i got drunk this weekend because of bryan johnson...
Спикеры
Thread Guy
— Криптоинфлюенсер, независимый
Thread Guy reacts to a Ray Dalio birthday clip to argue that the health-optimization podcast era has topped, with Brian Johnson as the cultural peak. He sees a coming reversal toward 'Lindy' vice consumption such as wine and tobacco. He says public alcohol stocks are down badly and likely at a cultural bottom, naming Budweiser Brewing, Heineken, Constellation Brands, and Brown-Forman as watch setups. He also flags Philip Morris as a Lindy tobacco name.
- Thread Guy reacts to Ray Dalio's 77th birthday clip and says 'IRL is back.'
- He argues the health-optimization/self-optimization podcast trend has topped, with Brian Johnson as the extreme peak.
- He claims wine, tobacco, and other vice consumption are culturally embedded and Lindy.
- He sees public alcohol stocks as down bad and at a cultural bottom.
- He names Budweiser Brewing, Heineken, Constellation Brands, and Brown-Forman as alcohol bottom watch names.
- He separately flags Philip Morris as a Lindy tobacco/vice name.
- He identifies STZ as the best US expression of long alcohol because 91% of sales are beer and it owns Modelo, Corona, and Pacifico.
Идеи
Philip Morris is a Lindy vice play.
He points to Philip Morris as a Lindy vice/tobacco name: tobacco use has existed for centuries, and as the health-optimization trend fades, entrenched vice consumption is likely to return to favor. He references a prior segment and reacts positively to the PM chart.
Alcohol stocks are at a cultural bottom.
The health-optimization trend has topped and is reversing toward entrenched 'Lindy' behaviors like drinking. Public alcohol names are down badly and are at a cultural bottom, so he wants to watch Budweiser Brewing, Heineken, and Brown-Forman for a return-to-mean/cultural reversal setup.
STZ is best US alcohol expression.
He identifies Constellation Brands as the best public expression of long alcohol in US stocks because 91% of the company is beer sales and it owns Modelo, Corona, and Pacifico. Despite the stock being down badly, he sees it as bottomed and worth watching as a cultural-bottom play.
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This Thread Guy video, published August 14, 2026, features Thread Guy discussing PM, XLP, BF.B, HEINY, 1876.HK, STZ. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: PM, XLP, BF.B, HEINY, 1876.HK, STZ