Source Post

Strategy (MSTR) Update: Increasing Cash & Buying Back STRC at a Discount! MSTE vs MSTR

The creator provides an update on MicroStrategy (MSTR) and its subsidiary Spectrum (STRC), discussing Q2 results and the company's strategy. Key points include MSTR's Bitcoin reserves, cash management for preferred stock dividends, and the plan to use STRC as a primary Bitcoin acquisition tool. The creator believes MSTR is undervalued and supports STRC buybacks.

Linked Mentions

Tickers discussed in this post

ASSTBearishHigh ConvictionSignal-backedPrimary

The creator has a strong suspicion that the MSTE distribution will be reduced due to lower volatility, possibly to 7 or 8 cents.

RUMBullishHigh ConvictionSignal-backedPrimary

The creator is bullish on Spectrum (STRC) buybacks, seeing them as an amazing strategy to support the stock and use it as a Bitcoin buying tool.

MSTRBullishHigh ConvictionSignal-backedPrimary

MicroStrategy (MSTR) is considered grossly undervalued, with its net Bitcoin reserve close to its market cap, and the creator is bullish on the company's strategy.

Linked Signals

Tracked calls opened from this post

MSTR
buy opened Aug 17, 2026
+44.76%
ASST
sell opened Aug 17, 2026
-105.57%
RUM
buy opened Aug 17, 2026
-30.64%