We find out this afternoon. They have the option to do it this quarter. If they don't, they will be required to on the next one.fauxstradamus said:Is this the first quarter they report with new FASB standards? Or is that next quarter? Gonna be interesting to see if it actually moves the needle or not with stock priceThisguy1 said:
Happy MSTR day for those who celebrate.
Crypto-trading thread
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Thanks. Yes it seems there is mixed information on whether it will be this or next quarter earnings. Debatable whether these new standards will raise the stock price or if that is already priced in. I think the more interesting debate is if these new standards (which will put them at positive EPS averaged over last year) will get them in the SP500. Their market cap and EPS after the FASB would qualify them. Now that could definitely shoot up the stock price.@NFLPlayerProps said:We find out this afternoon. They have the option to do it this quarter. If they don't, they will be required to on the next one.fauxstradamus said:Is this the first quarter they report with new FASB standards? Or is that next quarter? Gonna be interesting to see if it actually moves the needle or not with stock priceThisguy1 said:
Happy MSTR day for those who celebrate.
MicroStrategy is now Strategy. https://t.co/p6UvQgOvnz
— Michael Saylor⚡️ (@saylor) February 5, 2025
So no opinions on Texit coin or is the lack of response if fact the negative opinion. It seems like a pyramid scheme if ever I saw one but have several friends pumped up about it. I fear they have made an error but when I have no answers for something I seek texags for answers to my unknown.
honestly, I have never heard of it
Never heard of it. Where did you buy it?
Have not myself. There is a Texitcoin.org website I have been trying to figure out. Have packages to buy in as a "miner" what ever that means and receive coins daily depending on your investment. But the way they explained it to me if people buy an under you eventually you can receive money or coins for that which to me sounds like pyramid scheme, which always thought was illegal.?!? Also a guy on youtube that has been documenting his time with it that might make more sense to yall then it does me. Texit raider is that poster.
Scam. Going to zero. Don't buy
Why would they wait and not want to increase the value of their stock hence increase the wealth of their stock holders?@NFLPlayerProps said:We find out this afternoon. They have the option to do it this quarter. If they don't, they will be required to on the next one.fauxstradamus said:Is this the first quarter they report with new FASB standards? Or is that next quarter? Gonna be interesting to see if it actually moves the needle or not with stock priceThisguy1 said:
Happy MSTR day for those who celebrate.
So did they do the earnings report with the new standard?
Most likely waiting for clarification on some unresolved implications related to the corporate alternative minimum tax. Waiting one more quarter moves any potential tax issues into 2025 instead of 2024.Quote:
Why would they wait and not want to increase the value of their stock hence increase the wealth of their stock holders?
@NFLPlayerProps said:Most likely waiting for clarification on some unresolved implications related to the corporate alternative minimum tax. Waiting one more quarter moves any potential tax issues into 2025 instead of 2024.Quote:
Why would they wait and not want to increase the value of their stock hence increase the wealth of their stock holders?
According to you, their pre-FASB Q3 numbers posted on every financial site were 1000% wrong bc I posted it. When MSTR posts it again for Q4, you make some irrelevant excuse.
MSTR's fiscal year is Jan-Dec, and the new FASB reporting standards don't go into effect until after Dec 15, 2024. There is no delay or choice not to report 2024 Oct-Dec with the new 2025 FASB rule. They are just reporting under the new rule after it goes into effect....which would be Q1 2025.
I know I said I wouldn't respond to you any more, but yet again you are 100% incorrect. Q4 2024 was the last quarter where it was optional. MSTR took the option to delay to Q1 when it becomes mandatory.
You can tell they had discretion on when to implement by referring to TSLA, who took the option to early adopt in Q4. Remember last week when you were super confused about how TSLA was valuing their bitcoin even though I explained it a couple of different times? If not, you can go back and read about it some more until it sinks in.
You'd almost have to try to be as bewildered and inaccurate as you continue to be on everything related to this stock. It's impressive at this point.
You can tell they had discretion on when to implement by referring to TSLA, who took the option to early adopt in Q4. Remember last week when you were super confused about how TSLA was valuing their bitcoin even though I explained it a couple of different times? If not, you can go back and read about it some more until it sinks in.
You'd almost have to try to be as bewildered and inaccurate as you continue to be on everything related to this stock. It's impressive at this point.
