A nice read on some of the connections between top US tech companies:

https://x.com/RaAres/status/2063956922173182170?s=20

Wish you all a great week! 🙏

Letter from the future, is 25th of December 2026:

Dear bears, you are fu—ed.

i’m testing it as we speak and I’m impressed for real

SMCI -27% today, stocks are the new altcoins

Gl hf all 🌎🏆

What if all AI is from Actually Indians answering 😅?

what we pay and what we can actually get ( for now)

Historic moment as well. $SPCX to launch in 10 minutes. Will be an interesting journey.

Brokers not even allowing traders to short. Hyperliquid the place again, so sick of this brokers. (this is saxobank)

Leaving this here so we dont forget. This is a first.

This was a real pleasure to research it, China`s great green wall:

https://x.com/RaAres/status/2065730438031692019?s=20

Wish you all a great weekend!

My thoughts on new Fed speech this week and what will come forward in the markets.

A bit of AI: https://x.com/RaAres/status/2068631403583914285?s=20

Wish you all a great Sunday! ☀️

If the trade seems easy … 🤣

https://x.com/raares/status/2070784538272297069?s=46&t=YRVJ165QnuK60pysutBf1Q

This will be interesting


Wish you all a good day! 🙏

Summary:

- USD Reserve policy: they are now committing to having at least 1y worth of dividends in it. They are also promising that it won't be used for anything other than div payments.

- STRC dividend: basically there is no clear guidance anymore, they are not guaranteeing a dividend increase even if it trades below par.

- STRC + other prefs buyback program: they are announcing that they might do it, but haven't done anything yet => Signal that they could buy these back if their price goes low enough

- MSTR buyback program: they are announcing that they might do it, but haven't don't anything yet. => Signal that MSTR mNAV *could* be defended below some threshold

- They remind everyone that they could be selling BTC for all sort of purposes, but still only sold MSTR and not BTC last week even at depressed mNAV

- They sold $1.1bn worth of MSTR shares to replenish the USD reserve, which now covers almost 1.5 year worth of dividends

https://x.com/saylor/status/2071565162377568377

more about Chinese AI models:

https://x.com/raares/status/2071941275801026966?s=46&t=YRVJ165QnuK60pysutBf1Q

wish you all a great day ! 🙏