The creator previously shorted Corweave, stating it suffered as part of the 'middle' infrastructure buildout.
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2026 Long NASDAQ: My Top Stock Picks and Strategy #nasdaq #sp500 #micron #aistocks
Jul 10, 2026
The creator is long the NASDAQ and Micron, but expresses caution about a long-term buy-and-hold strategy for the NASDAQ. They previously shorted companies in the "middle part of the infrastructure buildout" like Hut, Iron, and Corweave, which they state suffered. The creator also has a short straddle on the S&P 500.
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The creator previously shorted Iron, stating it suffered as part of the 'middle' infrastructure buildout.
The creator previously shorted Hut 8 Corp, stating it suffered as part of the 'middle' infrastructure buildout.
The creator has a short straddle on the S&P 500 and believes it would be wrong to short the index.
The creator explicitly states they are long Micron.
The creator is currently long the NASDAQ but advises caution on a long-term buy-and-hold strategy for this market.