Mabel Edison
04-25

$Strategy(MSTR)$

Sell the Microstrategy position in the short term and buy Applovin (APP). The logic is the same as in the previous post: Given the robust economy, the earnings reports of technology stocks are expected to be outstanding. In particular, Applovin (APP) has been continuously short - sold. The company's leadership must be eager to stage a comeback and teach those ridiculous short - sellers a lesson. Let's wait and see unfold. I'm only leaving Microstrategy temporarily. I'll buy it back if there's a good price.

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