According to @KobeissiLetter, 69.0% of US companies have beaten revenue expectations in Q3 2025, the highest since 69.1% in Q4 2021 and up from 53.3% a year ago, putting this season on track to be the 5th strongest quarter in at least 13 years; the record over this period is 83.1% (source: @KobeissiLetter, Oct 28, 2025). All eyes are on the Magnificent 7 reporting this week—Alphabet, Amazon, Apple, Meta, and Microsoft—which collectively represent about 25% of the S&P 500 market cap, highlighting concentrated index sensitivity into these prints (source: @KobeissiLetter, Oct 28, 2025). Big Tech is on deck, making these scheduled earnings the primary near-term event risk flagged by the source for broad market participants (source: @KobeissiLetter, Oct 28, 2025).

According to the source, MicroStrategy (MSTR) shares rose about 10% this week. Source: Nasdaq market data. The company reported approximately $3.9 billion in Q3 Bitcoin gains, reflecting the quarter’s BTC price appreciation. Source: MicroStrategy Q3 2025 results disclosure (investor relations). MicroStrategy holds roughly 640,000 BTC, valued near $79 billion based on prevailing market prices at the time of reporting. Source: MicroStrategy holdings update; BTC-USD market data from major exchanges. The firm’s unrealized profit on its BTC position is about $31.4 billion. Source: MicroStrategy investor disclosures. MicroStrategy’s equity exposure is largely tied to BTC price movements due to its substantial BTC treasury, a key consideration for traders positioning in BTC-linked equities. Source: MicroStrategy corporate strategy and holdings disclosures.