S&P 500 flat, semiconductors down 3%. - Thread Guy criticizes the AP Swatch design as 'horrid' but considers Swatch stock a potential trade. - eBay formally rejects Ryan Cohen's $125/share acquisition proposal; GME declines. - Cerebras IPO set for Thursday with OpenAI partnership for compute capacity. - Thread Guy is long Zcash (ZEC) with asymmetric risk-reward, watching support at 500. - He closed his Bitcoin position flat after a failed breakout attempt. - Preview of guests: Chris Camillo (social arbitrage trader) and Air Mass (bull poster). - Comments on higher-than-reported inflation, Kevin Warsh confirmed as Fed governor.