EPISODE · Jun 2, 2026 · 39 MIN
Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026
from Threadguy Live · host Counterparty
Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bitcoin" and it splits the gap roughly in half.
What this episode covers
Good call, that was a 15-min gap. Adding 13:35 the software melt-up (ARM +90%, Dell +100%, Oracle/Snowflake/Salesforce all +10%, IGV ripping while defense sells off). It's the clean counterpoint to "nobody cares about Bitcoin" and it splits the gap roughly in half.
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Saylor Sold His Bitcoin, GLP-1s vs Sugar Slop, Software Melt-Up, AGI Is Already Here, Pokemon Card Bubble, Trump Stock Pump - Threadguy: June 2nd, 2026
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