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Feb 04, 2026
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LONG
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Mando identifies Google as the "most valuable company in the world" long-term. Cites DeepMind's "World Building" AI tool (released recently in this timeline) as a game-changer. Trading at ~26x earnings with massive cash flow. Unlike SaaS companies being disrupted, Google owns the disruption (DeepMind/Gemini). The market is underpricing the consumer application of their "World Builder" (gaming/metaverse creation) and their vertical integration (TPUs). LONG. Mando is holding unless it breaks technical support at 315/320. Regulatory breakup; loss of search monopoly. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
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Feb 04, 2026
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LONG
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Gold is breaking out to ATHs despite US equity weakness. Mando cites massive Asian buying (Japan/China) due to currency debasement and rising Japanese bond yields. This is a "flight to safety" trade driven by sovereign debt issues in Asia, not just US inflation. As the Yen weakens and yields spike, capital flees to hard assets. Gold is the "momentum" trade of the moment. LONG. Mando prefers Gold over Silver (which he views as a retail meme/bubble). A liquidity crunch in global markets (margin calls) could cause a temporary sell-off in gold to cover losses elsewhere. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
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Feb 04, 2026
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WATCH
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HYPE is the "only place people are hiding" in crypto. It is a crowded trade. Mando took profits but wants to rebuy below 30. Because it is the consensus "safe haven" in crypto, it is prime for a "hunter" liquidation event. Market makers will likely flush the weak longs hiding there before the next leg up. WATCH. Wait for a flush (sub-30) to re-enter. Platform risk; regulatory crackdown on DEXs. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
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Feb 04, 2026
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WATCH
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Bitcoin is trading at 73k. It showed "no reaction" at the Michael Saylor entry level (75k). Mando believes there is "air" until the mid-60s. The market needs to flush out leverage. The 69k level (2021 ATH) is the logical technical support. Mando suggests waiting for a liquidation wick into the 60s rather than catching the falling knife at 73k. WATCH. Set bids in the 60k-69k range. Loss of 60k support could trigger a deeper "crypto winter" sentiment; macro correlation with a falling Nasdaq. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
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