MasonButcher
511 posts

MasonButcher
@MasonMacro
Independent Trader | Global Macro US Market certainty via Geopolitics & Capital Flow Strictly Money & Logic, No Dreams Follow to see through Wall Street's fog

















$BOT is still trading at 4x NAV. With a $2,000,000,000 effective ATM. Even after the 21% drop. So now it’s ~$600M MC, off $146M in private assets. Then off those assets, they own ~$37M of Figure. Which you’re essentially buying at $160B valuations while the leading humanoid maker in Unitree is IPOing at $6B. So just because a $146m private fund went public doesn’t mean there should be a multi-billion dollar retail wealth transfer? Maybe the fund had good intentions? But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.


$403 BILLION just wiped from the US stock market







I don't know who needs to hear this but... The KING Microsoft is going a lot higher. $MSFT - Strong Buy




















