LIVE: Hyperliquid Is LEGAL!!! SAAS is BACK... Stocks Are RIPPINGGGG!!!!!!! Trump RUGGED War..!?

Watch on YouTube ↗  |  May 29, 2026 at 22:39  |  2:39:30  |  Thread Guy
Speakers
Thread Guy — Crypto influencer, independent

Summary

Thread Guy reviews a massive market rally led by SaaS and Hyperliquid, discusses the CFTC's approval of Bitcoin perpetuals, and highlights a rotation from semiconductors to software. He also covers oil's decline, cyber security trades after Mythos, and announces alcohol stocks are bottoming.

  • Hyperliquid hits new all-time high and decouples from Bitcoin.
  • CFTC approves first US Bitcoin perpetual contract, boosting crypto sentiment.
  • IGV software ETF surges 6% while semiconductor index falls, signaling rotation.
  • Dell, Oracle, Snowflake, and Microsoft lead the SaaS rip.
  • Robinhood pops on Trump accounts announcement adding significant AUM.
  • Cyber security stocks rip 40-80% after the Mythos virus announcement.
  • Oil continues to decline amid government pressure; speaker advises avoiding longs.
  • Speaker calls a bottom in alcohol stocks like BUD and STZ.
Trade Ideas
Thread Guy Crypto influencer, independent 7:25
Hyperliquid is the best perpetuals trade.
Hyperliquid is the best perpetuals product with unmatched user experience, decoupling from Bitcoin and benefiting from CFTC approval and network effects; the token has been up only and is set for continued growth.
HYPE HIGH
Thread Guy Crypto influencer, independent 7:34
Zcash is an interesting re-entry trade.
Zcash remains an interesting trade and he has re-entered a small position after closing his larger one for mental clarity.
ZEC MED
Thread Guy Crypto influencer, independent 30:45
SaaS rotation is starting; long IGV.
The software/SaaS rotation is real with IGV surging 6.25% while semis are down; this signals the start of an everything rally that will benefit software stocks and crypto.
IGV HIGH
Thread Guy Crypto influencer, independent 48:01
Oil downtrend is clear, avoid or short.
Oil is collapsing because every government wants it down; being long oil is anti-patriotic and the trend is lower; it's time to get off the trade.
USO HIGH
Thread Guy Crypto influencer, independent 50:21
Dell has massive Trump-fueled momentum.
Dell is ripping 79% in 21 days after Trump's tweet, Michael Dell owns 40% of the company, strong momentum continues.
DELL HIGH
Thread Guy Crypto influencer, independent 53:34
Oracle has strong earnings catalyst ahead.
Oracle is up 11% and has upcoming earnings, the chart looks strong as part of the backend SaaS rip.
ORCL MED
Thread Guy Crypto influencer, independent 55:30
Snowflake is ripping on earnings gap.
Snowflake printed a massive earnings gap and is near all-time highs; the chart looks nuts and momentum is strong.
SNOW MED
Thread Guy Crypto influencer, independent 55:46
Microsoft is breaking out with AI news.
Microsoft is making its first real move in a while, Bill Aman loaded up on MSFT, and talks with Anthropic about AI chips are positive.
MSFT MED
Thread Guy Crypto influencer, independent 56:54
Micron is strong despite semi weakness.
Micron is showing strength despite semiconductor weakness, up 87% from entry; the stock looks good among the SaaS rip.
MU MED
Thread Guy Crypto influencer, independent 60:39
Robinhood benefits from Trump accounts AUM.
Robinhood had a sick volume pop on the Trump accounts announcement, which adds at least 4.75% AUM; the app is sticky and hard to leave.
HOOD HIGH
Thread Guy Crypto influencer, independent 72:55
Nebius has huge whale buying conviction.
Nebius is a huge position for Leopold, 15% of his fund, indicating strong institutional conviction in the AI cloud play.
NBIS MED
Thread Guy Crypto influencer, independent 105:06
Cyber security is a Mythos-driven rip trade.
All cyber security stocks ripped 40-80% after the Mythos announcement; it's an easy trade to buy cyber security after major cyber threats.
PANW CIB CRWD HIGH
Thread Guy Crypto influencer, independent 142:44
Alcohol stocks are bottoming, buy now.
Alcohol stocks are bottoming; he is 'putting the bottom in' tonight, citing cheap valuations and potential rebound in premium alcohol consumption.
STZ BUD MED
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This Thread Guy video, published May 29, 2026, features Thread Guy discussing HYPE, ZEC, IGV, USO, DELL, ORCL, SNOW, MSFT, MU, HOOD, NBIS, PANW, CIB, CRWD, STZ, BUD. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Thread Guy  · Tickers: HYPE, ZEC, IGV, USO, DELL, ORCL, SNOW, MSFT, MU, HOOD, NBIS, PANW, CIB, CRWD, STZ, BUD