Stock Thread (39 Viewers)

[identikit]

MSTR is a monster

Why the hell did I sell?

Literally ridiculous. Based on the Q3 bitcoin counts, you are paying 4x the actual price of the Bitcoin they own. That also doesn’t include the debt they are adding or dilution when they do an equity offering.

It still boggles my mind. I do think a bit of a recession is coming and this stock could get slaughtered. God forbid Bitcoin gets dragged back down to 60k or 50k or 40k and they are underwater with all their purchasing at 90k.

Wild ride but I don’t think some of the people in it realize what it’s going to feel like if you have something like a 4x leveraged ETF that goes down.

I don't disagree with anything you say. It's acting like they found a cheat code with this "BTC yield" idea. Can't imagine that won't fall apart at some point, right?

When I posted a couple of hours ago, I was up 168%. Now, 195%

A few trading hours later, now 228%.

The next 25% down day is going to hurt.

Now imagine being in the 2x, MSTU or MSTX. Those are up 325%+....in 10 days!

LOL, that BTC yield was a winner as well as talking about being the Bitcoin bank.

That Bitcoin Yield reminds me of “eyeballs” back in the late 90s/2000 before the crash. I remember a lot of companies, like Excite or Alta Vista or CommerceOne or even Yahoo (as a leader), that are gone or irrelevant. There were two big things, one was companies were measured on how much they spent and for non-profitable companies there were literally financial articles that looked at eyeballs (active users or just dummy users in some cases) and calculated the market caps of these companies by eyeballs.

This Bitcoin Yield reminds me of that. MSTR’s actual business is irrelevant. Doesn’t make money and revenue is not going anywhere even in articles that tried to attach AI to it. Just ignore that and you get $26B in BTC compared to a $100B+ market cap. Not even counting any dilution coming or debt being added to buy more, their BTC isn’t generating anything. It’s incredible that they can create a metric to solve that huge gap. I applaud them but I will be watching it because it’s a heckuva show. I just don’t have the cahones to buy something I don’t believe in.

Why do you hate $$$?

 

[Bob Sacamano]

MSTR is a monster

Why the hell did I sell?

Literally ridiculous. Based on the Q3 bitcoin counts, you are paying 4x the actual price of the Bitcoin they own. That also doesn’t include the debt they are adding or dilution when they do an equity offering.

It still boggles my mind. I do think a bit of a recession is coming and this stock could get slaughtered. God forbid Bitcoin gets dragged back down to 60k or 50k or 40k and they are underwater with all their purchasing at 90k.

Wild ride but I don’t think some of the people in it realize what it’s going to feel like if you have something like a 4x leveraged ETF that goes down.

I don't disagree with anything you say. It's acting like they found a cheat code with this "BTC yield" idea. Can't imagine that won't fall apart at some point, right?

When I posted a couple of hours ago, I was up 168%. Now, 195%

A few trading hours later, now 228%.

The next 25% down day is going to hurt.

Now imagine being in the 2x, MSTU or MSTX. Those are up 325%+....in 10 days!

LOL, that BTC yield was a winner as well as talking about being the Bitcoin bank.

That Bitcoin Yield reminds me of “eyeballs” back in the late 90s/2000 before the crash. I remember a lot of companies, like Excite or Alta Vista or CommerceOne or even Yahoo (as a leader), that are gone or irrelevant. There were two big things, one was companies were measured on how much they spent and for non-profitable companies there were literally financial articles that looked at eyeballs (active users or just dummy users in some cases) and calculated the market caps of these companies by eyeballs.

This Bitcoin Yield reminds me of that. MSTR’s actual business is irrelevant. Doesn’t make money and revenue is not going anywhere even in articles that tried to attach AI to it. Just ignore that and you get $26B in BTC compared to a $100B+ market cap. Not even counting any dilution coming or debt being added to buy more, their BTC isn’t generating anything. It’s incredible that they can create a metric to solve that huge gap. I applaud them but I will be watching it because it’s a heckuva show. I just don’t have the cahones to buy something I don’t believe in.

"I've been in love with every woman I've ever slept with.

Some of them for a very brief period of time."

 

[stbugs]

MSTR is a monster

Why the hell did I sell?

Literally ridiculous. Based on the Q3 bitcoin counts, you are paying 4x the actual price of the Bitcoin they own. That also doesn’t include the debt they are adding or dilution when they do an equity offering.

