Leopold Aschenbrenner Lied To Us Today... [Stream Recap]
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy recaps a Friday market stream, covering the viral AP Swatch drop, failed attempt to long Swatch Group, market red day with semis and crypto weakness, and his bullish views on NVDA and Zcash while warning on ETH. He also discusses Hyperliquid's advantages over Robinhood and upcoming SpaceX listing.
- Markets closed red with S&P down 1.24%, semis down 4%.
- AP Swatch drop goes viral; Thread Guy tries to long Swatch Group but faces Robinhood issues.
- Bullish on NVDA citing a clean all-time high break.
- Remains long Zcash despite low time frame ugliness.
- Bearish on Ethereum, expecting a move below 2000.
- Notes Hyperliquid's superior user experience vs Robinhood.
- Mentions SpaceX listing on June 12th under ticker SPCX.
- Overall warns of increased volatility and risk-off sentiment due to geopolitical tensions.
Trade Ideas
Swatch Group benefits from viral watch drop
The AP Swatch collaboration is going mega viral with limited supply and huge resale demand, creating a second leg of upside for Swatch Group (UHR) after the initial pop. The hype is real and stock could benefit further.
Long Zcash based on high time frame
He is still long Zcash (ZEC) with significant personal exposure, believing the high time frame is good despite ugly low time frame action.
ETH chart wants to lose 2000
Ethereum (ETH) has one of the worst charts and looks like it wants to lose the 2000 level; a bearish warning.
NVDA all-time high break is clean
NVDA still has a clean all-time high break and despite the recent pullback he likes the trade, indicating a bullish view on the stock.
Up Next
This Thread Guy video, published May 15, 2026, features Thread Guy discussing UHR, ZEC, ETH, NVDA. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: UHR, ZEC, ETH, NVDA