@cwamidon @YIMBYLAND Facts.
Their BTC holdings are only 1.2 billy.
2.5 trilly is a 2000x mNAV.
Better off with Metaplanet or Strategy tbh
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Capitán Juan
996 posts
Capitán Juan
@CallCapitanJuan
He who jumps into the void owes no explanation to those who stand and watch
The Moon Katılım Kasım 2022
598 Takip Edilen156 Takipçiler
So do I buy the IPO or wait for the first dip?
delian@zebulgar
OH MY GOD I AM SO EXCITED TO READ THIS sec.gov/Archives/edgar…
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The CEO is Jefferey Epstein and you’re bearish??? Bearish??
How about another joke, Murray
$NOW
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@QuiverQuant Why can’t she do the same thing with $SSYS 😭. Please Debbie PLEAAASSSEEE
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UPDATE: $VSAT has now risen 959% since we posted this report.
959%
Quiver Quantitative@QuiverQuant
JUST IN: Representative Debbie Wasserman Schultz has bought stock in a company called Viasat, $VSAT. Viasat produces military communications equipment. Schulz sits on the House Appropriations Subcommittee on Military Construction. We'll be keeping an eye on $VSAT.
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$SPCX trading at 2000x mNAV. F-Tier treasurer.
Watcher.Guru@WatcherGuru
JUST IN: Elon Musk's SpaceX discloses holding 18,712 $BTC worth over $1.4 billion.
Norsk
IMO: This is how the game theory plays out
- US military engagement in the Middle East fails to achieve rapid decisive victory
- the Strait of Hormuz experiences extended operational disruption
- oil prices spike
- petrodollar recycling mechanism comes under stress
- foreign central banks reduce US Treasury holdings
- US borrowing costs rise
- Fed responds with significant balance sheet expansion
- global liquidity expands significantly
- Bitcoin as the most sensitive asset to liquidity with a finite supply absorbs a disproportionate share of that impulse
This is forced monetary expansion.
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What’s the easiest buy at current levels?
$NOW
$CRM
$ORCL
$MSFT
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@investingluc Luc: what are your thoughts on LEAPS? Worth the r/r for a mid 5 figure account trying to scale? Seems like a common interest for a lot of finX. Would appreciate your insight.
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You can become extremely rich in the stock market by catching the meat of a move with size.
But this can only be done through swing trading & investing, not daytrading.
Life changing moves happen over the course of days, weeks, months...not scalping the 5min chart.
Grow up.
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@TheValueTrade Basically a certain 80IQ popular trader went all in, and the 70IQ BOT’s followed in $BOT
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Can someone explain to me the hype behind $BOT
That’s all I’m seeing right now…
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Are you getting scared out of FinTech now or getting more bullish?
You've got:
1. $NU trading at ~12x NTM EPS (and 8x 2028 EPS) whilst growing at 33% CAGR for the next 3-4 years.
That's ~0.36x PEG
2. $DLO growing TPV 73% YoY into some massive EM greenspace.
Now trading at 11x NTM EPS with 16% CAGR forecasts to 2028.
3. $SOFI trading at 24x NTM EPS for 38.5% CAGR for the next 3 years.
~0.62x PEG
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@ThinkingUSD Looks retarded TBH. But you just HAVE to respect it.
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What if??!?!
Adding $VST at current levels. We will revisit in 6 months.
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@SayNoToTrading @SolutionOrganic @realDonaldTrump Hard to ignore $VST with all the congressional buys at higher prices. Utilities is a sector in which those same congressmen have MASSIVE influence over.
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I admit I have pulled up $VST and $CEG at least a few times weekly as of late. However, just not interested in utilities, except when no one wants them.
I also hate nuclear but not for the reasons you may assume.
We have no nuclear waste dump in US so power plants store the waste on site indefinitely. Not safe.
Next accident, anything nuke will be toxic again, pun intended.
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I'm absolutely loving that $QQQ is having another -3% day. Why? Short term pain for long term gain. Given that stock market is @realDonaldTrump's favorite economic barometer, the more it goes down, the more likely he will wrap up tariff tantrum.
In other words, rip the Band-Aid off. Tank the market NOW rather than drag this out with death by a thousand cuts.
BUT we should root for the Dow $DIA to drop more percentagewise. Why? Because he loves referencing Dow more than S&P, simply because it's a bigger number (even though it's the worst index to gauge the market).
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@Mr_Derivatives Hey Heis @Mr_Derivatives, is looksmaxxing in a wave 2 correction in a bullish count? Or do you expect a more long-term ABC correction and possibly a bearish impulse?
Chart would be appreciated.
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If “looksmaxxing” was a stock chart, it would outperform $SNDK lol.
Here’s one pro tip for all you traders to instantly bump yourself up 1-2 points in “looksmaxxing”
Neck up, shoulders back, stand straight.
You instantly grow half to a full inch in height.
So many traders and computer desk workers slouch like craaaaaaazy.
I will coin this the “daytraders spinemaxxing”
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Sectors to avoid:
Fintech
Healthcare
Legacy SaaS
Sectors to own:
Memory/CPU
Robotics
Energy
It shouldn’t be hard to understand this
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@TheLongInvest Should have sent this to @WarrenBuffett before he panic sold $UNH at $250
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No panic
Follow the procedure
Your strategy protects you
Pilots are trained to follow procedures and control triggers
Francisco Cunha@OnDisasters
On Tuesday, February 25, 2025, at Chicago Midway International Airport (MDW), a Southwest Airlines pilot successfully averted a collision with a private business jet by promptly aborting their landing.
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So let’s get this straight:
1. Ronald Lauder of $EL went to Wharton with Trump, college bros
2. Warsh marries Lauder’s daughter
3. Trump doesn’t like Powell hiking rates, forces him out via bs criminal accusations
4. Ronald Lauder recommends Warsh, pulling Soros in to recommend him again.
5. Trump nominates Warsh. And on the SAME EXACT day releases Warsh’s name in the Epstein file for leverage.
6. Trump says that Warsh needs to cut rates, or else…
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@FarmGirlCarrie Thought this was real till they said violence "dropped 300%"
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Prison violence dropped 300%
all because of cats 🐱
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@nottayzonday @DeepIceValue Don’t disagree. Rest of the 13F is ridiculous tho.
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@CallCapitanJuan @DeepIceValue Google will be the first 10T company
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$BRK has sold half of the portfolio, and it looks like they are changing a direction dramatically.. 🤯🤯
They keep buying $GOOG and selling everything else, from $DPZ, $POOL, $UNH, $CVX anf $BAC.. 😱
In my opinion this is one of the most controversial moves ever seen..
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@dem_z @DeepIceValue Yes, $750M in a liberal newspaper is balls deep. Next question.
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@TheLongInvest No…. It’s TOTALLY reasonable to panic sell $UNH in favor of the New York Times
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Tepper dumped all his Airlines stocks
Oil prices likely playing a big part here
Berkshire ADDS $DAL instead
Hmmm
Is that 2 bad moves now from Berkshire this quarter?
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