ROLLUP: Trump Tariff Crash | Circle IPO | CoreWeave IPO | FDIC Crypto Greenlight

Bullish:

• $NUCLEAR - Alex strongly advocates for nuclear energy as a green, efficient solution to meet growing energy demands, particularly in the context of increasing compute needs for AI and technological advancement.

  • “It turns out there's also the world's most, dense energy production capability ever, that also has its only emission is steam, and it's nuclear energy. And we should be figuring out how to build more nuclear as well. It's green, guys. It's green energy.”

    Alex·1:04:40
• $COMPUTE - Alex expresses a strong belief in the long-term growth of compute demand, driven by technological advancements and AI development.

  • “Do we really think in a hundred years we're gonna have less compute less demand for compute than we do now? Like, I I think we'll have a lot more personally.”

    Alex·1:00:35
• $USDC - Alex suggests that Circle, the company behind USDC, is likely to benefit from upcoming stablecoin legislation, potentially creating more business opportunities.

  • “I think they are anticipating the legislation coming through and and that adding more, business opportunity for them.”

    Alex·40:32
• $BANKS - Alex sees potential opportunities for banks as recent regulatory changes allow them to engage in crypto-related activities more freely.

  • “So now banks can just do stuff that's, like, normal stuff, basically.”

    Alex·49:44

Bearish:

• $SPX - Alex notes a significant market decline following Trump's tariff announcement, suggesting a bearish outlook on major equity indices.

  • “I mean, you're looking at the the, you know, the major equity indices down. I mean, 5%, I was looking at, as we record this, like, on a daily basis.”

    Alex·12:03