BasedGod 💹🧲

This account is verified. Learn more

@BlueLightCapit1

Equity Analyst| Ex-500, now 6900 | Love for undrvalued sh*tcoins | @UwUCorpo |t.me/BGCJournal

substack.com/@bluelightcapi… Joined January 2022

6K Following 19K Followers 23K Posts

Latest posts 5

Pinned post

BasedGod 💹🧲 @BlueLightCapit1 Sep 29, 2024

This been my thesis since 2023 for the OG eth coins - $SPX, $MOG, #HarryPotterObamaSonic10Inu - coins with provenance that started much of what’s seen throughout crypto this cycle.

If u are actually in the game, u know $SPX. If u don’t, then tbh ur not in the game so idc about ur opinion. $ADA community welcomes u with open arms

BasedGod 💹🧲 @BlueLightCapit1 2h

It's interesting this keeps tracking

MAG7/SPY vs. bitcoin:native: YTD & Zoomed out

Dyme Verified account @CryptoParadyme 7h

i know we're not supposed to ask

but why is bitcoin nuking so much

i've been here a while and this has to be one of the most bizzare selloffs I've ever seen.
View quoted post on X

BasedGod 💹🧲 @BlueLightCapit1 1d

Funny how $NVDA's bear case at the PA level lines up with my bear case's Implied Equity Value

BasedGod 💹🧲 Verified account @BlueLightCapit1 2d

Semis still in the transition phase - going from picking the winners and losers from the Jensen fallout to pricing in the 2028 Capex Gap bluelightcapital1.substack.com/p/the-second-l…
View quoted post on X

BasedGod 💹🧲 @BlueLightCapit1 2d

Semis still in the transition phase - going from picking the winners and losers from the Jensen fallout to pricing in the 2028 Capex Gap bluelightcapital1.substack.com/p/the-second-l…

bluelightcapital1.substack.com The Second Leg: Why Semis Haven't Priced the 2028 Capex Gap Market Note · November 12, 2026

BasedGod 💹🧲 @BlueLightCapit1 3d

🚨BREAKING NEWS🚨

FORMER NVIDIA CEO JENSEN HUANG FOUND HAVING AN INTIMATE RELATIONSHIP WITH AMD CEO LISA SU.

UNCOVERED EMAILS SUGGEST THE TWO WOULD EXCHANGE THE TERM ‘HILLBILLY HUMPERS’ AS SIGNAL TO MEET DURING APAC INDUSTRY EVENTS

- JAPAN INSIDER NEWS