Buzzberg Cup Live

LIVE: Is the Bull Market OVER!? Memory is CRASHING...The Crypto Rotation STARTS TODAY!??!

Watch on YouTube ↗  |  July 02, 2026 at 21:03  |  2:11:22  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy discusses a potential rotation from crashing memory/semis into crypto, names specific longs like Apple, HOOD, gold, IBB, HYPE, and ASML, while watching Jersey Mike's IPO and Solana's key breakout level. He also flags Meta and SoFi as avoids.

  • Semis and memory (Micron, sandisk) are crashing; crypto is showing relative strength.
  • Apple is crushing because it avoided AI capex and is treating models as commodities.
  • HOOD stock looks unbelievable, benefiting from crypto but resilient on pullbacks.
  • Gold has a strong weekly chart and is a better trade than Bitcoin right now.
  • IBB biotech ETF had a breakout he regrets missing; chart looks unreal.
  • HYPE (Hyperliquid) token looks crazy and unbelievable.
  • Solana's on-chain metrics are strong; if it reclaims $100 with volume, it's a big long.
  • ASML is a buy; Meta and SoFi are to be avoided.
Ideas
Thread Guy Crypto influencer, independent 30:48
Pizza topped, Jersey Mike's IPO promising
Jersey Mike's is the fastest growing fast food chain and its IPO is worth watching because pizza is permanently topping in the West due to health trends, leaving an opening for sandwiches. Domino's success in the 2010s shows the potential.
Jersey Mike's MED
Thread Guy Crypto influencer, independent 80:52
ASML looks good, finally buying
ASML is finally being bought and the slow grind looks good. He likes ASML.
ASML LOW
Thread Guy Crypto influencer, independent 82:24
IBB chart unreal, missed huge move
IBB (biotech ETF) has an unreal chart and should have been the trade he took. The missed breakout shows strong momentum and he regrets not being in it.
IBB MED
Thread Guy Crypto influencer, independent 82:27
Apple winning by avoiding AI capex
Apple opted out of massive AI capex, betting that models will become commodities and it can just plug and play. The bet is paying off as Apple stock is crushing. Apple longs printed.
AAPL HIGH
Thread Guy Crypto influencer, independent 83:12
Solana go time if reclaims $100
Solana metrics look really good: active users, wallets, but it needs price to go. If it gets back above $100 with volume, it's go time. The pattern resembles the Paul Tudor Jones fake breakout trade.
SOL MED
Thread Guy Crypto influencer, independent 86:20
HYPE looks unbelievable
HYPE (Hyperliquid) looks crazy and unbelievable. Despite trading it poorly, the token is showing massive strength.
HYPE LOW
Thread Guy Crypto influencer, independent 90:13
Meta deserved full retrace, avoid
Meta fully retraced and it deserved the full retrace. The stock looks bad.
META LOW
Thread Guy Crypto influencer, independent 90:43
HOOD chart looks unbelievable
HOOD stock looks unbelievable, up 4% and showing a monster chart. It's the best of both worlds: goes up with crypto but doesn't really go down with crypto right now.
HOOD MED
Thread Guy Crypto influencer, independent 91:49
SoFi ugly, rate cuts not coming
SoFi chart is ugly. The founders said rate cuts are the only time it will go up, and rate cuts are not coming. So it's not happening.
SOFI LOW
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This Thread Guy video, published July 02, 2026, features Thread Guy discussing Jersey Mike's, ASML, IBB, AAPL, SOL, HYPE, META, HOOD, SOFI. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: Jersey Mike's, ASML, IBB, AAPL, SOL, HYPE, META, HOOD, SOFI