Pretty insane that Saylor didn’t buy any $BTC over this weekend and we absorbed 80,000 $BTC salesAnd he gets his $2.5B to buy $BTC this weekzoomer (@zoomerfied):[ ZOOMER ]MICROSTRATEGY REPORTS NO NEW BITCOIN BUYS OVER THE PAST WEEK: FILING ...

Group 1 - Multiple companies are scheduled to release their earnings reports throughout the week, indicating a busy earnings season [1] - On Monday, companies like 铿腾电子 are set to report their performance [1] - On Tuesday, Stellantis and AstraZeneca will release their earnings before the European market opens [1] Group 2 - Major U.S. companies such as Boeing, UnitedHealth, and Procter & Gamble are expected to report earnings before the U.S. market opens on Tuesday [1] - Following that, Visa, Booking, and Starbucks will report their earnings after the U.S. market closes on Tuesday [1] - On Wednesday, significant tech companies including Microsoft, Meta Platforms, Qualcomm, and Arm Holdings are scheduled to release their earnings after the U.S. market closes [1] Group 3 - Mastercard is set to report its earnings before the U.S. market opens on Thursday [1] - Apple, Amazon, MicroStrategy, Coinbase, and Coherent will report their earnings after the U.S. market closes on Thursday [1] - On Friday, ExxonMobil, Chevron, and Regeneron Pharmaceuticals are expected to release their earnings before the U.S. market opens [1]

Core Insights - MicroStrategy (MSTR) shares have appreciated 131% in the trailing 12 months, outperforming the Zacks Computer - Software industry and Zacks Computer and Technology sector which returned 22.2% and 22.8% respectively [1] Group 1: Bitcoin Holdings - MicroStrategy is the world's largest bitcoin treasury company, holding 607,770 Bitcoins as of July 20, 2025, and acquired 6,220 Bitcoins for $739.8 million in July [2][9] - Other notable companies holding bitcoins include MARA Holdings with 47,531 bitcoins, Riot Platform with 19,223 bitcoins, and Tesla with 11,509 bitcoins [2] Group 2: Stock Performance - MSTR shares have outperformed Tesla and Riot Platform, which saw increases of 42.7% and 26.3% respectively, while MARA Holdings shares dropped 21.9% over the same period [3] - MSTR stock is currently trading above the 200-day moving average, indicating a bullish trend [7] Group 3: Revenue and Growth - Subscription revenue surged 62% year over year to $37.1 million, driven by Mosaic AI and rising demand for Strategy One cloud tools [9][16] - Subscription billings grew 38% year over year to $24.5 million, with the company benefiting from growing software subscription revenues [16] Group 4: Strategic Initiatives - The company is expanding AI capabilities with the launch of Mosaic, an AI-powered Universal Intelligence Layer, aligning with its shift toward cloud-first, subscription-based services [15] - MicroStrategy's disciplined approach to capital raising through preferred equity offerings has raised $6.6 billion through equity offerings and $3.4 billion through fixed income [12][14] Group 5: Market Conditions and Valuation - The company benefits from the growing acceptance of bitcoin as a non-sovereign asset and higher institutional adoption, although bitcoin's volatility poses challenges [11] - MSTR shares are considered overvalued with a Price/Book ratio of 3.0X compared to MARA Holdings' 1.63X and Riot Platforms' 1.78X, indicating a premium valuation [21][26]

The Defiance Daily Target 2X Long MSTR ETF (NASDAQ: MSTX ) is a leveraged trading strategy designed to provide traders with 2x the daily performance of Strategy ( MSTR ) (formerly MicroStrategy). Because of the leverage component of the strategy, MSTX shouldMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstre ...

Strategy announces pricing of its Stretch Perpetual Preferred Stock ($STRC) Offering and upsizes the deal from $500 Million to $2.521 Billion. $MSTR https://t.co/UhHyuAoQym ...

Group 1 - The core viewpoint of the article highlights the significant increase in the issuance scale of the new preferred stock "Stretch" by MicroStrategy (MSTR.US) from an initial plan of $500 million to $2.8 billion, reflecting the growing interest in the cryptocurrency market [1] - The "Stretch" preferred stock offers investors an annual dividend of up to 9% with no maturity date, which is rare in the preferred stock issuance space [1] - MicroStrategy has accumulated approximately 600,000 bitcoins, valued at around $70 billion, showcasing its strategy of raising capital to acquire more bitcoins [1][2] Group 2 - The "Stretch" preferred stock has a higher repayment priority than common stock and other series of preferred stocks but is subordinate to convertible bonds [2] - Unlike previous products, "Stretch" allows the company to dynamically adjust dividends based on stock price fluctuations, aiming to stabilize the stock price around a $100 benchmark [2] - The issuance was priced at a discount of $90 per share, reflecting the market's speculative enthusiasm despite the complex capital structure of the company [2]

🔥 UPDATE: Michael Saylor's Strategy increased its preferred stock offering to $2.8B from $2B to buy more Bitcoin for its treasury, per Bloomberg. https://t.co/DyOAKgWnYf ...

According to Bloomberg, MicroStrategy has increased its latest Series A perpetual preferred stock offering “Stretch” from $500 million to $2 billion, pricing 5 million shares at $90 each. The proceeds will be used for purposes including Bitcoin acquisitions. The company currently holds 607,770 BTC, valued at approximately $72.4 billion. https://t.co/giWiJ5KX6Y ...

MICROSTRATEGY IS RAISING $2 BILLION TO BUY MORE BITCOINSAYLOR WILL BUY BITCOIN FOREVER ...

💥BREAKING:MICROSTRATEGY PLANS TO RAISE ANOTHER $2B FOR BITCOIN PURCHASES.MEGA PUMP INCOMING! 🚀 https://t.co/UjHgaKSqRg ...