Osis.co is showing a bullish signal for MicroStrategy (
MSTR), so I'm thinking about going long.
MicroStrategy stock forum
It might be time to rethink the "Strategy" of being on a constant BTC buying spree.
With BTC at all time highs, MSTR could pause pressing it's bets on buying more and more. Instead, sell 20% of current BTC holdings and pay off all debts (~$8 billion). Fire nearly all 2000 employees in the money losing and outdated software services business — formerly used to keep the SEC at bay, preventing them from reclassifying MSTR as an ETF. Only keep the very best and brightest senior engineers on board (if any are left at this point) for the next phase.
Next, use the remaining $5 billion of cash to set up a Special Purpose Acquisition Company (SPAC), also known as a "blank check company", which would be 100% owned by MSTR shareholders. Use the SPAC to buy upstart AI companies with lots of promise but little cash (e.g. BBAI) or promising quantum computing stocks in need of cash (e.g RGTI) to accelerate development.
Continue to hold the remaining 80% of BTC for continued price appreciation, more acquisitions and/or other investment opportunities that come along.
Once acquired companies become successful and begin generating excess cash, use that cash to buy BTC. Or use it to form another SPAC. Or both. Possibilities are endless.
Lather, rinse, repeat.
This company has reached a milestone valuation in excess of $100 billion dollars. It makes no sense to keep risking the entire future of the company by continuing to press their bet on BTC. Yes, keep a large portion of what got them here, reducing holdings over time as BTC price appreciation dictates.
Diversification and seizing other opportunities are not dirty words. Putting shareholder's best interests first by diversifying some of their holdings and generating enough profits to become self-sustaining would be extremely wise at this point.
Most gamblers do not know when to walk away. Shareholders should demand that Saylor not be the degenerate that loses all their winnings.