Stock Moe

The host frames XRP as being in the early stages of a potential short/liquidity squeeze, pointing to crowded short positioning, falling exchange balances, and the upcoming XRP Ledger batch amendment activation on September 29th as bullish catalysts. He is also transparent about weakening fund inflows and a stalled lending amendment, calling the current picture 'position adjustment, not a clean supply squeeze'.

Stock Moe holds XRP for its regulatory upside tied to the Clarity Act, noting XRP is one of 16 tokens explicitly named in current SEC/CFTC frameworks. He frames it as a longer-shot, conditional bet compared to HYPE's more immediate technical setup.

Stock Moe remains bullish on XRP despite it sitting well below its 2018 high, pointing to the weekly candle structure and an expected retest of the 50 EMA. He acknowledges regulatory uncertainty around the Clarity Act as a risk but says the ledger upgrade bringing native lending keeps his bullish stance intact.

The host added a five-figure position in XRP into the weekend strength, arguing that low weekend liquidity combined with regulatory momentum from the SEC and CFTC sets up XRP for a strong move higher. He contrasts this with HYPE, saying he currently favors HYPE as the stronger chart but still likes XRP's setup.

Stock Moe remains bullish on XRP despite the Clarity Act failing in Congress, expecting a short-term bounce and continuing to accumulate. He frames the regulatory setback as a political failure rather than a fundamental problem for XRP.

The host reviews XRP's regulatory landscape in depth, noting it is one of 16 tokens named in a joint SEC/CFTC digital commodity interpretation and that all spot XRP ETFs are now live. He stresses that this position, while better than most altcoins, is not codified law and remains vulnerable to a future change in administration.

Moe expects XRP to stabilize and bounce back after a rough 48 hours driven by the failed Clarity Act cloture vote and the Fed's rate hike, pointing to coiling price action and pending regulatory clarity as bullish catalysts. He also notes Ripple's underlying business remains strong even as the token sits well below its highs.

XRP dropped roughly 8% around the Fed decision, and Stock Moe warns that if the 10-year Treasury yield climbs back above 5%, XRP along with the rest of crypto would be in serious trouble. He does not offer a specific price target for XRP in the transcript.

The host is disappointed that the Clarity Act failed in the Senate (49-50) and expects meaningful market-structure legislation to be delayed until 2027 or later, which he says is weighing on XRP's price. Despite the setback, he says the drop was largely priced in already and he personally is holding rather than selling, and he expects a possible short squeeze if traders overreact to the news.

XRP remains far below its all-time high and needs a large move just to revisit a level it already hit in 2018, so the host says he sizes it smaller than HYPE even though he still holds it and is watching short-term support into the Fed meeting.

The host is heavily bullish on HYPE, citing that it absorbed a large token unlock and still hit a third all-time high in a week, alongside strong revenue leadership in crypto and large wallet accumulation. He describes it as a business he believes in and says he has been loading up on it via options.

Stock Moe is bullish on HYPE after it printed a new all-time high while absorbing a large token unlock, with whale accumulation and potential US regulatory approval seen as bullish catalysts. He expects a near-term breakout toward the $100-$110 range within the next few weeks.

Stock Moe is heavily bullish on HYPE, citing a new all-time high made despite a large token unlock, institutional and whale accumulation, and strong on-chain revenue from native lending. He believes further US regulatory acceptance of perpetual trading could significantly grow HYPE's market cap over the next 1-3 years.

The host is heavily bullish on HYPE after it printed a new all-time high while absorbing a large token unlock, and he added roughly $25,000 to the BHYPE ETF this week. He believes whale accumulation and exchange outflows signal further upside, though he flags an extremely overbought RSI reading as a risk.

Stock Moe is bullish on Hyperliquid (HYPE), citing a strong post-unlock rally and expecting a push to the $90 level in the very near term. He frames it as a business he wants to own ahead of potential US perpetuals approval.

The host is actively buying HYPE, pointing to a new all-time high, whale accumulation, and absorbed token supply as bullish signals. He acknowledges HYPE lacks any US regulatory classification (unlike XRP) and flags an extremely overbought RSI reading as a real risk.

Moe is strongly bullish on HYPE, highlighting that it absorbed a large token unlock while printing a new all-time high even as Bitcoin was down, and points to large wallet accumulation and exchange outflows as evidence of reduced sell pressure. He says he continues to add to his own position.

The host is bullish on HYPE, pointing to a new all-time high made on the same day as a large 9.92 million token unlock, which he views as the most bullish signal discussed in the video. He also highlights notable whale and institutional accumulation as evidence of reduced sell pressure, while flagging an extremely overbought RSI reading as a risk to watch.

