MSTR
Strategy Inc - Class A Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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MSTR Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
LOL MSTR bond holders
MSTR subreddit gonna be a goldmine
MSTR subreddit gonna be a goldmine
MSTR crashing on the news they bought more internet numbers
MSTR crashing on the news they bought more internet numbers
mstr bulls LMAOOOOOOOOOOOO
mstr bulls LMAOOOOOOOOOOOO
Why didn't Michael Saylor simply sell everything when MSTR hit $543? Is he stupid?
Why didn't Michael Saylor simply sell everything when MSTR hit $543? Is he stupid?
Bought spy calls and sold them within half an hour. Used the scraps to purchase an OTM MSTR put and ...
Bought spy calls and sold them within half an hour. Used the scraps to purchase an OTM MSTR put and made my money back plus a little extra. Spent that little extra on Uber Eats, so I basically broke even. This feels sustainable, I should quit my job to be a day trader.
Every week I ask "Is this the week $MSTR capitulates" let's see
Every week I ask "Is this the week $MSTR capitulates" let's see
$MSTR might legit be in deep s\*\*t
$MSTR might legit be in deep s\*\*t
Mstr buls not having a good day LMAO
Mstr buls not having a good day LMAO
MSTR, falling knife, wonder at what price they will start liquidating
MSTR, falling knife, wonder at what price they will start liquidating
Port is now 100% short crypto between IBIT ETHA MSTR
Port is now 100% short crypto between IBIT ETHA MSTR
Hear me out : MSTR calls
MSTR bulls sweating profusely
MSTR bulls sweating profusely
lol MSTR down -43% ytd can’t wait for that piece of shit to get investigated for the largest financ...
lol MSTR down -43% ytd can’t wait for that piece of shit to get investigated for the largest financial scam in history.
Feeling frisky MSTR 100 puts
Feeling frisky MSTR 100 puts
MSTR bulls LMAOOOOOOOO
At this rate, MSTR $115 by year end.
At this rate, MSTR $115 by year end.
10k is peanuts compared to MSTR 640k. HOOD is a brokerage (which a good portion of revenue comes fro...
10k is peanuts compared to MSTR 640k. HOOD is a brokerage (which a good portion of revenue comes from crypto) not a car/ai company with 10k bitcoin on their balance sheet.
!p MSTR
Anyone can tell me what happened. I just choked tennis match sfter winning first set. Plus I sold my...
Anyone can tell me what happened. I just choked tennis match sfter winning first set. Plus I sold my puts last week which are both up 150 percent on avgo and mstr
MSTR didnt follow their mNAV rule so I dont trust BMNR to as well..its all a ponzi scheme
MSTR didnt follow their mNAV rule so I dont trust BMNR to as well..its all a ponzi scheme
If BTC trades below $85k, it’s illegal if you DONT buy MSTR puts
If BTC trades below $85k, it’s illegal if you DONT buy MSTR puts
MSTR has a PE of just under 8 which is ~ 8x higher than it should be
MSTR has a PE of just under 8 which is ~ 8x higher than it should be
If MSTR has to sell, it will probably start a cascade. Meh, but I'm just an idiot online who thinks ...
If MSTR has to sell, it will probably start a cascade. Meh, but I'm just an idiot online who thinks he knows stuff.
It already is. 50B market cap vs 58B reserve BTC. But I wonder if MSTR is leading the BTC sell off
It already is. 50B market cap vs 58B reserve BTC. But I wonder if MSTR is leading the BTC sell off
Does anyone remember the guys username who sold all those naked MSTR calls and capitulated at the to...
Does anyone remember the guys username who sold all those naked MSTR calls and capitulated at the top for a massive loss??
MSTR about to be worth less than its corn holdings. GG
MSTR about to be worth less than its corn holdings. GG
MSTR about to find the balrog
MSTR about to find the balrog
LOL MSTR
Netflix is going to make a great documentary after MSTR goes to zero and Saylor flees the country
Netflix is going to make a great documentary after MSTR goes to zero and Saylor flees the country
Mstr is a double digit shitcoin on a good day
Mstr is a double digit shitcoin on a good day
MSTR and BTC are entering a feedback loop of mutual collapse. Love to see it.
MSTR and BTC are entering a feedback loop of mutual collapse. Love to see it.
The only good thing about this shit market is seeing POS like MSTR crash hard
The only good thing about this shit market is seeing POS like MSTR crash hard
MSTR lol 🤡🤡🤡
The only good thing about this shit market is seeing POC like MSTR crash hard
The only good thing about this shit market is seeing POC like MSTR crash hard
Hey MSTR, keep dying pls 🇺🇸
Hey MSTR, keep dying pls 🇺🇸
MSTR next big stop 130?
I love it. I've been shorting MSTR for a while. Today was a good day.
I love it. I've been shorting MSTR for a while. Today was a good day.
Login here, first thing I see is an AI DD shit-post about MSTR with only few hundred bucks invested....
Login here, first thing I see is an AI DD shit-post about MSTR with only few hundred bucks invested. Some people do go full retard.
MSTR puts 🇺🇸
MSTR keep drilling to 100$ before year end 🙏
MSTR keep drilling to 100$ before year end 🙏
now MSTR regards will spam again with mNav crap while the ponzi man bleeds their investment
now MSTR regards will spam again with mNav crap while the ponzi man bleeds their investment
MSTR already down $40 million on the 🌽they bought just last week 🤣🤣🤣
MSTR already down $40 million on the 🌽they bought just last week 🤣🤣🤣
I have a strange feelings that just like mstr nose diving 60-65% since joining qqq, cvna will experi...
