Marc will talk it back up during the call, let's see how many times AI is used.Heineken-Ashi said:
Oof. CRM dropping on earnings. Didn't get above 2021 high.
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AI beats. Up to $34. Had $35 as a potential target before another drop. $40 could be possible if it blows through.
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Snow down 23%
MARA pooping
why is that? looks like a H&S or H&S like on the daily.Brian Earl Spilner said:
GOOGL seems like a good buy if it drops to 131.
Heineken-Ashi said:
MARA pooping
c'mon down to 20!
Tech selling off AH. SMCI, NVDA, AMAT, PATH, U all down.
Took a swing at a few shares a week or so ago. Current bag holder here
yes! Hit my 31.50 stop today on the net free shares. I'd love 20 to play again
Heineken-Ashi said:
MARA pooping
Maybe we're looking at different days...?
Earnings not even out yet. I think they drop here at 3:25 CST thought.WoMD said:Heineken-Ashi said:
MARA pooping
Maybe we're looking at different days...?
ditto. Stranded CC seller at $20.Brewmaster said:Heineken-Ashi said:
MARA pooping
c'mon down to 20!
Heineken-Ashi said:Earnings not even out yet. I think they drop here at 3:25 CST thought.WoMD said:Heineken-Ashi said:
MARA pooping
Maybe we're looking at different days...?
I thought you meant it is currently pooping after-hours.
Not saying I wouldn't want that. I want to replenish all that I sold above 30.
It was. Big red candle and then recovery.WoMD said:Heineken-Ashi said:Earnings not even out yet. I think they drop here at 3:25 CST thought.WoMD said:Heineken-Ashi said:
MARA pooping
Maybe we're looking at different days...?
I thought you meant it is currently pooping after-hours.
If MARA doesn't move $4+ dollars in either direction, volatility crush is going to kill all options players. If it moves up, it could take out a gap at $43 from Dec of 21.
Either way, I expect a selloff soon if BTC starts dropping. And it's EXACTLY what we want leading into the halving.
Either way, I expect a selloff soon if BTC starts dropping. And it's EXACTLY what we want leading into the halving.
If SNOW gets into that $150-160 range, I'm a buyer.
Does PCE come out tomorrow morning at 7:30 am?
ETA: Yes it does. I hope it comes out hot and we could have a big down open and provide several swing opportunities. I hope it comes out white hot.
ETA: Yes it does. I hope it comes out hot and we could have a big down open and provide several swing opportunities. I hope it comes out white hot.
Yessir. "Hotter than expected" is what we should hear
Little thought experiment.
Preface: There is MUCH more that goes into this than this little exercise I am doing, like hash rate, HODL, expense load, capex, M&A, etc.
But as of year end, MARA held 1,526 BTC. It sold 56% of what it mined in 2023, so that is just under half of what it mined. Nevertheless, if you multiply that by the value of BTC at year end, roughly $41k, you get $620M. MARA was valued roughly at $30 at year end and was the same today.
If they don't mine another coin (they already have in the first two months), and BTC gets to $100k, those 1,526 BTC will be worth $1.5B, or 2.4x more than end of year 2023.
Assuming no other efficiencies and everything else equal, that puts MARA apples to apples at $72.50.
I stand firm that this is an $80 stock by the end of 2025. But I will re-iterate, you trade this stock. You don't hold. BTC will have just as wild of a swing down once it hits its next big top as it has going up. And miners being valued in the BTC they own, will take just as big of a hit down as they do up.
Preface: There is MUCH more that goes into this than this little exercise I am doing, like hash rate, HODL, expense load, capex, M&A, etc.
But as of year end, MARA held 1,526 BTC. It sold 56% of what it mined in 2023, so that is just under half of what it mined. Nevertheless, if you multiply that by the value of BTC at year end, roughly $41k, you get $620M. MARA was valued roughly at $30 at year end and was the same today.
If they don't mine another coin (they already have in the first two months), and BTC gets to $100k, those 1,526 BTC will be worth $1.5B, or 2.4x more than end of year 2023.
Assuming no other efficiencies and everything else equal, that puts MARA apples to apples at $72.50.
I stand firm that this is an $80 stock by the end of 2025. But I will re-iterate, you trade this stock. You don't hold. BTC will have just as wild of a swing down once it hits its next big top as it has going up. And miners being valued in the BTC they own, will take just as big of a hit down as they do up.
what about debt?Heineken-Ashi said:
Little thought experiment.
