Drawbridge FinancePublished 2026-09-02
“Livestream Tuesday Sep 1st 11:00am PST (2:00pm EST)”
$MARANo side taken
MARA is held for cash flow generation via covered calls rather than upside potential, given its weak fundamentals and correlation to Bitcoin.
Terry is saying, "Broken record here. Can you give me fair value of MERA and any new thoughts? I've stopped selling covered calls at $13." Um man, I have been I've been adding a little bit to my MERA position.
Mer's high risk of performing badly. Its valuation is actually a B. Its growth is an F. Its profitability is an F. So these are these are Bitcoin miners. You know, they're they're having a hard time with Bitcoin prices being down in the dumps. Um quant rating is a sell.