The analysis identifies UHAL as a stock to drop due to its free cash flow, and forecasts its Earnings to be negative, inferring a target price of 40. The analysis identifies MSTR, noting its current price at 326.45, mentioning the earnings are coming from holding bitcoin, its current business is only borrow and buy bitcoin , the CEO will never sell bitcoin, it does not have cash coming in, therefore, the presenter is bearish and would not buy the stock and sets the fail price at 350.