The Upcoming Stock IPOs Are Insane... [Stream Recap]
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy discusses a red day in stocks, the disappointing AP Swatch reveal, eBay rejecting Ryan Cohen's bid, and Cerebras IPO preparations. He holds a long position in Zcash with a strong thesis and previews upcoming guests Chris Camillo and Air Mass.
- First red day in stocks after a streak; S&P 500 flat, semiconductors down 3%.
- Thread Guy criticizes the AP Swatch design as 'horrid' but considers Swatch stock a potential trade.
- eBay formally rejects Ryan Cohen's $125/share acquisition proposal; GME declines.
- Cerebras IPO set for Thursday with OpenAI partnership for compute capacity.
- Thread Guy is long Zcash (ZEC) with asymmetric risk-reward, watching support at 500.
- He closed his Bitcoin position flat after a failed breakout attempt.
- Preview of guests: Chris Camillo (social arbitrage trader) and Air Mass (bull poster).
- Comments on higher-than-reported inflation, Kevin Warsh confirmed as Fed governor.
Trade Ideas
Long Zcash for asymmetric risk-reward.
Thread Guy is long Zcash (ZEC) because the chart shows a clean consolidation pattern with declining volume, a clear support level around low 480s, and an asymmetric risk-reward profile. He holds a large unrealized profit and will only sell if the price loses the 500 level, based on the Soros quote about getting paid more when winning than losing.
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This Thread Guy video, published May 13, 2026, features Thread Guy discussing ZEC. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: ZEC