Thadeus Giedd

Brand Manager + Strategist, @PINstudiossf. License Holder, @Tedxsiouxfalls. Thadeus A. Giedd of Sioux Falls, SD

[Autopilot @joinautopilot]

Inverse Cramer strikes again

Marvell $MRVL was originally bought in the Inverse Cramer strategy March 5th

It's up another 29% today and now up 260% since it bought

[Thadeus Giedd @TAGiedd]

@johnsmith168944 @mandyarthur @grok Nah. If newer than made in 2000 you are alright. Just don’t have ethanol fuel in a car you store (sits without running for 3+ months).

[Thadeus Giedd @TAGiedd]

Hmmmm ai gives vibes of a . Com bubble. Just a matter of when the bubble hits its plateau and then down stage. What goes up, must come down.

[NoName @WhaleNoName]

🚨 YOU NEED TO SEE THIS S&P 500 CHART 🚨

For 100 years the stock market has followed the same simple pattern.

Long boom -> Short crash -> Long boom -> Short crash

Every boom was powered by a new technology that changed how the world works

- Computers
- Internet
- Smartphones

Each one took 10-15 years to fully play out

That's why the booms lasted 25 years

But now comes AI

And problem is AI changed the market in 2 years. Not 15

The boom ran out of fuel too fast

And when the fuel runs out - the crash begins

And that's exactly where we are right now

The next 9 years will look nothing like the last 25

Get ready!

FOLLOW + NOTIFS ON!

[Thadeus Giedd @TAGiedd]

@aganstwallst NBIS still has upside, don’t ya/we think?

[Tyler @TylerDurden]

They purposely killed the Blackberry because you could remove the battery and disable every surveillance feature on the device.

Your current device is permanently on, listening and following you.

Few understand this.

[Brian Allen @allenanalysis]

🚨 JUST IN — Thomas Massie concedes the race:

“I would've come out sooner, but I had to call my opponent and concede.”

“And it took a while to find Ed Gallrein in Tel Aviv.”

That line is going to detonate across Washington.

Massie just turned his concession speech into a missile aimed directly at the flood of outside money and foreign policy influence that consumed this race.

The most expensive House primary in U.S. history ends with one final message:

This wasn’t just Kentucky voting.

This was the political establishment making an example out of someone who refused to fall in line.

[Stephen Miller @StephenM]

Massie has one of the single most conservative districts in all of America and votes with Democrats on almost all critical votes.

[Thadeus Giedd @TAGiedd]

@realDonaldTrump #TeamMassie

[Justin Amash @justinamash]

More money is being spent to defeat @RepThomasMassie than any other U.S. House member in history.

Not because he can single-handedly change legislative outcomes—he has just one vote.

But because he exposes the lies and corruption of those who hold political and financial power.

[Ricardo @Ric_RTP]

Trump just got exposed for running the biggest insider trading operation in American history.

Nancy Pelosi traded $5 million in stocks and Congress lost its mind.

Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President.

His ethics filing just dropped and the numbers are genuinely unprecedented in history:

Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million.

That's roughly 60 trades PER DAY.

While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling.

Now here's where it gets really insane:

On February 10, Trump bought between $1 million and $5 million worth of Dell stock.

Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell."

Dell stock surged 14.6% that day to an all-time high of $263.99.

Since Trump's February purchase, Dell is up 96%.

And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history.

So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high

And that's just ONE stock...

The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta.

He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia.

He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise."

Intel jumped 3% in after-hours and is now up 140% year-to-date.

He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense.

He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker.

He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions.

Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't.

His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades.

The White House says the portfolio is "independently managed."

But here's what independently managed looks like:

Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high.

Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips.

Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake.

Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform.

Nancy Pelosi got absolutely destroyed for her husband's stock trades.

Her husband's total disclosed trades in his most controversial year were worth roughly $5 million.

Trump just disclosed up to $750 MILLION in a single quarter.

While making the actual policy decisions that move these stocks.

This isn't a left or right issue.

We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses.

What do you think?

[Thadeus Giedd @TAGiedd]

@sunxliao Plz chart the ones that will be going black plz. Don’t chart the ones going into the red. 🙂

[Thadeus Giedd @TAGiedd]

@MooninPapa Hurt ppl feel the urge to hurt other ppl.
Lost ppl wanna tell other ppl to be lost too.

