https://www.barrons.com/articles/microstrategy-stock-momentum-is-fading-fast-s-p-500-addition-seems-unlikely-f1b78023?reflink=mobilewebshare_permalink

Dont know if this link shared cleanly.

Balanced article, I thought.

Pretty much spells out what I was sharing with you (as my opinion) over past week.

Even at 2x price to NAV, this is a very risky stock to trade from the long side. Especially with leaps….

Sure, you could catch an expanding wave up again. But that would be an exception. Very hard to time.

Better to just stack UTXOs, in my opinion. Over time, premium over NAV will likely trend towards 1 ☝️

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Discussion

As of this morning 8am 12-20-24

Ping me when it hits 8-10x NAV as in your original thesis.

That’s what started this whole thread….😉

Seriously though…..happy holidays and keep stacking UTXOs! 🎄🧡