$Strategy(MSTR)$

Currently, the mining stocks with a large enough mining scale are mainly four companies: MARA, CLSK, RIOT, and IREN. Among them, both RIOT and IREN are engaged in AI, and the leading pure mining stocks focusing on mining and hoarding coins are MARA and CLSK. Since April, both MARA and CLSK have seen an increase of over 10%. In comparison, MSTR has increased by 10%, and Bitcoin has increased by less than 3%. Most of the other mining stocks that have transformed into AI (except for some stocks that have been severely oversold) are in decline. One of the major characteristics of the bottom is that the stocks rise with the general upward trend but don't follow the downward trend. The trend of mining assets in April is somewhat showing this characteristic. Although there is a possibility of a reversal in the future, I believe that the upward momentum of mining assets is highly likely to continue. Therefore, regarding mining assets, as long as Bitcoin remains strong, I will buy more as the price drops. In addition to the above four leading companies with a scale of over 3 billion US dollars, other mining companies worthy of attention include HUT, which is collaborating with Donald Trump Jr., BTDR, in which Tether keeps increasing its investment, and HIVE, which is experiencing accelerated growth in Paraguay. I will keep a close eye on these companies and wait for substantial positive news to materialize before seizing the opportunity to buy.