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@gmishra
Gaurav Mishra
$16.8M follower assets
43 following134 followers
Any good Russian stocks??
I am thinking of picking some Russian stocks??

$YNDX is one that I am eyeing. Any other that might be a buy??

Might be smart to look in Poland/Ukraine where stocks are getting crushed by the war, but do not have the same unwillingness to pay back Western investors.
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How did we do on our September suggestions in Solana NFT's?
Time for the 7 NFT's to buy in October memo soon.

But, before that, let's see how we did on the September suggestions:

1st suggestion: @piggysolgang
was under 2 SOL. 1.6 SOL if I remember correctly. It's sitting at 8.9 SOL floor right now. 550% gain

2nd suggestion: @roguesharktank
Are yet to launch! This will be the most hyped NFT launch ever.

3rd suggestion: @thugbirdz
was sitting at 14 SOL at that moment. It's now 68 SOL floor. 490% gain

4th suggestion: @solifenft
are still building and are not getting listed in the market. I salute their resolve to not create a FUD. I am long.

5th suggestion: @auroryproject
was at 18 SOL floor and is now at 23 SOL floor! 13% growth. Point to be noted that it was at 60 SOL at one point. Always remember to book your gains fellas :)

6th suggestion:@boldbadgers
This is the biggest disappointment! It went from 12 SOL floor to 5 SOL floor. This was such a hyped project with great community. Only, if they're followed. Always look at signals if the devs are committed for long term.

7th suggestion: @solanambs and @degenapeacademy
I did not aped them at 15k USD floor price! and I am regretting. If you can afford it, go for it.

October has a lot more options now! Solana NFT came a long way. It'd be tough to pick the next 7 in October. Watch out for the post.

Here's the twitter thread! If you're on twitter, don't forget to RT, like https://twitter.com/7Solanacom/status/1443574616459415563
X (formerly Twitter)
7 S◎LANA | Every NFT is a DAO in disguise (@7Solanacom) on X
Time for the 7 #Solana NFT's to buy in October thread. But, before that, let's see how we did on the September suggestions:

This is a neat pictograph!

I would change nothing from this portfolio! It’s a mix which would be hard to fail. Bullish on $AFRM , $UPWK and $TWLO on near term growth.

Also, this is just 55% of portfolio! I really have a lot of small bets. It’s a good view to remind that.
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That’s a strong portfolio!

Wow yeah I noticed that they added up to 55% as well. You must be taking a lot of small bets!
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Affirm to the Mars! :)
I love when I am right to be right :D

Affirm revenue rose to $261.8 million from $153.3 million a year prior, while analysts estimated $224.4 million. Affirm’s gross merchandise revenue (GMV) increased to $2.5 billion from $1.2 billion, while analysts were anticipating $2.2 billion.

For the current quarter, Affirm expects revenue of $240 million to $250 million and GMV of $2.42 billion to $2.52 billion. Analysts were projecting $232.6 million in revenue and $2.2 billion in GMV.

Looking at the full fiscal year, Affirm projects $1.16 billion to $1.19 billion in revenue and $12.45 billion to $12.75 billion in GMV, this does not include $AMZN partnership into its revenue or GMV forecasts. Talk about being conservative :)

Here's my previous memo about $AFRM

7 Solana NFT's to buy in September
I wrote too many posts in the NFT group chat, that i thought I will sum up here :) If you want to join our vibrant NFT chat group, here's the link https://share.commonstock.com/share?invite=CvmqCc

Here are my top suggestions to buy this month.

Top choice #1: PiggySol:

Mainly because they've a killer roadmap; they learned everything from LionsNFT (ETH) success and copied it. 30% of profits is gonna be shared by the folks who own a NFT, and they'll airdrop free NFT's to all the HODLers as well. Both are lucrative offers in the crazy NFT space we live in.

The community is crazy with every post getting more than 500 likes; everytime a whale ask about NFT, the piggy all join in to be the top suggestion out there!

And best that it's under 2 SOL right now! As I write this, the floor was increased by 19% today.

With over 11k+ Discord community and 13k+ twitter followers. This is a great buy.

Second choice #2: Rogue Sharks

They're probably the best art in Solana NFT till now (probably compete heads on with Aurory).

The interest in them is rising every day! Before launch they've amassed 14k+ discord community, and they haven't even announced the date yet.

Third choice #3: Thugbirdz

This is definitely going to become a blue chip NFT. With total 3333 supply and only 436 listings left, this is going to become a blue chip very soon.

