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My thesis on $AMKR & $PLAB is relatively straightforward. They are both easy concessions to make in an attempt to reshore the semiconductor supply chain, with no real domestic peers. You can listen to my full thesis in this recording:

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95,788 views • 1 year ago •via X (Twitter)

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$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.
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$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

Sam Badawi

30,821 views • 3 months ago

My thesis on $PNUT is simple.... Watch the full video to hear the story behind $PNUT , the catalyst with Elon, Trump and my price prediction!
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My thesis on $PNUT is simple.... Watch the full video to hear the story behind $PNUT , the catalyst with Elon, Trump and my price prediction!

CryptoFrog 🐸

15,283 views • 1 year ago

🚨Just bought more crypto…. Here is exactly what I own. These are 4 high conviction altcoins in my portfolio Robinhood Chain changes my thesis and where money is going this cycle. 🚨It’s time to lock in and position…
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🚨Just bought more crypto…. Here is exactly what I own. These are 4 high conviction altcoins in my portfolio Robinhood Chain changes my thesis and where money is going this cycle. 🚨It’s time to lock in and position…

Zach Humphries

104,837 views • 2 months ago

full HyperEVM thesis: my two picks to be the PvE $HYPE runner are $EGG and $CHAMELEON with the slight edge to Egg dont usually do thesis videos on my Tik Tok / IG, but i believe these coins can have incredibly high ceilings so i decided to record my first video breakdown been highkey cooking on engagement from those platforms so curious to see how this video performs
3:41

full HyperEVM thesis: my two picks to be the PvE $HYPE runner are $EGG and $CHAMELEON with the slight edge to Egg dont usually do thesis videos on my Tik Tok / IG, but i believe these coins can have incredibly high ceilings so i decided to record my first video breakdown been highkey cooking on engagement from those platforms so curious to see how this video performs

Schoen

19,228 views • 1 month ago

Stanley Druckenmiller: “A lot of my style is you [first] build a thesis, hopefully that no one else has built. You sort of put some positions on… Then when the thesis starts to evolve and people get on & you see the momentum start to change in your favor, then you really go for it. You pile into the trade.”
0:33

Stanley Druckenmiller: “A lot of my style is you [first] build a thesis, hopefully that no one else has built. You sort of put some positions on… Then when the thesis starts to evolve and people get on & you see the momentum start to change in your favor, then you really go for it. You pile into the trade.”

Investment Wisdom

198,018 views • 1 month ago

I don’t hold any $housecoin (NFA) However, i used this as my thesis to explain what is “off chain metrics” to the crowd of 700+ people from institutions to degens. We have thought leaders that spearhead a narrative and i explained how 𝙇𝙚𝙭𝙖𝙥𝙧𝙤 Ansem 🐂🀄️ kook 🏝️ as “thought leaders” did with their thesis on shaping a lore on for traders to understand the concept of what $housecoin stands for. When you combine on chain + off chain metrics, you will find yourself in a good position and i believe people who bought after this panel are up 2X today. My intention wasn’t meant to shill but it was the most relevant use case to share with the high network individuals at the summit of OKX AlphaTraders OKX Wallet I guess i will do more of this in future :) #okx
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I don’t hold any $housecoin (NFA) However, i used this as my thesis to explain what is “off chain metrics” to the crowd of 700+ people from institutions to degens. We have thought leaders that spearhead a narrative and i explained how 𝙇𝙚𝙭𝙖𝙥𝙧𝙤 Ansem 🐂🀄️ kook 🏝️ as “thought leaders” did with their thesis on shaping a lore on for traders to understand the concept of what $housecoin stands for. When you combine on chain + off chain metrics, you will find yourself in a good position and i believe people who bought after this panel are up 2X today. My intention wasn’t meant to shill but it was the most relevant use case to share with the high network individuals at the summit of OKX AlphaTraders OKX Wallet I guess i will do more of this in future :) #okx

