High T Strategy₿ ($MSTR)

Lawrence Lepard said it best: $MSTR is the most asymmetric bet in the market right now. Capital stack is "unbreakable" https://t.co/W0MT2batW2

Strategy is the LEAST leveraged company when compared to the average in every other industry yet it gets the MOST criticism. Hilarious. https://t.co/khtv28u2fI

A summary of my thoughts on Thursday’s $MSTR 2025 Q4 earnings call:

1. This call had a totally different energy and tone to previous calls. Much more relaxed. No bells and whistles.

It didn’t feel like Saylor and co were attempting to manufacture hype like certain past

$MSTR https://t.co/vKVFJzACdj

My folder containing posts of people FUD’ing $MSTR with lies/nonsense is filling nicely.

We will come back to this periodically to expose those guilty. https://t.co/tznycBd7qT

The market is pricing $MSTR as if it’s being disrupted when $MSTR is the disruptor.

This is the current level of understanding around $MSTR.

Effectively zero.

There are the types of clowns you’re competing against.

If you want to know how early we are, the evidence is right here.

Ridiculously early. https://t.co/YmQYYdYAdL

I will continue to say it.

$MSTR is an IQ test and will expose your level of stupidity like nothing else.

If you want evidence of how ignorant 99% of investors are about the company, you’re seeing it all over X right now.

The majority of narratives are completely detached from

You just know that $MSTR bears were hoping to find some dirt on Michael Saylor in the Epstein files.

And all they got was literally “I have a yacht I am taking to Cannes.”

Bullish.

$MSTR shareholders experienced a ~90% drop to ~$14 between 2021 and 2022.

You have no idea how battle-tested we are.

This is nothing. https://t.co/Bq0PEYDSmr

“Look babe, Strategy just hit a new 52-week low.” https://t.co/tCjilo6KvR

The Strategy ($MSTR) business model in one image.

When visualised like this, it’s a thing of beauty. https://t.co/2wwIkY8RLn

$MSTR is a triple IQ test.

First you need to understand money.

Second you need to understand Bitcoin.

Third you need to understand Strategy.

$BTC is the hurdle rate for saving.

$MSTR is the hurdle rate for investing.

$STRC is the hurdle rate for income. https://t.co/WSTvBYBETd

Michael Saylor’s pivot to Bitcoin in 2020 is likely to turn out as the greatest strategic pivot in the history of financial markets.

Strategy is on course to become the most valuable company in the world.

In this video I unpack my valuation model and give my long-term $MSTR price predictions.

YouTube: https://t.co/joqb94XPpi https://t.co/Y0IGTvib6D

$BTC is for saving.

$MSTR is for investing.

$STRC is for earning. https://t.co/lmlrYwl0S2

Michael Saylor is gearing up for something huge that the rest of us don’t know about.

I have no other explanation for why he’s issuing a billion dollars worth of common equity every week at effectively 1x mNAV.

Strategy should run an ad for $STRC at the Super Bowl.

The most valuable companies in the world are PLATFORMS for distributing products and services AT SCALE.

Amazon is a platform for distributing consumer products at scale.

Google is a platform for distributing information at scale.

Netflix is a platform for distributing https://t.co/D8iIUqA0Qm