@amitisinvesting A big mess is coming. There will be more rounds of such buying.
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Kang Fei
5.2K posts
oh my goodness
financial times reporting that $META is now thinking of raising "tens of billions" in new share sale
$GOOGL opened the floodgates...if all the Mag 7s think the market is willing to buy newly issued equity...
then you would imagine that $MSFT and $AMZN also participate
we are in a new paradigm in funding the ai buildout
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Wow $QQQ almost down 3% on the day.
Haven’t seen this since March.
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The lesson
When I’m gone buy puts😆
I’m in the middle of nowhere and loving it❤️
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@Mr_Derivatives Saylor sold and bitcoin starts to drop. He knew bitcoin crash is coming.
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$MSFT Giving back a lot of the gains from the last few days…
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I really don't get the investment case with $META. What is all their AI spend for, exactly? At Alphabet it's for Gemini, Google Cloud; at Amazon to serve customers at AWS? What is Meta doing?
Oguz Erkan@oguzerkan
$META now is $GOOG in 2024. $GOOG was sold down to 18x fwd earnings in 2024. It’s doubled since then. $META has also been sold down to 18x fwd earnings because the market doesn’t think it’ll be able to generate ROI on its AI capex. I think it’ll play out similarly to $GOOG.
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$META made a fresh multi yr low today relative to the $QQQ.
Maybe $META should change their stock ticker to something else like Victoria Secret did today.
$MSXY lol.
Do something Mark.
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And there is the $META news. Someone always knows before us in the public. $GOOG equity raise to expand AI infrastructure.
$TSLA
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Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infrastructure.
As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets.
They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move.
This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them?
This incredible to witness.
$GOOGL $META $AMZN $MSFT
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$MSFT $400 two weeks ago to $472 highs in pre. Helluva bounce.
Heisenberg@Mr_Derivatives
$MSFT threatening to go back sub $400’s. Bulls…
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$META is now one of the worst performers of the top 50 largest companies in the world ytd.
Don’t make me whip out the trampoline indicator.
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If you believe in this stock market for the rest of the year as a bull.
If you believe the $SPX will be end up around 8,000 at year’s end.
If you believe Trump, despite mid term elections, despite a new Fed chair, will do everything in his power to Trump Pump ™️ these markets.
If you just hate gay bears.
THEN YOU MUST MUST MUST BUY $NVDA HERE AT THE LOW $200’s.
See you at $275ish before eoy.
Imho.
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$META caved in today with their announcement of a subscription model:
• Facebook Plus - $3.99
• Instagram Plus - $3.99
• WhatsApp Plus - $2.99
Heisenberg@Mr_Derivatives
Literally everything is subscription based now. Sometimes there are subscriptions within a subscription. Sometimes there are so many different tiers of a subscription. And, this one is the kicker, after you subscribe to something, the company marketers will often times try to up sell you. Subscriptions. It’s evil. It’s necessary. It just, is. /endrant
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$GLD looking a bit shaky lately..
Would not surprise me if it went down to the 200dma around $398-$399ish.
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