This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have to ask "how did you make your money" to understand the AI trade, why the answer is hiding downstream where AI changes the real economy, the 13-year-old's portfolio and whether the top is in, why the memory trade still isn't saturated, the socialism trade and what a 2028 blue wave means for your assets, why Bitcoin and everything without revenue is cooked, why the coming Saylor blowup will be the trade of a lifetime, and the Avi vs Jonah debate on whether you should actually buy AI biotech. Enjoy!
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Timestamps:
(00:00) Coming Up on 1000x...
(01:07) Does Technical Analysis Actually Work?
(06:05) AI Cracks: Where Do You Hide?
(13:46) The 13-Year-Old's Portfolio: Is The Top In?
(19:44) The Socialism Trade: Sell What They Redistribute
(32:16) Bitcoin's Cooked: Stay Short The Complex
(40:25) The Saylor Blowup Will Be The Trade Of A Lifetime
(43:50) Should You Actually Buy AI Biotech?
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.