SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong third-quarter results and upbeat outlook for AI and compute expansion are driving attention, with analyst upgrades and Tesla merger discussions adding to the rally. Traders are weighing that growth story against concerns about high capital spending, valuation and a large share unlock.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is centered on weaker-than-expected guidance and a reduced advertising outlook, despite an earnings beat; analyst downgrades and concerns about slowing growth and competition have added pressure. Traders are divided between expecting further declines and viewing the drop as an overreaction and a buying opportunity.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering has closed, and traders are focused on using the proceeds to expand its Bitcoin treasury, alongside recent Bitcoin purchases and a Bitcoin rally. Bulls see growing Bitcoin holdings as supportive, while critics argue the preferred dividends and ongoing share issuance create financing costs and dilution risk for common shareholders.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

The finalized GENIUS Act rules for stablecoin issuers are being viewed by traders as a positive regulatory development for Circle and USDC, alongside chatter about a Citi upgrade. The community is largely bullish on the rebound, though some are debating whether the breakout can hold.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff is being discussed around upcoming earnings, with traders speculating that AI spending could rise sharply and debating whether AI competitors threaten Search advertising. Some see that risk as outweighing growth in Cloud, while others view the weakness as a buying opportunity and expect AI and Cloud demand to support the business.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Traders are linking the semiconductor rebound to SpaceX commentary that AI compute demand is exceeding available capacity, alongside upbeat AI-demand guidance from Super Micro. Bullish views see sustained AI infrastructure spending supporting chip demand, while bears remain concerned about debt, spending returns and whether the recent selloff signals a broader AI-trade unwind.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros raised preliminary quarterly outlook, citing stronger AI-server demand and improved gross-margin expectations, is driving attention. Bulls view the update as evidence of accelerating growth, while skeptics point to execution, cash-flow and credibility concerns and frustration that the stock has given back some of its gains.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia and precautionary closures of similar coasters during the investigation are fueling concern about safety, legal exposure, and possible damage to attendance. Traders are also focused on the companys heavy debt and weak financial outlook, while some see the selloff as a buying opportunity or potential short-squeeze setup.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline toward new lows is driving concern about its losses, unit dilution from distributions paid in units, and whether the quarterly payout is sustainable; traders are looking to upcoming earnings for clarity. Some bulls point to IEPs CVR Energy stake and high short interest as potential support, while skeptics argue those factors have not reversed the prolonged slide.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-enforcement developments are driving attention, particularly its new infringement suit against Kingston and the pending USPTO/CAFC response in the 912 patent appeal tied to its Google dispute. Traders are also watching for an SK hynix licensing deal and quarterly results, while expectations for favorable legal outcomes remain speculative.

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Michael Saylor Says Bitcoin Needs Just 3.3% Annual Growth To Fund Strategy's STRC Dividends 'Indefinitely'

Equity

The company has a 2.2-year total liquidity buffer for expected preferred stock dividends and interest, with its USD Reserve covering about 17.4 months of obligations.

VanEck's Sigel Says Strategy Is Now ‘A Hedge Fund’ As Company Adopts Framework Allowing Bitcoin Sales

MSTR closed up over 8% Friday, with retail sentiment on Stocktwits in the 'extremely bullish' zone.

MSTR Draws Multiple Price Target Cuts – But Wall Street Analysts Are Not Abandoning The Bitcoin Bull Case 

Canaccord lowered its target to $130 from $163, but said recent balance-sheet actions have improved Strategy's ability to navigate a tougher market environment.

