NVDA
NVIDIA
-- 138.850 GRAB
Grab Holdings
-- 4.900 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 
5% Forward DPU. Worth it?
in worst case scenario, 16% drop in DPU due to Neo Telemedia unable to payout. We are looking at 5% DPU with current unit price.
Below 1.7 is just a fair value to me.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
gentle Iguana_2693 : yes, dividend is just round the corner. Effectively the cost price is X-dividend. The troubled GDCs are located in and for the greater bay area. if drop further shall pickup again.
wahlao : Problem is they not doing anything and cant do anything for how much longer? Another 1 year? Past 5 months they can only beg and cry, dont dare hire lawyer cos of cost and wont get back much.
gentle Iguana_2693 : these are very huge capacity, not one or two tenants, these are blocks and blocks of data centre. worst case is to evict and go after a vaporised entity. best case is work with 地头蛇 to lease out unit by unit.