Joey @plutojunior_69

As 2025 is near an end I think it’s time for a re-cap of the year! 🤪 At the start of the year $CIFR was purely a bitcoin mining stock. In March 2025 @rftylerpage announced the transition to AI/HPC. Since then, we got 3 deals at barber lake and black pearl for a total of 600MW leased: - $3.85B for 10 years at barber lake. - $5.5B for 15 years at black pearl. $CIFR has also announced the acquisitions of two sites: - 1GW in west Texas with a AEP Agreement and Dual Interconnection capability. Energized 2028. - 200MW in Ohio with an Interconnection Agreement and secured capacity from AEP Ohio. Energized 2027. Throughout the year we also had three cash raises for AI/HPC. This cash was used to fund the buildouts of Black Pearl, Barber Lake and to continue to expand its pipeline of development sites, and for general corporate use: - 1.1B Equity Offering (Convertible on or after July 31 2031 before the date of maturity October 31 2031 and a cap price of $23.32 per share). - $1.4B debt offering at a 7.125% senior secured notes due 2030 - $0.333M debt offering at a 7.125% senior secured notes due 2030 We also were the first and only colocation player to sign a deal with a pure Hyperscaler like $AMZN AWS. As a long-term shareholder I am very pleased with the year closing like this. Allot of progress was made and allot of deals were struck. 2025 proved the $CIFR thesis that they can strike deals, build datacenter’s and originate strong sites into its pipeline. Not only that but they proved their ability to source cheap build costs and build AI datacenter’s to the clients demand. For 2026 Outlook, the CEO stated that there will be more deals and more sites. And deals can be signed well in advanced to energization. Going forward the market will now point to its strong balance sheet and massive 3.4GW AI/HPC pipeline. I believe they are primed for Colocation Deals in 2026 in the ERCOT & PJM Market. I was early to $CIFR and they still remain a strong contender in my portfolio with allot of upside. At a $6B Market Cap I believe there is significant room to grow. If you believe AI has not peaked and there will be more power and infra buildouts then you should be bullish on $CIFR 🐂

@mikealfred Had to sell to pay tuition and it really hurt. Thank God I got to keep a bunch of calls🥲

Cipher Mining Signs Additional 56 MW, 10-Year AI Hosting Agreement with Fluidstack In this transaction, Cipher will deliver 39 MW of Critical IT Load to Fluidstack at its Barber Lake site, securing ~$830M in contracted revenue over the initial 10-year term. The agreement also includes two 5-year extension options. If exercised, these extension options would bring the total contracted revenue to ~$2.0 billion for this transaction and ~$9.0 billion in total for the entire lease. With these newly contracted megawatts, Fluidstack is increasing the size of its original transaction and leasing the entire 300 MW of capacity at $CIFR's Barber Lake site. To support the buildout, @Google will backstop an additional $333M of @fluidstack's lease obligations. “We’re excited to expand our partnerships with Fluidstack and Google as we develop the remaining current capacity at our Barber Lake site,” said Tyler Page, Cipher’s CEO. “This third transaction further validates Cipher’s position as a leader in HPC development and underscores the strong momentum that will continue to drive growth across our pipeline of sites.” Full Press Release here: bit.ly/3XCnhez

Good morning from Ann Arbor…never noticed this restaurant before….there are no coincidences….. $CIFR

You can only get the reward if you endure the pain.

Cannot be a real pic, but somehow is

@JoshMandell6 Need Recording Josh😭😭😭

BREAKING: 🇺🇸 US House officially passes 'Genius Act' crypto stablecoin bill.

🤣

@mvcinvesting $ZETA & $BLNE

Bonnie Blue reminds me of the regional banks I own, overused, illiquid after a rough three weeks, and you could drive a train through the spread

$BLNE

Pulte @pulte

a year ago

After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED

2K 5K 24K 11.1M 3K

@venusinox1 @FrameworkWisely can't agree more. Tickers on timeline all went crazy lol

$AAOI Applied Optoelectronics, Inc. (“AOI”) (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced the first volume shipment of high-speed data center transceivers to a recently re-engaged major hyperscale data center customer. This milestone is the first volume shipment of these advanced high-speed data center transceivers to this customer, and the first shipment of significant quantity to this customer in several years.

CIRCLE IPO估值7.2BLN，对应价格$27-28，PE46倍。我认为太便宜了，新闻也说到需求是供给的20倍，呵呵。翻倍的价格我都会先入一些。

@divram_ai date confirmed？

TRUMP: 90-DAY PAUSE APPLIES TO RECIPROCAL AND 10% TARIFFS || TRUMP:90-DAY PAUSE EFFECTIVE IMMEDIATELY

Repeat after me! 6 sigma! 6 sigma!

lmao what a nonsense

Geiger Capital @Geiger_Capital

2 years ago

*47% TARIFFS ON MADAGASCAR

640 15K 289K 7.6M 5K

@diyas_1989 lock and load sire