Market is currently overheated and I don’t feel comfortable with most of my regular bets (mostly tech and crypto) so with some of my gains for the year I’m funneling some money into long term calls (8/15 and Jan 2026) in $UNH. I’m estimating at least $375 into the end of year.
Pivoting briefly to AI and China. I think it’s only upside from here. Tariffs are already in place, DeepSeek catalyzed the move from $80 to $140. I think $BABA still has room to run at least until $200.
I called $MSTR’s rise with $BTC. The company that benefits next, but hasn’t just yet is $SQ (block). @jack is a BTC optimizer/true believer and block still hasn’t been priced for this bull market.
I have a large position and see them retaking at least the $90 range.
I think that now MSTR is getting a little toasty. It’s not that I don’t trust the Saylor strategy it’s that I don’t trust corporate executive greed. They’ll start to really dilute the company for massive bonuses for themselves. #MSTR#BTC Better to just directly buy bitcoin.
This year they’ll retake all time highs. $MSTR to $900. Also like what Jack’s doing at $SQ and as much as I hate shitcoins / non-bitcoin crypto, $COIN will benefit with the hype cycle and get back to $300.
This year they’ll retake all time highs. $MSTR to $900. Also like what Jack’s doing at $SQ and as much as I hate shitcoins / non-bitcoin crypto, $COIN will benefit with the hype cycle and get back to $300.