Reddit Posts
The AI Pivot No One Is Talking About — And Why $CAN’s Rerate Could Be Explosive
$KEEL, speculative bitcoin miner to data center play backed by Leopold
CLSK & MARA: The Slickest Play in the AI Power Crunch
Favorite behind the meter energy plays for the AI buildout? (Bloom and FCEL)
BTC MINING POWER COUPLE ALERT: CIFR and CAN might secretly be one of the most underrated “mutually amplifying” BTC duos right now (data as of May 6, 2026)
Bitcoin miner Cipher Digital (CIFR) is pivoting to into a large-scale infrastructure provider for hyperscale computing
Nobody is talking about CIFR, which is exactly why I’m looking at it.
Nobody is talking about CIFR, which is exactly why I’m looking at it.
$MARA announcing non-dilutive acquisition of Long Ridge, a 505MW gas-fired plant in Ohio selling into PJM + ~1GW campus w/ AI/HPC potential
$MARA announced the acquisition of Long Ridge Energy & Power - a clear path to 600 gross MW of AI and Critical IT capacity in PJM, on infrastructure we control. 505 MW nameplate CCGT. 1,600 acres.
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
AI data center/HPC infrastructure Stocks: By contracted MW capacity, revenue & market performance
DD: Hertz Just Entered a Real Short + Gamma Squeeze Setup (With a Real Business Behind It). YOLO $100k
Free AI tool that auto-analyzes any earnings report (open source)
No stock tips but I guess you can read in between the lines!
Lets discuss the thesis on Dous Technologies and you can be the judge by voting up or down, at a minimum this can be a 10-15x
Portfolio is -80%. learn from me. Offer advice if you can
CIFR mining looks like it is going to squeeze.
Same guy who called $CVNA $CIFR $OPEN is now calling $SRXH
Why did so many stocks drop more then 30 percent over last 30 days?
$DGXX - 20x times undervalued based on Power Mining Analysis
120k to 20k to 120k in a year, sold IREN, CIFR, CORZ yesterday
Cipher Mining soars 27% pre-market after signing $5.5 billion AI lease with AWS
Genuine thoughts on investing in data center stocks? Which one actually has long-term potential?
Silly covered calls on Neoclouds: profit capped
CANAAN JUST BLEW UP AND IS STILL THE BEST DAMN BARGAIN ON THE MARKET
MARA Holdings ($MARA) - The BTC Miner to HPC AI Datacenter Play Hiding in Plain Sight
How to win at markets! $6,000,000,000 worth of $BTC shorts to be liquidated when price hits $116,000.
The Meme ETF is back. Is it late to the party again?
My view on the ORCL news yesterday. Clear sensationalism, baseless and mostly just factually incorrect. I expect nothing else from a company like The Information.
IREN and CIFR, Loaded Calls in Sept, Not selling until 100+ in December
CIFR is the next big thing , check me
Doubling down, no tripping down on $IREN 48k, $CIFR 13k and a bit of $GLXY 7k
Opendoor and the hidden Oct 1st kill-switch
Bitcoin mining to AI hyperscaling pipeline $GLXY, $RIOT, $CSLK, $CIFR
You say I missed the train, I say the train is still at the station. IREN and CIFR 20k bet
$BITF is the most underrated penny stock
Lazy Investor here - dad suggests open
Don't sleep on this ninja BTC miner stock, Cipher Mining that is based in the US $CIFR.
Don't sleep on this ninja BTC miner stock, Cipher Mining that is based in the US $CIFR.
Anyone not playing the SS on crypto miners is missing out. Big moves coming for CIFR, BITF, WULF etc.
$CIFR Bitcoin play worth watching ? Short interest 19% Bitcoin heading to 50k?
Bitcoin Miners Had A Field Day - Any Views To Share
Stocks face tough times while Bitcoin remains resilient: $MARA, $RIOT, and $CIFR suffer
Navigating the digital frontier: 5 stocks defying market swings in 2023.
Get in on the Bitcoin action: Two hot stocks under $5 with massive gains ahead!
Stocks $MARA, $RIOT, and $CIFR- take a dive, defying a bullish market!
5 Best cryptocurrency mining stocks to explore in September
Mining stocks are on the news in 2023, hoping they'll maintain their bullish momentum.
Mining stocks are on the news in 2023, and investors are hoping they'll maintain their bullish momentum.
Cipher Mining ($CIFR) is experiencing robust trading activity with significant volume.
I have four promising mining penny stocks in my portfolio that I am hoping will succeed.
I see no way Argo Blockchain shares will rise, so I have added these Bitcoin mining stocks to my watchlist.
Mastering the stock market symphony: Stay focused, accumulate wisely, and smile your way to profits
Are $BTBT, $RIOT, $MARA, and $CIFR the top Russell 2000 stocks in 2023? In my opinion, yes, they are. What is your perspective on the matter?
