Zanessa

0.75x mNAV trading for first time since 2022. 717,722 BTC at $67k, market cap $35.98B . Last time at this discount, BTC was $16k and $Strategy(MSTR.US) was $19. Now BTC $67k, MSTR $126. Same discount, different world. I'm buying the gap.

Is anyone else thinking $Microsoft(MSFT.US) is currently resembling the early stages of cloud computing? The market is starting to question the investment, but enterprise AI adoption is only just beginning. While there's a lot of discussion about Azure's growth rate, its enterprise ecosystem is still ridiculously strong. Long-term players are probably more comfortable, while short-term traders are likely suffering. 😂

$Netflix(NFLX.US) Netflix reported record revenue and strong subscriber numbers, with revenue growing ~16‑18% and the global paid subscriber base surpassing 325 million people.