Investigating Trump's Favorite Stock... [Stream Recap]
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy reviews market close, highlighting crypto flows consolidating into three altcoins (Zcash, Hyperliquid, VVV) which he is heavily long. He also discusses Dell's Trump connection as a potential upside story but is not positioned. Other topics include Tesla short crowd trade, AI capex cycle, and Karpathy joining Anthropic.
- Thread Guy is heavily long Zcash, Hyperliquid, and VVV, believing crypto flows are consolidating into these coins.
- He observes Dell's stock strength tied to Trump account donations and partnership announcements, but is not involved.
- The chat crowd has a short position on Tesla with an average entry of $425.
- He agrees with the AI capex cycle thesis where better models drive more spending, but does not specify a trade.
- He has a small position in Micron, noting strong volume during a weak semiconductor day.
- He comments on Bitcoin weakness, saying it is fine as long as it does not die, but he is not actively trading it.
- The video covers market close data, oil prices, and a mention of Karpathy leaving OpenAI for Anthropic.
- Thread Guy plans to host a bond trader and a natural disaster scenario planning stream.
Trade Ideas
Long Zcash, full port from 390.
Thread Guy is 75% long Zcash from $390, price agnostic, and believes the chart looks incredible. He sees Zcash as part of a triple stack of altcoins that are outperforming while Bitcoin chops. He has not sold a single token and will only sell if the thesis changes.
Long Hyperliquid, feels unbelievable.
Thread Guy is long Hyperliquid, noting it has recovered from CME FUD and continues to look unbelievable. He sees the consolidation of crypto flows into a few coins, including Hyperliquid, as a bull case, with Hyperliquid outperforming while Bitcoin does nothing.
Long VVV, AI narrative coin.
Thread Guy is long VVV, calling it one of the craziest charts ever and looking unbelievable. He highlights the Robinhood listing and the AI narrative coin thesis as catalysts. He believes VVV is the AI narrative coin that crypto needed.
Long Micron, strong on volume.
Thread Guy entered a small position in Micron, noting the stock was remarkably strong on high volume while semiconductors were being sold off. He describes the strength as impressive even though he doesn't fully understand the business.
Watch Dell, Trump connection upside.
Thread Guy observes that Dell has been 'crimed' after a $6.25 billion donation to Trump accounts, followed by a series of positive announcements and a partnership with Nvidia. He believes the chart is disgusting and the stock feels like it will go much higher, but he is completely sidelined with no position. He frames this as a pattern for other companies that might make similar donations.
Up Next
This Thread Guy video, published May 20, 2026, features Thread Guy discussing ZEC, HYPE, VVV, MU, DELL. 5 trade ideas extracted by AI with direction and confidence scoring.