It still boggles my mind. I do think a bit of a recession is coming and this stock could get slaughtered. God forbid Bitcoin gets dragged back down to 60k or 50k or 40k and they are underwater with all their purchasing at 90k.

Wild ride but I don’t think some of the people in it realize what it’s going to feel like if you have something like a 4x leveraged ETF that goes down.

I don't disagree with anything you say. It's acting like they found a cheat code with this "BTC yield" idea. Can't imagine that won't fall apart at some point, right?

When I posted a couple of hours ago, I was up 168%. Now, 195%

A few trading hours later, now 228%.

The next 25% down day is going to hurt.

Now imagine being in the 2x, MSTU or MSTX. Those are up 325%+....in 10 days!

LOL, that BTC yield was a winner as well as talking about being the Bitcoin bank.

That Bitcoin Yield reminds me of “eyeballs” back in the late 90s/2000 before the crash. I remember a lot of companies, like Excite or Alta Vista or CommerceOne or even Yahoo (as a leader), that are gone or irrelevant. There were two big things, one was companies were measured on how much they spent and for non-profitable companies there were literally financial articles that looked at eyeballs (active users or just dummy users in some cases) and calculated the market caps of these companies by eyeballs.

This Bitcoin Yield reminds me of that. MSTR’s actual business is irrelevant. Doesn’t make money and revenue is not going anywhere even in articles that tried to attach AI to it. Just ignore that and you get $26B in BTC compared to a $100B+ market cap. Not even counting any dilution coming or debt being added to buy more, their BTC isn’t generating anything. It’s incredible that they can create a metric to solve that huge gap. I applaud them but I will be watching it because it’s a heckuva show. I just don’t have the cahones to buy something I don’t believe in.

Why do you hate $$$?

I don’t and I’m sure I miss out on a lot!

 

[pecorino]

Is it OK to sell my Playgon? Down 97.96%

Strong buy?

 

[General Malaise]

Is it OK to sell my Playgon? Down 97.96%

Down 98.2%. What a disaster.

 

[BassNBrew]

Is it OK to sell my Playgon? Down 97.96%

Down 98.2%. What a disaster.

So I sell before it joins Agfeed, several Greek shippers, and Tatooed Chef in the 100% loss group or is there any hope?

 

[SFBayDuck]

Is it OK to sell my Playgon? Down 97.96%

Down 98.2%. What a disaster.

-98.44%

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

 

[ChiefD]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

 

[Todem]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

You can easily buy it back very close to whatever you sell it at.....they are unfortunately is huge trouble as that entire industry has been dealt a near fatal blow of not being adopted like we all thought it could/should be.

It still blows my mind we have not adopted and embraced hydrogen cell power more. But that can change......but it might be too late for a company like BLDP.

 

[Desert_Power]

Yeah, I'm also slowly cleaning out some garbage to offset gains realized.

 

[BassNBrew]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

You can easily buy it back very close to whatever you sell it at.....they are unfortunately is huge trouble as that entire industry has been dealt a near fatal blow of not being adopted like we all thought it could/should be.

It still blows my mind we have not adopted and embraced hydrogen cell power more. But that can change......but it might be too late for a company like BLDP.

Is it best to sell these when there's still a market? Can you take a loss on something that goes to zero if if you still own the shares?

 

[Todem]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

You can easily buy it back very close to whatever you sell it at.....they are unfortunately is huge trouble as that entire industry has been dealt a near fatal blow of not being adopted like we all thought it could/should be.

It still blows my mind we have not adopted and embraced hydrogen cell power more. But that can change......but it might be too late for a company like BLDP.

Is it best to sell these when there's still a market? Can you take a loss on something that goes to zero if if you still own the shares?

Yeah do it now....vs having to sell a worthless stock. It's just easier to do while there is a market.

But that is entirely up to you.

 

[Bob Sacamano]

We're all excited for PANW earnings tonight, right?

Right?!?!?

Nothing else of note.

 

[McBokonon]

I'm kind of curious about $SNOW earnings - been a weird one and I always have my eye on it, but I'm not sure why.

 

[Capella]

What time does nvda report?

 

[Bob Sacamano]

SNOW >>>>> PANW

 

[Todem]

What time does nvda report?