Since you guys are debating this why not let us know your predictions on SP500 inclusion
Yep, MSTR posted "incorrect" numbers once again. Their numbers are wrong, bc they are waiting to adopt the new FASB standard until they have to.
The market has to wait another quarter to see the "correct" figures.
I was never confused about TSLA, which is why you can't post anything to back up that lie. I just said that changing bookkeeping practices doesn't change the valuation of the company. It didn't with TSLA, and it won't with MSTR, despite you all waiting for it.
The market has to wait another quarter to see the "correct" figures.
I was never confused about TSLA, which is why you can't post anything to back up that lie. I just said that changing bookkeeping practices doesn't change the valuation of the company. It didn't with TSLA, and it won't with MSTR, despite you all waiting for it.
You absolutely were confused about what happened with TSLA's bitcoin reporting, go back and read your posts at 8:38p and 10:13p on 1/30. You did not grasp why the value of their bitcoin remained constant for four quarters and then exploded upwards when they chose to early adopt the FASB rules. You still haven't even grasped the extremely basic fact that they had the option on when to do that based on your post earlier this morning about MSTR's timing.
I'm not doing this with you again, everything you post is either intentionally obtuse just for argument's sake, or you're simply just not very bright.
I'm not doing this with you again, everything you post is either intentionally obtuse just for argument's sake, or you're simply just not very bright.
Impressive continued derailment of this thread. Can yall take it to PM so that we can keep this thread substantive.
The main hurdle at this point is the profitability screen. Because they took the impairment charge again in Q4, EPS was -$3.03. If they had adopted FASB for Q4 it would have been something like $27 instead.fauxstradamus said:
Since you guys are debating this why not let us know your predictions on SP500 inclusion
They need 4 quarters of positive earnings for inclusion into S&P, so I predict they enter in early 2027.
You asked why TSLA reported same BTC holding valuation for 4 straight qtrs. I assumed they didn't buy any over those quarters without confirming, and ended up being correct. There was nothing confusing about it.
As I have said many times, this FASB rule change is insignificant. You brought it to this thread to distract from your wildly incorrect assertion that MSTR is underleveraged and that their bond strategy to buy more is precedented.
Is that still your claim? MSTR is underleveraged BTC? Or do we have to wait till next quarter when reporting changes, then they will be underleveraged?
As I have said many times, this FASB rule change is insignificant. You brought it to this thread to distract from your wildly incorrect assertion that MSTR is underleveraged and that their bond strategy to buy more is precedented.
Is that still your claim? MSTR is underleveraged BTC? Or do we have to wait till next quarter when reporting changes, then they will be underleveraged?
I'm not going to spend the time go back and quote how badly you misunderstood the ramifications of TSLA's adoption of the new FASB standard on 1/30, others can go read that for themselves. I think its very telling that you are completely incapable of admitting when you're wrong. Or maybe you still haven't figured it out?
Regarding MSTR's leverage, they have repeatedly stated their target leverage on their BTC is around 20-30%. Right now they are closer to 12-13%. In their own opinion, they are currently underleveraged. And based on their stated strategy, I agree. That is why they will switch from mainly utilizing the at-the-market stock offerings portion of the $42B capital raise they announced on their Q3 call to instead tapping the convertible bond portion in Q1 to fund BTC purchases. One decreases their leverage, the other increases it. And they are very intentional about which direction they want it to go.
If you would just watch the earnings call you would learn so much. That time would be so much better spent vs. bumbling around all over this thread embarrassing yourself. After this response I will leave you to scream into the void some more, there is nothing I can learn from you and I'm tired of trying to help you.
Regarding MSTR's leverage, they have repeatedly stated their target leverage on their BTC is around 20-30%. Right now they are closer to 12-13%. In their own opinion, they are currently underleveraged. And based on their stated strategy, I agree. That is why they will switch from mainly utilizing the at-the-market stock offerings portion of the $42B capital raise they announced on their Q3 call to instead tapping the convertible bond portion in Q1 to fund BTC purchases. One decreases their leverage, the other increases it. And they are very intentional about which direction they want it to go.
If you would just watch the earnings call you would learn so much. That time would be so much better spent vs. bumbling around all over this thread embarrassing yourself. After this response I will leave you to scream into the void some more, there is nothing I can learn from you and I'm tired of trying to help you.
