Tarun Chitra - Buzzberg

Date	Ticker	Direction	Thesis	Source
Feb 05, 2026	GLXY	AVOID	Tarun explicitly states Galaxy earnings were "bad because of the overall market decline" and noted that "AI couldn't save them." Galaxy is often viewed as a diversified proxy for the crypto ecosystem (mining, trading, asset management). If their earnings are suffering despite the AI pivot attempts, it indicates deep structural weakness in crypto-native financial services during this chop/downturn. Avoid exposure until market volume and directional clarity return. A sudden resurgence in crypto trading volume would directly benefit their bottom line.	Unchained (Chopping Block) Epstein's Crypto Ties Revealed + Why Everyone...
Jan 29, 2026	GOOGL	LONG	While discussing AI agents, Tarun notes that for "live research," math, and unsolved problems, Gemini is "a million times better" than Anthropic or OpenAI. The market narrative is currently obsessed with "Maltbot" (Anthropic) for coding. However, if the "smart money" (technical experts like Tarun) are using Google's Gemini for high-level reasoning and research because the others fail at it, Google retains a massive, underappreciated moat in AGI capabilities. LONG. Contrarian technical play against the "Maltbot" hype. Anthropic's coding dominance becomes the only metric the market cares about.	Unchained (Chopping Block) Crypto Is Boring… So Everyone’s Levering Silv...