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Episode | Insights |
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![]() IceBagz: Kanpai Pandas, Crypto Fight Night, and More | TG Podcast16 minutes ago • 30 min 15 sec threadguyYouTube | As the NFT market shows signs of a bull run, consider investing in proven projects like Pudgy Penguins (PUDGY), Bored Ape Yacht Club (BAYC), and Azuki (AZUKI) that have built through the bear market. One such project, Kanpai Pandas (PANDAS), is building a flywheel of media, fighting, and casino businesses to drive value to its NFT holders. The project plans to use 3% of its casino profits to buy back PANDAS NFTs from the market, reducing supply and rewarding long-term holders. For a more direct play on the ecosystem's revenue, consider the Strike Token (STRIKE), the native currency for the entire platform. A significant 17% of all profits will be used to buy back and burn STRIKE tokens, creating a deflationary asset designed to increase in value as the businesses grow. |
![]() NEW JAPAN TRADE DEAL, TRUMP'S AI SUMMIT, TESLA & GOOGLE EARNINGS TODAY | MARKET OPEN20 minutes ago • 2 hr 58 min Amit KukrejaYouTube | A massive $20 million options bet suggests significant upside for Google (GOOGL), with a large trader targeting a move above the $210 strike price by September. For Tesla (TSLA), focus on Elon Musk's commentary on future growth drivers like RoboTaxi during the earnings call, as the stock is expected to trade between $280 and $350. The long-term AI infrastructure build-out remains a core theme, with NVIDIA (NVDA) benefiting from eased China export controls and Palantir (PLTR) positioned to gain from increased security needs. Institutional adoption of tokenization provides a strong long-term tailwind for crypto infrastructure companies like Coinbase (COIN) and Robinhood (HOOD). Finally, consider Rocket Mortgage (RKT) as a potential investment, as it combines a fundamentally strong business with a massive 50% short interest. |
![]() | REKT is highlighted as the top-performing memecoin over the last 24 hours across all chains, showing a 23.48% gain. With a current market cap of $298 million, the post suggests significant upside potential, aiming for a "billions" valuation. This indicates a strong short-term momentum play for REKT. |
Cardlytics ($CDLX) is highlighted for its unique advantage in AI development due to its access to deterministic offline spend data and SKU-level purchase information via its Bridg platform. The recent hiring of AI expert Nicolas Torzac underscores the company's commitment to leveraging this data moat. This proprietary data, ideal for AI training, is considered a significant, unpriced asset that attracted investor Clifford Sosin to buy shares above $100. |
16 minutes ago • 30 min 15 sec
As the NFT market shows signs of a bull run, consider investing in proven projects like Pudgy Penguins (PUDGY), Bored Ape Yacht Club (BAYC), and Azuki (AZUKI) that have built through the bear market. One such project, Kanpai Pandas (PANDAS), is building a flywheel of media, fighting, and casino businesses to drive value to its NFT holders. The project plans to use 3% of its casino profits to buy back PANDAS NFTs from the market, reducing supply and rewarding long-term holders. For a more direct play on the ecosystem's revenue, consider the Strike Token (STRIKE), the native currency for the entire platform. A significant 17% of all profits will be used to buy back and burn STRIKE tokens, creating a deflationary asset designed to increase in value as the businesses grow.
20 minutes ago • 2 hr 58 min
A massive $20 million options bet suggests significant upside for Google (GOOGL), with a large trader targeting a move above the $210 strike price by September. For Tesla (TSLA), focus on Elon Musk's commentary on future growth drivers like RoboTaxi during the earnings call, as the stock is expected to trade between $280 and $350. The long-term AI infrastructure build-out remains a core theme, with NVIDIA (NVDA) benefiting from eased China export controls and Palantir (PLTR) positioned to gain from increased security needs. Institutional adoption of tokenization provides a strong long-term tailwind for crypto infrastructure companies like Coinbase (COIN) and Robinhood (HOOD). Finally, consider Rocket Mortgage (RKT) as a potential investment, as it combines a fundamentally strong business with a massive 50% short interest.
REKT is highlighted as the top-performing memecoin over the last 24 hours across all chains, showing a 23.48% gain. With a current market cap of $298 million, the post suggests significant upside potential, aiming for a "billions" valuation. This indicates a strong short-term momentum play for REKT.
Cardlytics ($CDLX) is highlighted for its unique advantage in AI development due to its access to deterministic offline spend data and SKU-level purchase information via its Bridg platform. The recent hiring of AI expert Nicolas Torzac underscores the company's commitment to leveraging this data moat. This proprietary data, ideal for AI training, is considered a significant, unpriced asset that attracted investor Clifford Sosin to buy shares above $100.
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