$HOOD - May not be much longer until $100 hits. Right on schedule with the time frame. Malka Meyer (insider) has hammered 55 million in buys since May 28th. Space X IPO going to boost a lot of numbers and stats too.
$GRRR revenue is expected to increase by +300% over the next 12 months
And this was expected BEFORE the $2 Billion deal was made last week
Current Market Cap is $500 million
$GRRR could 5 X from here and be fair valued only.
AI infrastructure over the last year:
$NBIS +342%
$IREN +457%
$CIFR +489%
$WULF +495%
$HUT +533%
Meanwhile $GLXY is “only” up ~71%
The catch-up trade should have legs
Especially considering this…
Il n’y a plus que 14,5 millions d'ETH sur les exchanges. C’est un plus bas jamais enregistré.
En parallèle : 30% de tout l'ETH circulant est staké.
Avec BlackRock qui en accumule via son ETF staking depuis mars et BitMine vient d'en acheter 75 000 ETH en OTC ce mois-ci.
Le prix quant à lui est à -65% de son ATH.
Ce prix ne suit pas encore mais le moindre regain d’intérêt sur l’eth va se répercuter très fortement sur son prix
$GLXY is quietly turning from a “trade” into an “investment”
The float used to be held by people playing crypto cycles
Now it’s slowly moving into the hands of institutions with multi-decade time horizons
Matter of time until the market stops valuing every data center MW the same
Bad locations will get discounted
Desirable locations will command a premium
Long Texas. Long $GLXY
$HUT CEO Asher Genoot: “We have over 8 gigawatts in our development pipeline.”
Jensen Huang has priced future AI data centers at $80B to $100B per gigawatt.
Do the math…
$BTC is below its 200 WMA
finally it made it there
You should feel comfortable adding and accumulating under this MA
As you should with ethereum:native
$ASTI BASE CASE TARGET $15 (+105%)
• One major program contract closes (NASA Lunar Gateway expansion OR commercial satellite OEM design win).
• Revenue inflects from $5–10M run-rate to $25–40M over 18 months.
• Gross margin expands toward 35–45% as space-grade ASPs dominate the mix.
• One more modest equity raise required, but priced at $10-12.
• Multiple expands toward space-tech peers (5–7x EV/Revenue).
I have no issue with holding this until $15+