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The post implies that Solana's current activity is heavily reliant on memecoins and NFTs, which some consider "digital slop" with no intrinsic value. Investors should consider that Solana's long-term growth and stability may be challenged if these speculative assets decline in popularity, potentially leading to reduced network activity. This suggests a potential risk for SOL holders if the underlying utility beyond speculative assets does not significantly increase.

HOUSTON, WE HAVE A DEAL | SUNDAY MARKET FUTURES

HOUSTON, WE HAVE A DEAL | SUNDAY MARKET FUTURES

3 hours ago • 1 hr 49 min

Amit KukrejaYouTube

The new US-EU trade deal is a major catalyst for US energy exporters like Cheniere Energy (LNG). Consider Robinhood (HOOD) ahead of its Wednesday earnings, as there is strong conviction for a path to $120 by year-end driven by new product launches. Palantir (PLTR) is also showing strong momentum with new institutional support and a $170 price target from Piper Sandler. In cryptocurrency, watch for Ethereum (ETH) to potentially break above the key $4,000 level, driven by significant ETF inflows. Finally, Grab (GRAB) is presented as a de-risked growth play with analyst price targets as high as $8.00.

Overnight markets reacted positively to the EU-USA deal, with several tech and growth stocks showing gains. Notable movers include SBET up 7.50%, MSTR up 3.23%, and SMCI up 2.79%. Investors may want to monitor these tickers for continued momentum following the positive sentiment from the deal.

Galaxy Digital Holdings (GLXY) is highlighted as a high-conviction investment with potential for significant upside, targeting $100/share in the next few years. The core thesis centers on its undervalued data center business, particularly the Helios facility, which has a CoreWeave contract generating $900M annual revenue at 90% EBITDA margins. Upcoming August 5th earnings and potential approval for an additional 800MW of power at Helios could be key catalysts, with the full 2.5GW buildout potentially valuing the data center segment alone at $42.8B.

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