The BIGGEST Earning Calls of 2026.. [Stream Recap]
Speakers
Thread Guy
— Crypto influencer, independent
Summary
Thread Guy reviews a massive earnings day (Microsoft, Amazon, Meta, Google, Qualcomm) and reacts to market moves. He discusses oil's surge to $111 due to the Iran blockade, crypto's persistent weakness, and the equity market's resilience. Guest Tolks shares macro views on oil, gold, and crypto correlations, advising patience in crypto. The video ends with a personal car racing story.
- Major earnings day with Google and Qualcomm ripping, Meta and Amazon down.
- Brent oil at $111 and WTI above $107, driven by continued Strait of Hormuz blockade.
- Crypto (BTC, ETH, SOL) continues to underperform, described as 'ultimate cuck asset'.
- Thread Guy fades oil longs, warning it's late to add positions.
- Guest Tolks explains crypto weakness is due to tracking gold, which is inversely correlated to oil.
- Tolks holds only BTC, HYPE, and Zcash, and advises waiting for market leaders in crypto.
- Thread Guy jokes about shorting crypto as a better bearish trade than shorting equities.
- Discussion of IBKR vs Robinhood, Bloom Energy surge, and Qualcomm's post-earnings pop.
Trade Ideas
Fade oil longs, late to add.
Oil prices are elevated due to the Iran conflict and Strait of Hormuz blockade, but the equity market is ignoring the war risk, and it is too late to add long oil positions. If you weren't already positioned, you risk getting crushed on a reversal. Better to fade longs or avoid oil here.
Up Next
This Thread Guy video, published April 29, 2026, features Thread Guy discussing BRN. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Thread Guy · Tickers: BRN