Crossroads
Is SHORTING Tesla, PLTR, and HOOD wise? | Bootleg Weekly
10/3/2025, 12:22:01 PM
Economic Summary
- Potential bipartisan push for $2000 stimulus checks
- COVID-era stimulus boosted markets but increased inflation
- K-shaped recovery widened wealth gap
- Federal Reserve ongoing money printing unsustainable
- Geopolitical risks could trigger wealth destruction
Bullish
- Stimulus checks can boost asset prices short-term
- Ethereum demand outpaces supply
- BMNR acquiring ETH consistently during dips
- Seasonal tailwinds for Ethereum and BMNR
- Micron DRAM demand supported by AI expansion
- Tesla energy storage business growing rapidly
- BMNR positioned as top Ethereum treasury
Bearish
- Stimulus checks risk reigniting inflation
- National debt at unsustainable levels
- Ethereum unstaking delays may signal network stress
- AI valuations may be overheated
- Many current AI companies will fail like past EV startups
- Tesla stock down despite strong deliveries
- Jeremy's shorts may mislead retail into risky strategies
Bullish tickers
BMNRETHMUTSLANEBIUS
Bearish tickers
TSLAPLTRHOOD
People mentioned
Donald TrumpJerome PowellTom LeeElon MuskJeremyKen GriffinKaz NejatianDerek White