Micro2Macr0
193.3K posts
@Micro2Macr0
Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems
Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin. STRIVE SNAPSHOT Bitcoin holdings: 16,500 QTD BTC Yield: 11.0% YTD BTC Yield: 23.4% Amplification ratio: 45.2% $ASST $SATA
Ed Yardeni expects the S&P at 8,250 by the end of the year and 10,000 by the end of the decade
Micron $MU just Did a 1200% run. But can it go further?
🇺🇸🇮🇳 Rubio nearly had to go on tiptoes to blow out his birthday candles in India. It's almost as if they did that on purpose 😂
🚨THE AI COST CRISIS HAS STARTED Valve reportedly told engineers to stop using Claude because AI bills were exploding, while the CEO says its entire yearly AI budget was already destroyed by April.
Fabulous Earnings MOMENTUM (FEMO) $SPY $SPX 📈 Earnings expectations for S&P 500 '26 are STRENGTHENING fast! Expected earnings growth just hit +22.6% as of May 1 — up from +14.1% back in October!!! 📅 Oct 1 → +14.1% 📅 Jan 1 → +15.6% 📅 Apr 1 → +19.0% 📅 May 1 → +22.6% 🔥🔥🔥 Analysts clearly getting more bullish on corporate profits. @Banana3Stocks @Micro2Macr0 @McClellanOsc @WarrenPies @FundstratDirect @Norseman1 @StockPatternPro @ISABELNET_SA @RyanDetrick @MikeZaccardi #S&P500 #Earnings #Stocks #Investing "$8,250 + 10% EOY Ed Yardeni"
Strive moves to #7 $ASST
Metaplanet is declining sharply in Japan today. Their EV mNAV is now at 0.88x. Remember that they still have their stock buyback program in place. I think if the discount would ever hit 20% or 30%, a buyback campaign could generate significant BTC Yield. Also keep in mind that they are working extremely hard behind the scenes, with a lot of good news to come. Any sharp drawdowns in the short to mid term are incredible buying opportunities. Once MARS is approved, I wouldn‘t be surprised if the stock jumps 50% immediately. But it‘s probably wise to expect more pain until some significant good news materialize. Long-term, the future is incredibly bright for Metaplanet, and I expect them to be the #2 player behind Strategy.
