Sandeep Sharma retweeted
There are 14 similar micro and small caps to Deepak Nitrite, where
Promoter is buying,
Mutual funds are buying and
small retail is selling.
Might be an indicator of strong buyers entering
GHCL Textiles
Ador Welding
Krnsaa Diagnostics
IKIO Lighting
Epigral
Shoppers Stop
Alkyl Amines
Sandeep Sharma retweeted
Datacenter Theme ⚡️⚡️
Anant Raj stands out with almost 3x EBITDA from FY24 to FY26 and FY26 forward PE of just 21. 🔥🔥
Good bet on datacenter comparing growth of different companies in the sector. 🎯
Technoelectric and Netweb are expected to 2-2.5x their EBITDA with FY26 forward PE of 36 and 91 respectively. ⚡️⚡️
Netweb is expected to be at premium valuation considering AI server demand and it's partnership with Nvidia, AMD, Intel.💯
E2E Networks can also grow leaps and bounds seeing the potential of cloud and hyperscalers in the coming years.
Disc: Not a buy sell reco
Source: DAM Capital
#netweb #anantraj #Technoelectric
#e2enetworks #abb #bluestar #aurionpro #blackbox #bluestar
#datacenter #ai
Indian Data Center Industry Research 🔥🔥
- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)
Read thread below!
(1/n)
Source: Colliers-CII
#datacenter
Sandeep Sharma retweeted
"We prefer businesses that drown in cash."
1) Tips Ind:
Cash machine, 400%+ ROIC
Good cap allocation so far
20% of last 10 yr cum CFO paid in dividends
Despite eps de-growth, global peers trade at similar valuation. 30-35x is a good entry price imv.
Mgt comfort: subjective🙃
+
Sandeep Sharma retweeted
🔥 STOCK IN FOCUS 🔥
BONDADA ENGINEERING
Company has received a huge order worth 939 CR which will be executed in a short span of just 1 year 3 months
Order Value - 939 CR
FY24 Revenue - 801 CR
Sandeep Sharma retweeted
Update on the 2024 altcoin cohort🗂
📌21 coins tracked here
• 5 launched in Jan
• 4 launched in Feb
• 1 launched in Mar
• 9 launched in Apr
• 2 launched in May
📌Average float → 19%
📌 Median float → 13%
$AEVO is an outlier with a nearly fully emitted supply. The median float is therefore a better representation of the float of these new launches. This number was also ~13% 6 weeks ago when I first posted about this.
📌 Average FDV → ~$4b
📌 Median FDV → ~$1.7b
Takeaway here is that these coins launch at high valuations leaving limited upside for retail investors.
📌 Average price performance → +21%
📌 Median price performance → -17%
The price change is calculated from the first daily close till today. Had you bought all of these the first day, you'd be up 21%.
$ONDO is a big outlier with nearly 600% growth however and had you missed that, the average return would be -7%.
Median performance of -17% is quite poor considering:
📌 BTC price performance
• YTD → +63%
• 3m → +8.2%
• 1m → +8.0%
📌 ETH price performance
• YTD → +64%
• 3m → +5.7%
• 1m → +20.5%
📌 SOL price performance
• YTD → +63%
• 3m → +32%
• 1m → +13.4%
And there's obviously more risk holding new alts vs BTC/ETH/SOL.
General takeaway: Buying a basket of new and shiny alts has not been a very good strategy so far in 2024.
With a median float of 13%, there is a lot of supply overhang for most of these. I would therefore imagine that these continue to struggle against majors especially also with 50+ new tokens coming this year.
Sandeep Sharma retweeted
How to do fundamental analysis using ChatGPT, here's a tutorial video that explains how to integrate results of @screener_in data with ChatGPT to short list stocks for investing. youtu.be/ZxcWIdb3jGk
Sandeep Sharma retweeted
$BTC
Downtrend vs range reclaim
Who will win? Who will lose
I'm in team range reclaim for now but the immediate retest of the range low is not great
If we start losing the lows this shit will turn ugly fast
Better be ready to parachute out (or use wings if duck) if need be
Sandeep Sharma retweeted
🗓 May-July Roadmap Calendar
When mainnet ? When token ?
