The Untold Story Behind the 2000 Dot-Com Crash — and Why MicroStrategy Was at the Center of It All
$Strategy(MSTR)$ Most people think the dot-com bubble burst because “tech was overvalued.” But the real trigger was something more dangerous: trust collapsing in plain sight. And oddly enough, one of the key names in that collapse is now worshipped in crypto today — MicroStrategy and Michael Saylor. In the late 1990s, MicroStrategy was a Wall Street darling. A fast-growing software company. A “top-tier performer.” A rare tech firm that looked profitable in a sea of startups burning cash. But behind the glossy numbers, there was a fragile accounting trick. To meet explosive growth expectations, the company adopted aggressive revenue recognition practices. Instead of spreading multi-year software and maintenance contracts over time (the
Market Pulls Back, BTC $64K: Goldman Still Bullish on S&P to 8000?
US stocks pulled back from record highs, and $Bitcoin(BTC.USD.CC)$ hit a new low, falling below $62,000 — its lowest level since February 6. Strategy sold off a massive holding of roughly $2.5 million in Bitcoin. "Bitcoin's price fell this week because Strategy broke its 'never sell' promise." At almost the same moment, Goldman Sachs raised a whole batch of price targets — S&P at 8000 by year-end, Asian markets revised up across the board. The research reports were unanimously bullish, yet the market took a breather first. What gives Goldman the confidence to be this bullish? $S&P 500(.SPX)$ at 8000 by year-end (about +6% from now), riding on earnings resilien
Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse $Broadcom(AVGO)$ reported another powerful AI quarter, but the stock still plunged 13% in after-hours trading. Let us take a closer look. FY26Q2 Core Financial Indicators – Revenue: $22.19 billion, up 48% YoY and 15% QoQ, slightly beating the market consensus estimate of $22.12 billion and exceeding prior guidance of $22.0 billion. – Non-GAAP Gross Margin: 77.1%, down 2.3 percentage points YoY but up 0.1 percentage points QoQ. Non-GAAP Operating Margin: 67.3%, up 2 percentage points YoY and 0.9 percentage points QoQ, marking the fourth consecutive quarter of QoQ improvement. – Non-GAAP Net Income: $12.07 billion, up 55% YoY and 19% QoQ, bea
SpaceX IPO Valuation Split: Oppenheimer Sees the TAM, Morningstar Sees Only $780B Fair Value $Space Exploration Technologies Corp(SPCX)$ is heading toward one of the largest IPOs ever, with a planned US$135 per share price, a roughly US$75 billion capital raise and an implied valuation of about US$1.75 trillion. The cleanest institutional split is between Oppenheimer and Morningstar. Oppenheimer focuses on the addressable market expansion. Morningstar focuses on the path from ambition to cash flow. Goldman Sachs, Morgan Stanley, BofA, JPMorgan, and Citi act as underwriters, not research coverage. They will likely not publish reports unless a specific public note is available. Oppenheimer: SpaceX as a Space-Age Communications Platform O
$Micron Technology(MU)$ Sold off about 40% of my holdings to secure some profits. RSI levels are a bit too high for my liking, definitely more room to run till the end of 2026 but we may see a market pullback in the next few weeks especially with US FOMC meeting coming up. Locking in some profits is better for now.
Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu
$Strategy(MSTR)$ is it a strategically strategy to sell tiny 32 pcs of coins adding fear to the market let it fall even more lower , so he can add more coins with a more lower price bitcoins to lower down his 76k price bitcoins? Is he going to massive purchase bitcoin soon? [Miser]