Explaining Korean Stocks and the AI Memory Trade - Rekt Mando
Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he fa...
5 Touko 59min
Spirit Airlines is GONE, Bitcoin Is Coming Back, BrokieTrades Interview, How I Started Trading, Running A Hedgefund - Threadguy: May 1st, 2026
2 Touko 42min
The College Student Who Broke Polymarket - BrokieTrades
2 Touko 29min
Roblox Crashes -20%+, Apple Earnings Call, Crypto's Future, Elon's OpenAI Lawsuit, Banks & Ansem's New Show - Threadguy: April 30th, 2026
Threadguy navigates another day where Google adds $500B in a single session while crypto sits uninspiring. He covers the post-close earnings carnage, the Hertz RoboTaxi moonshot, a Banks and Zee pairi...
1 Touko 36min
Never Short Stocks, The Great Bear Trap, & Why Crypto is Weak - Tolks
Threadguy sits down with Tolks, the anonymous trader behind the macro substack crypto twitter actually reads. They cover why crypto stopped tracking equities, why he hasn't shorted since Trump's Easte...
30 Huhti 38min
Robinhood is COOKED, Biggest Earnings Day Ever, Oil is AMAZING, Tolks: Understanding the Market, Crypto & Gold - Threadguy: April 29th, 2026
Threadguy walks into the biggest earnings day of the year with Google ripping, Meta crashed, and oil sitting at ATH while stocks shrug. He covers what's left to bid in fintech trading, what the Hormuz...
30 Huhti 39min
SpaceX is a RUGPULL!?, OpenAI Headline Panic, Bubble Boi's HUGE Intel Trade, Semiconductors, The Market is WRONG - Threadguy: April 29th, 2026
29 Huhti 45min
Intel $1T Trade Thesis, Semiconductors & the AI Bubble - Bubble Boi
Threadguy sits down with Bubble Boi, the anonymous chip-designer-by-day who rode the Intel turnaround into post-economic by going all-in on his single best idea. Bubble Boi covers how he spotted Intel...
29 Huhti 1h
