| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| LONG |
Thread Guy
Crypto influencer, independent |
"Compute is just going to be the most in demand vertical forever for the end of time. You will never be able to get enough of it forever to run this [__] forever." If 100% of code is written by AI, the constraint on software creation is no longer human labor but the processing power required to run the models (Opus 4.6/Codex). Demand for chips and data centers will become infinite as software production becomes frictionless. LONG the infrastructure and hardware powering the AI transition. Supply chain constraints or energy limitations preventing the scaling of compute. | 13:48 | |
| SHORT |
Thread Guy
Crypto influencer, independent |
"The market is absolutely priced in. SAS is in shambles. The market is absolutely not priced in. Code is a commodity." Traditional SaaS companies rely on the moat of proprietary code and high development costs. If AI allows anyone to generate enterprise-grade software instantly ("100% of code... written by AI"), the pricing power and moats of legacy software companies collapse. SHORT or AVOID traditional software companies whose value proposition is based on code scarcity. Regulatory capture or data moats protecting incumbents despite the commoditization of code. | — | |
| LONG |
Thread Guy
Crypto influencer, independent |
"I at this moment have zero stock exposure... And we are about to change that brother... what's going to come out of this to me feels like deep deep deep prosperity... It is the absolute unequivocable roaring 20s." The speaker believes the productivity gains from AI (billion-dollar exits by single individuals in 60 days) will trigger a massive economic boom. He is explicitly pivoting from cash to equities to capture this "renaissance." LONG the broader market to capture the economic expansion driven by AI productivity. Short-term market volatility or a "sell the news" event if the productivity gains take longer to materialize in GDP. | — |