HYPE just printed a fresh all-time high while absorbing a huge token unlock, which the host calls the most bullish signal in the video, and he is holding through a pullback while watching key support and an extremely overbought RSI.

Stock Moe is bullish on HYPE after it printed a new all-time high of $89.54 despite absorbing a large token unlock, pointing to heavy accumulation by large wallets as proof of demand. He flags an overbought RSI reading and a key downside level as the main risks to watch.

The host acknowledges a major short squeeze in Bitcoin, noting it traded above $85K for the first time since January amid hundreds of millions in short liquidations. However, he tempers this by saying he is only bullish on the broader crypto market through the end of the month, flagging Fed hiking and weak ETF inflows as risks.

Stock Moe reviews multiple Fed hiking cycles and finds Bitcoin's reaction has been inconsistent, sometimes rising and sometimes falling after the first hike. He explicitly declines to give a rate-based price prediction but warns that a 10-year Treasury yield above 5% would be very bad for Bitcoin.

Bitcoin is testing a key support level after the failed Clarity Act vote, with the host noting mixed ETF flows and headwinds from an expected Fed rate hike and rising Treasury yields, but he does not commit to a directional call.

Bitcoin is used mainly as a comparison point, noted as trading about 38% below its high while its funds saw outflows of $236 million as money rotated into XRP funds. The host does not state a directional price prediction for Bitcoin in this video.

Stock Moe examined five prior death-cross events to argue the current weekly death cross is a weak bearish signal (40% historical hit rate for marking bottoms) compared to the 200-day reclaim pattern, which has a 3-for-3 record of marking major cycle lows. He believes crypto winter is likely thawing rather than definitively over, expecting a bottom before year-end.

The host notes Bitcoin is having its best August since 2017 and is at its highest open in months, with strong ETF inflows, but flags Fed policy uncertainty and rejected chart levels as headwinds. He does not issue a new specific price prediction, instead discussing macro catalysts like the Fed meeting and Jackson Hole.

Stock Moe attributes Bitcoin's 22.9% weekly rise to a massive short squeeze, renewed ETF inflows, and Fed liquidity moves from new Fed figure Kevin Warsh. He sees Bitcoin as overbought but part of a broader risk-on move that could continue, chop sideways, or reverse depending on how upcoming catalysts play out.

Moe briefly notes Bitcoin has been running higher recently, mentioning a move from about 64 to 68, but offers no forward-looking price target or clear thesis beyond noting the momentum.

Stock Moe views Bitcoin as range-bound in a channel since early July, saying he wouldn't get nervous unless it breaks below the 60K area. He also flags Michael Saylor's lack of buying as a downward pressure factor and expects an eventual capitulation dump before winter ends around October or November.

Stock Moe argues that Strategy (Michael Saylor's company) halting its Bitcoin purchases and now selling roughly $109 million worth removes a key source of price support, which he believes will push Bitcoin down toward the $40,000-$50,000 zone by the end of the crypto winter. He frames this as validating a call he made previously based on Saylor's own past comments about where BTC would trade without corporate buying.

Stock Moe is bullish on ETH, pointing to lower transaction fees, institutional infrastructure investment via S&P Global's acquisition of OpenZeppelin, and low exchange balances that could fuel a liquidity squeeze. He flags spot ETF outflows as a notable risk despite the price holding up.

The host has been buying ETH over recent weeks and views the current chart pattern as a bullish continuation setup rather than a top. He assigns roughly a 60% probability to further upside over the next 30 days but frames much of his outlook through technical levels and moving averages.

Stock Moe is long-term bullish on Ethereum, viewing it as a strong buy-and-hold position that could pay off significantly over a decade. He describes its current chart pattern as a consolidation setup he calls a 'unicorn'.

Ethereum is mentioned only briefly alongside Bitcoin and XRP as part of the broader crypto market affected by the Fed's rate hike. No specific thesis, target, or directional call is made for Ethereum individually in the transcript.

Ethereum broke a key support level and is now testing the $2,400-$2,440 zone as the 'clarity trade' unwound, with institutions that rotated into ETH ahead of the vote getting punished hard.

The host highlights Ethereum as the strongest performer of the major coins this week in percentage terms, though he does not make a specific price prediction for it.

Stock Moe views Ethereum's 29.1% weekly rally as part of a broader crypto short squeeze driven by liquidity injections and ETF inflows. He notes ETH is deeply overbought (RSI 86) but says that doesn't necessarily mean a reversal is coming.

