$MSTR · 海外大V持仓追踪

$MSTR 现在是什么情况？

最近有人说了 $MSTR 什么？

下面是最近 8 条提及 $MSTR 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-04-23中性原文
  There's stuff I trade, and stuff I invest in. I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their cards right, and this is a long term investment. As for stuff like $AXTI, I'm up over 1000%+ but I'm still holding. For multi-year supercycles (photonics), don't need to sell. I do take short-term capital gains tax if I see an end of a cycle nearing or there's material changes, like took all of mine on $HOOD, $MSTR, and crypto names earlier. Or drone names after Greeland peace deal. There's also short term recovery trades like on $META or $MSFT that I take short-term on too. Otherwise, for long term investments, can just hold, let it compound, and use margin withdrawal to not trigger capital gains.
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• 2026-04-03中性原文
  I just realized… hit 5,118.02% returns last week. 5000%+ not too bad in <2 years? Hard to keep up with $5 footlong sandwich inflation even after front running: -> $MSTR for halving -> $RKLB and $HOOD for space/fintech rally -> $GOOGL and $TSM for large cap rally -> Samsung, SK Hynix, Asian equities for memory -> $LITE, $AXTI, and $COHR for EML/photonics -> $SOI, $SIVE, $AEHR, $TSEM, Win for CW/SiPH/CPO. Some side quests here and there with Venezuelan natural resource companies and drones (that didn’t turn out as well). But generally market read has been decent so far on what’s coming next. And I do think scale up photonics is next, especially focusing on CW laser companies, substrates, testing and foundries.
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• 2026-04-03看多原文
  @whambamabraham I wouldn't touch $MSTR anymore because ETFs exist now. I used it to frontrun Bitcoin halving since $IBIT wasn't around back then. It was either that or long miners for Bitcoin exposure, and I got lucky choosing the right one.
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• 2026-03-19看空原文
  There’s always a bull market somewhere. I’m typically good at spotting it early (eg. 2024 was $MSTR Bitcoin halving frontrun) so doesn’t always apply to AI supply chains. But hard to see a bear market if companies like $LITE are sold out until 2028? And memory names are sold out until 2028? There’s short term volatility, but with that type of demand visibility, hard to see medium term drawdowns unless there’s a major macro event. And in those cases, if fundamentals don’t change and it’s just liquidity, then I’m a holder.
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• 2026-03-17中性原文
  Thanks congrats! A lot of people see my 500% YTD and think it’s only because I’m well known on X. My returns last year were 600%+ from $MSTR rallies from $50 to $500, $HOOD rally from $15 to $100+, $RKLB rally from $15 to $80+. I’m just speed running it this year because of AI bottlenecks and identifying where hyperscaler capex is going before anyone else.
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• 2026-03-07中性原文
  I think it's slightly more nuanced than this. People who are short $MSTR are also long Bitcoin and are arbitrating the mnav premium from 1.8-2 levels back to 1. They're not directionally short and losses are usually caped since hard to see mnav increasing to 2 or 4 for microstrategy.
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• 2026-02-07中性原文
  @CannyFuturist lol you missed out on $MSTR. All the others weee 10%+ gains though https://t.co/cyjzHqoPJx
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• 2026-02-06中性原文
  Just in: CMC Crypto Fear and Greed Hits... The Lowest Level of All Time in Crypto history. Extreme Fear: 5/100 This comes as Bitcoin and $MSTR both crashed 21.7%+ this week. And as $ETH and $BMNR have crashed 31%+ this week. https://t.co/oOb5KmRMIj
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