Which miner has the best chance of outperforming the market in H2 as the crypto 2023 rally surges forward?
Options traders send a worrying signal about Cipher Mining ($CIFR)
Mentions
iren managed to hold the 20% pump woaw. also CIFR perfoming better than wulf despite wul being praised by instiutions??? just typical swing, momentum trading?
Why is CIFR mooning though
CIFR holding up strong everything else limp dick (looking at u DRAM , KXIAY, and CRWV)
Rklb CIFR keel - just kill me now. Does the IRS take iou? If i show them my losses they will give me a break right … right?
Power has been the main bottleneck for the better part of a year now. Chips and compute are NOT the bottleneck at the moment (I still hold chip stocks though). We're definitely moving into a phase where the local regulators are the biggest holdup on datacenter buildouts, thus why something like CIFR is a solid bet given they already have secured land + power deals for datacenter properties, which they can then license out to other neoclouds/hyperscalers.
That’s because the competition is way ahead in the process. KEEL is still in very early stages compared to APLD, WULF, CIFR, GLXY, etc.
Fair enough and I’m not a techie in that field so I can only repeat Jensen’s argument that GPU are more versatile and allow models to do more whereas TPUs are much more focused on one task so it’s faster and cheaper in specific tasks. Looking ahead models can evolve to use GPUs in a more efficient way so the advantages of TPUs may diminish a bit. Anyway, I think IREN is struggling IMO probably because the hyper scalers are interested in more control over their money that’s why companies like APLD, CIFR, WULF, etc., keep getting more contracts quickly and IREN is coming up short. The market changes frequently so maybe the business model of IREN may come back in vogue later even as it seems to be languishing now. I have all the stocks I mentioned because of this. Yes, I’m disappointed with IREN but I’m holding all my bags 😂
NBIS so cheap, CIFR so cheap, ASTS so cheap, AMZN so cheap
NBIS is too cheap, CIFR is too cheap, ASTS is too cheap
CIFR $17 APLD $26 NBIS $160-175 ONDS $7. Those are good buys imo (nobody asked)
add CIFR to that list and it's perfect
APLD and CIFR were obvious
**BanBet Won** — /u/Fun-Journalist2276 (2W-0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **CIFR** ▲ | $25.25 → $28.00 | +10.9% | 6h 7m | Won |
Anyone buying the CIFR dip?
**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **CIFR** | $28.00 (above) | $25.25 | +10.9% | Jul 9, 2:09 PM |
CIFR from -10% to +1.5%
lmao CIFR what a comeback
Thought MU would carry my CIFR, WULF, APLD, KEEL. It’s not looking good.
WYFI and CIFR are my next swings
Some huge bets went on data centres WULF and CIFR recently, for tomorrow's expiry.
AI/HPC names loving this presser so far NBIS, CRWV, CIFR, IREN, KEEL, etc
KEEL, HIVE, CIFR, NBIS, APLD, IREN, CRWV are pretty solid long term picks yeah
Next BTC bull run should be around October, same time the market is supposed to shift. I’m buying the BTC miners that own their own electricity and benefit from AI and Crypto. WULF/WULX, RIOT, MARA (Trump is holding), CIFR, CORZ…etc. I’m up around 1,000% on these so far
My goofing around acct started with 1k about 3 months ago and is now at 9.5k. I need to goof around more. Mostly leaps on IREN, CIFR, and DRAM, but some NOK AND LUNR goofing too.
Been asking the same thing for the past 6 months. CIFR and GLXY were eating my ass for hot minute
120% swing? Not quite that much lol. NBIS is big holding from $35. CIFR. AMPX. UNH was green all day for me. Definitely in some higher beta stuff.
going to start DCA on FRMI….this is the next CIFR over the coming year
in the AI HPC sector you mean? WULF, CIFR, IREN and NBIS would be my top 4 picks. WULF is next in line to announce a deal for their site in KY, aswell as CIFR should announce by EOY a deal for their site in Texas that will be energized by EOY.
Today CIFR breaks the pattern! Usually IREN pumps with CIFR!! CIFR TO 100
CIFR is NBIS 2.0 🚀 good day to hold both
Never enter a trade without a solid reason for it. If he doesn’t sacrifice the 2k now, he will be down a lot more if the software stocks continue crashing. Diversify regular solid stocks like others said. Some ideas. Ai infrastructure stocks (APLD, IREN, CIFR, WULF) and memory chip stocks (MU, MRVL, MXL, and many more). They are a little high now, so may want to wait for a little pull back but even if you get in now, they will most likely end higher by end of the year. Just put a bit into each. Take it slow and don’t risk crazy money on lower stocks. AI AI AI. Software will partially be taken over by AI so that’s why they software stocks like INTU are all down 50%+.
