MSTR is strong; recent ATMs are positive; the $10-$11 gap likely won't fill unless BTC falls to 82K.

Macro,

Micro Strategy, interesting thing. I said, watch it. I said Sailor's not ATMing. He did an ATM last week. He did an ATM this week, which is great news.

Now there is something concerning here because this is a proxy and the markets are closed from Bitcoin's on a rampage and that was on a rampage Sunday night. We have a gap. This is the gap here.

Now typically nonproxies gaps tend to fill. So we have that gap here of about 10 bucks between 153 and 164 10 or $11. Will that fill again? I don't know. I don't think so. Maybe if Bitcoin goes back down to 82K, yes, it will fill.

But we don't know if Bitcoin's going to do that. But either way, this has been very very strong.

It's so funny when when Micro Strategy was down here at 80 bucks, people were call writing it off, calling it dead, and that didn't happen.