|CoinMarketCap Contributor | Blockchain Builder with real market insights |Piano Player | Faith-driven wealth builder | Chelsea FC till i die | $WODL
Joined July 2024
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The dm i get every week: "Isn't NVIDIA ($NVDA) too big to buy now ?"
Let's actually look at the numbers instead of guessing
Nvidia's Stock Rn
Trading near all-time highs, up ~24% over the past 12 months, and still climbing despite the size.
MC sits at $5.45T, making it the largest company on earth.
What stands out is the stock isn't just running on hype anymore, earnings have actually been catching up to the price, which is why the pe multiples still look reasonable for a company this size
The Part Everyone Skips
$5T sounds scary until you check the multiple. 22x forward earnings on a company still growing revenue 60%+ yoy isn't expensive; it's just big. Those are two different things. earnings growth compresses the pe fast when it scales like this
what's Actually Driving it
Nvidia is backed $105b in financing for an openai data center in Ohio, partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and KKR on compute infra financing platforms aiming to mobilize
In Third Party Capital
They're no longer just selling GPUs, they're financing the buildout of the entire compute layer. They also disclosed a $21b stake in SpaceX.
So Is It Too Late To Buy
probably not, as long as hyperscaler capex keeps holding.
The actual risk here isn't Nvidia dropping the ball, its whether msft/meta/googl/amzn slow their spend.
Nvidia is basically a mirror of that spend cycle at this point
My Take
I'm not telling anyone to buy blindly at any price. But 22x fwd PE with 60%+ rev growth doesn't look like a top forming.
It looks like the market is still pricing in years of runway
The size scares people out too early. The fundamentals have to crack first
dyor, nfa
Sometimes the best way to start your day is just by listening to music.
I've spent my morning working and listening to Never Compromise " by @BambitzRecords. Trust me, this song is the best song to listen to, especially when you are trying to analyze charts or write code.
The best part is that all the listening time fuels Bambitz Record's listen2burn mechanism.
The loop is simple, listen and watch the burn mechanism do its thing.
S I G™ retweeted
Normies are busy chasing 15-minute pump and dumps while $RIV is steadily holding structure on Solana
The token is already live and trading, but the real catalyst is the utility they’re finishing in the background:
• Non-custodial Vault Network integration
• Dual MiCA + VARA licensed
• RIV StablePay launching next to settle crypto straight to EUR with zero volatility for merchants
Once that payments loop goes fully public, the market is going to realize this wasn't just another token play, it's actual financial infrastructure
The foundation was built on knowledge, and now it's spanning the entire space.
Huge shoutout to @rivcapitalgroup for building such a solid community!
If you are yet to join the community, do so.
Do you all know that feeling when you wake up at 2 a.m., and something keeps whispering fear into you?
Sometimes fear isn't what scares you, it's that quiet voice in the midst of calm.
@dokyosol is here to help you overcome your fears, the project is still in its early days. stay locked in
As we step into a new day, I pray for clarity of mind and discernment.
May we not be deceived by market manipulation, but may our eyes stay open to high-probability setups.
I commit today's charts and my capital into the hands of the Lord.
This and many more, I pray through Jesus Christ, my lord. Amen 🙏🙏
Most crypto projects just put their logo on a screen at these events.
@BambitzRecords has a literal panda walking through the booths and taking over the DJ booth.
It’s a completely different kind of brand building. Music first, IRL second.
From the @okx main stage to the #BAMBITZ MOMENTUM floor… Andy never slowed down.
Catching the speakers, moving through the booths, locking in with the crowds, then sliding straight into the night with the DJ as the party fully came alive. Founders, builders, creators and the whole room shifting from conference mode into full Bambitz energy.
Conference by day. Coming alive by night. That’s the only way we know how to do it. 🐼
open.spotify.com/artist/1lgP…
#TOKEN2049 #Singapore @OKXSEA
S I G™ retweeted
The music is playing. The world is growing. And there’s more to discover. 🐼🎶
From exploring the catalogue and sharing the songs you connect with, to seeing our characters take on a life of their own, every part of this journey adds something to the bigger picture.