~+19k. CVNA shares and calls. CIFR and WULF shares. 🚀
CIFR new ATH since the fall. No overhead resistance. Running good.
Please tell me what to buy: AI Datacenter plays: IREN, NEBIUS, APLD, WULF, KEEL, CLSK, HIVE, CORZ, CIFR Space: BSKY, PL, LUNR, FLY Energy: ?
MARA is still basically a high-IV proxy for bitcoin plus management decisions, but that AI pivot adds another layer of business risk. If you want cleaner bitcoin mining exposure for CSPs, I’d look at RIOT, CLSK, WULF, or CIFR and compare IV, liquidity, balance sheet, and BTC holdings. Just remember the high premium exists because these names can gap hard.
SLNH, KEEL, CIFR, RIOT. AI power bottleneck is very real.
Smelling a CIFR deal on the horizon >:)
I rarely post on anything but that Eric Jackson dude has made me quite a bit of money (IREN,CIFR,HUT8) and more. I’m throwing 5k at it. Let’s see🤷♂️
Yes, LTH. If your looking for the next IREN or CIFR, this is it
I roll ASTS options all day long. With such high IV, you can roll up a week, increase the strike, and do it for pennies on the dollar. I will be rolling late in the day to eliminate the last day of extrinsic value. I’ve been rolling BE, AAOI, HUT, CIFR, NVTS since the beginning of earning season. I finally learned not to cover during earnings. My ONDS ran 20% on blow out numbers.
how about the other big boys NBIS, CIFR, IREN?
CIFR ready for take off boyss
CIFR and APLD look good but they aren’t Pennie’s
I mean, there's CIFR and WULF (plus a dozen others) are just sitting there but none of you will buy them now, only complain when they moon 🤷
It’s still a highly speculative 5G/edge narrative semiconductor exposure and could potentially have violent spikes given the current hype and if there is a hyperscaler relationship - NOT yet at least. If I were to bet, I’ll do a small position but not a core investment. I’d personally rather own INOD (went parabolic today), CIFR and NOK that have clearer AI/Datacenter narrative, stronger macro tailwinds and more visible institutional path. Do your DD since I’m not a financial advisor.
Hmm so next IREN or CIFR
Still bitcoin miners turned HPC. In at WULF at $3, IREN at $7, CIFR at $4, BITF at $1.80 been a hell of a ride. But, it ain’t done baby. There’s already huge energy shortages going on, but the miners already: 1)Have long term power contracts in place. 2)Already connected to the grid. 3)usually in close proximity to generation facility. They’ll have no problem with the power, and hyperscalers will have no choice but to lease.
CIFR and KEEL, there are lots of data center stocks in this space to chose from and they should all be winners. Those are just the two I liked and feel they are still at a decent price
Their 2 biggest contracts are with Google and Amazon ... they make a lot of money, and can afford to spend the rest of the smaller AI competitors into bankruptcy (same with MS and Meta). If you're not a big fish, the smart money is in data centre building, power infrastructure and site prep ... which is exactly what CIFR do ...
If the little boys like CIFR & HUT 8 pumped this hard because of being on schedule, all hail the glorious pump that big boy NBIS will get.
Just buy IREN and CIFR then wait 3-5yrs. Your welcome.
CIFR 23% after earnings. Been a slow burner but both IREN and CIFR building. Wulf also for the outsiders
My $CIFR long dated naked call paid off bigly today.
CIFR calls was the move UGGHH
# TLDR --- **Ticker:** CIFR **Direction:** Up 🚀 **Prognosis:** Buy $30 Calls (Exp: 1/15/27) **The Thesis:** It's secretly an AI infrastructure company disguised as a Bitcoin miner. **Gap Between Ambition & Reality:** Claims to be "throwing 10k to 20k at it", but screenshot proves OP bought exactly *one* contract for $483.00.
I'll give ya my pick. Check out the Bitcoin miner to data center conversion group. I think things are about to get spicy there. They have been overlooked because they are all in the build out phase of their hyperscaler contracts so they are still being judged more by their Bitcoin operations. A few are making moves to go full AI data centers and leave Bitcoin behind. This sector has also been overlooked because the more immediate profits have been in construction and computer parts. The first miners are competing their conversion projects this summertime. CIFR and KEEL are my main pics but IREN, HIVE and others are all great also. You could also do the wtf WGMI and capture a group of them with that.
buy ichor, CIFR, sell after earnings. sweet gainz.
sadly went all in, maybe once iam in profit iam gonna sell for full port in either CIFR or ASST. Have a feeling they outperform this year
So APLD should be double the price of CIFR? Calls it is.
I'm into the Bitcoin to AI conversion. CIFR is my main ride but KEEL probably has more upside from here. There are a handful of others, you really can't pick a loser in the bunch imo
Bought some $900c on CAR for Friday. J/k but DID buy some $24c for CIFR for 5/1. See you in Valhalla.