Any minute now

 

[The General]

Well???

 

[Bob Sacamano]

Well???

Good?

 

[ConstruxBoy]

SNOW >>>>> PANW

Negative Ghost Rider...the pattern is full

 

[Bob Sacamano]

SNOW >>>>> PANW

Negative Ghost Rider...the pattern is full

Tonight's results. Not as an entity.

 

[Capella]

[taps fingers]

 

[Todem]

Well???

1 minute away.

 

[Bob Sacamano]

1 min

 

[SFBayDuck]

I'm kind of curious about $SNOW earnings - been a weird one and I always have my eye on it, but I'm not sure why.

I own this one, down 25% right now. Good initial reaction in the AH.

 

[Bob Sacamano]

Or what Todem said

 

[The General]

it was fun while it lasted.

 

[Todem]

Top and bottom beat....waiting on guidance and data center report.

 

[Harry Frogfish]

Data center was good.

 

[Bob Sacamano]

Prob not beat-y enough for the valuation without great guidance.

 

[kevzilla]

Guidance was a half-billion higher than expected. Doesn't appear that's enough.

 

[Harry Frogfish]

Fun watching the ticker, especially that initial little selloff, then got bought.

8.5% premiums on options one way and the other, this is not what they wanted.

Good, I like that nothing earth-shattering took place, like many were hoping. Don't like all the hype and don't want it getting too far ahead of itself. Just keep on chugging baby.

 

[Todem]

Prob not beat-y enough for the valuation without great guidance.

The stock is priced for perfection. In the short term this stock can easily drop 20-30%. The valuation is priced for more more more.

Long term I still feel strongly this is the king of AI chips and data center revenue.

Data Center revenue is up 112% year over year. Astonishing. And we are in the first innings of the AI revolution. Bears are screaming it's over done, etc etc etc.

You have to believe advanced AI will be the biggest invention since electric. I already took my investment off the table. It's house money from here on out.

There will be some bumps along the way.......remember Apple could not innovate anymore? Remember when Apple was priced for perfection? I sure do.

 

[Bob Sacamano]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

 

[Todem]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

 

[Capella]

Guidance was a half-billion higher than expected. Doesn't appear that's enough.

Lmfao. Stonks!

 

[SFBayDuck]

MSTR is a monster

Why the hell did I sell?

Literally ridiculous. Based on the Q3 bitcoin counts, you are paying 4x the actual price of the Bitcoin they own. That also doesn’t include the debt they are adding or dilution when they do an equity offering.

It still boggles my mind. I do think a bit of a recession is coming and this stock could get slaughtered. God forbid Bitcoin gets dragged back down to 60k or 50k or 40k and they are underwater with all their purchasing at 90k.

Wild ride but I don’t think some of the people in it realize what it’s going to feel like if you have something like a 4x leveraged ETF that goes down.

I don't disagree with anything you say. It's acting like they found a cheat code with this "BTC yield" idea. Can't imagine that won't fall apart at some point, right?

When I posted a couple of hours ago, I was up 168%. Now, 195%

A few trading hours later, now 228%.

The next 25% down day is going to hurt.

Now imagine being in the 2x, MSTU or MSTX. Those are up 325%+....in 10 days!

LOL, that BTC yield was a winner as well as talking about being the Bitcoin bank.

That Bitcoin Yield reminds me of “eyeballs” back in the late 90s/2000 before the crash. I remember a lot of companies, like Excite or Alta Vista or CommerceOne or even Yahoo (as a leader), that are gone or irrelevant. There were two big things, one was companies were measured on how much they spent and for non-profitable companies there were literally financial articles that looked at eyeballs (active users or just dummy users in some cases) and calculated the market caps of these companies by eyeballs.

This Bitcoin Yield reminds me of that. MSTR’s actual business is irrelevant. Doesn’t make money and revenue is not going anywhere even in articles that tried to attach AI to it. Just ignore that and you get $26B in BTC compared to a $100B+ market cap. Not even counting any dilution coming or debt being added to buy more, their BTC isn’t generating anything. It’s incredible that they can create a metric to solve that huge gap. I applaud them but I will be watching it because it’s a heckuva show. I just don’t have the cahones to buy something I don’t believe in.

Why do you hate $$$?

