1000x

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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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
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Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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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.

In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish Warsh presser, why Mag 7 is lagging the semis it's funding, why layoffs are actually bullish, why inflation is showing up everywhere from a $14 smoothie to the struggling bottom half, why Michael Saylor using ChatGPT to structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(01:18) The Market Doesn't Care About Warsh
(02:55) Why Mag 7 Is Lagging The Semis
(05:49) Layoffs Are Bullish, Not Bearish
(08:12) The $14 Smoothie: Inflation Is Real
(10:40) Saylor Used ChatGPT To Build STRC
(16:01) The Iran Deal Was A Win For Iran
(18:46) The Next Megatrend: AI Biotech
(25:11) Nuclear & The Rotation To Physical AI

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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.

This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full-blown war with Iran barely dented the market and what could actually tank it, Jonah's journey from Berkeley communist to Republican, why you should collect the gold coins before the level ends, the idea journal and how billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(01:30) What Could Possibly Tank This Market?
(05:33) From Communist to Republican
(10:45) Collect The Gold Coins Before The Level Ends
(26:26) SpaceX Is A Meme Coin: Play The Game Of Flows
(30:25) Fed Preview: What To Watch From Warsh
(35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way
(39:52) The Iran Deal Is Just A Pause

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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.

This episode, Avi flies solo on the biggest IPO in history before Jonah stream-bombs him. We discuss why SpaceX's $1.77 trillion debut might be a low-float meme coin and not the megabubble starter that everyone is calling it, why bears die in markets like this, the actual trade setup if SpaceX dumps back to $135, why every other space stock crashed 30% the same day, why the OpenAI and Anthropic IPOs will likely crash the indexes too, why Avi is "slowly becoming a communist," and a wide-ranging solo Q&A covering the Aptos grift, the XMR/ZEC close, why Hood is a 10x and Hype isn't, and why PnL is a disease of the mind. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(01:27) SpaceX Hits $1.77 Trillion
(04:45) Don't Short Elon: The Low-Float Meme Coin
(09:45) Bears Die
(11:56) Wait For The Dump: The $135 Trade
(16:21) Intel, Uranium & The First Warsh Meeting
(19:16) Why Every Space Stock Crashed (And OpenAI's IPO Will Too)
(24:43) "I'm Slowly Becoming A Communist"
(28:19) Audience Q&A

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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.

This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy!

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Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money

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Timestamps:
(00:00) Coming Up on 1000x...
(01:11) Only the Self-Motivated Will Win the AI Era
(10:30) The $60 Trillion Wealth Transfer
(15:14) The Scarce Assets Trade: Ferraris, Birkins, Bones
(24:07) The Social Contract Is Broken
(34:59) Crypto's Real Use Case
(38:28) CPI HITS 3-YEAR HIGH
(41:17) ANTHROPIC MODEL COULD BREAK MARKETS
(45:15) Gold, Uranium & The Cash Barbell

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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.