BULLISH 🚨 Micheal Saylor says If the USA stacks Bitcoin now, its enemies will have to “buy it back at $50M a coin.” This is the modern digital gold rush!

Jim Cramer says, “Michael Saylor is not to be trifled with. He will do whatever is necessary, he is the Malcolm X of Bitcoin. By any means necessary he will defeat the shorts. He will defeat the shorts!”

$MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to 650,000 $BTC.

I think $GOOGL can burry $OAI (Open AI) and can slow down $NVDA

Some added context for this post on $MSTR Short Interest vs ATM Issuances: I’m explicitly saying this isn’t “simple” supply & demand. Strategy | Saylor critics often harp on share issuance and claim “it all comes down to supply and demand” and then hand wave away (or are ignorant of) the 25–30 million shares currently sold short as if they are irrelevant to that dynamic. That book is the single largest pool of obligated future buying in the market. If we want to talk about supply and demand, you have to count that. People often treat a short sale as a one and done event when it really isn’t. If a share is sold short, that initial sale happens in the past sure, but the position remains open. The short seller has borrowed a share and is obligated to buy one back later. So the 25–30 million of MSTR short interest don’t just represent “past selling pressure that’s been absorbed” it also represents a large stock of latent demand that can turn into future buying or covering flows. I think people ignoring that while obsessing over a comparatively tiny trickle of new ATM shares is logically and factually inconsistent. One of my key points here is about scale, so if the market can digest tens of millions of shares sold short and still send the stock from $150 to $500 , it’s hard to argue that a few hundred thousand new ATM shares per period are somehow the decisive force on price. The potential daily flow from even a small % change in that short book dwarfs the flow from ATM issuance. Therefore if someone is saying the 10’s of millions of shares short is already “absorbed" in the price action while insisting ATM issuance is a critical headwind ignores both how short positions actually work and the basic order of magnitude difference between the two.

JUST IN: Strategy raised $131.2 million dollars in $STRC last week or approximately 1,400 BTC at today’s price. Assuming this volume Strategy could accumulate 72,800 BTC per year with ONE preferred product. Holy shit 🤯

YEAH SO EVEN THOUGH YOU CAN BUY BITCOIN YOURSELF, THIS COMPANY CALLED MICROSTRATEGY WILL CHARGE YOU MORE MONEY THAN BITCOIN COSTS TO BUY BITCOIN WITH YOUR MONEY. THEN THEY CHARGE YOU A MONTHLY FEE IN THE FORM OF A DILUTION. IGNORE THE -40% LOSS OVER THE LAST 12 MONTHS. YOURE ACTUALLY GETTING MORE BTC PER SHARE. $MSTR

Tech earnings in Q3 up 26.5% from 20.9% expected on 9/30/25.

How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: @BG2Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science will create huge value. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business. I would love to tell them they could just short the stock, and I would love to see them get burned on that. But we carefully plan. We understand where the technology, where the capability is going to grow and how the products we can build around that and the revenue we can generate. We might screw it up. This is the bet that we're making and we're taking a risk along with that. A certain risk is if we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” Satya Nadella: “And let me just say one thing as both a partner and an investor. There is not been a single business plan that I've seen from OpenAI that they've put in and not beaten it. So in some sense, this is the one place where in terms of their growth and just even the business, it's been unbelievable execution, quite frankly. I mean, obviously, OpenAI, everyone talks about all the success and the usage and what have you. But even I'd say all up, the business execution has been just pretty unbelievable.”

S&P Global Ratings has assigned Strategy Inc a 'B-' Issuer Credit Rating (Outlook Stable) — the first-ever rating of a Bitcoin Treasury Company by a major credit rating agency. strategy.com/press/s-p-globa…

Don’t forget that fed is in the cutting cycle. Don’t fight the fed!

Don’t forget that fed is in the cutting cycle. Don’t fight the fed!