That is not correct. The most recent quarter EPS and SUM of previous 4 quarters EPS must be positive. If I read that correctly they should meet inclusion criteria after next earnings report. My question was more of a debate on IF they will be included with a lot of people on opposite sides of fence with their strategy, debt structure and volatility.@NFLPlayerProps said:The main hurdle at this point is the profitability screen. Because they took the impairment charge again in Q4, EPS was -$3.03. If they had adopted FASB for Q4 it would have been something like $27 instead.fauxstradamus said:
Since you guys are debating this why not let us know your predictions on SP500 inclusion
They need 4 quarters of positive earnings for inclusion into S&P, so I predict they enter in early 2027.
Perhaps I misunderstood, I thought they needed positive earnings in each of the prior 4 quarters. If that is not the case that would obviously accelerate the timeline. But that discrepancy in how we are interpreting the earnings screen is obviously critical so I need to read more about that.
I think that once they qualify they will be approved if that's what you're asking. Inclusion in the NASDAQ 100 has to be seen as a positive in that regard.
I think that once they qualify they will be approved if that's what you're asking. Inclusion in the NASDAQ 100 has to be seen as a positive in that regard.
OK... Pretty PLEASE give us MOAR MSTR insights, they are really swell in this Crypto Trading Thread. /s
MSTR Thread... it beckons to be made!
MSTR Thread... it beckons to be made!
I am learning from tbe back n forth. And unfortunately MSTR is apart of crypto now
I certainly do apologize for cluttering up the thread with discussion RE: one of the largest and most strategic buyers and holders of BTC in the world. I'll stop so we have more room to discuss the merits of Asscoin or whatever else the kids are into these days.
@NFLPlayerProps said:
I certainly do apologize for cluttering up the thread with discussion RE: one of the largest and most strategic buyers and holders of BTC in the world. I'll stop so we have more room to discuss the merits of Asscoin or whatever else the kids are into these days.
Most crypto bros don't care for MSTR. I say why not stack sats (which I do) AND appreciate the risk and forward thinking of someone like Saylor (which I'm invested in as well).fauxstradamus said:@NFLPlayerProps said:
I certainly do apologize for cluttering up the thread with discussion RE: one of the largest and most strategic buyers and holders of BTC in the world. I'll stop so we have more room to discuss the merits of Asscoin or whatever else the kids are into these days.
I'm late to the party on this one, but I like how it hasn't dumped like most alts during this recent liquidation event. I have heard there is a possibility of another airdrop in 2025. I am a bit confused on how to qualify for that.Leander said:
I'm 5x on HYPE. Realistically this could turn out to be a serious competitor to Solana towards the end of the cycle. It should already be priced the same as Sui, at least, so very under valued from a fundamental perspective.
Worth a look.
I've enjoyed your contributions for what it's worth
This is a thread about trading crypto, not about how a company reports crypto.
But I digress... Obviously I am in the minority, and will shut up. Do what you do...
But I digress... Obviously I am in the minority, and will shut up. Do what you do...
will25u said:
This is a thread about trading crypto, not about how a company reports crypto.
But I digress... Obviously I am in the minority, and will shut up. Do what you do...
I somewhat agree. The original conversation was somewhat interesting. Two weeks later if it's two people having the same conversation, then you aren't ever going to agree, move on.
Some of us were just trying to discuss yesterday's earnings call. Then a moron who follows me around attempted another failed gotcha. I do apologize to the thread for responding to him, I will not do that again.
I agree, not about company reports, none of my points were. NFL trolled, then spent 3 pages on an irrelevant FASB rule change.
I stand by my point, MSTR is highly leveraged BTC with an unprecedented strategy to use their equity as collateral to buy more. The only moron here is the person who called that factual statement "wildly inaccurate", with absolutely nothing to back it up.
Saylor isn't going away. It should be appropriate to discuss his leverage and what that might mean for the broader industry, good or bad.
I stand by my point, MSTR is highly leveraged BTC with an unprecedented strategy to use their equity as collateral to buy more. The only moron here is the person who called that factual statement "wildly inaccurate", with absolutely nothing to back it up.
Saylor isn't going away. It should be appropriate to discuss his leverage and what that might mean for the broader industry, good or bad.
Man they murdered PNUT
If true you're going to want to use the exchange and/or stake HYPE. Safe to assume any airdrop will be correlated to your trading volume on Hyperliquid and the amount of HYPE you have staked.
Leander
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