Our merch continues to bring another side of the growing IP to life, while the music keeps reaching new ears and BAMFAM keeps growing.
A big thank you to everyone taking part in our #Listen2Burn leaderboard sprint! ❤️ We love seeing the community connect, share and bring more energy to the music. If you haven’t joined yet, there’s still time to jump in!
Join the sprint: taskon.xyz/Bambitz?id=533…
🎧 Explore the music: open.spotify.com/artist/1lgP…
We’re building brick by brick, and there’s still so much more ahead.
This is just the beginning. 🐼🔥
#BAMBITZ #BAMFAM #Listen2Burn
S I G™ retweeted
From the @okx main stage to the #BAMBITZ MOMENTUM floor… Andy never slowed down.
Catching the speakers, moving through the booths, locking in with the crowds, then sliding straight into the night with the DJ as the party fully came alive. Founders, builders, creators and the whole room shifting from conference mode into full Bambitz energy.
Conference by day. Coming alive by night. That’s the only way we know how to do it. 🐼
open.spotify.com/artist/1lgP…
#TOKEN2049 #Singapore @OKXSEA
All these numbers show Solana is winning on real usage. But the best daily habit onchain isn't just payments.
It's pressing play. @BambitzRecords is a band with actual tracks, and the streaming revenue feeds right back into $BAM.
People want things they actually use, and listening to a good track beats checking a chart any day.
This week Solana reached retail users in Mexico through Western Union’s USDPT, institutional allocators in Hong Kong through a second spot SOL ETF, and Da Nang’s innovation ecosystem through a new MOU with its Startup Support Centre.
BREAKPOINT is less than 30 days away. See you in London.
📰 Headline News
- Pando Solana ETF launched on HKEX, becoming Hong Kong’s second spot SOL ETF
- @anza_xyz scheduled the Alpenglow consensus upgrade for mainnet-beta on Oct 21, cutting finality to ~150ms
- @solanamobile named @Ledger its first hardware partner, preinstalling the Seeker App and Solana dApp Store on Ledger Atom
📰 Launches
- $AVGO, $TSM, $CMG, $RIOT, and $UVXY went live on Solana via @sunrise, issued by @Backpack Securities
- $ZEC launched on Solana via @sunrise, powered by @near_intents
- @SolanaFndn signed an MOU with the Da Nang Innovation Startup Support Centre to advance regional ecosystem adoption
- @Bitso listed @WesternUnion’s Solana-based $USDPT stablecoin in Mexico for direct retail trading
- @upshift_fi launched Upshift Gamma USDC with $7M+ in initial deposits, curated by @Gamma_Research_
- @reflectmoney opened pre-deposits for the @SteakhouseFi $USDG High Yield vault on @kamino
- @tryramp added support for @global_dollar ($USDG) on Solana for zero-fee on/off ramps, deposits, and vendor payouts
- @ORE allocated 50% of ORE Reserve stablecoin deposits to USDv from @solomon_labs
- @2WA_Official brought USDGO Plus SP onchain, market-neutral digital asset fund, tokenized and distributed via @osldotcom
- @PhoenixTrade launched Anthropic pre-IPO perpetuals with up to 6x leverage
- @openroboto’s SN80, the largest robotics subnet on @bittensor, integrated peaqOS
- @UmbraPrivacy launched Umbra v2, and introduced private stablecoin uUSDv backed by USDv powered by @solomon_labs
- @jito rolled out BAM Direct Bundle Ingest (DBI) and rebuilt ingestion pipelines on mainnet
- @ArcherExchange_ rolled out Archer V2 with onchain resting limit orders, 80 CU makerbook updates, and permissionless market creation
- @LaunchOnSF unveiled Baskets powered by @useDiversiFi, launching the FRONTIER tech index token
- @JupiterExchange debuted YOLO, offering up to 1,000x leveraged directional trading
- @machinedotfun debuted robotics token launches paired against industry equities
- @Flovia402 launched free access to OpenAI, Exa, Firecrawl, and CoinGecko APIs using Solana stablecoin and machine rails
- @altitude launched Altitude MCP v1 to connect AI autonomous agents directly to transaction data
- @brij_fi launched flight search APIs on pay. sh, letting AI agents lock in fares
- @Ledger Agent Intent integrated with pay. sh, letting AI agents queue transactions for asynchronous hardware signing
- @superteam partnered with @helius to provide free Developer and Business tier plans to members
