Name: Why Are All Celebrities Scamming & The Value of The Hero Trade
Uploaded: 2026-08-15T01:38:55+00:00
Duration: 2704 s

Speakers

Thread Guy — Crypto influencer, independent

DiligentPlane — Full-time trader and Brazilian jiu-jitsu professor

Summary

Thread Guy reviews a wave of celebrity and startup scam stories and argues the main countertrade is lengthening time horizons in public markets. He then reviews markets, highlighting strength in gold, silver, DRAM, Pump, Hyperliquid, and Nebius. The interview guest DiligentPlane details turning $50K into about $1.85M using shares, margin, and covered calls, with concentrated longs in Micron and Lumentum. He also avoids debt-heavy Nebius/neoclouds and sees Bitcoin and Ethereum as unattractive.

Thread Guy covers celebrity, startup, media, and sports scam stories and frames a longer public-market time horizon as the countertrade.
He reviews the market open: S&P, Nasdaq, crypto, gold, silver, DRAM, energy, war stocks, and space stocks.
He is positive on Pump, Hyperliquid, gold, silver, DRAM, and Nebius.
Guest DiligentPlane describes running a share-only account from $50K to about $1.85M using margin and covered calls.
DiligentPlane is heavily long Micron for memory bottleneck and Lumentum for laser-chip/optical data-center exposure.
He avoids debt-heavy neoclouds such as Nebius and sees Bitcoin and Ethereum as unattractive.
He likes Pump Fund at about two times sales because it has real revenue unlike most crypto.

Ideas

Thread Guy Crypto influencer, independent 2:24

Pump is the best coin.

He says Pump Fund makes about $400 million annualized, trades around an $800 million market cap, and at roughly two times price-to-sales is attractive because most cryptos have no sales at all.

Thread Guy Crypto influencer, independent 2:35

Hyperliquid looks good with record OI.

He says Hyperliquid looks really good and notes open interest is at all-time highs since October 10, which he sees as unusually strong.

Thread Guy Crypto influencer, independent 9:31

Longer time horizon wins public markets.

He argues that as many people seem to be scamming and selling out fast, the countertrade is to extend the time horizon in public markets; the herd cannot always be right and there is more time than people think.

Thread Guy Crypto influencer, independent 11:53

Memory not compute; DRAM ripping.

He flags the theme of memory over compute, saying DRAM is ripping and that DRAM appears to agree with the memory-not-compute view.

Thread Guy Crypto influencer, independent 12:55

Silver is really strong.

He notes silver is up and says it is really strong.

Thread Guy Crypto influencer, independent 13:11

Gold chart strong; do not fade.

He says the gold chart looks very strong and he does not want to fade it; possibly waiting for 4500, but gold remains powerful.

Thread Guy Crypto influencer, independent 16:21

Nebius one of best recent trades.

He avoids Nebius and debt-ridden neoclouds because they take on too much debt; he cannot justify paying $250/$260 for Nebius given that debt load, preferring higher-margin semiconductor suppliers.

DiligentPlane Full-time trader and Brazilian jiu-jitsu professor 23:55

Micron cheap non-cyclical memory bottleneck.

He holds about $1.3 million in Micron because he sees it as bottlenecked beyond belief, no longer purely cyclical, cheap at roughly five times forward earnings, and a critical American memory producer making huge profits.

DiligentPlane Full-time trader and Brazilian jiu-jitsu professor 24:23

Lumentum becoming Nvidia of laser chips.

He holds about $500,000 in Lumentum because it is an Nvidia investment, is becoming the Nvidia of laser chips for optical data transfer, has high market share, growing revenue over 100% a year, and trades around 26/27 forward earnings.

DiligentPlane Full-time trader and Brazilian jiu-jitsu professor 35:33

Corning revenue will explode eventually.

He says Corning is an Nvidia investment with optical fiber/glass exposure and Corning revenue will likely explode in the future, though it is less attractive right now than Lumentum.

DiligentPlane Full-time trader and Brazilian jiu-jitsu professor 41:05

Bitcoin unattractive due Saylor uncertainty.

He says Bitcoin has become unattractive because Michael Saylor has made the market uncertain, too centralized, and hard to push higher; he would hesitate to buy millions of dollars of Bitcoin under that overhang.

DiligentPlane Full-time trader and Brazilian jiu-jitsu professor 41:24

Ethereum layer one no longer attractive.

He says Ethereum has become unattractive because the layer-1 does not make money, usage has migrated to layer-2s, and few people really use Ethereum the way he once envisioned.

Why Are All Celebrities Scamming & The Value of The Hero Trade

Summary

Ideas

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