Preface: There is MUCH more that goes into this than this little exercise I am doing, like hash rate, HODL, expense load, capex, M&A, etc.
But as of year end, MARA held 1,526 BTC. It sold 56% of what it mined in 2023, so that is just under half of what it mined. Nevertheless, if you multiply that by the value of BTC at year end, roughly $41k, you get $620M. MARA was valued roughly at $30 at year end and was the same today.
If they don't mine another coin (they already have in the first two months), and BTC gets to $100k, those 1,526 BTC will be worth $1.5B, or 2.4x more than end of year 2023.
Assuming no other efficiencies and everything else equal, that puts MARA apples to apples at $72.50.
I stand firm that this is an $80 stock by the end of 2025. But I will re-iterate, you trade this stock. You don't hold. BTC will have just as wild of a swing down once it hits its next big top as it has going up. And miners being valued in the BTC they own, will take just as big of a hit down as they do up.
bmoochie said:
Yessir. "Hotter than expected" is what we should hear
Yesterday on "Fast Money" on CNBC one of the panelists said, "a lot of these stocks have gone bat shyte...awww, I'm sorry. That's just how traders talk to each other". It was pretty damn funny.
They lowered their debt load. But I was clear that the exercise was keeping everything else equal.Ragoo said:what about debt?Heineken-Ashi said:
Little thought experiment.
Preface: There is MUCH more that goes into this than this little exercise I am doing, like hash rate, HODL, expense load, capex, M&A, etc.
But as of year end, MARA held 1,526 BTC. It sold 56% of what it mined in 2023, so that is just under half of what it mined. Nevertheless, if you multiply that by the value of BTC at year end, roughly $41k, you get $620M. MARA was valued roughly at $30 at year end and was the same today.
If they don't mine another coin (they already have in the first two months), and BTC gets to $100k, those 1,526 BTC will be worth $1.5B, or 2.4x more than end of year 2023.
Assuming no other efficiencies and everything else equal, that puts MARA apples to apples at $72.50.
I stand firm that this is an $80 stock by the end of 2025. But I will re-iterate, you trade this stock. You don't hold. BTC will have just as wild of a swing down once it hits its next big top as it has going up. And miners being valued in the BTC they own, will take just as big of a hit down as they do up.
Miners are valued in their HODL first and foremost. BTC up = miners up. The ones that add to their HODL like MARA and CLSK will go up faster than the ones who stay steady like RIOT, and the ones who sell all the coins they produce to cover their debt and expenses will not rise much at all or not nearly by as much.
Good analysis. Thanks
Thanks for the insight!
I really appreciate your posts and others who are contributing as well-
I really appreciate your posts and others who are contributing as well-
welcome back brother, haven't seen you here in a whileRagoo said:
Good analysis. Thanks
ProgN said:
Does PCE come out tomorrow morning at 7:30 am?
ETA: Yes it does. I hope it comes out hot and we could have a big down open and provide several swing opportunities. I hope it comes out white hot.
I took a hiatus from trading. Gave myself 6 months to sit on my hands. Really to prove to myself I wasn't addicted to the rush.Brewmaster said:welcome back brother, haven't seen you here in a whileRagoo said:
Good analysis. Thanks
I had a target to sell at $245ProgN said:
If SNOW gets into that $150-160 range, I'm a buyer.
I know I'm buying some tomorrow at the open because it's another excellent stock that you can write weekly calls because their premiums are juiced and I've had success with this strategy.gougler08 said:I had a target to sell at $245ProgN said:
If SNOW gets into that $150-160 range, I'm a buyer.
Now you're all..Ragoo said:I took a hiatus from trading. Gave myself 6 months to sit on my hands. Really to prove to myself I wasn't addicted to the rush.Brewmaster said:welcome back brother, haven't seen you here in a whileRagoo said:
Good analysis. Thanks
Any other holders of AXON in here? I've held AXON since 2021 and unloaded some shares trying to raise capital to buy other shares. Didn't realize it until after the market closed that AXON popped up today some $37/share. Anyone else holding AXON? I still have my original position though it's a little smaller now.
AMD with 4 inside bars in a row on the daily
Have had a pretty good day
MARA: 27 to 27.55 with a lot of shares
LABD: 5.88 to 6.12
NQ short: 17958 (still in)
NVDA: 800C scalps for net $1 contract.
MARA: 27 to 27.55 with a lot of shares
LABD: 5.88 to 6.12
NQ short: 17958 (still in)
NVDA: 800C scalps for net $1 contract.
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