Feed / MSTR

Strategy Inc

MSTR

Technology · 119.84 +6.7% today

Partial group confirmationMarket checked 21 Aug, 16:35 GMT-4

Jodie situation report

Strategy Inc's move is being confirmed by its market group.

MSTR accounts for 4.4% of the group's measured movement across 6.9 effective names. raw member direction is mixed; 8 of 11 session-normalized paths align to the upside. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#8 of 11 by movement share
Group movement share4.4%Absolute path energy—not portfolio weight
Relative path+0.80%aligned
Effective breadth6.9 / 11broad
Relative alignment8/11upside path · 3 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

BMNR, BLSH, COIN moved materially before MSTR. MSTR crossed its material path threshold at 09:40 ET. TLX, SOFI, ETOR followed.

EVIDENCE COVERAGE

7 of 11 members in Quantum Technology are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 8 of 11 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as BTGO begins moving with the group.

Invalidation: The live read weakens if participation falls to 3 of 11 members or fewer.

Watch this read

Who this business touches

The relationships behind MSTR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MCMoelis & CompanysupplierMay 6, 2026 ▾

“Wainwright & Co., LLC, Keefe, Bruyette & Woods, Inc., Maxim Group LLC, Mizuho Securities USA LLC, Moelis & Company LLC, Morgan Stanley & Co.”

MFGMizuho Financial Group, Inc.supplierMay 6, 2026 ▾

“Wainwright & Co., LLC, Keefe, Bruyette & Woods, Inc., Maxim Group LLC, Mizuho Securities USA LLC, Moelis & Company LLC, Morgan Stanley & Co.”

Depended on by

DJTTrump Media & Technology Group Corp.partnerFeb 27, 2026 ▾

“1 to the Business Combination Agreement, dated October 31, 2025, the “Business Combination Agreement”) for a business combination (the “Business Combination”) to establish Trump Media Group CRO Strategy, Inc.”

Filing peers

ASSTXXIBTGO

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MSTR is currently a Leader in the organic co-movement group Quantum Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.