De Sheikh🐧

45,421 views • 1 year ago

Millionaire trader Ethan Prosper breaks-down his thesis on a profitable trade of $6,200! Its great to have an experienced trader talk about their thought process on how they made an insane amount of money. Love him or hate him one of the most profitable traders in this space. Overall there is good stuff in this clip and advice you can use in your future thesis on trades. Happy trenching! 🫶
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Millionaire trader Ethan Prosper breaks-down his thesis on a profitable trade of $6,200! Its great to have an experienced trader talk about their thought process on how they made an insane amount of money. Love him or hate him one of the most profitable traders in this space. Overall there is good stuff in this clip and advice you can use in your future thesis on trades. Happy trenching! 🫶

Ethereal

10,572 views • 2 months ago

Here is my 3D-Animated Ringling Thesis Film, Mantaur! In Ancient Greece, a reverse-centaur struggles with comparing himself to his perfect-centaur brother and seeks to prove himself in an Olympian challenge.
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Here is my 3D-Animated Ringling Thesis Film, Mantaur! In Ancient Greece, a reverse-centaur struggles with comparing himself to his perfect-centaur brother and seeks to prove himself in an Olympian challenge.

Roo

40,104 views • 1 year ago

BITCOIN AND RISK: THE GREAT INVERSION THESIS I attempt something very ambitious in this video. I explain how risk is fundamentally mispriced, and I do it through the lens of my own personal story. I quit my job to spread the orange gospel when I woke up to this reality. Half an hour deep-dive into RISK, BITCOIN, and my own journey. We are early. Enjoy.
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BITCOIN AND RISK: THE GREAT INVERSION THESIS I attempt something very ambitious in this video. I explain how risk is fundamentally mispriced, and I do it through the lens of my own personal story. I quit my job to spread the orange gospel when I woke up to this reality. Half an hour deep-dive into RISK, BITCOIN, and my own journey. We are early. Enjoy.

Adam Livingston

26,685 views • 11 months ago

Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."
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Threadguy predicts this will be the first bull run in crypto history where Bitcoin doesn't participate "This is going to be the first bull run in the history of crypto where Bitcoin flat out does not participate. No role, no say, it will be minimal at best. It will be Bitcoin to $75k, Bitcoin to $80k, Bitcoin to $85k, and there will be mania on-chain." "My entire thesis is that the next cycle comes from new blood getting access to on chain through these apps. This new crowd doesn't even know what Bitcoin is. Anyone that joined because they saw Kimchi or Cented or Rasmr, they don't know what Bitcoin is. If there's a pocket of excitement and new blood in crypto, it will have nothing to do with Bitcoin, the same way Bitcoin had nothing to do with the disaster that on-chain became in 2025. You cannot have it both ways. The two have been separated for years."

Kai

239,622 views • 1 month ago

Dear Mr Peter obi, I cannot use my energy to campaign for you to be VP! My entire support will stop the day you make an attempt to be VP to Atiku. Even if they are tempting you, kindly jump & pass.
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Dear Mr Peter obi, I cannot use my energy to campaign for you to be VP! My entire support will stop the day you make an attempt to be VP to Atiku. Even if they are tempting you, kindly jump & pass.

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71,250 views • 1 year ago

This is why I am Buying more $KAS Kaspa. In this video I go over my bullish thesis on $KAS, my own Price Prediction for $KAS, and upcoming Bullish catalysts to keep an eye on. #kaspa #kas #kascrypto #crypto
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This is why I am Buying more $KAS Kaspa. In this video I go over my bullish thesis on $KAS, my own Price Prediction for $KAS, and upcoming Bullish catalysts to keep an eye on. #kaspa #kas #kascrypto #crypto

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13,945 views • 1 month ago

George Monbiot: “These sympathetic things Starmer said about Thatcher were not an attempt to appeal to the electorate. They were an attempt to appeal to Murdoch & Lord Rothermere & these are the real powers in this country. And it’s a profoundly undemocratic situation” #bbcqt
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George Monbiot: “These sympathetic things Starmer said about Thatcher were not an attempt to appeal to the electorate. They were an attempt to appeal to Murdoch & Lord Rothermere & these are the real powers in this country. And it’s a profoundly undemocratic situation” #bbcqt

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321,209 views • 2 years ago