🤯 Wir reden ja ständig über die gigantische KI-Blase, aber ist dir eigentlich Folgendes klar?!
Dass Nvidia gerade so günstig ist wie praktisch noch nie...
$MSFT briefly surpassed the S&P 500 before dropping back down to underperforming over the 5-year
Now trading below the valuations seen in march 2020
Totally insane German media:
“Criminal penalties for insulting politicians, such as calling them ‘Lügenfritz’ (= Lying Fritz), are often viewed as excessive. This is why the relevant paragraph is under criticism. At its core, however, it protects democracy.”
Strafbefehle wegen Politikerbeleidigungen wie »Lügenfritz« gelten oft als überzogen, der betreffende Paragraf steht deshalb in der Kritik. Doch im Kern schützt er die Demokratie. https://t.co/1HVCSRwji5
German state controlled media ZDF lying about @elonmusk and @TRobinsonNewEra:
“A racist mob is hunting migrants. A British far-right extremist and Elon Musk had called for it.”
Microsoft trades at a 1.33x PEG ratio.
One of the world's highest-quality businesses is being valued near multi-decade lows.
Right as AI investment accelerates.
$MSFT
Bitcoin is exiting the bear market in the coming months
The BUY ZONE (green box) I predicted in October has been reached
Bitcoin going to 40-50k is very possible and will be massive buying opportunity.
DCAing in the buy zone and then going heavy once the Money Line flips bullish is the superior strategy imo
If $AMZN falls another 13%ish, it will be trading for its lowest P/OCF ever.
This is at the same time as the business is seeing accelerated growth and tremendous demand.
/long & buying
Bill Ackman started his Microsoft position around 21x forward earnings.
Today, the stock trades at 21.4x yet again.
Microsoft is in Ackman's buying zone.
$MSFT