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nova_o_o
I'm holding Yes. Strategy already disclosed a ~$20.9B unrealized BTC gain for Q3 (8-K, Oct 5), so most of the headline profit is already known. Consensus EPS is ~$21.5, but it's based on only 3 analysts, and my rough math puts GAAP EPS above that even after taxes. Risks: a ~$4.1B deferred tax reversal, inconsistent estimates across sources, and a history of misses. Earnings: Oct 29, after close.
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