GoldenApe : didn't large caps went down after earnings because they projected larger cap ex, in the future, because of ai?

Derpy Trades OP GoldenApe : It's been a major concern. Their responses have collectively been "it's a bigger risk NOT to invest as much as possible in AI." Basically, they're stuck in this loop of building out an AI infrastructure, even though it has not proven to be profitable yet, and no one wants to be the first to admit this. The first to admit AI is not, or at least will not be profitable for many years, will be the one who pops the bubble. My guess is it will be NVIDIA's first bad earnings report that will send up the red flag for the whole house of cards.

华尔街卧底 :

消逝的武林 : at least 50%

LP7777 : We are approaching end the calendar year.   Investors will be taking profits in December.    Buy the dip..

djmiller LP7777 : Why would they take profits now…. Wouldn’t they sell losses to offset gains and then sell winners after jan1 to defer taxes being due until 2026?

HMS Victorious : MSTR price can go up today despite 2% drop in BTC price over the weekend - it’s currently undervalued and mNAV is dropping like a stone.

EZ_money : MSTR extreme over valued even if you want to include his Bitcoin holdings in the equation

I have no name : Mara is fined, personally I think it is not over valued. Mstr is over valued too much in the past two weeks, and it may pay off in the next two weeks. Watch Mstz, possibly a big chance to make money now.