I Sold My Stocks For Crypto... Oops. [Stream Recap]

Watch on YouTube ↗  |  May 27, 2026 at 01:28  |  46:47  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy recaps a market day with S&P at all-time highs and semis surging while crypto lags. He discusses personal anecdotes, the Ferrari EV unveiling, and the Pope's partnership with Anthropic. He shares a bullish trade idea on Reddit and Shopify via put selling, and a conditional watch on copper breaking above its prior high.

  • S&P 500 closed at a new all-time high, up 61 points.
  • Semiconductor stocks, especially Micron, saw massive gains.
  • Crypto underperformed with Bitcoin and altcoins falling.
  • Thread Guy broke his rule by selling semis for altcoins and regretted it.
  • He endorsed Amit's Reddit and Shopify long positions and sold puts on both.
  • He expressed conditional interest in copper if it breaks above prior all-time high.
  • Ferrari's new EV was unveiled, causing the stock to drop 5.5%.
  • The Pope officially partnered with Anthropic to discuss AI ethics.
Trade Ideas
Thread Guy Crypto influencer, independent 14:27
Watch copper break above ATH.
Copper is the most interesting commodity. If it can break back above its previous all-time high on the third attempt, it would be a strong bullish setup worth monitoring.
COPPER MED
Thread Guy Crypto influencer, independent 35:15
Bullish on Reddit and Shopify.
Reddit and Shopify are both massive compounders with accelerating growth, down 40% year-to-date due to not being semiconductors. Valuation concerns for Reddit are resolved, and the street underestimates Shopify's role in Agentic Commerce. Both are founder-run, and dips are welcome. Thread Guy sold puts on both, indicating a bullish outlook.
SHOP RDDT HIGH
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This Thread Guy video, published May 27, 2026, features Thread Guy discussing COPPER, SHOP, RDDT. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: COPPER, SHOP, RDDT