Moe notes Ethereum has been rallying strongly (up roughly 10% recently) and says he is personally long, expecting the run to continue despite an overbought RSI.

Stock Moe is pleasantly surprised by Ethereum, noting it remains above the 50 EMA with a bullish RSI of 51.75 and continues to bounce higher each time it retests that level. He floats the idea that Ethereum's staking rewards could make it the 'new king of the hill' over Bitcoin, since those rewards help ETFs cover payments without needing to sell.

Stock Moe notes Ethereum is holding up better than Bitcoin and XRP, remaining above its 50-level moving average, which he attributes to the absence of a large corporate holder like Saylor's Strategy dumping supply. He mentions Tom Lee's company holding a 5% stake and using staking rewards constructively, viewing this as a healthier setup than BTC's current situation.

Stock Moe notes Nvidia is held by 45 lawmakers and the president made 15 trades, with the stock up 19.9%, describing the performance as 'not bad.' No forward-looking thesis is offered beyond reporting the data.

The host notes that despite Nvidia's massive market presence, congressional participation is relatively low (only 66 members filing) and that Congress has been net selling Nvidia throughout 2025-2026, including during a recent seven-day losing streak. He suggests this heavy selling activity is a signal worth watching and implies caution about the sector.

The host highlights that NVIDIA appears repeatedly among the stock purchases of multiple members of Congress, including Ro Khanna, Michael McCaul, and Nancy Pelosi. He frames this recurring cross-party buying as a signal worth watching, though he does not offer his own price target or timeframe for the stock.

Stock Moe views Nvidia as the best opportunity among the AI retail darlings based on its comparatively low PE, and believes demand for its most modern chips remains strong enough that they can sell everything they produce. He notes the stock beat earnings and guided higher despite a seven-day losing streak heading into the print.

Stock Moe frames Nvidia as cheap relative to its own 5-year valuation history despite the stock price being up, driven by strong data center and networking growth ahead of its upcoming earnings report. He flags a financing arrangement with Apollo and Blackstone as a risk worth watching.

Stock Moe expects a near-term pullback in the Nasdaq/Qs of roughly 5-10% from highs following the Fed's surprise hike, followed by a consolidation and a resumption of the uptrend once the market gets clarity on Fed policy. He frames this as a short-term correction rather than the start of a bear market.

Stock Moe expresses concern about high long-dated bond yields and debt levels, suggesting a market pullback is possible if conditions worsen. He frames this as a conditional risk rather than a firm call, particularly tied to a potential Fed rate hike.

Stock Moe expresses nervousness about the QQQ and is taking a more defensive posture, though he says he won't try to second-guess the trend. He frames this caution within a broader view that AI-leveraged retail darlings are all wagering on perfection.

Stock Moe argues the Nasdaq is now over 10% below its June high and in correction, and that the Fed's surprise hawkish tilt (three dissents favoring a hike, rising 30-year yield) raises the discount rate on future earnings, hitting high-multiple growth names hardest. He believes downward pressure continues and the charts show big money selling ahead of the Fed news.

Stock Moe reports Amazon is held by 45 lawmakers with 17-22 presidential transactions and the stock is up 9.4% this year, presented as factual data without a forward-looking opinion.

The host highlights Amazon as one of the most congressionally-held stocks and personally expresses a desire to accumulate more shares. He frames it as a personal favorite among the top congressional holdings.

Stock Moe views Amazon as his top pick among the five, citing a healthy pullback from highs and record AWS growth and backlog. He believes Amazon will continue to run higher over the next few years as AWS momentum builds.

Stock Moe views Amazon's recent 8% pullback from its highs as a buying opportunity, expecting price to dip into a Fibonacci-based accumulation zone before bouncing. He also wants to build a large long-term position in the stock by year end.

Stock Moe notes Microsoft is the most-owned stock among Congress members (59 lawmakers) and by the president (17-22 transactions), yet it has only risen 1.7% this year, making it the second-worst performer of the group despite heavy insider buying. He frames this as a surprising disconnect between congressional buying activity and stock performance.

The host reports that Microsoft is the most-filed congressional stock with 2,100 filings and 127 members holding it, though Apple is actually more widely owned by member count. This is presented as factual data on congressional trading patterns rather than the host's own investment thesis.

Stock Moe is bullish on Microsoft, highlighting accelerating growth guidance, a huge contracted backlog, and strong Copilot adoption. He believes Microsoft's growth trajectory will be fantastic going forward, though he flags spending and depreciation changes as a risk.