They've a thriving Dao, very successful community, some whales already invested in and a 8-bit game in progress.

If this would've not already on a bull run to 14 SOL floor, this would've been my first choice.

Fourth choice #4 SOLife

They launched the NFT well before the NFT craze began and the NFT is an integral part of the game they're developing. They've consciously chose not to become a part of the NFT craze and I really respect that.

So much, that they've not disclosed the numbers apart from a small verfied HODL"rs group. Won't disclose the numbers of respect, but they've 50% supply left and it feels like they want to keep as much supply as possible.

However, for early adopters they're dropping 50 LSFT to anyone who joins before October. The cards are going for 3.99 SOL

Fifth choice #5 Aurory NFT

This is another high profile project which raised the money via NFT's. The core tea of Solana (including the founder Raj) backs the project. Most of the Solana dev team also have it as the PFP.

The game is in development and is supposed to be epic! It's not clear how NFT would be tied up to game however, it largely was just a play to raise the money for the awesome game that they're building.

This is also pricey at the moment! With $SOL.X touching $200, the floor price of 18 SOL is $3600 bucks. That means with 2k+ listed supply (and a lot unlisted) and 18 SOL floor, this is not going to see bull run easily. Only invest if you're a fan :)

But, i do love the project.

Sixth choice #6 Boldbadgers

This is Solanaart owned NFT collection, they've mastered the exclusivity that they've maintained after being the first NFT marketplace in Solana. After all this craze, I would be surprised, if they don't end up owing atleast 500+ million dollars worth of revenue.

They're working their magic to make sure that this NFT becomes a blue chip NFT. With more whales buying and the floor price rising almost daily. One of the team members actually created a very cool app to track this https://badger-whale-hunter.herokuapp.com/ (I have not verified the data, however, it feels legit with other folks reporting similar trend)

Seventh choice #7 SMB or DegenApe

Simply! If you're a whale and can spend 15-20k USD on a Solana NFT! Go for it :)
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August update | Solana, NFT & AFFIRM
Here goes my second update! Here's my previous July update, if anyone is interested https://share.commonstock.com/vqemSwXScjb

Overall the portfolio was up by 6.45% compared to S&P500 2.66%. I’ll call it a win.

YTD Portfolio up by 33.85% compared to S&P500 20.87%. 2021 has been a rocky year :)

This month was highlighted by my going to a rabbit hole of $SOL.X and aping 3k USD in NFT's in last 2 weeks :D

Bought the first bunch of 50 $SOL.X after trying 1 week on OpenSea and realizing the gas fees is crazy just to list my NFT back! It was too much cost for learnings and playing with NFT's. So I moved onto the Solana ecosystem and boy I was not disappointed.

Since then (which has just been a week), I bought 1 Solpunk, 1 badger and minted 2 Thugbirdz :D. Failed in 5 different mints. It's crazy out here! Every NFT is getting sold out in seconds.




Also, listed my second NFT that I bought on OpenSea. Which just got 6 offers in last 24 hours.


To fund this, sold some ETH from Robinhood and all my BTC (which was small amount). I have still a lot of runaway to ape more. Looking to mint as much as I can. Still haven't been able to filp anything. But, will rejoice really hard when I'll sell my first :D

And I think it's good for my stock portfolio as well. It'll allow me to not panic and sell anything like the $MRNA and $NET trade because I'll be busy aping in the NFT and Crypto market.

In stocks, the highlight this month for me was the $AFRM bull gain, I bought $AFRM at IPO and I am really bullish on the stock. There's a famous saying in Fintech, you can only make money via BNPL or bundling. Rest everything is an acquisition cost. The massive base of risk assessment that $AFRM is building would be hard to beat.

Apart from that added $TWLO and $COIN on the dip (obviously), started new positions in $UBER, $TWTR and $CMG (following my conviction of buying stocks in products I use a lot and are fan of) and bought the great dip of $PINS.

In crypto started new positions in $ATOM.X, Polkadot, $WLUNA.X and $HBAR.X. Gonna run algo trades on them. Already booked 40% upside on $ATOM.X.

Also, decided to unlink my crypto portfolio from Commonstock and follow both of them separately. Only crypto left in my Commonstock is the ETH and Dodge I own in my $HOOD account. Crypto trading will skew up the real growth MOM.

So finally I am aping in the world of Crypto! It'll be fun and I am mentally prepared to loose every penny I am putting in :)
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