Lumentum Stock Surges 570% in 12 Months, Outpacing Nvidia and Micron
Lumentum shares soared about 570% in a year, outperforming Nvidia and Micron, driven by AI infrastructure demand.
1 h ago9 min read
StoneX's Mark Palmer: Why MSTR Price Target Is $435
Mark Palmer explains why Strategy bought back six times more Stretch than Bitcoin, how the $4.9B Reserve lifts preferred shares to par, and why dividend rates…
06/10/2026 21:274 min read
Mark Palmer, senior equity research analyst at StoneX, examines Strategy's recent capital allocation, which saw the firm put six times more into repurchasing Stretch shares than into acquiring Bitcoin. He contends that STRC is essential to how Strategy raises funds, and that the company's $4.9 billion USD Reserve is gradually lifting the preferred stock toward its par value. Palmer also explains why raising the dividend rate is not a straightforward option for the company.
This program's statements reflect only the guests' views and do not necessarily align with the official positions of BTC Inc., Bitcoin Magazine, or any related entities. The material is offered solely for informational and educational purposes and is not to be taken as investment, legal, tax, or accounting guidance. Nothing in this presentation is a solicitation, recommendation, endorsement, or offer to purchase or sell any security or financial instrument. Listeners should seek advice from their own financial or business advisers before making decisions.
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Disclaimer: this article comes from third-party media and is provided for reference only. It does not constitute investment advice. Crypto and other financial products carry significant price volatility risk, so please make your own decisions carefully.
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