*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍

Helping digitally savvy six figure earner and seven figure business owners with deciphering market trends, to earn and grow passive income, BTech @IITDelhi

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

https://t.co/msPbaEjjs6

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@MikshuAlpha Nice dashboard.

[Jeff Weniger @JeffWeniger]

More than half the S&P 500's total value is now in stocks priced above 10x sales. This was once considered an outlandish valuation, as it leaves little room for error. The list includes Nvidia, Apple, GOOG, MSFT, Broadcom, Tesla, Micron, Eli Lilly, AMD, Oracle and 57 more.

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@saltydocEM Is this Kevin Warsh?

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@JC_ParetsX Yes

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@Muninn @Qullamaggie Question for you which charting system this study works with? TC2000?

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@jvisserlabs Jordi highlighting some good points. Data of Companies like Eli Lilly is much more valuable compared to an asset manager.

So obvious question is who will benefit most from AI on data layer and apps?

Most likely anything where you can create data to high margin product or IP

[Podcast Alpha @PodcastAlphaX]

Not NVIDIA. Not OpenAI. Eli Lilly.

Jordi Visser (@jvisserlabs) says a 150-year-old pharma company in Indianapolis has the best shot at becoming the world's largest company within five years.

The case: ~1,000 NVIDIA Blackwell GPUs in a private data center, a co-innovation lab with Jensen Huang, an AlphaFold partnership via Isomorphic Labs, Toon Lab in Silicon Valley, and 150 years of proprietary metabolic disease data no general model can replicate.

That last moat is the one that matters. You cannot train your way to that dataset. Eli Lilly has it.

The investor gap: the stock is filed under healthcare. The thesis is AI application. That category mismatch is where the repricing happens.

The full breakdown on why $LLY is the AI trade the market hasn't priced: https://t.co/PYftzrateR

Source: Anthony Pompliano Podcast - https://t.co/juzZcMeM4V

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@Alice_MiaX Watch Charlie Kirk interview with Tucker covering this topic, and why boomers are hated

[Citrini @citrini]

Google is really good at this, by acting first they’ve basically ensured that others will follow (with worse outcomes) so that they don’t risk getting outspent

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@JC_ParetsX $JNJ

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@blondesnmoney It’s the co that operates momo app?

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@d_1awrence 20% discount even better

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@CJ_Bitcoin @Strategy If it continues like this $MSTR will be forced to deleverage

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@EthanKasner_ Only if you and others buy $STRC

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@BTCBULLRIDER It’s more anticipation of 20,000 bitcoin:native that $MSTR will be forced to sell in months ahead

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@TheBTCTherapist $80 next stop ?

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

@RyansMethod Too much confirmation bias. $MSTR heading below $100

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

$mstr most likely will touch $70 before year end

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

$MSTR
CEO and CFO, and a director selling

[*Zen Jay, Options trading, $BTC, CFA,FRM🔥🔥🚢 🐍 @ZenJayCfa]

earnings continue to be negative $MSTR yes its paper loss, but the longer $btc stays below $77k the more it will continue to put pressure on $MSTR