HISTORY: 2022 was the worst start to a year for the S&P 500 since 1974 and 2002. Worth noting that the 1974 bear bottomed on October 3, while the 2002 bear bottomed on October 9.

Nvidia Flooded With AI Chip Orders From Oil-Rich Saudi Arabia, UAE In Race For Computational Sovereignty: Report flip.it/3_Yu9s

.Efrat Fenigson: “I served in the IDF 25 years ago in the intelligence forces.. there’s no way, in my view, that Israel did not know what’s coming…Something is very wrong here”

Happy weekend guys!

Happy Father's Day Legends!

Crypto been behaving badly relative to stks & NVDA.....hugely manipulated!

V

MSTR looks condemned...!

MSTR ATM FYI....the notion of ‘buying at a high USD price’ is completely irrelevant : if Saylor buys BTC at a high average price, it also means that he just sold MSTR at a similar ‘high average price’, and vice-versa. Buying ‘BTC at a cheap price’ in this situation means ‘buying

Josh Man Despite the fact that mNAV is sentiment and thus not a lever you can control, or an "effect" you can create "cause" for, this is a simplified example that shows how the entire Strategy model is a reflexive cycle: High Sentiment → High mNAV → ATM Execution → More BTC Acquired

$MSTR Analysts are sleepwalking: - Street EPS Estimate: –$0.03 - Real EPS (BTC reval): ~$40.10 - Discrepancy: ~+133,000% This quarter won’t be just a beat. It will be a statistical earthquake. Wall Street is still modeling MSTR like it’s 2018, ignoring the mark-to-market gains

Brilliant analysis 👌

Cursed?

Strategy’s 50% of all market activity was off exchanges today. Hedge funds borrowed shares from dark pools, then sold, which were bought back at the bottom. If you sold today, you helped Chanos cover his ass for $383.55/share. Holders with conviction also thank the discount. 🙏

Not funny.....

MSTR: So for the Bears and disgruntled time travelers claiming that Michael Saylor lied, some very straightforward context. You may not like the timeframe (timeline?) of the update to their mNAV guidance, but he didn't lie.