Replying to Avatar BoomTown

Ride MSTR for the next 9-12 months in the 401k/IRA accounts…then rotate into O&G stocks until 4Q26, then FBTC until 6 months before next halving. Rinse & repeat.
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Chris 1y ago

(Unlevered) MSTR will underperform (unlevered) FBTC from here on in, this cycle….Thats the arb closing. Which Saylor will never (and shouldn’t) leave on the table.

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