The stock that surpassed Apple and Nvidia: Bitcoin turned MSTR into the new Wall Street giant

Discover how Strategy's Bitcoin-based strategy revolutionized its stock price and positioned it above tech giants like Apple and Nvidia in the stock market.

Since Strategy adopted Bitcoin as a corporate standard in August 2020, its MSTR stock has experienced one of the most striking transformations in the US market. 

In a universe of more than 1.400 large-cap companies, MSTR positioned itself as the #1 in annualized performance, surpassing names like Innodata, GameStop, and Sterling Infra. With a 93% return, Strategy not only topped the ranking, but did so with a consistency that defies traditional market cycles.

The most striking thing is that, during the last year, MSTR has also outperformed Mag 7 stock, that is, to Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla, every day without exception. This date, supported by comparative performance charts, not only validates the Bitcoin accumulation strategy, but raises a deeper question: Are we witnessing the birth of a new corporate asset class?

The narrative that once revolved around Bitcoin's volatility is now being reconfigured around its ability to generate sustained value. Strategy has relied on Bitcoin not only as a speculative hedge, but as a backbone of its financial modelAnd the results, at least so far, seem to prove him right. 

In a market where innovation often comes hand in hand with technology, Strategy has demonstrated that financial innovation can be equally disruptive.

Strategy: Revenue, earnings, and the S&P 500 milestone

MSTR's strong stock market performance reflects solid operating results that support its strategy. In the second quarter, the company reported revenues of $14.000 billion y net profits of $10.000 billion, figures that consolidate its position as a relevant player in the American financial ecosystem. But beyond the numbers, what really marks a turning point is its possible inclusion in the S&P 500 index this September.

If realized, Strategy would become the first company with Bitcoin on its balance sheet to be included in Wall Street's most emblematic index. This milestone would not only further validate its Bitcoin investment model, but would also redefine the profile of companies that can aspire to be considered "blue chip." In other words, Bitcoin would be consolidated as part of the institutional standard.

The company's potential entry into the S&P 500 also implies greater exposure to index funds, which could further amplify demand for MSTR. In this context, Strategy's narrative becomes doubly powerful: on the one hand, it demonstrates that Bitcoin can be a viable corporate reserve asset; on the other, it argues that institutional adoption doesn't require waiting for central banks to take the first step. Strategy has done it alone, and now the market seems to be recognizing that leadership.

The S&P committee is expected to announce its decision on the company's inclusion in the index next month. September 5. All this happens after the inclusion of Strategy in the Nasdaq xnumx, last December. 

Michael Saylor and the Bitcoin Thesis: Beyond Gold and the Dollar

Behind this strategy is Michael Saylor, CEO of Strategy and one of Bitcoin's most vocal advocates in the corporate world. Since 2020, Saylor has led a policy of aggressive accumulation of BTC, convinced that it is the most solid asset in the face of inflation, debt, and the erosion of the dollar's purchasing power. 

Today, Strategy has 636.505 BTC, valued at over $70.000 billion at current exchange rates, making it the largest corporate Bitcoin holder in the world.

Saylor hasn't limited his speeches to financial reports. On September 8th, he will be speaking at the HC Wainwright lecture, where he promises to talk about Bitcoin and the digital transformation of capital markets. His presence at this type of event is no coincidence: he seeks to position BTC as the new reservation standard, not only for technology companies, but for any institution that wants to protect itself against macroeconomic volatility.

Thus, what once seemed like a risky bet is now presented as a solid thesis, backed by results and a narrative that connects with the current financial zeitgeist. Saylor has not only defended Bitcoin as an asset superior to gold or the dollar, but has also demonstrated that it can be the engine of a profitable, scalable, and, above all, institutionally viable corporate strategy.

A new institutional paradigm?

The story of Strategy and MSTR isn't just about a stock that outperformed Apple and Nvidia. It's about how a well-executed narrative, backed by results and strategic vision, can redefine the rules of the game on Wall Street. If MSTR enters the S&P 500, it won't just be a financial milestone: it will signal that Bitcoin has moved from being a promise to an institutional reality.

In an environment where confidence in traditional assets is slowly eroding, Strategy offers an alternative that combines conviction, performance, and narrative. And if this cycle has proven anything, it's that well-crafted narratives don't just move markets: they transform them.