The Bitcoin Industrial Complex crushed their record today with $50b in volume (for context that's same as ADV of entire UK stock mkt). $MSTR alone was $32b of it. $MSTU and $MSTX combined for $6b (which is more than all the spot btc ETFs, which were also elevated). What a scene.

What could go wrong?

 

[Capella]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

So what else do we want here?

 

[General Malaise]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

 

[Capella]

Fun watching the ticker, especially that initial little selloff, then got bought.

8.5% premiums on options one way and the other, this is not what they wanted.

Good, I like that nothing earth-shattering took place, like many were hoping. Don't like all the hype and don't want it getting too far ahead of itself. Just keep on chugging baby.

I agree with this. Keep on chuggin.

 

[guru_007]

Just glad NVDA affirmed their dividend. That is a game changer.

 

[Desert_Power]

MSTR is a monster

Why the hell did I sell?

Literally ridiculous. Based on the Q3 bitcoin counts, you are paying 4x the actual price of the Bitcoin they own. That also doesn’t include the debt they are adding or dilution when they do an equity offering.

It still boggles my mind. I do think a bit of a recession is coming and this stock could get slaughtered. God forbid Bitcoin gets dragged back down to 60k or 50k or 40k and they are underwater with all their purchasing at 90k.

Wild ride but I don’t think some of the people in it realize what it’s going to feel like if you have something like a 4x leveraged ETF that goes down.

I don't disagree with anything you say. It's acting like they found a cheat code with this "BTC yield" idea. Can't imagine that won't fall apart at some point, right?

When I posted a couple of hours ago, I was up 168%. Now, 195%

A few trading hours later, now 228%.

The next 25% down day is going to hurt.

Now imagine being in the 2x, MSTU or MSTX. Those are up 325%+....in 10 days!

LOL, that BTC yield was a winner as well as talking about being the Bitcoin bank.

That Bitcoin Yield reminds me of “eyeballs” back in the late 90s/2000 before the crash. I remember a lot of companies, like Excite or Alta Vista or CommerceOne or even Yahoo (as a leader), that are gone or irrelevant. There were two big things, one was companies were measured on how much they spent and for non-profitable companies there were literally financial articles that looked at eyeballs (active users or just dummy users in some cases) and calculated the market caps of these companies by eyeballs.

This Bitcoin Yield reminds me of that. MSTR’s actual business is irrelevant. Doesn’t make money and revenue is not going anywhere even in articles that tried to attach AI to it. Just ignore that and you get $26B in BTC compared to a $100B+ market cap. Not even counting any dilution coming or debt being added to buy more, their BTC isn’t generating anything. It’s incredible that they can create a metric to solve that huge gap. I applaud them but I will be watching it because it’s a heckuva show. I just don’t have the cahones to buy something I don’t believe in.

Why do you hate $$$?

The Bitcoin Industrial Complex crushed their record today with $50b in volume (for context that's same as ADV of entire UK stock mkt). $MSTR alone was $32b of it. $MSTU and $MSTX combined for $6b (which is more than all the spot btc ETFs, which were also elevated). What a scene.

What could go wrong?

Speaking of things that require a lot of energy...

 

[identikit]

BTC pushing towards 98K...

 

[eoMMan]

Disappointed with Nvidia not popping after those results but I was gonna hold anyway.

 

[identikit]

Disappointed with Nvidia not popping after those results but I was gonna hold anyway.

Not yet popping, but a little in the black now

 

[Todem]

Disappointed with Nvidia not popping after those results but I was gonna hold anyway.

It’s up 203% YTD.

Lol.

 

[Capella]

Disappointed with Nvidia not popping after those results but I was gonna hold anyway.

It’s up 203% YTD.

Lol.

Lmao

 

[McBokonon]

Disappointed with Nvidia not popping after those results but I was gonna hold anyway.

It’s up 203% YTD.

Lol.

Lmao

/APP Those are rookie numbers. You gotta pump those numbers up. /APP

 

[Capella]

Every time I look at nvda this morning it’s like 2 points away from where it was the last time I checked.

 

[McBokonon]

$GOOGL down over 5% because the DOJ wants them to sell Chrome. Trial set for 2025. I'd like to just assume this goes away with the change in administration but agreement with Lina Khan and hatred of Google is something the populists in the new administration have in common with the current. In any event it's stupid and I'll probably add.