Veytics Intelligence
2026-09-20 · NASDAQ

Strategy Is Up 53% in the Past Month. Here's the Bull and Bear Case for One of Wall Street's Most Polarizing Stocks.

Key Points As they have done in the past, Strategy shares can outperform Bitcoin. Access to capital markets can dry up, harming Wall Street sentiment toward the company. Besides buying Bitcoin directly, risk-seeking investors can initiate a tiny position in Strategy. 10 stocks we like better than Strategy › The world has never seen a corporate transition quite like that of Strategy (NASDAQ: MSTR) . The enterprise software and data analytics business has morphed into the world's leading Bitcoin (CRYPTO: BTC) treasury company, meaning its main business in buying and holding the cryptocurrency. The prominent digital asset is exactly what defines Strategy's story now: Its holdings are currently valued at $64.5 billion, 92% of the total enterprise value.

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