sahamas

While BTC remains stuck around $77,500, an instrument that had become a symbol of stress has instead recovered to par: STRC.

The facts: STRC, Strategy’s variable-rate preferred stock (par value $100, 12% coupon), has returned to around $99 — nearly par — after four months below it, according to coverage of Strategy’s Q3 call (Coinotag, Oct. 31) and a recap of the same call (CoinJuice, Oct. 31). STRC briefly fell to around $75 in June. The Q3 call also revealed: net income of $19.53 billion (including a $20.91 billion fair-value gain on BTC), and holdings of 848,517 BTC as of Oct. 25 — but net BTC purchases that quarter were only around 1,666 BTC (bought 7,218, sold 5,552). Capital was redirected to a $5.07 billion dollar reserve (about 3.4 years of coverage for preferred dividends plus interest) and roughly $2.04 billion in STRC buybacks year to date. Starting November 1, STRC is switching to daily dividends: $1.00 per share throughout November at an annual rate of 12%.

Market context: BTC is still below $80,000 following a major hack this week, and the market remains fearful. So STRC’s recovery isn’t a reflection of BTC’s price — it reflects Strategy’s credit market improving first.

What I’m watching next: whether daily dividends actually begin on November 1, whether STRC holds near par if BTC tests $76,000 again, and whether the $5.07 billion reserve is enough to reassure preferred shareholders.

My opinion: this quarter, Strategy didn’t add BTC — it repaired its balance sheet. STRC returning to par means the market has regained confidence in its credit structure, even though BTC’s price hasn’t recovered. I think that’s actually more important to watch: credit confidence is recovering before the price.

What do you think — is STRC’s recovery a sign that confidence in the treasury company is returning, or is it just the effect of $2 billion in buybacks?

This is my analysis, not financial advice — always DYOR.

#Strategy #SahamAS

🚨 GOOGLE STOCK PLUMMETS! WHAT HAPPENED?

Alphabet (GOOGL/GOOG), Google's parent company, reportedly fell around 8–10% after its Q3 2026 earnings report disappointed market expectations.

📉 3 factors in the spotlight: 🔴 Quarterly revenue of $127.6 billion, below analysts' estimates. 🔴 Ad revenue has yet to meet market expectations. 🔴 Heavy investment in AI infrastructure has raised concerns about cash flow.

🟢 However, there is some positive news!

Google Cloud posted strong revenue growth. Cloud and AI businesses remain potential drivers of Alphabet's future growth.

📊 What are the prospects? In the short term, the stock could remain volatile. However, cloud growth and AI monetization could be positive catalysts if they can boost profits.

A price decline does not automatically mean the company's fundamentals are deteriorating. Investors should continue to pay attention to valuation, cash flow, and developments in the AI business.

💬 What do you think—will Google stock recover soon, or could it fall further?

#Google #Alphabet #GOOGL #SahamAS #BinanceSquareFamily

🔮 AI Analysis: Time to Sell Everything or Sweep the Bottom?

The market is now split into two extreme camps:

Bearish Camp: Analysts like Morningstar warn that memory stocks are very cyclical. There’s still potential for them to drop another 20% - 30%.

Bullish Camp: Big banks like Morgan Stanley & JPMorgan, meanwhile, say this is the BEST TIME TO BUY (Buy the Dip). According to them, memory needs for AI data centers will remain scarce until 2027.

💬 What do you think? Is this the end of the AI hype, or rather a golden opportunity to buy technology stocks at discounted prices? Share your thoughts in the comments! 👇

#SahamAS #SEMIKONDUKTOR #ArtificialIntelligence #Investing #microchips #CryptoAI #WallStreet #BelajarSaham
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