VM is it time to buy OKLO, IREN SMR or CIFR
Now again I must hedge my shorts, but not with the megacaps like opex week. Something smaller, more uncorrelated. Something like CIFR.
Mawson potential fair value (execution-dependent; high-risk/high-reward transformation story): As traditional BTC miner (130–150 MW): $100M–$150M (aligns with lower-end peer BTC-only multiples; current market cap reflects discount due to size, liquidity, and transition uncertainty). Partial AI/HPC transition: $150M–$300M (reflects early re-rating as some peers trade at $7M–$10M+/MW with AI pipeline). Successful full AI/HPC pivot at scale (or merger/integration with Big Digital Energy (BDE) → ~250 MW combined company): $300M–$500M+ (or materially higher if large customers/contracts secured). Small-cap BTC miner / infrastructure owner (~$27–33M market cap at ~$5–6/share); 5.49M shares outstanding; public float ~2.47M (effectively ~1.5–2M tradable after insiders/long-term holders). Core asset: 130–150 MW grid-connected power infrastructure, primarily used for Bitcoin mining today; viewed as primary value driver for potential AI/HPC pivot. Recent changes: Activist-led restructuring by Endeavor Investor Group (includes Big Digital Energy / BDE); full board/management overhaul; strategic shift toward AI/HPC colocation evaluation. Leadership: Executive Chairman Joshua Kilgore (Endeavor Blockchain founder, majority BDE owner; ~25–30% MIGI ownership / ~1.5M shares; background in BTC mining, AI/HPC infra, large-scale deals). CEO Phil Stanley (capital markets/finance). COO Cody Smith (BDE-linked; cybersecurity/ops). Board brings energy infra, AI/HPC, finance, and strategy experience. BDE relationship: BDE holds 100 MW+ infrastructure; shared leadership/ownership creates potential for JV, asset contributions, or integration (no formal merger announced yet). AI/HPC status: Early-stage; GPU testing ongoing (delayed by supply chain); no confirmed large-scale customers or meaningful AI revenue yet. Peer trading levels ($/MW enterprise value for current/contracted capacity, 2026 data): Pure-play BTC miners: ~$3.6M–$12M per MW (examples: MARA ~$3.6M, HUT ~$5.2M, CIFR ~$9.8M, WULF up to $12M; peer average often cited ~$7M/MW for those with AI optionality). AI/HPC-pivoted or colocation miners: $9M–$15M+ per MW (e.g., WULF ~$15.1M contracted MW; AI-ready build costs ~$8M–$15M/MW vs. BTC infra ~$0.7M–$1M/MW; hyperscaler deals drive premium valuations). At AI/HPC peer levels ($8M–$15M/MW), a 250 MW entity could theoretically support $2B+ EV in optimistic scenarios with contracted revenue, though realistic near-term fair value remains in the $300M–$500M range given execution, capital needs, and customer acquisition risks. Overall thesis: High-risk, high-upside play centered on real power assets + activist-led pivot to AI/HPC (with BDE synergy potential). Success hinges on execution, GPU supply resolution, customer wins, capital access, and any formal BDE integration. Tight market structure amplifies upside volatility on positive catalysts.
To give you some idea of how undervalued the power portfolio is, That WhiteFiber deal for 40MW, was 10-years for $865M. $86.5M/yr. $2.1M per megawatt. Mawson's entire revenue for 2025 was $39.8M and they are sitting on 144 Megawatts. If Mawson was able to garner even $1.5M per Megawatt for half their power they should generate $105M in revenue. Being a middle man hosting provider for Bitcoin with the worst hasprice in Bitcoin's history probably isn't the best use of power even if you are a Bitcoin bull. Undoubtedly, Endeavor and team understand those agreements and best use of maximizing the commodity they are sitting on. Net Operating Income (NOI) on the Wulf and CIFR deals is estimated at 80-85%. Assuming the cards fall into place, a decent scenario would be that MIGI can actually leverage half their power, move to profitability, at $100M in revenue with even $20M in Net income, they should be easily worth $100M (P/E ratio of 5). $WYFI trades at 22.5 PE, has two deals but less contracted power and has a market cap of $557M. If they are able to leverage the entire portfolio, it's much much larger than $200M. Currently around 35M market cap at 6/7$ I like the stock
I nailed the covered calls during this war… until I didn’t. I did not expect such a massive TACO. What are the odds that RKLB doesn’t end the week over 69? CIFR not ending next week over 17? ONDS not breaking 12 by the end of the month?
Please market Gods let me close these puts I sold today on IREN and CIFR. I'd be happy with a small loss at this point.
NBIS, APLD, CIFR and WULF. Data center boys!
CIFR - Based on last earnings call, assuming its a deal with AWS or Google (existing tenants) for Stingrey site. They said very close to announcing a deal for Stingrey..