Airbnb beats Q2 estimates with $3.608 billion revenue and $1.37 EPS, shares jump 7%영어 원문
The travel platform’s quarter topped forecasts, but investors are watching guidance and margin trends for the back half of the year.
첫날 +3.3% · 5일 후 -7.0%
기타호재
Strategy Execs and Market Watchers Hint Bitcoin Has Bottomed영어 원문
Saylor retweets 'Digital Credit reactor' post; multiple X users say BTC near bottom or showing 'bottom fishy' setup
첫날 +3.3% · 5일 후 -7.0%
기업
Saylor says he never sold his personal Bitcoin as Strategy sold 1,638 BTC영어 원문
Plans to sell some Bitcoin holdings to fund buybacks and dividends, continuing capital management strategy.
첫날 +2.9% · 5일 후 -1.6%
실적악재
Strategy Posts Q2 Loss of $8.22B, EPS -$24.45영어 원문
CEO Phong Le voiced support for CLARITY Act, adding a public signal on crypto regulatory stance
첫날 -4.6% · 5일 후 +7.2%
›전개 과정 3회
2026-07-31Revenue misses; holds 843K+ BTC; loss driven by bitcoin price decline
2026-07-31Q2 net loss of $8.22B driven by $8.32B unrealized bitcoin markdown; shares fell 7% premarket.
2026-08-03CEO Phong Le voiced support for CLARITY Act, adding a public signal on crypto regulatory stance
M&A·자금조달악재
Strategy Plans $500M Sale as Bitcoin Hits 3-Week Low영어 원문
Company plans $500M sale; Bitcoin hits 3-week low; Saylor's net worth ~$3.2B.
첫날 -4.6% · 5일 후 +7.2%
실적
실적 발표
첫날 +4.7% · 5일 후 -0.9%
기업
Strategy CEO Says Capital Structure Can Withstand BTC Below $10K영어 원문
CEO reiterates resilience; discloses 42% ARR since bitcoin standard, outpacing BTC and major indices
첫날 -2.9% · 5일 후 +5.4%
기업호재
Strategy CEO: Long-Term Bitcoin Buyers, Cash Reserves Up to $3B영어 원문
No BTC purchases for 5th week; instead repurchasing preferred stock and boosting USD reserve to $3.75B
첫날 -0.1% · 5일 후 +2.6%
›전개 과정 7회
2026-07-15CEO reaffirms long-term buying stance; cash reserves hit $3B after stock sale, halting BTC sales July 6-12
2026-07-20Company continues building cash reserve, BTC holdings unchanged, funded by share sales
2026-07-21No BTC bought or sold; new funds cover 22 months of dividends, extending cash reserve growth
2026-07-22Equity sales boost cash to ~$3.23B, covering preferred dividends, but dilute shareholders.
2026-07-25Prioritizes balance sheet over buying Bitcoin at lower prices
2026-07-26Company discloses stress test results; Peter Schiff warns share dilution erodes bitcoin-per-share value
2026-07-27No BTC purchases for 5th week; instead repurchasing preferred stock and boosting USD reserve to $3.75B
관련 소식 · 이 종목은 주체가 아님
관련시장
나스닥, ASST 공매도 잔고 9월 중순 21% 증가
최신 결제일 데이터에 따르면 유통 주식의 약 4분의 1이 공매도 상태로, 해당 종목에 대한 관심이 지속되고 있음을 보여준다.
첫날 -0.9% · 현재까지 +2.1%
관련규제
CLARITY Act faces 60-vote test as Democrats submit counteroffer before 17:15 UTC vote영어 원문
With talks still alive, the Senate’s procedural vote is now a test of whether crypto market-structure legislation can advance this week.
첫날 -5.4% · 5일 후 +29.1%
관련규제
Senate releases final CLARITY Act text as 60-vote test nears for COIN and CRCL영어 원문
The bill adds ethics rules and a stablecoin circuit-breaker before Tuesday’s procedural vote, putting crypto policy and bank competition back in focus.