Tesla is listed among the top 10 congressionally-held stocks with 59 members and 691 filings, presented purely as data without directional commentary.

Stock Moe frames Tesla as a robotaxi story rather than an earnings story, citing declining net income and revenue alongside bullish catalysts like robotaxi fleet expansion in Nevada and a Cybercab launch date. He describes the current valuation as a bet on the story rather than the underlying business.

Stock Moe considers Tesla a great company but not currently a good place for new money due to its expensive valuation. He is not adding to Tesla right now, though he doesn't rule it out in the future.

The host discusses a massive share unlock event for SpaceX's private secondary market shares, noting the stock rallied sharply after 911 million shares were freed and short covering combined with new institutional buying drove a squeeze. He remains cautiously bullish long-term but flags capital spending, dilution risk, and cheaper borrow costs as factors that could fuel another leg down before further upside.

Stock Moe frames SPCX as caught between a potential short squeeze and a looming supply flood from the August 6 share unlock. He is bullish on the underlying business execution (Starship, Starlink) but cautious on near-term price action due to dilution risk, cash burn, and falling Starlink revenue per user.

The host lays out a potential short squeeze setup in SpaceX shares, citing a small float, heavy and rising short interest, and a recent bounce off a $107 low, while also flagging the August 6th lockup unlock as a major bearish counterforce. He explicitly says he is not calling the squeeze outright but presenting both the bullish squeeze case and the bearish supply-wave case for viewers to judge.

Stock Moe holds SHIB only as a small speculative 'flyer' position, acknowledging it is the weakest chart of the four he covers with neutral RSI. He is looking to add to the position but treats it as a high-risk, high-reward bet rather than a core holding.

Stock Moe views SHIB as a speculative 'flyer' position, referencing its history of large parabolic moves, though he stays cautious given it remains technically bearish below key moving averages.

Stock Moe calls Meta his 'sleeper' pick among the Congress-owned stocks, noting it has the fewest lawmaker filings (32) but he personally likes it and has added to his own position despite the stock being down 1% this year.

Stock Moe likes Meta as the cheapest of his five picks at 17x forward earnings, pointing to strong ad growth and a big pullback creating opportunity. He acknowledges significant legal risk from an ongoing child safety trial that could theoretically affect a huge portion of the company's value.

The host reports that Nancy Pelosi's spouse bought Intel shares and deep in-the-money calls after an 8% drop, and that the position is now profitable. He frames this as evidence of a repeatable 'buy the dip' pattern rather than offering his own forward price target.

Stock Moe reports on Pelosi's large call-option positions in Intel but flags weak underlying fundamentals, including ongoing losses and a weak analyst consensus. He frames the trade as a leveraged options bet rather than sharing his own bullish or bearish view.

The host notes that Uber is down about 12% year-to-date and was also included in the Pelosi household's filings via call purchases, but he stops short of endorsing it as a clear opportunity himself.

Stock Moe notes Uber's low PE ratio makes it attractive as a value play and references Pelosi's deep-in-the-money call purchases. He expresses agreement with the bullish setup but does not commit to his own specific price target.

The host highlights that Nancy Pelosi's spouse made large, profitable trades in Bloom Energy, buying dips and holding deep-in-the-money calls, and frames the stock as a key beneficiary of the AI/data-center electricity demand theme. He also notes the stock's upcoming S&P 500 inclusion will force index funds to buy shares, adding a fresh catalyst for upward pressure.

Stock Moe highlights Bloom Energy as an AI-power infrastructure play, noting Pelosi's repeated buying on red days and strong fundamentals like 91% revenue growth. He says he likes the stock as a way to play rising AI data center power demand, while acknowledging valuation and legal risks.

The host reports Apple as the most widely-owned stock among Congress members (137 members) with 1,873 total filings, comparing it to Warren Buffett's large historical Apple position. This is presented as data analysis, not a personal price thesis.

Stock Moe passes on Apple for new money right now, noting analysts see very limited upside left in the stock. He calls this upside 'terrible' and does not include Apple among his top five picks.

Stock Moe acknowledges Palantir's strong retail following and recent run but flags its extremely high PE of 147 as pricing in enormous future growth. He personally believes there may be better opportunities elsewhere than Palantir at current levels.

Stock Moe acknowledges Palantir's strong growth quarter but views its valuation as too rich for new money right now, noting it also failed to hold its highs. It did not make his list of top five buys.

Stock Moe notes the S&P 500 is near record highs with 27 record closes, and while some are calling for a 10-20% correction, he says he isn't in that camp yet. He flags rising Treasury yields and Fed policy as key risks to watch, without committing to a specific market direction.

