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

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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Episoder(146)

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