{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"OpenAI IPO | Michael Saylor\u2019s Strategy\u2019s Bitcoin Strategy Reframed | Michael Burry on Mag 7 Earnings Quality | NVDA Earnings Options Volatility","description":"Derek Moore is joined by Shane Skinner and Mike Snyder this week to talk about people\u2019s reaction to Michael Burry\u2019s comments on earnings quality in the Mag 7 companies, talk of the OpenAI IPO, and Nvidia\u2019s options ahead of earnings week. Plus, they reframe the idea of Strategy buying Bitcoin by using an alternative example. What if they held Apple stock instead? All this and much more this week.&amp;nbsp; &amp;nbsp; Michael Burry suggests depreciation and accounting adjustments driving earnings in Mag 7 OpenAI most anticipated IPO since Snapple in the early nineties? What if AI technology is a technical revolution but the winning companies are different? Michael Saylor\u2019s Bitcoin strategy landing on hard times What if Saylor bought Apple stock instead of Bitcoin, does that make their strategy easier to understand? Enterprise value vs market cap Implied volatility on Nvidia options ahead of earnings &amp;nbsp; Mentioned in this Episode &amp;nbsp; &amp;nbsp; Derek Moore\u2019s book Broken Pie Chart https:\/\/amzn.to\/3S8ADNT &amp;nbsp; Jay Pestrichelli\u2019s book Buy and Hedge https:\/\/amzn.to\/3jQYgMt &amp;nbsp; Derek\u2019s book on public speaking Effortless Public Speaking https:\/\/amzn.to\/3hL1Mag &amp;nbsp; Contact Derek derek.moore@zegainvestments.com&amp;nbsp; &amp;nbsp; ","author_name":"Broken Pie Chart","author_url":"http:\/\/www.razorwealth.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39055980\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/39055980"}