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Forward P/E of the “AI bubble” stocks as of Friday’s close...
$NVDA: about 17x
$META: about 19.5x
$TSM: about 19.6x
$GOOG: about 24x
$AMZN: about 26x
$MSFT: about 26.5x
The S&P 500 overall: 18.7x
So 6 of the most talked about AI companies on earth trade right around the market’s average multiple... while growing a lot faster than the average company
Does that mean buy all of them tomorrow? No. P/E is one piece. Growth, moat, debt & where earnings are actually headed matter just as much
But next time someone tells you the whole AI trade is a bubble, ask them which one. Some are. Some aren't.
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NVDA-0.60%
TSM+1.38%
GOOG-1.13%
AMZN-0.97%
MSFT+0.56%
Close to $300m in tokenized equities have been deposited into DeFi.
$UNI leads the pack with around $70m in tokenized equities.
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UNI+2.39%
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On-chain data are moving beneath the surface, yet prices are as motionless as if nailed in place—this divergence is playing out simultaneously in BTC, ETH, and SOL.
First, $BT: net inflows of 258.22 coins in a single day, with extra-large orders leading the buying, but the candlesticks refuse to rise, and price keeps battling around the 80,000 level. Large investors are quietly accumulating below, but there are no signs of active price pushing in the short term.
Next, $ETH : net inflows of 4274.86 coins, with a fairly healthy capital structure and large orders adding to positions in tandem. Th
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ETH-0.03%
SOL+0.05%
🏭 Early Monday, the storage sector wobbled again, bringing rent-yielding fab shares along with it
$SL 0.0515, this asset is worth taking a closer look at 🏚️
What Solstice does is divide long-term usage rights to real-world fabs into on-chain shares, one at 0.0515, with rent paid quarterly. This is a different play from trading spot chips—the rent is locked in by long-term contracts, so it won't swing up and down every day with memory prices. The storage sector had some news today, and SLX bounced a little, but the order book is still very thin, and a few large orders can easily knock the pri
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XMU
XMUXMONEYUSER
Pump.Fun
MC:$3.33KHolders:1
0%
SLX-1.18%
BTC+0.03%
DRAM+3.11%
SKHY+4.01%
Remember that day when we said “$IRYS was about to explode”?
You hesitated; I took action.
I’d already made a big score on the short that day. Though I reduced my position later, trust me, taking profits is just part of everyday life.
Technical analysis is just a tool; conviction is what matters.
This run with Gate made me believe: those who persevere will ultimately succeed'. $JCT
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IRYS-17.76%
JCT-3.14%
  • 1
Win ANTHROPIC(PRE), an NVIDIA H200 GPU & more!
NVDA-0.60%
There’s no need to explain $ETH emotionally today. The current price is 2,341.08, 24-hour change is +0.04%, and volume is 0.51x—all three are facts that can be checked later.
I’ll first separate “what has happened” from “what will continue.” The direction can be trusted for now, but not its staying power; a move with no one following through can be reversed at any time. Looking only at candle colors without considering participation makes it easy to mistake a test for a genuine breakout. The reference points for this move are 2,318 below and 2,371.52 above. If the move continues, the next two
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ETH-0.03%
Is this pumping again just because @kimchi1x putted in his bio the link???
That means pull mfs
solana:CSocnzcRpgSCr1naKcNTieWZUxb6rABe45j844m7pump
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SOL+0.05%
$CAP Up 37% in a day to 0.1117, then dumped back to 0.1079. I looked back at the altcoin rally patterns after the previous three halvings—every cycle, between the fifth and seventh month after the halving, we saw this “violent shakeout first, then a major rally” pattern. The current 179.7M trading volume at a price just above $0.10 shows a price-volume profile close to that of small-cap coins before they took off in Q4 2020, but the market cap base is a full order of magnitude lower than at the same point in the last cycle.
