OpenAI IPO | Michael Saylor’s Strategy’s Bitcoin Strategy Reframed | Michael Burry on Mag 7 Earnings Quality | NVDA Earnings Options Volatility
By Derek Moore
Show Summary:
Derek Moore is joined by Shane Skinner and Mike Snyder this week to talk about people’s reaction to Michael Burry’s comments on earnings quality in the Mag 7 companies, talk of the OpenAI IPO, and Nvidia’s options ahead of earnings week. Plus, they reframe the idea of Strategy buying Bitcoin by using an alternative example. What if they held Apple stock instead? All this and much more this week.
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Topics Include:
- Michael Burry suggests depreciation and accounting adjustments driving earnings in Mag 7
- OpenAI most anticipated IPO since Snapple in the early nineties?
- What if AI technology is a technical revolution but the winning companies are different?
- Michael Saylor’s Bitcoin strategy landing on hard times
- What if Saylor bought Apple stock instead of Bitcoin, does that make their strategy easier to understand?
- Enterprise value vs market cap
- Implied volatility on Nvidia options ahead of earnings
Mentioned in this Episode
Derek Moore’s book Broken Pie Chart
Jay Pestrichelli’s book Buy and Hedge
Derek’s book on public speaking Effortless Public Speaking
Contact Derek