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LIVE: Micron x Anthropic!? Google Is Getting CRUSHED, Chinese AI Is TAKING OVER! SpaceX CRASHING!?

Watch on YouTube ↗  |  June 22, 2026 at 21:55  |  3:04:45  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy streams live covering his current positions, market trends, and cultural shifts. He is long Micron and AMC, looking to exit StubHub, bearish on oil and Bitcoin, and watching copper for a bounce. He discusses the decline of luxury goods, the rise of IRL events, quantum computing hype, and AI regulation developments.

  • Thread Guy is long Micron after the Anthropic deal and sees it as an AI memory play ahead of earnings.
  • He holds a large spot position in AMC, betting on the movie theater revival and IRL trend.
  • He plans to sell his StubHub stake due to fraud accusations around World Cup ticket sales.
  • He is bearish on crude oil, arguing the Trump administration will drive prices lower.
  • He views Bitcoin as uninvestable given weak price action and is avoiding most crypto.
  • He is watching copper for a potential bounce at support but has not entered yet.
  • He entered a short-term scalp long in IBM on quantum computing momentum from the White House.
  • He notes LVMH's troubles as luxury declines, and highlights Netflix's struggles and Google's AI talent drain.
Ideas
Thread Guy Crypto influencer, independent 9:01
Long Micron on Anthropic deal momentum
He is long Micron after the company announced a partnership with Anthropic, seeing it as a catalyst into earnings. He believes memory is critical for AI and that Micron's momentum resembles Nvidia's earlier ascent. He bought on leverage and is holding despite near-term earnings risk.
MU MED
Thread Guy Crypto influencer, independent 48:14
IRL events resurgence benefiting AMC
He is very long AMC as a bet on the IRL events comeback. Movie theaters are packed, Toy Story 5 had a record opening, and AMC posted its highest attendance and revenue of 2026. The trend toward real-life experiences replaces digital saturation, boosting box office.
AMC HIGH
Thread Guy Crypto influencer, independent 98:28
Bitcoin uninvestable, looks grim
He sees Bitcoin as fundamentally uninvestable at the moment, with a grim chart and declining momentum. He is avoiding BTC and feels the crypto market overall offers little opportunity right now.
BTC MED
Thread Guy Crypto influencer, independent 102:42
Copper poised for bounce setup
Copper is approaching a support level where he believes a bounce could occur. He is monitoring the price action and has had it circled as a potential setup, but wants confirmation before entering.
COPPER MED
Thread Guy Crypto influencer, independent 103:16
Oil prices heading lower per Trump
He is bearish on crude oil, arguing the Trump administration has repeatedly shown it can and will push oil prices lower when it wants. He expects oil to drop below pre-war levels, making fights against that trend futile.
WTI HIGH
Thread Guy Crypto influencer, independent 111:00
Long IBM on quantum hype scalp
He entered a quick long on IBM after the CEO appeared at the White House alongside Trump discussing quantum. The administration is aggressively promoting quantum computing and IBM is a central beneficiary. He views it as a short-term momentum trade.
IBM MED
Thread Guy Crypto influencer, independent 129:33
Exit StubHub due to fraud allegations
He is considering selling his StubHub position because of widespread fraud accusations surrounding World Cup tickets, unanswered customer complaints, and a tarnished reputation. He originally bought for the IRL thesis but now sees the risk as too high.
STUB MED
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This Thread Guy video, published June 22, 2026, features Thread Guy discussing MU, AMC, BTC, COPPER, WTI, IBM, STUB. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: MU, AMC, BTC, COPPER, WTI, IBM, STUB