Stock Moe argues the rally has broadened beyond the 'Magnificent Seven' into small caps and other sectors, supported by strong earnings growth, and believes stocks will keep climbing as long as the Fed funds rate stays below inflation (i.e., not restrictive). He also flags real risks — stretched valuations, debt-funded AI capex, and potential Fed rate hikes — that could reverse the trend.

Stock Moe briefly mentions Dogecoin's recent price action without offering a clear directional call. He notes it moved from about 7 cents to 8.1 cents but says there isn't much to discuss.

Stock Moe is bullish on Solana after a roughly 60% pullback from its highs, seeing the current consolidation as a setup for a move higher tied to his broader view that the crypto winter ends around October-November.

Stock Moe highlights Johnson & Johnson as the best performer among the 10 Congress-owned stocks, up 29.1% this year, driven by healthcare costs being passed to consumers. He expresses a positive personal opinion calling it a 'good play' and 'a win.'

Stock Moe discusses the president's large stake in Trump Media (114.75 million shares, 41% of the company) held in a revocable trust, noting the stock is down 47% over the past year. He raises concerns that the trust is revocable rather than blind, given the frequency of trades disclosed.

Stock Moe notes Visa is held by 34 lawmakers who bought again in June, and the president's position is up 4.8%, presented purely as factual reporting.

Stock Moe raises the possibility of a Fannie Mae/Freddie Mac IPO as a 'wild card' in the housing market story, but notes this is speculative and citing an official's non-committal comment rather than making his own price call. He mentions he personally owned the stock in the past but does not state a current directional view or target.

The host briefly mentions Vistra as another holding in the filing, up 5.7%, without offering a distinct forward-looking thesis of his own.

The host references a recent PINS trade he shared with followers that has run from an initial 90% gain to 243%, framing it as a successful trend-following play. He does not commit to a further directional call, noting uncertainty about whether it will keep running.

The host holds his HYPE exposure through the Bitwise Hyperliquid spot ETF (BHYPE) inside a retirement account and just added $10,000 more at a new all-time high, bringing his position to about $30,000. He is comfortable with the roughly 34 bps sponsor fee since the fund also passes through staking rewards.

The host bought 100 shares of Alphabet at $333.53 after the stock sold off on capex spending fears, arguing the market is ignoring strong operating results including 82% cloud growth and a $514B cloud backlog. He frames Alphabet's vertical integration (owning the model, chip, and cloud), hidden stakes in SpaceX and Anthropic, and resolved antitrust cases as reasons the stock is undervalued, and says he plans to hold indefinitely and add on weakness.

The host notes Representative Cleo Fields' purchase of IREN Limited, describing it as a Bitcoin miner that has pivoted into an AI data center business. He presents this as one of the 'best stocks to buy now' based on congressional buying activity, without stating his own price target.

Stock Moe notes AMD is up 200% over the past year but has pulled back 17% off its highs, and warns that its elevated PE leaves little room for a disappointing quarter. He views the pullback as a natural cooldown after such a large run.

Stock Moe is very enthusiastic about Alphabet, describing it as having quietly become a cloud company with massive cloud growth and margin expansion. He considers it one of his top five picks and sees continued strength ahead, though he notes an ongoing antitrust appeal as a risk.

Stock Moe discusses SpaceX's 33% run off its August low as a short squeeze fueled by an unlock event that saw no follow-through selling, and says he has taken a large short position expecting the rally to fade near resistance around $146.86-$154 before retesting lower levels. He frames Morgan Stanley's $300 base/$600 bull case as an external analyst view rather than his own price target.

The host discusses SpaceX stock's recent short squeeze, IPO price action, and upcoming share lockup expirations, expressing near-term bearish expectations for a pullback but longer-term bullish views tied to ETF float buying and revenue growth. However, SpaceX is a private company without a publicly traded ticker, so no price predictions can be validly extracted per platform rules.

Stock Moe mentions the VIX dropped down a little on the day, a minor observation with no further elaboration or prediction.

Stock Moe notes the Dow Jones was down slightly along with the broader market on the day, with no specific target given.

Stock Moe mentions the Nasdaq (the 'cues') was down slightly on the day as part of a broader market pullback, without giving a specific price target.

Stock Moe briefly notes that the overall market, including the S&P 500, was down on the day he calls 'ugly,' with concern about a potential Fed rate hike later this year weighing on risk assets.

Stock Moe briefly mentions a HIMS options trade that is up 106% as a past win from his Discord community, without laying out a forward-looking thesis or price target for the stock.