Strategy just sold ~$1.16 billion of STRC today. Permanent capital in Bitcoin going to the balance sheet. ~14,155 Bitcoin acquired - all they have to do is pay 11.5%. For reference, Palantir just reported a net income of $871 million... for ONE QUARTER. Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME. Palantir trades at a 150 P/E ratio. Which growth story do you think the market is undervaluing?

Rumor: SK hynix has run into an issue with its HBM4, requiring a photomask revision for the 12nm base die. As a result, volume shipments could be delayed by more than one quarter, which would also impact shipments across the related supply chain.

HARVARD SLASHES BITCOIN ETF POSITION, EXITS ETH ENTIRELY Harvard University’s endowment cut its BlackRock Bitcoin ETF (IBIT) position by roughly 43% in Q1 2026, reducing holdings to 3.04M shares worth about $117M. The endowment also fully exited its $86.8M position in BlackRock’s spot Ethereum ETF (ETHA), just one quarter after initiating the stake. Harvard had aggressively scaled into IBIT through 2025, with the position peaking near $443M in Q3 before consecutive quarterly reductions. Meanwhile, Abu Dhabi’s Mubadala moved the opposite direction, increasing its IBIT holdings 16% to roughly $566M. Despite the cuts, filings suggest Harvard is rotating toward traditional assets like TSMC, Microsoft, Alphabet, and gold rather than fully abandoning BTC exposure.

Alliance Entertainment $AENT: Physical Media Is Back, and the Numbers Show It Alliance Entertainment just reported a standout Q3 FY2026, with revenue climbing 21% year over year to $258.2M and net income rising 25% to $2.3M, driven by broad-based growth across core segments: • Vinyl sales up 15% to $99M • CD sales up 90% to $39M • Collectibles revenue up 48% • Gaming revenue up 12% to $33M But the investor story is much bigger than just one quarter: • Year-to-date net income up 78% to $16.6M • Year-to-date Adjusted EBITDA up 47% to $35.7M For investors watching the entertainment and media space, $AENT is showing that collectors value physical ownership. Vinyl, CDs, movies, gaming, and collectibles are translating into real revenue growth, and stronger earnings. The company is evolving beyond distribution into platform opportunities with Alliance Authentic™ and Endstate Authentic, creating new revenue streams that further diversify the business. With 340,000+ SKUs, 35,000+ retail and e-commerce storefronts served, improving operating leverage, and growing demand for collectible physical media, $AENT is positioning itself as a public-market play on the resurgence of entertainment ownership. Read the full Q3 FY2026 results: $AENT $AMZN $MGM $FNKO $SONY $DIS $PARA $WBD $NTDOY