they certainly have a place like many others but I can't own nor follow them all so I have to make choices... But they are very good options, at different valuations though and opportunities, and I really believe Astera is at the inflexion point with its Scorpio series.
Curious to know why you chose mstr and btc vs bmnr and eth. Considering how there is more real world utilization with eth, and bmnr is following the same strategy as mstr, would that be the better pick?
I think it would in term of returns but also in term of risks. But I believe if MSTR works, BMNR will also work with a bigger volatility. I am not excluding it to be honnest and I might have it on the portfolio at some point. But the logic will be the same for both, you are right.
Prefer $MELI over $SE. Why not include $MU and $COHR if you are so bullish on $ALAB? I own all three, by the way.
they certainly have a place like many others but I can't own nor follow them all so I have to make choices... But they are very good options, at different valuations though and opportunities, and I really believe Astera is at the inflexion point with its Scorpio series.
Curious to know why you chose mstr and btc vs bmnr and eth. Considering how there is more real world utilization with eth, and bmnr is following the same strategy as mstr, would that be the better pick?
I think it would in term of returns but also in term of risks. But I believe if MSTR works, BMNR will also work with a bigger volatility. I am not excluding it to be honnest and I might have it on the portfolio at some point. But the logic will be the same for both, you are right.