🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
102156121 : Higher revenue than expected is normal since inflation = higher prices = higher revenue
But EPS miss shows that the company's profits did not benefit from the higher prices. The are shouldering the cost of inflation.
The most important metric is guidance in the conference call.
102156121 : Even if it beats, the 5.65% increase has already priced it in. So might even fall