So the preferred comparison is not vs a normal valuation, it’s vs the most inflated bubble valuation ever.  Got it.

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all of these are a nothingburger * 12B bond sale - that's a part of their announced capex. Raising capital via bonds vs cash is no issue for AMZN as they are investment grade * Downgrades - due to overall sentiment on AI * EU probe - cost of doing business * Insider selling - normal

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[Ali vs Foreman of the financial world](https://youtu.be/TpCb3xjh-Kk?si=zip5Mn63oLVXKq1K)

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Fall from all time high by like 5% vs say google 10% and rest of market 20%

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The problem with options and calls and puts vs regular stocks is that you need to not be only correct about the company but also the timing, which is usually almost impossible. You may be correct but timing your thesis is a crapshoot since the market can stay irrational for a long time. Extreme example of this is TSLA.

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Sailor's moat was giving banks and international institutions exposure to Bitcoin via a standard stock ticker. But about 8 other companies (and growing) started to do the same, and that's deflated the premium of MSTR's NAV vs Bitcoin holdings. Gone are the 2x days.. And he is still on the hook to buy back strategy notes that banks bought when MSTR was sky high. For example, the banks who bought in Nov 2024 can force Saylor to buy back their notes for over $600 / share in 2028, plus special interest. https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 Saylor's gabling that Bitcoin triples between now and then so he can still turn a profit by selling his coins to hand back $600/share to these banks.

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have you tried antigravity? any better than vs code stuff like continue, or like cursor?

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Brookfield Asset Management is launching a new strategy aimed at investing in infrastructure tied to artificial intelligence, executives told The Wall Street Journal Vs bury tells us the source of depreciation is a Baidu accountant’s books on chips from 2021 and the proof is simply “trust me.” You do realize Chinese companies have zero accountability in the USA and it is impossible to sue them in China without jurisdiction. Media is pumping Chinese stocks now.

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Vs and aggressive Vs were happening all day long ..

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I've also found wide divergence in real world use vs the benchmarks . Claude has been consistently better for most serious work compared to the rest . 

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