LIVE: Stocks Are RIPPING.. Google UP 10%!! MegaETH Launched & APPLE EARNINGS
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy covers a busy earnings day with Google surging, Apple reporting, and other earnings. He discusses his small crypto longs in Zcash and Hyperliquid and a short in Carvana. He also comments on the macro environment, AI narrative, and crypto's underperformance relative to stocks.
- Google added $500B market cap in one day, up 10%.
- Apple reported a double beat but missed on iPhone sales; stock initially fell then recovered.
- Thread Guy took a small long position in Zcash as a feeler trade.
- He shorted Carvana without a strong fundamental thesis.
- He revealed he owns a ton of Hyperliquid and is bullish on the platform.
- Crypto market remains uninspiring compared to the stock market rally.
- Discussion of AI capex and the theme of money flowing downhill to infrastructure companies.
- JP Morgan sex scandal briefly mentioned but not traded.
Ideas
Small long feeler on Zcash
Zcash looks the best by far among crypto. I clicked a little feeler long just to see if there is continuation and follow-through. I have levels where I would add more if it comes down. It's a small position to test the waters.
Short on Carvana, no thesis
I have a short on Carvana. I don't really know anything about the company, but I put the trade on anyway. It's a speculative short based on price action.
Long Hyperliquid token
I own a ton of Hyperliquid. It's a great product that is solving real problems and making money. I am bullish on the platform and the token.
Up Next
This Thread Guy video, published April 30, 2026, features Thread Guy discussing ZEC, CVNA, HYPE. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: ZEC, CVNA, HYPE