Chanos vs. Saylor Chanos’ winning trade highlights the structural weakness at the heart of Strategy’s business model. “For all the noise and theatrics…the software business barely throws off cash,” leaving $MSTR reliant on share sales “to fund its bitcoin binge-buying.” ⁦@FT https://bit.ly/3JTCjJG

Chanos vs. Saylor Chanos’ winning trade highlights the structural weakness at the heart of Strategy’s business model. “For all the noise and theatrics…the software business barely throws off cash,” leaving $MSTR reliant on share sales “to fund its bitcoin binge-buying.” ⁦@FT https://bit.ly/3JTCjJG

— MasterMetals (@MasterMetals) Nov 10, 2025

From MasterMetals
November 10, 2025 at 02:49PM
https://twitter.com/MasterMetals/status/1987880222029398367