첫날 +4.6% · 5일 후 +23.0%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
M&A·자금조달🔥진행 중
MSTR 옵션 거래 활동 여전히 활발, 상위 목록 유지영어 원문
Price clears 200-day MA; options热度 persists
첫날 +16.4% · 5일 후 +3.0%
›전개 과정 4회
2026-09-18MSTR appears on active options lists two days running, with a $4.8M call leaps trade at $170 strike
2026-09-18Trading volume share far exceeds peers, signaling high attention
2026-09-25Large bullish trades persist, keeping options market attention high
Airbnb beats Q2 estimates with $3.608 billion revenue and $1.37 EPS, shares jump 7%영어 원문
The travel platform’s quarter topped forecasts, but investors are watching guidance and margin trends for the back half of the year.
첫날 +3.3% · 5일 후 -7.0%
기타호재
Strategy Execs and Market Watchers Hint Bitcoin Has Bottomed영어 원문
Saylor retweets 'Digital Credit reactor' post; multiple X users say BTC near bottom or showing 'bottom fishy' setup
첫날 +3.3% · 5일 후 -7.0%
기업
Saylor says he never sold his personal Bitcoin as Strategy sold 1,638 BTC영어 원문
Plans to sell some Bitcoin holdings to fund buybacks and dividends, continuing capital management strategy.
첫날 +2.9% · 5일 후 -1.6%
실적악재
Strategy Posts Q2 Loss of $8.22B, EPS -$24.45영어 원문
CEO Phong Le voiced support for CLARITY Act, adding a public signal on crypto regulatory stance
첫날 -4.6% · 5일 후 +7.2%
›전개 과정 3회
2026-07-31Revenue misses; holds 843K+ BTC; loss driven by bitcoin price decline
2026-07-31Q2 net loss of $8.22B driven by $8.32B unrealized bitcoin markdown; shares fell 7% premarket.
2026-08-03CEO Phong Le voiced support for CLARITY Act, adding a public signal on crypto regulatory stance
M&A·자금조달악재
Strategy Plans $500M Sale as Bitcoin Hits 3-Week Low영어 원문
Company plans $500M sale; Bitcoin hits 3-week low; Saylor's net worth ~$3.2B.
첫날 -4.6% · 5일 후 +7.2%
실적
실적 발표
첫날 +4.7% · 5일 후 -0.9%
기업
Strategy CEO Says Capital Structure Can Withstand BTC Below $10K영어 원문
CEO reiterates resilience; discloses 42% ARR since bitcoin standard, outpacing BTC and major indices
첫날 -2.9% · 5일 후 +5.4%
기업호재
Strategy CEO: Long-Term Bitcoin Buyers, Cash Reserves Up to $3B영어 원문
No BTC purchases for 5th week; instead repurchasing preferred stock and boosting USD reserve to $3.75B
첫날 -0.1% · 5일 후 +2.6%
›전개 과정 7회
2026-07-15CEO reaffirms long-term buying stance; cash reserves hit $3B after stock sale, halting BTC sales July 6-12
2026-07-20Company continues building cash reserve, BTC holdings unchanged, funded by share sales
2026-07-21No BTC bought or sold; new funds cover 22 months of dividends, extending cash reserve growth
2026-07-22Equity sales boost cash to ~$3.23B, covering preferred dividends, but dilute shareholders.
2026-07-25Prioritizes balance sheet over buying Bitcoin at lower prices
2026-07-26Company discloses stress test results; Peter Schiff warns share dilution erodes bitcoin-per-share value
2026-07-27No BTC purchases for 5th week; instead repurchasing preferred stock and boosting USD reserve to $3.75B
관련 소식 · 이 종목은 주체가 아님
관련시장
나스닥, ASST 공매도 잔고 9월 중순 21% 증가
최신 결제일 데이터에 따르면 유통 주식의 약 4분의 1이 공매도 상태로, 해당 종목에 대한 관심이 지속되고 있음을 보여준다.
첫날 -0.9% · 현재까지 +2.1%
관련규제
CLARITY Act faces 60-vote test as Democrats submit counteroffer before 17:15 UTC vote영어 원문
With talks still alive, the Senate’s procedural vote is now a test of whether crypto market-structure legislation can advance this week.
첫날 -5.4% · 5일 후 +29.1%
관련규제
Senate releases final CLARITY Act text as 60-vote test nears for COIN and CRCL영어 원문
The bill adds ethics rules and a stablecoin circuit-breaker before Tuesday’s procedural vote, putting crypto policy and bank competition back in focus.
