And in response, Governor Abbott has endorsed, in name, Cipher Digital alongside Amazon as committed to compliance with his standards.
$CIFR is in position to win.
$OPEN just announced a raise. I love it.
“And waiting could make the shares we are buying back today more expensive, and homes we could be buying don’t get bought.”
Sounds to me like the next few quarters are shaping up to be fantastic.
Huge deal! Excellent video! $IREN is top notch!🔥🔥🔥
Delivery of horizon 2, 3, and 4 to follow and at faster speeds than Horizon 1.
2026-27 is looking fantastic for shareholders.
As I’ve said for months, $150 is doable by EOY.
Ashlee is an OG of those that follow Rocket Lab.
He's 100% spot on with his analysis on GHOST. It's a far bigger deal than most even understand.
Bottom line: Rocket Lab continues to establish itself as a critical prime of the present and future.
Cipher has gotten so unbelievably cheap, it's ridiculous.
$CIFR already has already contracted ~$686M of NOI for 2027. This is contracted, co-location with funding already secured.
A 20x multiple, which Equinix and DLR command on similar projects, gets you to $13.7B EV.
We
Michael Burry is in the business of staying relevant to sell as many substacks as possible.
A fine business model which likely is printing great money for him.
But that is not where I would go for investing insight.
Good print for $NBIS.
Being short compute here is absurd.
As expected the $NBIS print came in extremely strong.
Bottom line: Demand for AI compute has gone asymmetric.
The question is to what rate supply can catch up. I see no reason to believe the gap between supply and demand wont continue to grow.
Those that have the supply win.
