MicroStrategyLong
12/27/24 - $mstr - Pay attention at $325
12/27/24 :: VROCKSTAR :: MSTR
Pay attention at $325
- i plan to have a lot more to say on this in time, so i'll keep it brief.
- first: "no" this is not some weird ponzi. again i'll elaborate on many of these points in time, and if you provoke me, i'll respond in the comments
- second: "yes" it's likely going a lot higher and undervalued
- simply put, it's the best neo-bank on the planet. they receive deposits that they pay at 0-2% and reinvest to earn 30-40% yields.
- so 2x book value for a bank like this, is, screamingly cheap
- nevermind it's now part of the nasdaq... ETF's are being built around this concept and at the core of it, is the world's hardest money, BTC.
- my tgt here would be 5x mnav at BTC 250k which all else equal should be a stock price... higher.
- i'm trading around this for some time (in private) but given the recent sell off, gamma coming out of the mkt broadly, and the potential this probably goes to $280 gap fill if btc has a wick off into january at some pt... it will be one to keep high on the watchlist if it's not already.
V
MSTRPay attention at $325
- i plan to have a lot more to say on this in time, so i'll keep it brief.
- first: "no" this is not some weird ponzi. again i'll elaborate on many of these points in time, and if you provoke me, i'll respond in the comments
- second: "yes" it's likely going a lot higher and undervalued
- simply put, it's the best neo-bank on the planet. they receive deposits that they pay at 0-2% and reinvest to earn 30-40% yields.
- so 2x book value for a bank like this, is, screamingly cheap
- nevermind it's now part of the nasdaq... ETF's are being built around this concept and at the core of it, is the world's hardest money, BTC.
- my tgt here would be 5x mnav at BTC 250k which all else equal should be a stock price... higher.
- i'm trading around this for some time (in private) but given the recent sell off, gamma coming out of the mkt broadly, and the potential this probably goes to $280 gap fill if btc has a wick off into january at some pt... it will be one to keep high on the watchlist if it's not already.
V
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.