MSTR Daily

MASSIVE $42 Billion Capital Raise | Q3 2024 Earnings Call (Supercut)

This was a landmark earnings call and Q3 2024 earnings report for Microstrategy and Michael Saylor. They announced a $42 billion dollar 30-year plan to raise capital to purchase more Bitcoin. They also increased their KPI Bitcoin yield target to 6-10%. They are the best performing stock equity in the S&P500 and have the most stock volume and liquidity and options open interest of any company their size (market cap of about $50 billion). They are a growth company and Saylor addressed the mNAV or multiple to net asset value valuation controversy and had to explain how to value the company as a growth bitcoin treasury company.

MSTR vs. Nvidia Performance and 4 Earnings Predictions for Q3 Report | Chapter 23

Will Nvidia and Microstrategy continue to outperform the rest of the market in 2025? Neither company has had a significant correction since the beginning of 2023 and investors and many hedge fund and institutional pundits on CNBC and mainstream business news seem to think a recession is coming. But I think we are in the middle of the cycle and the best is yet to come. We also talk about crypto and alt season alt coins vs Bitcoin and MSTR.

Microsoft Considering Bitcoin Investment | Chapter 22

Microsoft is voting on a shareholder motion to consider investing in Bitcoin for treasury diversification. We also talk about "alt season" and whether or not MSTR/Microstrategy and Michael Saylor's new business direction will act as the beta to Bitcoin that crypto (Ethereum, Solana, etc.) has acted as in the past. Michael Saylor apologized on Twitter for his controversial stance on Bitcoin self custody.

Jim Cramer Just Said "DON'T Buy Microstrategy Stock" | Chapter 21

The greatest reverse indicator of all time, Jim Cramer just said not to buy MSTR stock but to buy a Bitcoin ETF or Ethereum (ETH) with Vanguard... We also talk about Paul Tudor Jones and his bearish views on the US election and government debt.
 
Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily
Follow me on Twitter: https://x.com/matt_utxo
Listen on Spotify/Podcast: https://linktr.ee/MSTRDaily
 

Responding to Saylor’s Controversial Statements about Bitcoin Self-Custody | Chapter 20

In this video we talk about Bitcoin's performance so far in October and what the rest of Q4 could be like for Bitcoin with goals still around $100,000 per Bitcoin in 2024, if not 2025. We also talk about Saylor's statements about self custody in a recent podcast. And we talk about Apple and other Magnificent 7 companies potentially adding Bitcoin to their balance sheets in the future and what that would mean for MSTR Microstrategy.
Join MSTR Pro/Support Here: https://buymeacoffee.com/MSTRDaily
Follow me on Twitter: https://x.com/matt_utxo
Listen on Spotify/Podcast: https://linktr.ee/MSTRDaily

Microstrategy to Join Nasdaq 100 Index and Buy 1,000,000 Bitcoin | Chapter 19

Microstrategy to Join $QQQ Index and Buy 1,000,000 Bitcoin | Chapter 19
In this chapter we talk about the future plans for MSTR and ramping up their current strategy to sell financial products to buy more Bitcoin. Internally, the goal is to acquire 1 million Bitcoin and become the world's largest Bitcoin bank. They have also crossed the 75th spot to be added to the Nasdaq 100/$QQQ index in November/December if they can continue to grow the market cap. We also talk about MSTR joining the SP 500, a market update on where MSTR and Bitcoin are headed next and when Bitcoin could reach 100k per coin or 1M per coin.

Is Microstrategy Stock Overvalued? | Chapter 18

Is Microstrategy Stock Overvalued? | Chapter 18 In this video all we talk about are mstr microstrategy price targets, debate over its stock price, valuation, mNAV, and multiple to how many bitcoin does microstrategy and michael saylor hold. With lots of tweets from Dylan Leclair, Saylor, Greg Foss, and others about how to think about MSTR being a Bitcoin bank.

Microstrategy SHORT SQUEEZE, US Government Selling 69,000 Bitcoin | Chapter 17

In this video we look at the recent US Supreme Court ruling that greenlights the US Gov to sell the Silk Road 69,00 Bitcoin, October returns so far, Uptober. mNAV multiple to net asset value for microstrategy, saylor, and their bitcoin value. Also, did we just see a short squeeze with MSTR testing it's year to date highs?

NEW Leveraged ETFs and MASSIVE $50/share EPS From FASB Changes | Chapter 16

In this video we discuss 3 leveraged ETFs for MSTR, 3LMI, MSTU, and MSTX. Should you use them to trade or invest? We also have an update on the $16 Billion FTX repayments after the court hearing on October 7. Then we talk about the impact the FASB Fair Value accounting changes will have on MSTR's bottom line with earnings per share. This should go into effect at their 2025 Q1 earnings.

Microstrategy Gamma Squeeze Potential, Outperforming Bitcoin Miners | Chapter 15

MSTR has been breaking out of its summer consolidation range while Bitcoin is preparing to go to new highs in 2024 and 2025. MSTR has been greatly outperforming $WGMI an index of Bitcoin miners by over 100% year-to-date. What potential is there in 2025 for a Gamma Squeeze in MSTR as speculators pile into call options?