$Strategy(MSTR)$ If BTC recovers and moves closer to 80K, this will be on green. The stock is already too beaten down. If you calculate its BTC value total debts, fair value is 250ish. The earnings report will bring the price closer to it.
With finite supply and continuous institutional accumulation, $Strategy(MSTR)$ 's strategic positioning appears increasingly solid. The company has built a relatively secure moat in digital assets through optimized financial structures. Despite persistent skepticism in the market, the core holding strategy remains unchanged. As more heavyweight participants enter the arena, the value discovery mechanism of underlying assets may evolve into a new phase. Navigating periodic fluctuations, maintaining strategic direction could prove crucial.
$Strategy(MSTR)$ Why the obsession with short-term plays? It's clear this is headed for quadruple digits and beyond, likely accompanied by another split. Keep the faith and stay the course.