NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 GRAB
Grab Holdings
-- 4.900 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 
$Maxeon Solar Technologies (MAXN.US)$ 347M to convert. Maybe...
347M to convert.
Maybe one, two days more.
Should see filings soon.
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Discussing
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,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Philip Galante : What’s your opinion on share price once all converted notes for 2025 happen??
71875031 OP : Tough call.
If compared to SPWR, however- just over 2/3 more outstanding shares, but- adding the benefit of owning patent rights, hardware production and technology assets, along with a rock solid long term financially vested partner like TZE, even with the difficult macro environment I'd imagine we come out of all this rather quickly returing to at least 2/3 of SPWR current share price-
If macro environment improves, and we do break ground on the Golden Eagle fabrication facility in Albuquerque NM 2H2024, as has been stated by the CEO - send it.
BagFolder : No incentive to dump all these freshly converted shares and crash the market in a few days imo
71875031 OP : Agreed, unless they want to buy them back cheaper.
Even as XL orders liquiate, there is strong XL buying reflected.