Earnings live: Strategy gets caught in bitcoin crash, Amazon stock plunges, Reddit wavers

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• You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects

  80% confidence

• The backlog just keeps growing

  80% confidence

• Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future.

  80% confidence

• Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands

  80% confidence

• HODL (hold on for dear life)

  80% confidence

• If 11.9% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 index and the fifth consecutive quarter of double-digit growth

  80% confidence

• Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter for S&P 500 companies

  80% confidence

• We remain confident in our ability to grow market share and deliver best-in-class growth in beauty

  80% confidence

• While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals

  80% confidence

• Strategy's capital structure is stronger and more resilient today than ever before

  80% confidence