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🟩 Raising Q3 revenue guidance to $108 billion (above Wall Street’s $105.1B consensus) shows that the immediate pipeline remains highly lucrative, especially as it crosses the $100B single quarter milestone.
🟩 The steady payout ratio backed by robust Free Cash Flow yields a high, sustainable dividend payout. I would buy shares to lock in a dependable recurring yield.
This was the definition of spectatorship in the early 1900s, not the commercialized and unruly behaviors we have nowadays.
🟥Not holding MSTR but Bitcoin’s breakout above its August consolidation ceiling triggered systematic algorithmic buying, CTA strategy re-leveraging, and key moving average cross signals across technical trading desks.
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Capital-light tech software firms command naturally higher P/E multiples (often 30+) due to high margins, whereas highly regulated utilities or capital-intensive banks trade at much lower historical averages (10–15).