Sanrith Descartes
Its all the Joos' fault. Am I doing this right?
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How do you make a stodgy old value stock stock pop like a meme stock? Why... announce a "partnership" with OpenAI. WMT +5%
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Investing General Discussion
- Thread starter Furious
- Start date
Haus
I am Big Balls!
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This also ties into the fact that recently Walmart announced that they planned on meeting their growth goals for the next 5 years without a net increase in employee count due to leveraging AI, automation, etc....
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Rangoth
Vyemm Raider
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I don't actually believe in the company from a philosophical perspective, but MSTR is nearly a pretty solid low and potential support around 300$. mNAV(share to bitcoin basically) is about 1.4 which is on the historically lower side.
I am eyeing another entry to this soon as this stupid thing moves fast when it does. I was potentially waiting for mNAV ~= 1.2 or lower but now I am not sure it can dip that low. Next two days will probably make my decision for me, if it hovers I'll go in, if it keeps dropping or explodes I'll wait for another lull. My plans is 200 shares or so, as I said when this moves it moves, so it is not completely unexpected to make 10% in under a month if I can pin the bottom correctly. I'd old the shares until I get that move and then sell ATM cc on them. That or just buy a bunch of ATM calls for a month out. I can't really follow the market with my current schedule so I am looking for solid swings I can set limits to buy and sell at and this seems like it may be a fit.
I am eyeing another entry to this soon as this stupid thing moves fast when it does. I was potentially waiting for mNAV ~= 1.2 or lower but now I am not sure it can dip that low. Next two days will probably make my decision for me, if it hovers I'll go in, if it keeps dropping or explodes I'll wait for another lull. My plans is 200 shares or so, as I said when this moves it moves, so it is not completely unexpected to make 10% in under a month if I can pin the bottom correctly. I'd old the shares until I get that move and then sell ATM cc on them. That or just buy a bunch of ATM calls for a month out. I can't really follow the market with my current schedule so I am looking for solid swings I can set limits to buy and sell at and this seems like it may be a fit.
Fucker
Log Wizard
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I can believe that. They put in AI cart scanner at the exit of Sam's Club a year ago. You use the app to pay as you go, and it scans the cart when you leave. The only time you have to deal with an employee is when you have scanned alcohol, then all they do is scan a code on your app and off you go. No lines, no waiting.
Amazes me to see long lines at the cash registers full of people staring at their phones.
Blazin
Creative Title
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Understanding MSTR has become very muddied with all the levers he has created. It's hard to look at anything historical when STRD, STRK, STRC didn't exist . Look at metaplanet now hitting an mNav of 1 . The metrics don't lie, his actions this year have weakened the common shareholders position.
On a related note bought some IBIT today
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Flobee
Vyemm Raider
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My 2c, Saylor is trying to create a Bitcoin yield curve and if he's successful MSTR can easily be a top 10 market cap company. There are a lot of presuppositions on that, but he's put himself in an incredibly unique position. I hold MSTR from way back and I'm dipping my toes into STRC so it's something I've put some time into trying to understand.
If MSTR can offer these preferred shares to fixed income at the rates they're achieving right now 8-10%+, without blowing up, then he could play a massive role in helping bail fixed income market out of the awful position they're in. When thinking about MSTR it's, imo, worth keeping in mind the public asset positions of Trump, Lutnik, etc and where they seemingly think things are going.
Any long MSTR play is a leveraged long BTC play with way more risk. Also worth noting Saylor has been public about MSTR stock mostly being for traders that want volatility, as the preferred products are supposed to be offloading BTC price volatility into the common stock.
Rangoth
Vyemm Raider
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agree which is why I’m watching closely first. I would gain some confidence at mNAV of 1 for sure. While anything is possible it’s basically a pure ass valuation at that point. Is it def. Muddled due to all his leverage instruments though.
i Also love IBIT and BITO has been extremely good to me. I stopped adding money to it a few months ago and switched it to dividend reinvesting instead of cash. Gonna let that happen for a few months. It’s so far positive in unrealized I figured why not just leave and ignore it like any long term investment. Put a price alert at 15 in case shit gets bad.
Haus
I am Big Balls!
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The thing at Sam's is good, but not perfect yet. It scans your basket, then correlates that to either a recent register or recent scan and go purchase for accuracy. It will still ping you for a check from a person if it sees things in your cart it can't identify, or aren't on your receipt. But it's been refreshing to walk in, grab shit, scan it, walk out, and never have to talk to a single person. One trick I learned was put everything in the cart with the barcode facing up and visible. That makes scanning with your phone super fast, and I'm pretty sure the cameras grab the UPCs too.