My estimate for $MSTR Q2 EPS today is $36 - $40, *officially* qualifying them for the S&P 500 (subject to committee approval) Most analysts expectation for EPS are negative or near zero. On top of today’s report, with Bitcoin at $118k, the $MSTR Q3 EPS through 31 days is ~ $16 to $18… *IFF* the market has not priced this in, the market would need to contemplate the speed and progress of Q3 as well. The dynamic equation then becomes “If qualified for S&P 500, then how to front run the appropriate capital allocation to the largest index on the planet, with the most volatile and dynamic equity on the planet” We’ll find out how efficient the markets are over the next couple months Godspeed