The BIGGEST Earning Calls of 2026.. [Stream Recap]

Thread Guy reviews a massive earnings day (Microsoft, Amazon, Meta, Google, Qualcomm) and reacts to market moves. He discusses oil's surge to $111 due to the Iran blockade, crypto's persistent weakness, and the equity market's resilience. Guest Tolks shares macro views on oil, gold, and crypto correlations, advising patience in crypto. The video ends with a personal car racing story. - Major earnings day with Google and Qualcomm ripping, Meta and Amazon down. - Brent oil at $111 and WTI above $107, driven by continued Strait of Hormuz blockade. - Crypto (BTC, ETH, SOL) continues to underperform, described as 'ultimate cuck asset'. - Thread Guy fades oil longs, warning it's late to add positions. - Guest Tolks explains crypto weakness is due to tracking gold, which is inversely correlated to oil. - Tolks holds only BTC, HYPE, and Zcash, and advises waiting for market leaders in crypto. - Thread Guy jokes about shorting crypto as a better bearish trade than shorting equities. - Discussion of IBKR vs Robinhood, Bloom Energy surge, and Qualcomm's post-earnings pop.