- @BlockRips opened its trading card marketplace with zero added fees, powered by @Collector_Crypt
- @Beezie announced its ecosystem migration from Base to Solana, opening October 20
- @sanctumso teased native multisig security built on @multisig
- @yugalabs brought its Mudwater TCG to Solana, featuring 120 BAYC art pieces across physical and digital editions
@SuperteamIN’s Solana Summit India is 15 days out
📰 Milestones
- Solana tokenized equity holders crossed an ATH of 1.4M unique addresses
- 65% of tokenized stock volume on Solana occurred outside traditional U.S. market hours
- Solana ranked #1 for stablecoin transfers with 557M in September, up 33% from August
- @xStocksFi crossed $7.5B in cumulative trading volume on Solana
- @Ondo surpassed $500M in tokenized real-world assets on Solana
- @kamino lend’s tokenized stock supply grew 15x year-over-year, rising from $3M to $50M
- @xStocksFi’s $NVDAx crossed 180K holders
- Sunrise listed and Backpack issued $SPCX crossed 86K holders and $1.5B in cumulative volume
- Solana captured 61.5% of all cross-chain TCG gacha spending in Q3
- @crediblefin processed over $1B in payment volume on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
I can never get to a point where learning becomes hard regardless of how much knowledge I acquire.
I attended Kelvin Talent live and must say he’s not just a good trader but also a good mentor.
I am back to the learning board.
For the last 7 days, I've been showing up consistently looking for good entries, but unfortunately, the market is in a manipulation stage.
Most of the opportunities in the market don't follow my trading strategy hence i call them low-probability setups for me.
Yes, I saw about 3 that later played out. I will have to be very honest, it takes lots of discipline to stick to your trading plan even when it seems like the market is telling you otherwise
This manipulation stage is the time most traders lose a lot of money. Why not protect your capital and wait for the distribution stage, cleaner setups.
It weekend, and I think any trader who wants to attend profitability learns and studies from the mistakes he made over the week.
Remember "Study to shew thyself approved".
I Remain SIG
S I G™ retweeted
For the last 7 days, I've been showing up consistently looking for good entries, but unfortunately, the market is in a manipulation stage.
Most of the opportunities in the market don't follow my trading strategy hence i call them low-probability setups for me.
Yes, I saw about 3 that later played out. I will have to be very honest, it takes lots of discipline to stick to your trading plan even when it seems like the market is telling you otherwise
This manipulation stage is the time most traders lose a lot of money. Why not protect your capital and wait for the distribution stage, cleaner setups.
It weekend, and I think any trader who wants to attend profitability learns and studies from the mistakes he made over the week.
Remember "Study to shew thyself approved".
I Remain SIG
Ash’s cycle chart is accurate, but it misses one thing, it’s a lot easier to be a diamond hand when you actually like what you’re holding.
When your bags are tied to a real product, the bear market just feels like a quiet room to listen in.
@BambitzRecords is my version of that. Four characters, real tracks on Spotify, and $BAM sits on top of the music instead of being the only thing there.
The waiting part of the cycle is a lot less boring when you're just vibing to Coming Alive.
For the last 7 days, I've been showing up consistently looking for good entries, but unfortunately, the market is in a manipulation stage.
Most of the opportunities in the market don't follow my trading strategy hence i call them low-probability setups for me.
Yes, I saw about 3 that later played out. I will have to be very honest, it takes lots of discipline to stick to your trading plan even when it seems like the market is telling you otherwise
This manipulation stage is the time most traders lose a lot of money. Why not protect your capital and wait for the distribution stage, cleaner setups.
It weekend, and I think any trader who wants to attend profitability learns and studies from the mistakes he made over the week.
Remember "Study to shew thyself approved".
I Remain SIG
