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My Huge HIMS Trade, Hans Niemann Interview, The Market is Ripping, AI Slop, Chess is in Trouble, Trading Advice - Threadguy: April 17th, 2026

Apr 18, 2026
Hans Niemann, chess grandmaster known from a recent Netflix documentary, discusses competitive chess, online ratings, and building a chess platform with AI coaching. He talks about match preparation, transpositions, and the meta of high-stakes play. Conversation also touches on online gambling around chess and handling public scrutiny.
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INSIGHT

Euphoric Market Rally Driven By Few Names

  • The market felt euphoric and ripped to a fresh all-time high despite geopolitical noise around the Strait of Hormuz.
  • Threadguy credited a precise confluence of headlines and risk-on flows, noting only a few names carried the S&P to new highs which makes breadth deceptively narrow.
ANECDOTE

Threadguy Banks HIMS Pop From RFK Announcement

  • Threadguy described selling his HIMS position as his best trade of the year and resisting the urge to overtrade afterwards.
  • He bought into HIMS around $24 on RFK peptide headlines, sold near $29–$30, and credited crypto/Twitter traders who banked the narrative move.
INSIGHT

AI Short-Form Video Became Addictive Slop

  • Threadguy observed AI-generated short-form video (fruit videos) has become highly addictive despite poor long-form writing from AI.
  • He described doom-scrolling reels like King Vaughn edits and using the switch back to normal videos as a cue to stop.
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