Roundhill ETF Trust - Roundhill MSTR WeeklyPay ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Michael Saylor stated that Bitcoin needs to appreciate at an annualized rate of 3.3% for capital gains to fund dividends on Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock indefinitely.</li><li>Strategy’s chart showed that with a 0% return, Bitcoin gains could cover dividends for 31 years, while a 3.3% return marks the breakeven point for perpetual dividend funding.</li><li>This comes as Strategy sold 3,588 Bitcoin for approximately $216 million, the largest sale in its history, to fund dividends and bolster its cash reserves.</li></ul>Strategy (MSTR) Executive Chairman Michael Saylor defended the economics behind the company's newest preferred stock on Tuesday, saying Bitcoin (BTC) only needs to appreciate at an annualized rate of 3.3% for capital gains on Strategy's holdings to fund dividends on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) indefinitely under the company's current capital structure. The explanation comes a day after Strategy disclosed its largest-ever Bitcoin sale to help fund preferred dividends and strengthen its cash reserves."One of the most misunderstood $MSTR metrics is BTC Breakeven ARR," Saylor said Tuesday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2074565734651277735?s=20">on X</a>. He added that once "BTC appreciates faster than 3.3% over time," capital gains "can fund $STRC dividends indefinitely."<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2074565734651277735" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_08_at_5_28_04_AM_png_bebba3cac7.webp" alt="Screenshot 2026-07-08 at 5.28.04 AM.png" width="1318" height="1300"></a><figcaption>Source: @@saylor/x</figcaption></figure>Strategy's official account shared a chart showing Bitcoin's annualized rate of return versus years of dividend coverage, and noted that Bitcoin capital gains fund STRC credit dividends. Saylor’s comment explained the post.&nbsp;<h2 class="st-heading-2">The Math Behind Breakeven ARR</h2>The chart showed that with a 0% annualized rate of return for Bitcoin, existing Bitcoin gains would cover STRC dividends for 31 years. Once Bitcoin’s annualized return reaches 3.3%, the point labeled ‘BTC Breakeven ARR’, capital gains alone will be sufficient to pay the dividend in perpetuity, if Strategy’s capital structure remains unchanged. However, the chart stated that it was not meant to be taken as an investment in MSTR or other securities, and that results "may vary materially."<h2 class="st-heading-2">Strategy’s Total Liquidity Buffer Stands At 2.2 Years</h2>Strategy has been selling BTC to fund its Stretch dividends. The firm announced in an 8-K filing with the Securities and Exchange Commission (SEC) on Monday that it sold 3,588 Bitcoin for approximately $216 million, the largest one-time Bitcoin sale in the company’s history.&nbsp;The transaction was conducted at an average price of approximately $60,200 per coin, significantly lower than Strategy’s average acquisition cost of $75,476, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.strategy.com/press/strategy-sells-3-588-btc-to-fund-digital-credit-dividends-now-holds-843-775-and-2-55b">filing</a>. The proceeds were used to pay quarterly dividends on the company's Digital Credit preferred securities and to top up its cash reserve of $2.55 billion, the filing showed.Strategy has been aggressively buying Bitcoin since 2020, using equity and debt instruments to finance the purchases. Some of those obligations are maturing, and the company has decided to draw on part of its reserves.As of early July 2026, Strategy has a total liquidity buffer equal to approximately 2.2 years of current annual expected preferred stock dividend payments and interest expense. The company’s standalone USD Reserve alone is sufficient to cover around 17.4 months’ worth of these obligations.<a href="https://stocktwits.com/symbol/MSTR">MSTR’s price</a> closed down over ​​3% on Tuesday. The stock was also down over 3% in pre-market trading. On Stocktwits, retail sentiment around MSTR dropped to ‘bullish’ from the ‘extremely bullish’ zone over the past day. Chatter around it also dropped to ‘low’ from ‘normal’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wulf-stock-price-target-wall-street-anthropic-lease/cZmlNkHR7Zd">WULF Stock Drops Despite Price Target Hikes From Wall Street On $19B Anthropic Lease</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 Michael J. Saylor attends Consensus Miami 2026 at Miami Beach Convention Center on May 06, 2026 in Miami Beach, Florida. (Photo by Romain Maurice/Getty Images)

Strategy (MSTR) Executive Chairman Michael Saylor defended the economics behind the company's newest preferred stock on Tuesday, saying Bitcoin (BTC) only needs to appreciate at an annualized rate of 3.3% for capital gains on Strategy's holdings to fund d

Can Bitcoin Pay Strategy’s STRC Preferred Dividends Forever? Saylor Says This Is The Magic Number

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Roundhill MSTR WeeklyPay ETF

YieldMax MSTR Option Income Strategy ETF

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred

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Meta ($META) reports earnings after the close today. What do you expect?

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Meta Platforms Inc

) reports earnings after the close today. What do you expect?

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$MSTW Divi  reinvestment is the best strategy at this point. Quantity over quality. When the market increases and Quality kicks in ,quantity will be our biggest reward. Imo

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$MSTW got to love a good market bed Amber Herding two days in a row killing all the gains you made the days before.

Storm Chaser

$MSTW what's everybody's guess on the dividend tomorrow?  Hopefully, a lot better than last week.

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