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#StrategyQ3BTCGains
📅 Oct 30 AMC — Est: $17.25 EPS | $128M Rev
Print: $20.9B digital gain — not cash, mark-to-market. 848k BTC @ $70.8B carrying, cost $64B. Q3 BTC +42% flips tax: +$4.1B benefit, cuts deferred tax to $1.88B.
Last 4Qs: 0% beat rate. Q2 miss -$24.4 vs -$2.19 est.
Why YES: Polymarket 92% beat $8.67, Est now $17.98. BTC $80k-86k EOD holds gain. #7 profit in S&P — above Meta.
Call: 90% BEAT — EPS huge, but stock trades BTC, not EPS. Watch new buy + MNAV.
