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.
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
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 😂
MSTR already down $40 million on the 🌽they bought just last week 🤣🤣🤣
MSTR already down $40 million on the 🌽they bought just last week 🤣🤣🤣
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
I recently became a "crypto bro" bitcoiner via MSTR and let me tell you it was a lot more fun just s...
I recently became a "crypto bro" bitcoiner via MSTR and let me tell you it was a lot more fun just sticking with gold and silver
Not worried about the market until Tesla under 80 and MSTR delisted Goodnight colleagues
Not worried about the market until Tesla under 80 and MSTR delisted Goodnight colleagues
Nope. I became a bitcoiner via MSTR lately and now I'm on team "be your own bank" cyberpunk, freedom...
Nope. I became a bitcoiner via MSTR lately and now I'm on team "be your own bank" cyberpunk, freedom etc
Anyone else feel like they should have gotten MSTR at 155?
Anyone else feel like they should have gotten MSTR at 155?
i think at this point 200 mstr would be a call considering its like 178?
i think at this point 200 mstr would be a call considering its like 178?
Some dude on here told me 200 MSTR PUTS WILL PRINT THIS WEEK
Some dude on here told me 200 MSTR PUTS WILL PRINT THIS WEEK
mstr calls/tsla short/crvna short
Gotcha gotcha. I’ve been eyeing MSTR as well, so maybe I’ll buy at the same time you are too.
Gotcha gotcha. I’ve been eyeing MSTR as well, so maybe I’ll buy at the same time you are too.
If BTC pumps back above 92k I’m going all in MSTR lottos Fuck it
If BTC pumps back above 92k I’m going all in MSTR lottos Fuck it
#LONG 🌽, THANK YOU MSTR BAITER. 🫵🤡🤣
#LONG 🌽, THANK YOU MSTR BAITER. 🫵🤡🤣
**Ban Bet Created:** **/u/College_finals** bet **MSTR** goes from **176.54** to **160.0** before **2...
**Ban Bet Created:** **/u/College_finals** bet **MSTR** goes from **176.54** to **160.0** before **28-Dec-2025 08:25 PM EST** Their record is 0 wins and 1 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
!banbet MSTR 160 2w
when $150 breaks on MSTR that is when the real panic -will begin
when $150 breaks on MSTR that is when the real panic -will begin
mstr new strategy: default lol
mstr new strategy: default lol
MSTR puts tomorrow, since bitcoin tanking again
MSTR puts tomorrow, since bitcoin tanking again
Just gotta take the scrape and move on lol. MSTR calls Friday at close and then puts all week have b...
Just gotta take the scrape and move on lol. MSTR calls Friday at close and then puts all week have been juicing me up for months.
Got some MSTR calls at close Friday. FUCK
Got some MSTR calls at close Friday. FUCK
MSTR puts easy
MSTR begging not to be delisted is the most pathetic shit I have ever seen
MSTR begging not to be delisted is the most pathetic shit I have ever seen
Stock was down 11% besides growth slowed in every sector besides AI chip sales and the CEO stated th...
Stock was down 11% besides growth slowed in every sector besides AI chip sales and the CEO stated that it'd also slow in that sector due to increased AI spend costs. But ok, keep buying. Same way "Analysts" have price targets of $500 for MSTR and $350 for Oracle, just so they can unload their bags on you. Broadcom isn't just a chip company. They have other services and they all are slowing.
Mstr to 0 ?
Been working for me lol… made 8k last 2 weeks shorting MSTR and NVDA
Been working for me lol… made 8k last 2 weeks shorting MSTR and NVDA
btc dumping due to no promised BTC reserve and mstr liquidation risk. not anything to do with AI bub...
btc dumping due to no promised BTC reserve and mstr liquidation risk. not anything to do with AI bubble
# Quick Michael! # Post another stupid AI image addressing the MSTR GUH!
# Quick Michael! # Post another stupid AI image addressing the MSTR GUH!
Time for mstr dump 10% tomorrow and back to $20 soon . they will force saylor out
Time for mstr dump 10% tomorrow and back to $20 soon . they will force saylor out
time for Saylor to tweet more. surely after the 40000th tweet people will finally get the message t...
time for Saylor to tweet more. surely after the 40000th tweet people will finally get the message that mstr is not a total scam now?
There is no such thing as MSTR or BTCC being oversold. this shit will keep falling
There is no such thing as MSTR or BTCC being oversold. this shit will keep falling
🌽 should seriously go to 50k for a quick second. Wanna see the mstr meltdown this week if not Santa...
🌽 should seriously go to 50k for a quick second. Wanna see the mstr meltdown this week if not Santa rally
It's been bouncing a lot. Unless you timed it well i don't think it would have made you much money. ...
It's been bouncing a lot. Unless you timed it well i don't think it would have made you much money. Better move was shorting mstr but it's now also reaching a point where it feels like the bottom is in.
Ugh. I recently became a bitcoiner via MSTR and I'm already regretting it. I should have just stuck...
Ugh. I recently became a bitcoiner via MSTR and I'm already regretting it. I should have just stuck with silver and gold! I get the whole "be your own bank" thing but so far it's only gone down... not sure this cyberpunk life is for me
I finally did a little bit of research on MSTR after listening to all the retards on here calling it...
I finally did a little bit of research on MSTR after listening to all the retards on here calling it “a scam”. My conclusion: it’s a scam
Just need mstr to hit 190 , not asking for much here
Just need mstr to hit 190 , not asking for much here