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Daily Crypto Discussion - June 25, 2026
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Micron $MU YOLO at yesterday's close ($1,090 strike call, 6/26 exp)
yesterday was hell all the way until earnings. today's open should put me near 100% unrealized gains gg and gl to all https://preview.redd.it/uvbgz0yhef9h1.jpg?width=977&format=pjpg&auto=webp&s=08ed1525f2eaff42592ac9e05b4f40203e4f1963
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DPRO and counter UAS, kinda interesting but still a tough small cap setup
been messing around looking at drone names again and DPRO came up while i was digging into counter UAS stuff. the whole drone hype thing doesn’t really do much for me anymore. everyone already knows drones are getting used more. …
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The real crypto use case wasn't DeFi or NFTs. It was waiting for AI.
Hear me out. Every crypto cycle needed an external villain to justify its existence. 2017: \*"Banks are corrupt"\* → DeFi your money 2021: \*"Artists deserve royalties"\* → NFT everything 2025: \*"You can't tell what's real anymore"\* → \*\*and this one …
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Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap
ACN, CTSH, EPAM, GLOB, INFY are no longer being priced like high-tech premium partners. They are trending rapidly toward the valuation graveyard of staffing agencies, heading straight for the 0.3-0.6 price/sales ratio The software-adjacent multiples of the last decade have …
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NCRA is starting to look interesting again
I’ve been following NCRA for a while, and I think people may be focusing too much on the convertible notes while ignoring what has changed over the past few months. Here’s why I’m still bullish: ● The company is no …
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