
Gus Galá of Monness, Crespi, Hardt-a name that sounds like it belongs in a pulp novel about Wall Street intrigue-decided to take his shot. In his note, he didn’t just slap a SELL rating on Strategy; no, he went full scorched earth, dropping a $175 price target onto the smoldering wreckage of its recent $337.58 close. This wasn’t analysis-it was an assassination attempt. And why not? The man had ammunition aplenty: concerns about valuation premiums, convertible bonds stacked higher than unpaid parking tickets, and the ever-present specter of Bitcoin volatility. Oh, and did I mention the CONVERTIBLE BONDS? Because apparently Gus couldn’t stop thinking about them either.