The video analyzes MSTR, noting a completed pattern from May with a five-wave decline into September 25th. After a rally, a pullback is observed. The analyst expresses a preference for not buying dips significantly below all-time highs, but suggests that MSTR's structure has improved due to the late September rally. Considering owning it at 313, with 292 being a critical support level; breaking below this could lead to a pullback to 231. Initial upside targets are 328 to 331, followed by 350, and then a potential break above 365. The analyst also briefly discusses PLTR, stating it remains actionable.