Monster MSTR Update (Patreon)
Published:
2025-02-17 03:56:44
Imported:
2026-06
haven't archived this post yet. have a subscription? use the importer!
Content
First off - Cantor Fitzgerald, formerly led by Howard Lutnick, bought over $1 billion worth of $MSTR shares in Q4, making it their largest position. With an average buy price of $229, they’re already up 47%. Not Howard Lutnick is going to run the new USA SWF (sovereign wealth fund). Guess what assets are on his mind.
Second, Calpers - second largest pension in USA.... buys $100M of MSTR.
Third, 12 states are also stacking MSTR - combined $330M
h/t Sanjay for the amazing research
Files
Previews only