I have a strange feelings that just like mstr nose diving 60-65% since joining qqq, cvna will experience the same fate. Its like all shares were shorted since joining 😂
Apparently mstr owns 3% of all bitcoin and also has 2 years of cash reserves to pay dividends. Hones...
Apparently mstr owns 3% of all bitcoin and also has 2 years of cash reserves to pay dividends. Honestly they are perfectly positioned to make tons of money even if bitcoin falls to a cycle low next year. Then he will buy up a ton probably owning 15% of bitcoin at that point and if it goes back up he will be the next trillionnaire. However at that point mostly institutions and the fed will own most of the bitcoin making it a worthless manipulated market.
MSTR calls it is then, thanks
MSTR calls it is then, thanks
If it was anything like Nov, it took almost 2 weeks for some of the biggest losers to make up ground...
If it was anything like Nov, it took almost 2 weeks for some of the biggest losers to make up ground. Plenty of time to wait for the turn around, just pick the laggards. Of course if you pick up shit like Oracle or Mstr then you deserve to lose another 50%.
MSTR Is Living on Borrowed Time
**TL;DR:** **My take: MSTR doesn’t survive more than \~3 years in most realistic scenarios.** BTC down → MSTR dies fast. BTC flat → MSTR bleeds out paying dividends + interest. BTC goes mainstream → ETFs kill the premium and dilution stops working. Different paths, same ending. Longer version for anyone who still has attention span: I’ve been looking at MSTR for a while and I honestly don’t see a future where this thing works long term unless Bitcoin keeps doing insane, volatile bull runs forever *and* the market keeps clapping while getting diluted. At this point MSTR isn’t a software company. It’s a leveraged Bitcoin balance sheet with a legacy business taped on. The stock trades like BTC on steroids. That’s great when BTC is ripping. It’s terrible when time passes. Here’s the part people gloss over: MSTR has real cash bills. Preferred dividends. Interest. Normal company expenses. Roughly a few hundred million a year that has to be paid in cash. The software business doesn’t cover it. So the whole strategy boils down to two options: * keep issuing stock * or eventually sell Bitcoin Issuing stock only works if MSTR trades at a premium to the Bitcoin it already owns. That premium is the entire engine. Once it shrinks, dilution stops being “genius capital markets strategy” and starts being “why am I getting wrecked every quarter.” We already saw MSTR trade close to its BTC value. That’s the model coughing. Everyone thinks a BTC crash is the risk. I think boring Bitcoin is worse. If BTC just chops sideways for a year or two, volatility dries up, hype fades, and the premium slowly leaks away while dividends and interest keep draining cash. Cash reserves buy time, not survival. And here’s the ironic part: if Bitcoin actually *wins* and becomes mainstream, I still don’t think MSTR wins. In that world, people buy ETFs or hold BTC directly. No dilution. No debt. No CEO risk. MSTR goes from “unique BTC proxy” to “why would I own this instead of IBIT?” So take your pick: * BTC crashes → MSTR blows up * BTC goes sideways → MSTR bleeds out * BTC becomes fully adopted → MSTR becomes irrelevant The only universe where this works long term is one where Bitcoin keeps delivering face-ripping bull runs forever and investors keep accepting dilution indefinitely. That’s not a business model, that’s a belief system. Not saying it won’t pump again. It probably will. This thing feeds on volatility and vibes. But zoom out and it feels less like a company and more like a countdown. That’s my take. Flame away. **Some actual math:** * **Bitcoin held:** \~**650,000 BTC** (varies slightly with recent buys; order of magnitude matters) * **BTC value (at $90k):** 650,000 × 90,000 ≈ **$58.5B** * **Cash on hand / reserve:** \~**$1.3–1.5B** (company explicitly set this aside for dividends + debt service) * **Annual preferred dividends:** ≈ **$85–90M per year** (cash, not optional long term) * **Annual interest expense:** Roughly **$200–250M per year** across converts + senior notes * **Total fixed cash burn:** ≈ **$300–340M per year** (before software ops, which are roughly breakeven at best) * **Runway math (flat BTC, no new dilution):** $1.4B ÷ $320M ≈ **4.3 years** * **More realistic runway (assuming some continued buying / volatility):** **\~2.5–3.5 years** * **Important detail:** * Interest on debt → **cannot be skipped** without default * Preferred dividends → can be deferred temporarily, but **they accumulate** and make refinancing harder * Software business → does **not** cover these obligations * **Key structural issue:** The moment MSTR trades near or below BTC NAV, issuing stock becomes value-destructive → dilution stops working → cash runway becomes the only clock. * **What forces BTC selling:** Flat BTC + compressed premium + fixed cash burn = **selling BTC becomes rational**, not ideological. Position: Small position, adding slowly. No options access as a foreign investor so adding MSTZ. Yes, decay sucks — but it’s still the cleanest way for me to play this. https://preview.redd.it/9hsu3p277c7g1.png?width=933&format=png&auto=webp&s=7ddb64e0a041c76c4e2003edb29c377d46414b8f
Go to mstr sub 👍
The MSTR bagholders anxiously peering at their portfolios, wondering if the stock, which seems to tr...
The MSTR bagholders anxiously peering at their portfolios, wondering if the stock, which seems to trade on nothing but CEO enthusiasm will ever stage a recovery since it doesn't have revenue-generating products to fall back on