⏰ SAYLOR’S MOMENT OF TRUTH: Strategy's $MSTR Q3 earnings are TODAY at market close, and investors are demanding answers. With the stock's mNAV premium collapsing and S&P 500 dreams delayed, @saylor is under pressure to reveal a new plan… 🧵

First up: S&P 500 index rejection. The committee snubbed $MSTR despite it meeting all technical criteria. Investors want to know how Saylor plans to overcome this and address the recent "Junk" rating from an S&P analyst. The pressure is on to remedy deficiencies.

Then there's the catastrophic collapse of the mNAV (multiple-to-Net Asset Value). The stock's premium has more than halved, from 3.2x to under 1.35x. How will Saylor reverse the abominable decline and restore investor optimism?

Expect to hear more about leaning into high-yield products. Saylor has been forecasting $STRC-like offerings in foreign currencies, a move to attract fixed-income investors as the core $BTC acquisition strategy slows. Will he announce new preferred shares today?