Certainly! Below is the full transcription of the video from the provided X post by @JBerneburg, dated May 20, 2025, without the time stamps.
The video appears to be a screen share of a spreadsheet during a video call, with subtitles overlaid on the video. I will provide the full text of the subtitles and any visible text from The video shows a spreadsheet on the screen, with the title “Capital S&P 500 Qualifying MSTR 5000” at the top.
The spreadsheet includes columns for “Company,” “Symbol,” “Capital Return,” and “Weight.” The data in the spreadsheet is as follows:
– **Multiple of capital:**
20.61 (highlighted in yellow)
– **Market Cap:**
216,000,000,000
– **Approx. BTC:**
17,920,000,000
Below this, a list of companies with their symbols, capital return percentages, and weights:
1. **Microsoft Corp** (MSFT) – 6.05%
2. **Apple Inc.** (AAPL) – 6.47%
3. **NVIDIA Corp** (NVDA) – 5.77%
4. **Amazon.com Inc.** (AMZN) – 3.99%
5. **Meta Platforms Inc.** (META) – 2.28%
6. **Alphabet Inc. Class A** (GOOGL) – 1.52%
7. **Alphabet Inc. Class C** (GOOG) – 1.52%
8. **Tesla Inc.** (TSLA) – 1.27%
9. **Berkshire Hathaway Inc. Class B** (BRK.B) – 1.27%
10. **JPMorgan Chase & Co.** (JPM) – 1.27%
11. **UnitedHealth Group Inc.** (UNH) – 1.27%
12. **Johnson & Johnson** (JNJ) – 1.27%
13. **Visa Inc. Class A** (V) – 1.27%
14. **Procter & Gamble Co.** (PG) – 1.27%
15. **Home Depot Inc.** (HD) – 1.27%
16. **Mastercard Inc. Class A** (MA) – 1.27%
17. **Exxon Mobil Corp** (XOM) – 1.27%
18. **Chevron Corp** (CVX) – 1.27%
19. **Coca-Cola Co.** (KO) – 1.27%
20. **PepsiCo Inc.** (PEP) – 1.27%
21. **McDonald’s Corp** (MCD) – 1.27%
22. **Boeing Co.** (BA) – 1.27%
23. **Intel Corp** (INTC) – 1.27%
24. **Cisco Systems Inc.** (CSCO) – 1.27%
25. **Salesforce Inc.** (CRM) – 1.27%
26. **Netflix Inc.** (NFLX) – 1.27%
27. **Adobe Inc.** (ADBE) – 1.27%
28. **NVIDIA Corp** (NVDA) – 1.27%
29. **Broadcom Inc.** (AVGO) – 1.27%
30. **Oracle Corp** (ORCL) – 1.27%
31. **Taiwan Semiconductor Manufacturing Co. Ltd.** (TSM) – 1.27%
32. **ASML Holding N.V.** (ASML) – 1.27%
33. **SAP SE** (SAP) – 1.27%
34. **Accenture plc** (ACN) – 1.27%
35. **IBM Corp** (IBM) – 1.27%
36. **Intuit Inc.** (INTU) – 1.27%
37. **ServiceNow Inc.** (NOW) – 1.27%
38. **Adobe Inc.** (ADBE) – 1.27%
39. **Salesforce Inc.** (CRM) – 1.27%
40. **Netflix Inc.** (NFLX) – 1.27%
41. **NVIDIA Corp** (NVDA) – 1.27%
42. **Broadcom Inc.** (AVGO) – 1.27%
43. **Oracle Corp** (ORCL) – 1.27%
44. **Taiwan Semiconductor Manufacturing Co. Ltd.** (TSM) – 1.27%
45. **ASML Holding N.V.** (ASML) – 1.27%
46. **SAP SE** (SAP) – 1.27%
47. **Accenture plc** (ACN) – 1.27%
48. **IBM Corp** (IBM) – 1.27%
49. **Intuit Inc.** (INTU) – 1.27%
50. **ServiceNow Inc.** (NOW) – 1.27%
At the bottom left of the screen, the text “C/O Jeff Walton and Larry Chiang
1. “Why this is important, as the market cap rises everything on”
2. “this is reflexive. I think what did Saylor say in his Financial Times interview? It was like a”
3. quadratic Reflexive financial flywheel that’
4. “What This Is right i’m showing it to you Right now As The Market Cap Rises”
5. “The Relative Market Cap and Allocation”
6. “And all of these other Passive Index Funds Are Rising Exponentially”
7. “You can see It here right this isn’t a linear curve going”
8. “from 20 to 55 To 2.88 To 3.99 This is an exponential”
9. “Curve like as companies get larger in these indices Because their market cap weighted”
10. “The relative passive funds that are allocated”
11. “To That stock increase drastically Don t Get Caught Getting Popcorn While the Movie Starts”
12. “Right This Is A Once-In-A Lifetime Event”
13. “I’ve Been In This Trade Since 2022”
14. “For This event Which i think may occur within The next six months Actually Getting Included in The Pinnacle Here”
15. “It’s Strategy Qualifying”
16. “Right Everybody This Is Huge Takeaway Everybody is Front Running”
17. “Everybody All the Time The Market Largely Doesn’t Understand Strategy Right Now”
18. “And If There Is A Situation Where They Have Earnings”
19. “That qualifies them for The S&P 500”
Previous post: This is AI Junk
Next post: Only 21 million life Rafts
About Duck9
Duck9 is a credit score prep program that is like a Kaplan or Princeton Review test preparation service. We don't teach beating the SAT, but we do get you to a higher credit FICO score using secret methods that have gotten us on TV, Congress and newspaper articles. Say hi or check out some of our free resources before you pay for a thing. You can also text the CEO:
650-283-8008
Awesome Brands
