Observations from Trenching. Most people simply lack the patience to let a play cook. I read every single comment. Most of them tend to be shills or what I refer to as "obstacles" to my goal: contrarian buys. Yesterday I posted a piece comparing the price appreciation $GROK had with little to no support vs. that of $RUDI and $ANI. - Their valuations at the time of the post were $2M and $12M, respectively The valuations today are 5x for $RUDI and 3.5x higher for $ANI. The data and memetics dictated they were undervalued, what data you may ask? Here's how I categorize memes: 1. Daily inflows vs. Outflows: I use apps like @nansen_ai and @StalkHQ; the subscriptions are worth every single penny. 2. Track user growth: Yes, you can fake holders, but you can always filter by amount held using apps like @HolderScan 3. Is there a community, and is it growing? Rudi and Ani both checked these boxes. - $ANI has an X account @AniOnSOL_ and a community of 2.3k members - $RUDI has a community of 955 members Both have 2x in the last day. 4. Who is backing the memes? No shocker, both are all over the timeline with Elon Musk drawing attention to the companions. I say all this because, yes, all the data pointed to opportunity. However, not every play will experience this level of velocity. One of my largest positions @BluechipDotSol is exhibiting similar patterns, yet has not seen the same level of appreciation. Some examples: - Growing holder count now 4100 - Strong community with key leaders @Topj33t @RazoMedici @traderpow, @brandoncomer_ to name a few - Strong Virality and memetics (Check the posts) All to say, patience is key, leverage the data, let a position cook and don't get shaken out.