🪙 TGE / Airdrop / Token Sale
May: EigenLayer - TGE
May: zkSync - TGE (Rumor)
May: Blast - TGE
May: Tabi - Tabi Public Sale
May: Zircuit - Point Farming Ongoing
May: Avail - TGE
May: Ionet - TGE
May: zklink - TGE
May: Drift - TGE
May: Nulink - TGE
May: Ultiverse - TGE
May: BOB - Fusion Season 2 Ongoing
May: Notcoin - TGE
May: Xterio - $ALT Launchpool Ongoing
May: Karak - Point Farming Ongoing
May: Sofamon - Point Farming Ongoing
May: Persona - Point Farming Ongoing
June: Tabi - Captain Node Sale
Q2: Layerzero - TGE
Q2: zkPass - TGE
Q2: Aethir - TGE
Q2: Mezo - Point Farming Ongoing
Until summer: Elixir - Point Farming Ongoing
Q2: Web3Go - TGE
Q2: Ambit Finance - TGE
Q2: MilkyWay - TGE
Q3: Berachain - TGE
Q3: Privasea - TGE
Q3: Swell - TGE
Q3: Nimble - TGE
Q3: Tabi - TGE
End of summer: Elixir - TGE
Q3: Mezo - TGE
Q2~3: KiloEx - Airdrop point / TGE
🖥 Mainnet
May: Avail - Mainnet Launch
June: Tea - Mainnet Launch
Q2: Taiko - Mainnet Launch
Q2: Initia - Mainnet Launch
Q2: Babylon - Mainnet Launch
Q2: Botanix - Mainnet Launch
Q3: 0G Labs - Mainnet Launch
Q3: Nubit - Mainnet Launch
Q2~Q3: Allora - Mainnet Launch
🧑💻 Testnet
May: Tea Protocol - Incentivized Testnet Ongoing
May: Initia - Incentive Testnet
May: Myshell - Testnet Phase 01
Q2: Kakarot zkEVM - Public Testnet Launch
Q2: Movement - Incentive Testnet
Q2: Polymer Labs - Polyverse Testnet Ongoing
Q3: Monad - Testnet Launch
Q3: Sahara AI - Testnet Launch
🚀 Product Launching
Q2: MapleStory Universe - Game / Token Launch
May: GM.AI - Beta Access
* * *
Disclaimer:
- Only projects that have not yet launched their tokens are shown.
- These projects were either invested in by top VCs or selected as notable based on layergg's criteria.
💞Please Like + Retweet if you enjoy this Roadmap Calendar.
➬ Follow me @layerggofficial for more!
🔗Sharing is welcome, just a nod to the source would be appreciated.
Thanks for reading🫡
Sandeep Sharma retweeted
This smart whale we shared before bought 1.93M $SC($98K) at $0.051 22 hours ago.
And the price of $SC increased by ~200% after his buying!
xitter.cf/lookonchain/status/177…
Sandeep Sharma retweeted
Ansem(@blknoiz06) - the best crypto trader who:
170x on $SOL
520x on $WIF
80x on $BONK
Yesterday, he tweeted that the next 100x opp is runes on Bitcoin.
1/ 🧵
Let’s dig into his trading strategy.
Sandeep Sharma retweeted
Easiest way to earn $500,000 on airdrops REVEALED!
Don't waste your TIME and MONEY for nothing!
How to become eligible for any airdrop 🧵👇
Sandeep Sharma retweeted
Embark on a new Quest 🧙♂️🪄
We teamed up with @MagicEden to bring you our biggest and best Quest yet.
💎 500,000 diamonds per week
⏲️ 4 weeks
📋 1 simple task…
List one NFT on ME from Phantom each week and get a portion of two million diamonds 💎
Sandeep Sharma retweeted
So what I actually doing will try to tell u on #MagicEden lets take step by step
1st buy sol and put in ur backpack or phantom
2nd make atleast 3-4 account and put 20-30$ worth sol in it
3rd buy 2 nft from @drip_haus in all accounts which is official one floor 0.01sol and now the game begins