Bull case: The 24h low was 0.0773 and the high was 0.1117, a 44% range
CAP+39.10%
Treat $ENA as a question to be verified: current price 0.2059, up 8.88% over 24 hours, with participation at 0.05x. What is known is clear; what remains unknown is key: whether there will be real buying once key levels are reached. Here’s a simple rule of thumb: a sharp 24-hour rise or fall describes what has already happened; whether the next move can continue depends on whether key levels and trading volume continue to align. Gainers and losers lists record the past, and what’s most misleading is treating the past as the next move.
Don’t draw lines all over the screen. This time, just note
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ENA+8.45%
market update
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Nvidia now has $36B in cloud backstops on its books, plus a guarantee of up to $105B tied to a single OpenAI data center.
The shovel seller is co-signing the loans for the people buying shovels.
Demand is real, guys. Amazon's Andy Jassy says AWS capacity is largely sold out through 2027, with 2028 commitments already piling up.
But corporate bond spreads just hit their widest since May 2025 on fears about debt-funded AI spending.
Everyone agrees the compute is needed, right? The fight is over who ends up holding the debt.
Healthy demand, or vendor financing with extra steps?
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NVDA-0.60%
AMZN-0.97%
$BTC Now that the election and midterms are behind us, why hasn’t the price moved? There’s no single explanation. Market depth has clearly thinned recently, with a layer of orders missing from the order books. For example, the cumulative orders across the top few levels on major exchanges are down from a few weeks ago. The same market order for a few dozen BTC might have moved the price by just a few dozen dollars before; now it’s more likely to move it by over a hundred dollars. In this kind of market structure, prices are easiest to push around with small orders, and they’re also most likely
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BTC+0.03%
NAS100+0.42%
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#Gate广场万圣节 Iranian Foreign Minister: Strait of Hormuz “Will Not Be the Same as Before”; If the US Wages War Again, the Outcome Will Be the Same
Xinhua, Tehran, October 25 — Iranian Foreign Minister Araghchi said on the 25th that following the US and Israel launching a war against Iran, “fundamental and strategically significant” changes had taken place in the region, and the management and shipping routes of the Strait of Hormuz “will no longer be the same as before.”
Speaking at a ceremony in Tehran that day, Araghchi said that for decades the Strait of Hormuz had remained open, and Iran and
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ThisIsTranslateContent:
#Gate广场万圣节 Iranian FM: Strait of Hormuz “will not be the same as before”; the outcome will be the same if the US launches another war
Xinhua News Agency, Tehran, October 25 (Xinhua) — Iranian Foreign Minister Araghchi said on the 25th that following the US and Israel’s war against Iran, “fundamental and strategically significant” changes had taken place in the region, and the management of the Strait of Hormuz and its shipping routes “will no longer be the same as before.”
Speaking at a ceremony in Tehran that day, Araghchi said the Strait of Hormuz had remained open for decades. Iran and Oman, as coastal countries, had always worked to ensure the strait’s security and had never imposed any obstacles on traffic through it.
But the US-Israeli war against Iran “changed everything”: shipping routes through the Strait of Hormuz will no longer be as they were, and the way the strait is managed has also changed.
He said Iran’s national policy would not change, regardless of whether a new round of attacks against Iran takes place. “If the other side still has any sense, it will not try to launch new military attacks or commit aggression against the Iranian people.” Araghchi said regional security should be ensured by countries in the region, and Iran and other regional countries must coexist peacefully without interference from outside powers. This is the only way to achieve regional peace, security and stability.
He said Iran was willing to cooperate with all countries in the region, especially those along the Persian Gulf.
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Altcoins also look great here.
It's looking like we're about to put in our 4th red weekly candle, and the crowd has turned very bearish again.
OTHERS is an a strong weekly uptrend, also has not retested any of the key EMA + SMA's yet, and is holding structure.
There is nothing bearish about this chart guys.
If you were not positioned, and then decided to buy the local top... but are not buying now, what are you doing here?
It is always the same old story.
Everyone bearish at the low
Then many bullish at the local high
Then everyone bearish again on the pullback
How can you ever sell higher if
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Sooner than u think…
😎😎
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The liquidation fund is still running and has already raked in 1.4u😂
With no new funding, if it keeps running through the end of next month, it should be able to hand out a few pork trotter rice meals😂...
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