Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:09) Micron Madness: Earnings and Expectations
(10:02) The AI Chip War: OpenAI's Custom Chip Announcement
(17:32) Meta's New Ventures: Prediction Markets and Glasses
(31:49) Meta's Capital Allocation and Market Comparisons
(32:08) Lime's IPO and Business Model Insights
(36:38) MicroStrategy's Bitcoin Strategy and Market Impact
(42:03) The Future of MicroStrategy and Bitcoin's Viability
(45:10) Quarterly Reporting vs…
The skinny
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