MicroStrategy (MSTR) — What Changed
Material changes in the AI committee's view · 12 events tracked · Detected nightly
2026-07-31 MINOR
▼ Agreement ShiftMSTR's Committee agreement moved from 80.00% to 71.40% (-8.60pp, 1 day(s) apart).
80.00 → 71.40 (-8.6)
2026-07-31 MINOR
▲ Score ChangeMSTR's Committee score moved from 55.25 to 55.94 (+0.69, 1 day(s) apart).
55.25 → 55.94 (+0.7)
2026-07-31 MATERIAL
— Conviction ChangeMSTR's Committee conviction moved from high to moderate (1 day(s) apart).
high → moderate
2026-07-30 MINOR
▲ Agreement ShiftMSTR's Committee agreement moved from 71.40% to 80.00% (+8.60pp, 1 day(s) apart).
71.40 → 80.00 (+8.6)
2026-07-30 MINOR
▼ Score ChangeMSTR's Committee score moved from 56.68 to 55.25 (-1.43, 1 day(s) apart).
56.68 → 55.25 (-1.4)
2026-07-30 MATERIAL
— Conviction ChangeMSTR's Committee conviction moved from moderate to high (1 day(s) apart).
moderate → high
2026-07-28 MINOR
▼ Score ChangeMSTR's Committee score moved from 58.11 to 56.68 (-1.43, 1 day(s) apart).
58.11 → 56.68 (-1.4)
2026-07-24 MINOR
▼ Score ChangeMSTR's Committee score moved from 57.91 to 57.30 (-0.61, 1 day(s) apart).
57.91 → 57.30 (-0.6)
2026-07-18 MATERIAL
▼ Agreement ShiftMSTR's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).
71.40 → 57.10 (-14.3)
2026-07-18 MINOR
▼ Score ChangeMSTR's Committee score moved from 58.11 to 56.99 (-1.12, 1 day(s) apart).
58.11 → 56.99 (-1.1)
2026-07-18 MATERIAL
— Conviction ChangeMSTR's Committee conviction moved from moderate to contested (1 day(s) apart).
moderate → contested
2026-07-17 MINOR
▲ Score ChangeMSTR's Committee score moved from 57.80 to 58.11 (+0.31, 1 day(s) apart).
57.80 → 58.11 (+0.3)
How Change Detection Works
Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →