💥BREAKING:Michael Saylor's 'Strategy' buys 3,081 Bitcoin worth $342 MILLION. https://t.co/yL9a4OrltY ...

JUST IN: Michael Saylor's 'Strategy' buys 3,081 Bitcoin worth $342 million. ...

🚨 MicroStrategy buys BTC for the 3rd time this August!+430 $BTC added → total 629,376 BTC 💰Aggressive accumulation mode ON 🚀 ...

证券研究报告 海外 行业定期报告 请务必仔细阅读正文之后的评级说明和重要声明 海外 AI：本周 KAP 公布 2026 年生产战略，将主动减产。公司计划 2026 年在名义产量 32777 吨 U3O8（约 8500 万磅 U3O8）的基础上削减约 10%，产量将降至 29697 吨（约 7700 万磅）U3O8。这一调整主要来自 JV Budenovskoye 项目的产能下调。管理层明确表示，当前市场供需尚未充分匹配，公司选择通过减产来维持价格 稳定和市场平衡，同时确保履行长期合同下的交付义务。公司保持稳健的库存状况和严谨的销售策略，确保所有 交付义务均能全额履行，同时保持灵活性，以快速响应市场发展。我们认为铀板块在近期因美俄关系变化带来短 期回调，但中长期逻辑依旧坚实：全球核能扩张趋势明确，Kazatomprom 等龙头的减产举措有助于巩固供需格 局并托底铀价。值得关注的是，即将召开的世界核能大会或将成为行业重要催化剂，市场可能借此契机重新聚焦 于核能在能源转型中的战略地位，以及铀资源在未来十年供给缺口中的稀缺价值。 板块行情回顾：本周（2025/8/18 至 2025/8/22）港美科技股先跌后涨。本周 ...

Financial Performance - MicroStrategy (MSTR) has adopted the Bitcoin Standard five years ago [1] - MicroStrategy (MSTR) has outperformed every asset class since adopting Bitcoin Standard [1] - MicroStrategy (MSTR) has outperformed every Magnificent 7 stock since adopting Bitcoin Standard [1]

This is the chief utility of bitcoin treasury companies.Bringing leveraged bitcoin exposure to institutions whose mandates preclude them from holding spot BTC or spot BTC ETFs.The skilled operators who do it the right way are fulfilling a noble and necessary objective.BitcoinTreasuries.NET (@BTCtreasuries):JUST IN: $167 Billion Swiss Central Bank (SNB) has bought $37 million worth of Strategy $MSTR stocks.Now holding 749k shares worth over $253 Million. https://t.co/V8wourfJqg ...

Five years ago, $MSTR adopted the Bitcoin Standard. Since then, we’ve outperformed every asset class and every Magnificent 7 stock. You can now track our annualized results daily at https://t.co/uGbtzwJ4Pu. https://t.co/aGvm1mGHew ...

Michael Saylor's STRATEGY has outperformed all Mag7 companies since adopting a Bitcoin standard. 👏 https://t.co/HDc6NtxUZO ...

Core Insights - Strategy (MSTR) and IREN Limited (IREN) are prominent players in the bitcoin sector, with MSTR being the largest bitcoin treasury company and IREN focusing on bitcoin mining infrastructure [1][2] Group 1: MSTR Overview - MSTR holds 628,791 bitcoins and anticipates $20 billion in gains if bitcoin reaches $150,000 by year-end [2][8] - The company reported a bitcoin yield of 19.7% at the end of Q2 2025, with year-to-date gains of $13.2 billion [2] - MSTR's disciplined capital raising strategy has led to $10.7 billion in equities and $7.6 billion in fixed income securities issued year-to-date [3] - Subscription revenues increased by 44% year-over-year to $48 million in Q2 2025, making up 41.9% of total revenues [4] - MSTR expects operating income of $34 billion and net income of $24 billion for 2025 [4] - The consensus estimate for MSTR's 2025 loss is $15.73 per share, unchanged over the past 60 days [10] Group 2: IREN Overview - IREN Limited achieved a hashrate growth of 326% year-over-year in Q3 fiscal 2025, reaching a target of 50 EH/s [5] - The company generates approximately $830 million in annualized hardware profit from its hashrate [5] - Hardware profit increased by 28.7% month-over-month in July to $63.3 million [5] - IREN's AI Cloud operations are expanding, with revenues rising 33% year-over-year to $3.6 million in Q3 fiscal 2025 [6] - The company is launching Horizon 1, a 50MW liquid-cooled data center for AI and high-performance computing, expected to be operational in Q4 2025 [7] - IREN's earnings consensus for 2025 has improved by eight cents to 14 cents per share over the past 60 days [11] Group 3: Stock Performance and Valuation - Year-to-date, MSTR shares have appreciated by 18.4%, while IREN shares have surged by 107.1% [12] - MSTR trades at a Price/Book ratio of 2X, compared to IREN's 2.58X [15] - Both companies are considered overvalued, with Value Scores of F for MSTR and D for IREN [18] Group 4: Investment Recommendation - IREN Limited is viewed as a better investment opportunity compared to MSTR, with a Zacks Rank of 2 (Buy) versus MSTR's Zacks Rank of 4 (Sell) [19]

🔥 UPDATE: Strategy remains the largest corporate Bitcoin holder with over 629,000 $BTC.The top five also feature MARA, XXI, Bitcoin Standard Treasury Company, and Bullish, with Tesla, Coinbase, Block, and Trump Media further down the list. https://t.co/x61eX3NOaN ...