Analyses · Jan 15, 2026

US Stocks: Whose Numbers Are Deceiving?

US Stocks: Whose Numbers Are Deceiving?

When investing, a dazzling profit figure can be deceiving at first glance. Sometimes, massive growth is driven by a single accounting change, while other times, a sharp decline hides a fundamentally strong business. In this analysis, we look behind the Q3 2025 results of major US companies. With new reports just around the corner, it's the perfect time to clarify the true health of these businesses, stripped of one-off noise.

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MicroStrategy (MSTR)

MicroStrategy reported an incredible 1001.6% growth in operating profit, turning last year's loss into a massive gain. At first glance, it seems as if the company's business operations have grown explosively, leaving competitors far behind.

In reality, this was driven by a new accounting rule that allowed the company to book the increase in Bitcoin's value ($3.9 billion) as profit, even though the asset had not been sold. For investors, this means the figure reflects cryptocurrency market movements, not a genuine leap in the company's day-to-day software business.

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The information provided is not investment advice. RYTM analyses are generated with AI assistance and are intended for informational purposes only. Always do your own research before making investment decisions.