Nvidia Gets Cheaper?|Buying Bitcoin vs Michael Saylor’s MicroStrategy | Dominos vs. Google | Historical Post Election Markets | Morgan Stanley Says 6500 SPX in 25’

Broken Pie Chart

Derek Moore and Jay Pestrichelli are back on the big 300th episode to discuss whether Michael Saylor’s ‘Bitcoin Yield’ makes sense and looking at why people are buying MicroStrategy vs just buying Bitcoin. Then they talk Nvidia earnings and how it is getting cheaper on a forward 12-month PE ratio basis even as the price has moved higher. Plus, they look at the options action on Nvidia right before earnings. Speaking of semiconductors, they look at a potentially bearish pattern in the SOX Index, the Dollar Yen pair getting back to August levels, and ask the question if you could have bought Dominos Pizza or Google at their respective IPOs, which one would you have taken and how its worked out.

MicroStrategy market cap value vs the value of their total Bitcoin holding

Wall Street Journal Jonathan Weil article on Bitcoin vs MicroStrategy

What is the Bitcoin Yield?

Forward PE ratio of Nvidia vs its price

Nvidia earnings options action

Performance of Dominos Pizza vs Google since their respective IPOs

Median S&P 500 Index historical performance post-election and after inauguration

US vs international vs The Dollar post-election performance

Argentia ETF post Javier Milei’s election victory bullish move

The Dollar Yen pair moves back towards the old August highs, but does it mean anything?

Morgan Stanley and Goldman Sachs put a 6500 year end 2025 price target on the S&P 500

Mentioned in this Episode

MicroStrategy’s Magical Bitcoin Machine article in WSJ by Jonathan Weil

https://www.wsj.com/finance/investing/microstrategys-magical-bitcoin-buying-machine-uses-some-wacky-math-da7d85d0?st=AUzUiM

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 [e-mail]