Gold and silver continue to be the most interesting to me here, given they have multiple ways to win, and would be the cleanest beneficiary of major themes like Trump potentially taking over the Fed next year. Hassett being nominated in Dec will bring this into greater focus for https://t.co/OMryJidNH2
Original source ↗  |  December 01, 2025 at 18:07 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

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