LIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!! MYTHOS!!!

Watch on YouTube ↗  |  June 10, 2026 at 19:07  |  2:46:39  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent
Alexander Good — Author, Good Alexander (Substack)

Summary

Thread Guy live streams a solo market recap covering stocks, crypto, metals, oil, and the upcoming SpaceX IPO. He then interviews guest Good Alexander, who provides detailed thesis on the SpaceX IPO's liquidity impact, shorts telecom, and analyzes upcoming AI IPOs (OpenAI bullish, Anthropic avoid). Thread Guy also reveals personal long positions in AMC and StubHub based on an IRL experiences theme.

  • Thread Guy reviews broad market weakness, noting potential topping signals from Broadcom and Oracle earnings.
  • Gold is called terrible and copper is favored as an AI/robotics bottleneck.
  • Oil is flagged as a potential pop on war escalation but remains a watch, not a trade.
  • Thread Guy announces long spot positions in AMC and StubHub based on strong IRL experience demand (World Cup, NBA Finals).
  • He also expresses bearishness on HIMS due to competition from Brian Johnson's longevity platform.
  • Guest Good Alexander provides in-depth analysis of the SpaceX IPO: expects it to trade well but suck liquidity from space-beta assets, leading him to short telecom ETFs.
  • Good Alexander is bullish on OpenAI's advertising potential while avoiding Anthropic as overvalued, and discusses bearish risks for Google and Palantir.
  • The stream previews an upcoming interview with Market Wizards author Jack Schwager.
Ideas
Thread Guy Crypto influencer, independent 43:11
Gold looks terrible, avoid it.
Gold is breaking down technically, price action is ugly, off a cliff. Believes gold looks terrible and should be avoided.
GLD MED
Thread Guy Crypto influencer, independent 43:41
Copper is AI and robotics bottleneck.
Copper is a bottleneck for robotics and AI buildouts, making it the most interesting metal. Convinced it has structural demand and potential upside.
COPPER MED
Thread Guy Crypto influencer, independent 52:27
Live events demand surging, long AMC and StubHub.
In-real-life experiences are surging. World Cup is coming to the US, NBA Finals tickets are the most expensive ever, sports are hot. Believes IRL event-related stocks will benefit and has taken sizable spot positions in AMC and StubHub.
STUB AMC HIGH
Thread Guy Crypto influencer, independent 55:12
HIMS disrupted by Brian Johnson's platform.
Brian Johnson's longevity prescription platform is a direct threat to HIMS. Johnson is an unbelievable marketer; HIMS will have an extremely hard time competing in over-the-counter drug distribution, potentially getting obliterated.
HIMS MED
Thread Guy Crypto influencer, independent 67:10
War escalation may spike oil prices.
Prolonged war escalation increases the likelihood of an oil price spike. Crude could pop, and the chart looks clean enough to tempt longs, but timing is difficult. A pop scenario is worth monitoring.
WTI MED
Alexander Good Author, Good Alexander (Substack) 91:38
Short telecom on SpaceX liquidity drain.
SpaceX IPO will suck liquidity out of speculative space-beta assets. Telecom stocks that ran up on satellite/space hype have poor fundamentals (low growth, clueless management) and will reverse hard as capital rotates into the real SpaceX IPO. Structurally short telecom sector.
IYZ HIGH
Alexander Good Author, Good Alexander (Substack) 111:34
OpenAI advertising business is massive opportunity.
OpenAI has 900 million DAUs and an underappreciated advertising opportunity, similar to how Amazon's retail ad business was initially valued at zero. A recent ad pilot massively oversubscribed. Contrarian to consensus that enterprise is the only AI winner; consumer AI ad revenue could be huge.
OPENAI HIGH
Alexander Good Author, Good Alexander (Substack) 143:40
Anthropic too expensive, avoid it.
Anthropic's reported profitability is misleading. Unit economics look good only if you ignore structurally necessary capital expenditures for model training. The stock is expensive, consensus long, and overhyped relative to the underlying reality. Avoid buying at current valuations.
ANTHROPIC HIGH
Alexander Good Author, Good Alexander (Substack) 148:40
Palantir threatened by Anthropic competition.
Palantir's core ontology pitch may become obsolete if large language models no longer need structured ontologies. Anthropic and Goldman Sachs are entering Palantir's deployment space, and if the ontology is unnecessary, Palantir stock could fall dramatically. The risk is asymmetrically bearish.
PLTR MED
Alexander Good Author, Good Alexander (Substack) 158:00
Google consensus long, Gemini weak, avoid.
Google (Alphabet) is a consensus long across buy-side, but its AI model Gemini is poor and nobody uses it for coding. The stock is not trading well, and the fact that it was barely discussed during a deep tech conversation suggests it is a fade or underperformer.
GOOG HIGH
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This Thread Guy video, published June 10, 2026, features Thread Guy, Alexander Good discussing GLD, COPPER, STUB, AMC, HIMS, WTI, IYZ, OPENAI, ANTHROPIC, PLTR, GOOG. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy, Alexander Good  · Tickers: GLD, COPPER, STUB, AMC, HIMS, WTI, IYZ, OPENAI, ANTHROPIC, PLTR, GOOG