IDEA [8] TICKER: Silver (XAGUSD or related ETFs like SLV) DIRECTION: long THESIS: The speaker suggests that Trump's policies involve buying silver and other commodities with printed dollars, implying inflationary pressures that would benefit precious metals. SPEAKER: @lukegromen TIMEFRAME: medium-term

IDEA [11] TICKER: Crypto (e.g., BTC, ETH, or a broad crypto index) DIRECTION: long THESIS: The speaker believes that improving ISM data is a necessary condition for strong crypto prices, and anticipates rising liquidity which will create reflexivity, leading to higher crypto prices. SPEAKER: @raoulgmi TIMEFRAME: medium-term

IDEA [35] TICKER: MTCH (Match Group), BMBL (Bumble) DIRECTION: short THESIS: The speaker is initiating a short position on Match Group and Bumble, believing their products are broken and features like "paid roses" are a scam, indicating fundamental issues with their business models. SPEAKER: @abcampbell TIMEFRAME: medium-term

IDEA [40] TICKER: Software sector (e.g., IGV, XSW, or individual software stocks) DIRECTION: short THESIS: The speaker believes the software sector is "dead" and discloses an active short position, implying a bearish outlook on software companies. SPEAKER: @abcampbell TIMEFRAME: medium-term

IDEA [41] TICKER: AI sector (e.g., AIQ, BOTZ, or individual AI-exposed stocks) DIRECTION: short THESIS: The speaker predicts an "AI Air Pocket" where capital shifts from buybacks to capex, and revenue growth is years away, leading to lower valuations for AI-related investments as investors are unwilling to finance the gap indefinitely. SPEAKER: @abcampbell TIMEFRAME: medium-term

TOTAL: 5 ideas found