MikeDigitalCapital

[MikeDigitalCapital @MikeDigitalCap]

@bergealex4 @RaoulGMI

[MikeDigitalCapital @MikeDigitalCap]

@bergealex4 This is a great one! Laughing my ass off

[MikeDigitalCapital @MikeDigitalCap]

@HighStakesCap Thoughts on crypto?

[MikeDigitalCapital @MikeDigitalCap]

@RunnerXBT Arent you always SPOT BTC long?

[MikeDigitalCapital @MikeDigitalCap]

@RaoulGMI Hahaha dude just stop already, you were in SUI down -80% from the top

[MikeDigitalCapital @MikeDigitalCap]

@HighStakesCap @SuperBitcoinBro Only interested in BTC or alts as well?

[MikeDigitalCapital @MikeDigitalCap]

@The_Airmass Whats your target? 15X forward PE?

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore GM AJ, now the big question offcourse is what do zou consider a high forward multiple for MU? 15-20?

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore Hi AJ! Curious on your thoughts about the forward PE of the SP 500, currently it seems we are close to 23 again, basically the level which is the around the upper valuation range.

[MikeDigitalCapital @MikeDigitalCap]

@KevinWSHPod @RaoulGMI BTC is at almost the same level as 2021, how can you say you should never sell and time the market....

[MikeDigitalCapital @MikeDigitalCap]

@KevinWSHPod @RaoulGMI Like your interviews, but this one was bad. All the main questions that should have been asked were avoided. Where is the banana zone..? What happened to his SUI down 80%? Suddenly he turned into never sell its better now he need a 5X to reach the same highs on SUI.

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore How do you think about your laggards? For example xpeng, pltr etc. They dont seem to be catching a bid despite the very good market conditions. That makes me think when the indexes eventually turn or correct, the laggards will get hit hard. How do you think about managing this?

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore When will the cockpit arrive?

[MikeDigitalCapital @MikeDigitalCap]

@crypto_condom @Bloomberg What is the ABCL thesis?

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore Which stock did you drop for the 10% or you bought on margin?

[Jukan @COMPUTEX @jukan05]

Nomura argues that DRAM makers should be valued on a PER basis, with a target price of KRW 590,000 for Samsung Electronics and KRW 4,000,000 for SK Hynix.🤯

[MikeDigitalCapital @MikeDigitalCap]

@AlgodTrading @_jhunsaker Your AI thesis was right, just choose the wrong asset class to bet on it.

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore Arent you worried about current market positioning? Nasdaq up 30% in 1,5 month, inflation high, oil still high, yields seem to be breaking out.

[MikeDigitalCapital @MikeDigitalCap]

@HighStakesCap Did you checkout FLY?

[MikeDigitalCapital @MikeDigitalCap]

@alojohhardcore Can you share your overall positioning again? Guess MU became much larger due the price action