NVIDIA EARNINGS CALL LIVE
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy covers market close, Nvidia earnings (beat, dividend increase, $80B buyback), and a crypto rally led by Hyperliquid, Zcash, and VVV. He details his long position in Zcash (up >200%) and explains his thesis that flows are consolidating into a few high-quality coins. He also discusses copper, Micron, and broader AI bottlenecks as key themes, while warning against chasing low-quality altcoins.
- Nvidia reports double beat, raises dividend, announces $80B buyback; stock initially dips then recovers.
- Thread Guy is long Zcash (ZEC) from ~$390 and has not sold; sees a 9-year breakout.
- Hyperliquid (HYPE) is near all-time highs on strong volume and ETF inflows.
- VVV is highlighted as an AI low-float token with strong chart momentum.
- Thread Guy is long Micron (MU) for semiconductor/AI exposure.
- He is also long copper, citing tight supply and AI demand.
- He advises avoiding most altcoins and focusing on the three leading coins (HYPE, ZEC, VVV).
- Oil drops 5% on potential Iran deal; Thread Guy calls oil the hardest asset to trade.
Trade Ideas
Hyperliquid is best crypto asset
Hyperliquid (HYPE) is the leading decentralized perpetual exchange with strong volume, ETF inflows, and a unique position as a platform for trading pre-IPO assets and tokenized stocks. It has climbed the wall of worry and is approaching its all-time high. The coin benefits from the overall crypto resurgence and flows consolidating into the best coins. He sees it as a core holding in the current alt season.
Zcash is rare breakout opportunity
Zcash is a privacy coin with a perfect narrative as a sidekick to Bitcoin, a rare 9-year breakout from a long consolidation, low market cap relative to Bitcoin, and flows consolidating into a few high-quality coins. The stock market rally and risk-on sentiment are pushing money into undervalued crypto assets, and Zcash is one of the few coins with a unique value proposition. He entered around $390 and is holding for a much larger move, not selling despite being up over 200%.
Micron benefits from AI semiconductor demand
Micron (MU) is a semiconductor stock that pulled back 20%, providing a buying opportunity for exposure to the AI/semiconductor cycle. He entered at $667 and has averaged up. The trade is based on chart momentum and the broader AI infrastructure buildout.
VVV has AI narrative and low float
VVV (Venice Token) is a low-float AI private LLM coin on Robinhood with a compelling narrative and strong chart momentum. The combination of AI hype, low market cap, and recent volume surge makes it a high-potential speculative play. He is trading it as a chartist and believes it has room to run.
Copper supply-demand tight for AI
Copper is a commodity with strong supply-demand dynamics, particularly as a key material for AI data centers and electrification. Big names like Chamath are bullish, and the chart shows a potential breakout above 67. He is long copper and waiting to add higher.
Up Next
This Thread Guy video, published May 20, 2026, features Thread Guy discussing HYPE, ZEC, MU, VVV, COPPER. 5 trade ideas extracted by AI with direction and confidence scoring.