From $INTC to $NOK to $CRCL: Spotting the Next “Obvious” Trade
The biggest trade opportunities tend to have the most obvious catalysts.
I've even struggled in the past taking trades that seem "too obvious"...
But came to the conclusion that the best trade ideas always have the biggest catalysts. period full stop.
Here are recent examples of "obvious" trade + what I see next:
1) space trade
- in dec '25, elon confirmed spaceX would go public
> the "too obvious" trade was to go long anything even remotely related to space
...results? every space name running 100%+
2) the $Intel(INTC)$ trade
- in august '25, the us gov't took a 10% stake in intel
> the "too obvious" trade was to load the boat on $intc
...results? +400% in less than a year
3) the $Nokia Oyj(NOK)$ trade
- in oct '25, $nvda announced a strategic partnership + investment in nokia
> the "too obvious" trade was to buy on dips at $6-$7 range
...results? a 40% run so far that's just beginning imo
You get the point...so what's too obvious right now?
For me it's stablecoins. $Circle Internet Corp.(CRCL)$ et al.
...the "too obvious" angle?
- stablecoin volume exploding (tens of trillions annually)
- faster + cheaper than legacy rails
- real adoption from institutions
- major payment processors integrating stablecoin settlement
- backend infra for fintech
...also, on the observational / social side, I'm seeing more creators (like
@aleabitoreddit
+ others) frustrated with paying 30% apple fees, stripe processing fees, etc.
Creators, businesses, and individual people are longing for stablecoin tech, whether they fully know it yet or not.
Timing will be the biggest question for the stablecoin trade, but it's one I have no issue scaling into slowly...chart on $CRCL is looking solid at $99 btw.
The best "too obvious" trade ideas don't require much research, they just present themselves...maybe 2-3 HUGE opps per year.
Seeing a few more maybe shaping up, will keep ya in the loop.
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