Deep Dive
Bitcoin Explodes on Massive ETF Inflows
Bitcoin had the week's marquee move, rocketing from $62,000 on Sunday to $69,000 today — a $7,000 range with a $5,000 pop in just hours. The creator shows the tape with consecutive buy orders all the way up, indicating institutional buyers with no sellers to oppose them, likely a sovereign or major player stepping in. Nearly $2 billion in ETF flows came in since last week's video, which tracks his 3% per billion rule perfectly: $2 billion should add roughly 6%, and Bitcoin delivered 7% gains today. The chart shows Bitcoin now above both the 200-day and 200-week moving averages, reversals the creator flagged weeks prior. The critical question now is whether Bitcoin can hold above the 200-day support — if it does, this is very bullish indeed.
Crypto Alts Following Bitcoin Higher
Solana also surged 7%, hitting its target 200-day moving average at $82 exactly as predicted, then popping to $83-$84 territory. The creator emphasizes on-chain metrics for Solana are off the charts across every measure, calling it a miracle the asset stayed depressed for this long. He's careful to note that if Solana stays above the 200-day, it signals a new bull market breakout, a bullish call backed by technical confluence. Ethereum gained 10% after breaking above the $1,500 killbox he'd flagged for weeks — he called this a no-brainer buy zone even though he's not an active Ethereum trader. Total crypto market cap also popped through its 200-day moving average with clean bounce history at key levels. The pattern holds: Bitcoin leads, Ethereum follows, then layer-1 alts like Solana chase higher, and today that cascade happened nearly simultaneously.
AI Stocks Mixed: Marvel Soars, Broadcom Disappoints
Marvel had a monster move, up 10% today, and the creator reveals why: Google just filed warrant positions giving them the option to buy Marvel stock at a certain price, effectively putting a floor under the stock around $210-$212. This warrant news triggered today's surge off a clean July bounce at $164 that he'd highlighted previously. Marvel is one of three big winners in the AI semiconductor space alongside Micron and Alab, all delivering 15-20% earnings beats versus guidance. Broadcom, however, presents a contrasting case: it broke down from its buy zone at 357 like the creator predicted, but more troubling is its Q earnings beat of only 1.8% on EPS and 26% on revenue — anemic compared to peers. When asked if he'd buy Broadcom at these levels, he declines, preferring Micron, SpaceX on dips, or Alab under $250. The earnings gap between Broadcom and true AI leaders like Palantir signals where real momentum is concentrated.
Tesla Enters High Gear After Months of Bottoming
Tesla moved up $14 today, a massive jump the creator had been calling for despite months of sideways action. He's been screaming about the clearest technical signals he's ever seen in Tesla's chart without corresponding price action — until today. The bounce started from the 340 low in July, gradual and steady, but this session it shifted into high gear with all green candles. He notes retail sold the bottom as always, buying tops and selling lows, classic mistake. The gap fill from Tesla's 373 high down to 340 is now halfway closed, and with current momentum he sees the stock climbing back to near that 380 all-year buy level. The earnings call spooked markets because of capex and ZEV credit worries, which the creator dismisses as dumb concerns given Tesla's actual operational strength: metal production, FSD uptake, Cybercab ramping. This recovery could accelerate into September.
Palantir Stuck: When Bearish Influencers Break Technicals
Palantir sits at $170+ despite the creator expecting mean reversion weeks ago after massive RSI spikes matching previous mean reversion precedent. The stock hasn't reverted and he's still patient, hedged and underwater on the trade. His theory: Michael Burry's massive Substack following has created enough coordinated short positioning to artificially suppress the stock's natural technical bounce. Burry, he argues, is perma-bearish and miserable, making money on people's love of negativity rather than sound analysis — his fund got destroyed, he lost on Cerebras, yet his newsletter charges premium fees and pulls in a million a month. When Burry goes bearish publicly, followers short the asset, preventing natural mean reversion from playing out. This is a meta lesson: crowded bearish sentiment can temporarily override clean technical signals, though eventually Palantir should snap back. The creator's willingness to sit hedged on this demonstrates conviction that technicals will eventually win.
Baidu Awakens After Years of Silence
The creator just got back into Baidu yesterday at $90 for the first time in over six years, and already the 4-hour chart is showing a precursor to a buy signal — rare action on a name that hasn't flashed buys in years. Baidu is the Google of China, so it's exposed to AI growth while carrying some advertising revenue headwinds, but the AI business is killing it operationally. The weekly shows a complete capitulation chart, but he expects the pattern to turn next week into a solid green shadow leading to a confirmed buy signal. His price target is $160 within a year, which would deliver a 78% return from yesterday's entry, and he's using in-the-money leaps to lever the position. He cautions that Chinese stocks don't move fast but to bookmark the video and come back in six to twelve months. This is a classic deep-value reversion play on a household name with strong fundamentals hidden by macro China fears and technical capitulation.