Strategy Inc

• Strategy slides after bitcoin briefly dips below crypto firm's key breakeven level - Bitcoin fell as low as about $74,500 early Monday, dipping below Strategy's average purchase price of $76,052 per token.
• What I want from Apple, Meta and Microsoft in their key earnings reports - All three stocks are regarded as broken, and it's difficult to get more broken.
• South Korea auto stocks rise after U.S. Commerce Secretary confirms tariffs lowered to 15% - Overnight, bitcoin plunged around 6% to trade below $86,000, marking its worst day since March and pressuring the broader stock market down.
• Forget AI spending — the biggest risk to this stock market is speculative junk - The idea that these alternative investments somehow create anything en masse is almost ludicrous.