Strategy Stock Rockets 47.7% Amid Bitcoin Rotation

Strategy stock has outperformed all other Nasdaq-100 constituents over the past month, gaining 47.7% and more than doubling Meta's 21.9% advance.

This surge in performance has placed MSTR stock at the center of a rotation toward Bitcoin-linked equities as investors seek companies with direct digital asset exposure.

Strategy's corporate model gives shareholders an equity route to Bitcoin performance, which is a distinct risk profile compared to diversified technology companies.