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OpenAI IPO | Michael Saylor's Strategy's Bitcoin Strategy Reframed | Michael Burry on Mag 7 Earnings Quality | NVDA Earnings Options Volatility

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Manage episode 519827885 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

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 https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]

  continue reading

351 episodes

Artwork
iconShare
 
Manage episode 519827885 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

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 https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]

  continue reading

351 episodes

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