SaaS only works here if leases flex like cloud; fixed rents make churn lethal. Track occupancy vs break-even desks and lease term vs customer term. Koyfin for debt, YCharts for occupancy; Pulse for Reddit for tenant chatter. Without flexible leases, not SaaS.

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Doesnt matter. The melt up will be epic provided people dont choose to be greedy. To put this in terms even the most special can handle - people that got out of BYND premarket market above 7 vs ppl that are atill holding.

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Well what the hell today wasn't high volume and it is 0.8 P/C, and they are eating puts that have like 1k volume vs the 60k 80k 100k call volumes, while butting up and over resistance, is this mm revenge for yesterday's puts payout? And does that even exist? Revenge for yesterday's options settlement? To get even 

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[https://www.youtube.com/watch?v=RZVM-t4pFYg](https://www.youtube.com/watch?v=RZVM-t4pFYg) Interesting civil suit about a 6 year old shooting a teacher. "Ebony" Parker lol. This is the new OK trial Whites vs. blacks

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Vs all day like a flock of cartoon birds

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You should rid yourself of the little money vs. big money mindset. It’s a convenient excuse for poor performance.

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I would look at the operating profit between hosted infra vs vertically integrated players. There’s a difference of about 12% of profit according to Bernstein. Not sure about the advice you’re getting underneath, IREN has done everything it’s said it would regarding AI and more.

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MSFT vs NVDA tug of war

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So now that all the call buyers on gld and slv got obliterated in the past two weeks it’s relatively safe to be buying the physical at or under spot (whatnot/ebay will sell Morgan dollars under spot all the time). I see gold and silver as the outperforming asset on a 10 year horizon with infinitely more safety than investing in spy or single tech stocks. Our economy is redesigning its end goal it used to be prices to infinity now it’s prices to 0 (see frontier air, tesla cost per mile, tv, amazon canned chicken 25% off Costco’s price of 2020 ($1.49 ea). We actually are headed to abundance. As stocks and prices orient towards 0 im guessing silver and gold will remain the universal stores of value that all countries will have demand for vs American stocks could fade on the macro.

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Wasent it Dem vs Dem LOL

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