
Post
ARRIWYKS
#StrategyQ3BTCGains
📅 *Oct 29, After Close — Est: $17.25 EPS | $128.03M Rev*
But Q3 25: *$128.69M vs $116.65M BEAT (+10.3%)*, $2.8B net profit on BTC.
*BTC is earnings:*
Holds ∼640K BTC ($70B+). Fair-value accounting now — price swings = profit. Q3 EPS est swing $14 to $21.50
*History:* 0/4 EPS beats last 4Q, but 3/4 revenue beats. Stock $153, -50% from $299 high, beta 3.56.
*Call: 60% YES on revenue, coin-flip on EPS — BTC price will decide.* Watch BTC yield target 30% + $20B gain guide.

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