$Meta Platforms, Inc.(META)$  we're 1 "year of efficiency" away from recovery. Happened once, can happen again. Nothing fundamental about the business has changed except the capex number rising significantly and higher than last quarter's revenue growth. AI could be a metaverse equivalent event in which Meta can recover from if they just decided to cut capex. Or AI is such a big opportunity and they can scale into their capacity or they have a plan to be a AI capacity provider which is not disclosed 👀🤷‍♂️

Series 2! Because MBTI + badge of honour, what’s not to like😍. Best if if we ever hit the milestone, Tiger Broker sends one to us FOC for commemoration of the milestone hit 🙏🤣

The whole "US govt dumping 65k bitcoin" scare is overrated. 1. They might not dump the holdings all at once. 2. They sold their BTC holdings before & the market took the coins without much price volatility. 3. They are sold through auction, which does not directly dump the asset onto the exchange. hence the impact would be cushioned further. It is not a 65k block of coins all in 1 order pressuring it down. My take: be greedy when others are fearful 🙌

$Palo Alto Networks(PANW)$   Stock is trading at the support levels of its long term channel. No major negative news materially impacting the company other than an analyst downgrade. Could be a good buying opportunity to enter at between 170 to 175. Would buy the 1 month out call options instead, 31-Jan-2025 strike $175 for $5, just in case it breaks through trend, it doesn't break my bank. Thoughts?

$MSTR 20250110 332.5 PUT$  so far I'm having much better luck selling puts to cash in on the volatility than buying calls & hoping for volatility 

Based on MSTR Bitcoin strategy, it seems it would be a better deal & less controversy for shareholders & debt holders if they issue convertible debt instead of selling shares on their way to accumulate more bitcoins. Dilution comes back end, converted at a high premium over current stock valuation, and the funds can be used to accumulate bitcoin for more potential windfall for long-term shareholders. Currently trading at 1.7x its bitcoin holdings, might be a better deal for shareholders if they sold debts at 3x or 4x valuation to buy bitcoins. Instead of 21/21 plan, make it 0/42 for real long term shareholders growth! 🙌 Caveat: assuming Bitcoin is the future 🤞

$Alphabet(GOOG)$