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Swan
12.5K posts
Swan
@AndySwan
easily satisfied with the very best
United States Katılım Ocak 2007
392 Takip Edilen50.4K Takipçiler
@AndySwan @LikeFolio please can you share more of what you looking or trade . thanks
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I literally own @LikeFolio and didn't ride this monster play. 😢
LikeFolio.ai@LikeFolio
Is $ALNT on your radar? Main Street score surged from 48 to 95 as the Wall Street score remained flat in the 40's Stock up 250%+ since and looks ready for more
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Swan retweetledi
@PaigeSully88 Inverse correlation between opinion of data centers and knowledge about data centers
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Swan retweetledi
Take the guardrails off then, Matthew
Matthew Yglesias@mattyglesias
The most advanced technology in the world has progressive views and conservatives’ only takeaway from this is to get mad.
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Swan retweetledi
@BTCoptioneer Yes. It could also go down to $1 and then 10x to $10 on a bitcoin rally
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If you don’t think $MSTR can go down to $50 then up to $500 within a few months, you don’t know what you own.
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I don't have an opinion or trade on MSTR at the moment. It was a great long for a while and an even better short for a while.
I have an opinion about the preferreds (they should be dismantled for the good of MSTR shareholders!). Of course I might be wrong on that opinion.
I wasn't disputing your opinion, I was disputing your claim that the ONLY other thing that changed about MSTR was the Bitcoin price.
I am not wrong to call that false.
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@AndySwan @PolarityRadio You're entitled to your opinion, as am I. I strongly disagree with you and I believe that over the long term, the preferreds will be incredibly successful, as will MSTR. Lets agree to disagree. Best of luck.
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Strategy have a stronger balance sheet today than when their stock was $543.
More Bitcoin, more USD, better digital credit products, stronger ability to raise capital.
Yet today their stock sits at $90.91.
The only difference is Bitcoins spot price is $62k & not $105-126k.
If you believe Bitcoin will return to an ATH in the future, this is an unbelievable entry point.
Bullish on $MSTR 🧡
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@KCAtTheBallot @DC_Reporter @ProjectLincoln A million people need to descend on DC and not leave until this guy is out. And every day he’s not, add another 100,000 arrivals.
If the crowd gets big enough, he will not last.
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NEWS:
President Trump is planning to announce that Georgia's two senators, Jon Ossoff and Raphael Warnock, are illegitimate because of fraud, a well-placed source in Georgia tells us. Announcement could come as soon as tonight.
Matthew Foldi@MatthewFoldi
Major Senate news incoming @DC_Reporter
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None of that makes what I said inaccurate.
You said the ONLY thing that had changed was bitcoin's price.
That is NOT true. In fact, it is wildly inaccurate.
The number of shares of MSTR HAS changed.
The debt HAS changed.
I understand Bitcoin/share and I understand the MSTR model very well.
Which is exactly why my enthusiasm for the stock has fallen dramatically since the issuance of new "dividend" instruments backed by misleading (at best) marketing targeted at unsophisticated investors, along with comically fast reversals of mVAV-based ATM "guidance"
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@AndySwan @PolarityRadio You need to study this more Andy before making wildly inaccurate claims.
x.com/d_1awrence/sta…
David Lawrence@d_1awrence
I find it absolutely astonishing how many people cant seem to get their head around the Bitcoin per Share metric. "But what about the dilution?!" "They have more Bitcoin, but THEY HAVE MORE SHARES" "Dilution, dilution, dilution" "MSTR is in the business of selling shares" "Buy bitcoin please not this endless dilution" Honestly guys, it's absolutely tedious, lazy, inaccurate and just wrong to be spouting this same argument 6 years after $MSTR started their Bitcoin strategy. MSTR's ultimate goal for their shareholders is to increase the amount of Bitcoin per share. A normal equity that raises capital once every 4 years would usually fundraise to pay for equipment, salaries, technology, office space, hiring etc. They issue new shares and this is DILUTIVE to the existing shareholders. MSTR raise capital practically every WEEK and their goal is to make sure that over the medium to long term, that each share has exposure to more Bitcoin. That's not to say that they wont do a weekly capital raise that isn't dilutive, but if they raise capital 52 weeks of the year and 90% of them are ACCRETIVE to shareholders when measuring Bitcoin per Share, nobody should care about the 10% that are dilutive. Here's their last 6 months snapshot: Dec 31, 2025: 672,500 BTC / 344.9M assumed diluted shares = 194,987 sats/share Mar 31, 2026: 762,099 BTC / 378.8M assumed diluted shares = 201,115 sats/share Today (Jul 13, 2026): 843,775 BTC / 406.1M assumed diluted shares = 207,776 sats/share They have increased Bitcoin per Share by 6% in 2026 - their goal per year is 10%. Despite this, for the past 6 months all I see are people whinging about 'Dilution' and that Strategy are 'hammering the common shareholder' every single week. When if you look at the data, they're doing the absolute opposite. Strategy's stock price is where it is, not because of 'dilution', but because Bitcoin is down 51% from its all time high and is the most oversold it's EVER been relative to Gold. When Bitcoin rallies to an ATH and beyond over the next 12-18 months, MSTR is going to explode ahead of it. Bookmark this!
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@RobertMSterling Counterpoint: it would be fantastic if all of them almost never showed up
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We need to start taking daily attendance for members of Congress. There’s zero reason and zero excuse for senators and representatives to disappear for weeks on end without any accountability to constituents.
The Marine Corps does this every day for more than 170,000 active-duty troops. Every morning, platoon leaders log in to an online portal called Marine Online and enter the whereabouts of each person in their charge. By mid-morning, Headquarters Marine Corps is able to see the status of every single active-duty service member—whether they’re on site with their unit, deployed overseas, in the hospital or on leave, or even absent without authorization (UA).
If the Marine Corps—using technology from the late 1990s—can do this for 170k troops, there’s no reason why Congress can’t do this for 100 senators and 435 representatives. Give some of the staffers half an hour and $20 in Claude tokens and they could probably vibe code it on the spot.
We endow Congress with immeasurable power over our lives, from passing laws to controlling a $7 trillion budget, and we pay their salaries for the privilege of it. The least these guys can do is tell us where they are every day.
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NDAs are a sign you are dealing with (a) a giant corporation or (b) someone who has no idea what they are doing in business.
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@jeff82874662 It's definitely the lag, not the reinstatement of the most powerful man on the planet
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Since November of 2015, I have had it on the highest authority that Trump's #1 personal ambition was to have his name and likeness on US Currency.
Mark my words... If it is not a $100+ coin, it will be considered an act of aggression.
Polymarket@Polymarket
BREAKING: Treasury Sec. Scott Bessent confirms Trump’s face will appear on a new U.S. coin.
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The OUTRAGE as some rando is assigned to vote exactly as her democratically elected predecessor would have voted on the 0.5 meaningful votes of the year
Amity@amitylee13
🚨Gov. McMaster announced the appointment of Darline Graham Nordone, Lindsey Graham’s younger sister, to serve as the interim senator.
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