Icycle

Too Compelling Not to Comment. $AMZN $300 Citron has followed $AMZN for 25 years. Today is the game changer where the ridiculous discount to $WMT multiple should close. For 4 years the market rewarded $WMT for stability and punished $AMZN for capex. Walmart looked like the adult in the room. Today, Jassy just showed you what that capex built….F$&@ ME! The most serious threat to NVIDIA's semiconductor dominance ever created. Amazon. $50 billion standalone revenue run rate. Triple digit growth. Trainium4 not even shipping and already sold out. Two customers tried to buy ALL of Graviton capacity for 2026. Amazon said no! This is another trillion dollar company hidden inside $AMZN. This does not exist in a single sell side model. Not one. The market spent 4 years punishing Amazon for building this. Now it's built. And $WMT still trades at 45x earnings for 4% revenue growth while $AMZN sits at 26x forward. $WMT sells potato chips. 45x earnings. $AMZN sells AI chips. 26x forward earnings. (And they do sell a lot of potato chips.) The chips are sold out. The multiples have to flip. F$&@ $WMT. $AMZN. $300.aboutamazon.com/news/company-n…

[LONG READ] ~ A DOCTOR AXIUS CLASSIC. Haven't done one of these posts in a very long time because there's been NO POINT AT ALL posting about crypto when emotions are running high for the most of the world. But I remember when BTC hit 15K in 2022 - I asked the same question many times over, "What will make us trade any lower?" Back then, it was, "Saylor is going to get liquidated!" We had already been beat the fuck up to the point of everyone thinking THERE'S NO RETURN. "Crypto is dead forever!" - You ALL saw the articles. Yet, somehow, everyone STILL wanted more down. Now we've been decently FUCKED UP again and despite all the WW3 headlines firing, we couldn't even GET CLOSE to breaking below 60K. So, what causes us to trade lower? Really, there's not much left. Around the same time in 2022 near the BTC bottom, I was bullposting Solana because I knew *something* would have to replicate what Ethereum did in the last cycle. Traders chase "higher returns" on similar narratives. "Beta plays" that sometimes end becoming the master themselves. You can type in "SOL" from:trading_axe on search and sort by date. And as we entered 2023, I was speaking with friends and brainstorming more potential narratives. When you know BTC won't trade any lower, you understand it is PRIME TIME to allocate into alts for multi-month swings. Back then, I knew RWAs and perp DEXs would be the future [perp DEXs due to FTX] and RWAs because it was common sense with where the world was headed. Tokenize everything. However, admittedly, I didn't make the best choices. I picked ONDO for RWA and although it performed insanely good, the better pick would've been Hyperliquid as it matched both of those narratives in one. Point is, you won't always get THE BEST IDEA at the time because things CHANGE rapidly in this industry. Now, once again, if you're in the "we are bottomed on BTC" mindset - You have the same opportunity to scoop up insanely cheap coins before we start aggressively trending upwards. A good example is SUI, released in 2023 and went parabolic as fuck when BTC started making legs up. Imo, there is now an easy shot to secure something that could be seen as "the next SOL" [doesn't necessarily have to be that OR perform better], the CONCEPT ALONE is good enough. FWIW this is not "paid for content" - nor do I have any dealflow/any private investment in this [at this account size, I sadly can't just what the fuck I want without people thinking this], My gut tells me that Monad ends up performing extremely well and the chart itself implies that. One of the few coins breaking out HTF. Undervalued and for the lack of better words, underestimated leadership/backing. Do not underestimate ex-Jump Trading. And do not let Keone's "innocent harmless foreigner" look deceive you. For the last few weeks, I've mentioned this to some friends [H/T: @ZoomerOracle]. This is the right timing for when founders, teams and consequently coins make a name for themselves and cement their legacy. When BTC is near the bottom and demand is superior to sellers. When certain charts almost look "supply controlled" after bottoming and are being "painted" chopping upwards with very little down PA vs the broader market. Charts outperforming against BTC pairs. Take a fucking chance and allocate to your favourite picks because the fun hasn't even started. You'll look back and wonder why you didn't pull the trigger despite BEING HERE 24/7 when we start teleporting. + Only posting this so I can come back to it in 6 months and FLEX on niggaz for having THE SUPERFORECASTER VISION. Until then, back to shitposting. ~ Dr. Axius.