MSTR Discussion

Discussion in 'Stocks' started by SimbasPryde, Oct 8, 2024.

  1. S2007S

    S2007S



    I just find it absolutely hilarious that the 1000s of publicly listed companies don't just go out and gobble up each bitcoin so we can have thousands of bitcoin holding companies and a dow at 100k overnight. It would be the biggest wealth producer the world has ever seen.
     
    #71     Oct 28, 2024
  2. johnarb

    johnarb

    Yes, it was voted on (decided upon) to change 2 years ago, will be effective 12/15/2024

    Early adoption is allowed since a few months ago, so if mstr decides to adopt it early on Wednesday's earnings, the mstr P/E will drop to less than 8

    but I read the tax implications would not be favorable, so best for mstr to wait until first quarter 2025 earnings release
     
    #72     Oct 28, 2024
    Sprout likes this.
  3. johnarb

    johnarb

    Microsoft has it on their upcoming December shareholder's voting to buy bitcoin for their treasury, let's hope they make the right decision, mate

    to buy bitcoin!
     
    #73     Oct 28, 2024
  4. johnarb

    johnarb

    Good progress

    upload_2024-10-29_14-55-9.png
     
    #74     Oct 29, 2024
  5. johnarb

    johnarb

    mstr bigger than oxy now,

    would love to see mstr biggest market cap in the US stock market and still not be included in the s&p500, that'd be something...


     
    #75     Oct 29, 2024
    Sprout likes this.
  6. S2007S

    S2007S



    Just wait till it drops by 4x in a week.....

    MSTU is going to have one of those weeks where it loses 30% in a few days, maybe even a single day. Could do a 40% to 50% drop in a single week.

    I have seen this happen too many times with 2x and 3x etfs, so imagine the volatility to the downside when it finally collapses
     
    #76     Oct 29, 2024
  7. johnarb

    johnarb

    mstr earnings release after hours today, mate
     
    #77     Oct 30, 2024
  8. poopy

    poopy


    They don't have an opco so it's a BTC ETF now.
     
    #78     Oct 30, 2024
    johnarb likes this.
  9. poopy

    poopy

    Trade is an artifact of event vol-shift model. Predicting a 2600 bps drop on Nov15 vols tomorrow. 95-line for Nov15. It's not a long asym-fly (short g) and will outperform any short vol fly. It's M1-M3 in short vol.

    upload_2024-10-30_9-17-46.png
     
    #79     Oct 30, 2024
    Sprout and johnarb like this.
  10. poopy

    poopy


    By that I mean that all that matters is their future commit on the CC.
     
    #80     Oct 30, 2024
    johnarb likes this.