Strategy Screenshots

The daily, bite-size version of Strategy Breakdowns. 1 chart, 1 big idea, 1 poll, 1-minute read.

Stablecoin card spending hit $1.2B a month, 96% of it on Visa

Stablecoin card spending hit $1.2B a month, 96% of it on Visa

The tech that was meant to replace card networks is paying one instead.

Nvidia keeps $55.60 of every $100. Walmart keeps $3.07

Nvidia keeps $55.60 of every $100. Walmart keeps $3.07

Walmart sells 3x what Nvidia does. Nvidia keeps 5x the profit.

Heaviest AI spenders growing headcount. Light ones aren't.

Heaviest AI spenders growing headcount. Light ones aren't.

'AI = job cuts' isn't the full story

Software got more profitable. Its valuations fell anyway

Software got more profitable. Its valuations fell anyway

How software actually gets valued in 2026

2 chipmakers drive about a third of S&P 500 earnings growth

2 chipmakers drive about a third of S&P 500 earnings growth

Inside tech's 65% growth, most of it is semiconductors.

Netflix is now the #3 podcast platform

Netflix is now the #3 podcast platform

It only started podcasts this year