NVIDIA would rather spend $150 billion to buy back its own stock—this is the biggest vote of no confidence in growth stocks
I said it the other day: when industry giants begin large-scale buybacks, it’s the first lesson the whole growth-stock crowd needs to learn.
NVIDIA approved an additional $150 billion in share repurchase authorization, and the same report also shows $99 billion sitting there—because it holds shares in the companies that buy its chips. The money it makes from selling chips gets turned around to buy its own stock, and along the way it effectively ties customers into being shareholders. The accounting here is smarter than anyone else’s.
This logic also holds in the crypto world; the money’s moves at the end of September are already very honest. HYPE is now trading above $86.56. The institutions’ target price is $115, and funds have been accumulating along the way. LINK, however, has slid to $14.58 today—just a couple of days ago it was hovering above $15. This 3% pullback isn’t a collapse; it’s the money withdrawing first. In the sentence between the rise and the fall, it’s crystal clear: the money hasn’t left—it’s just switching seats. It moved from the side with missing stories, missing buybacks, and missing certainty of expectations, to the side with stronger fundamentals and performance.
For NVIDIA to dare to smash $150 billion, the core is just two words: certainty. The crypto market is the same—only tokens with real use cases and holders willing to keep averaging in are what people dare to hold long-term. If it’s only story, then one key level is enough for it to drop and show you.
Coins like Dog made popular by Dogecoin’s hype—where sentiment is propped up—don’t have real backing unless people buy with actual cash, one deal at a time. At this end-of-month checkpoint, whether buyers will keep paying attention depends never on the loudness of the hype, but on the active-user curve behind the popularity.
Before the close tonight, I’m watching two things: whether LINK can reclaim 15—because it means the seat-switching isn’t finished yet; and how many more days NVIDIA’s buyback momentum can keep burning. Tomorrow we’ll get the answers.
🐶 Let’s take a look at Dog made popular by Ma ✨🚀
I said it the other day: when industry giants begin large-scale buybacks, it’s the first lesson the whole growth-stock crowd needs to learn.
NVIDIA approved an additional $150 billion in share repurchase authorization, and the same report also shows $99 billion sitting there—because it holds shares in the companies that buy its chips. The money it makes from selling chips gets turned around to buy its own stock, and along the way it effectively ties customers into being shareholders. The accounting here is smarter than anyone else’s.
This logic also holds in the crypto world; the money’s moves at the end of September are already very honest. HYPE is now trading above $86.56. The institutions’ target price is $115, and funds have been accumulating along the way. LINK, however, has slid to $14.58 today—just a couple of days ago it was hovering above $15. This 3% pullback isn’t a collapse; it’s the money withdrawing first. In the sentence between the rise and the fall, it’s crystal clear: the money hasn’t left—it’s just switching seats. It moved from the side with missing stories, missing buybacks, and missing certainty of expectations, to the side with stronger fundamentals and performance.
For NVIDIA to dare to smash $150 billion, the core is just two words: certainty. The crypto market is the same—only tokens with real use cases and holders willing to keep averaging in are what people dare to hold long-term. If it’s only story, then one key level is enough for it to drop and show you.
Coins like Dog made popular by Dogecoin’s hype—where sentiment is propped up—don’t have real backing unless people buy with actual cash, one deal at a time. At this end-of-month checkpoint, whether buyers will keep paying attention depends never on the loudness of the hype, but on the active-user curve behind the popularity.
Before the close tonight, I’m watching two things: whether LINK can reclaim 15—because it means the seat-switching isn’t finished yet; and how many more days NVIDIA’s buyback momentum can keep burning. Tomorrow we’ll get the answers.
🐶 Let’s take a look at Dog made popular by Ma ✨🚀