[Holden Culotta @Holden_Culotta]

Thomas Massie: The Epstein scandal is “deeper and darker” than anyone imagined.

“It’s bigger than Watergate.”

“It’s bigger than Iran-Contra.”

“It’s not about Joe Biden or Donald Trump.”

“There are degrees of evil here that we’ve never seen at this scale … ”

“Our government was compromised by wealthy, connected billionaires, and by Jeffrey Epstein himself.”

“At the age of 14, these girls that were being sexually abused by Jeffrey Epstein were told if they could go find another girl to take their place, then they wouldn’t have to be sexually abused.”

“And some of them took that deal.”

“It’s one thing to be evil to a child.”

“It’s another thing to get a child to do evil.”

“The light sentence that was given to Jeffrey Epstein in 2008 that allowed him to victimize hundreds of more women, we want to know, why was he given that light sentence?”

@RepThomasMassie @MassieforKY @Local12

[unusual_whales @unusual_whales]

Nearly 590,000 people paid $59 million in deposits for the Trump gold phone, yet a year later not a single device has shipped and the launch date has disappeared from the website, per YF

Trump Mobile’s updated terms reportedly now state deposits do not guarantee a phone will ever be produced or made available for sale.

[Thadeus Giedd @TAGiedd]

@ZeroHedge_ I mean Ferrari. But you tell us my dude, I’ve only driven a handful of 500+ hp or super cars. Only owned 1.. a poor man’s Chevy Camaro SS (although it got plenty of Smiles Per Hour).

Also +1 for the comment you need a motorcycle. If I was to keep one toy, it’d be my moto.

[Sun Liao @sunxliao]

Most people only know $NVDA when it comes to AI stocks... 🫡

But there's many other tickers, which I've organized (bookmark this):

Running and cooling data centers became its own multi-billion dollar industry, and $VRT, $ETN, $MPWR, and $ADI are the ones supplying it.

Packaging is the part nobody really talks about. $AMKR and $ASX handle the advanced packaging that turns a chip into something a server can actually use, and capacity is fully booked into 2027.

Memory is where the squeeze lives. High bandwidth memory is the ceiling on every GPU shipping today, and $MU is a pure play on that bottleneck. I've also been bullish on $SNDK for months.

Once the chips exist, you have to wire thousands of them together at light speed, which is why $COHR, $LITE, and $APH are running the connective tissue of the entire AI economy.

The boxes themselves ship from $DELL and $SMCI... and both companies have been growing revenue faster than Nvidia in some quarters.

The chips physically get made at exactly two places... $TSM and $INTC, and there is no third option this decade no matter how much the market wishes there was.

The machines that build those fabs come from $ASML, $LRCX, and $KLAC, and they get paid first the moment a foundry expands.

And the whole thing rests on the architecture every accelerator on Earth licenses from one company... $ARM. They collect a royalty on all of it!

Go one layer deeper into photonics and it gets even more interesting. $AXTI (which I've talked about dozens of times) sits on the InP substrate chokepoint that every laser in the chain relies on, $AAOI is shipping 800G transceivers into hyperscalers as fast as they can build them, and $SIVE is the speculative play on the silicon photonics side.

Finally... on the demand side, the neoclouds are the ones writing the checks that flow back up this entire chain... $NBIS, $CRWV, $IREN, $DGXX (which I'm currently long), and more.

Hope this makes your AI bull market easier... 📈

[Thadeus Giedd @TAGiedd]

@TylerDurden Because he ripped a YouTube thumbnail? The internet is 99% ripped influence or inso from others. Not right or wrong, but the state of the gamut.

Or is it because he has started to speak out against government overreach of American politics?

[Jamie Bonkiewicz @JamieBonkiewicz]

Trump’s ballroom went from $200M to $300M to $400M, and now Congress wants $1B for a tacky gold ballroom. We aren’t being governed. We’re being fucking looted.

[Really American 🇺🇸 @ReallyAmerican1]

Karoline Leavitt lying about the White House ballroom (October 2025): “$300M is the figure and it’s not gonna cost the taxpayers a dime”

[Thadeus Giedd @TAGiedd]

@realstewpeters This is peak crazy senile grandpa energy.