Reddit Posts
The market is pricing in massive default risk on ai infrastructure and comparing it to fibre optic. Why I think real bear thesis can’t implement until 2028 at the earliest.
The market is pricing in large default risk on ai infrastructure comparing it to fibre optic. I think real bear case will take until 2028
$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW.
Datacenter penny stock to use mining building already in operation $GPUS
Keel Infrastructure (KEEL, formerly Bitfarms): a $2B bet on AI data centers that hasn't signed a single tenant yet
CIFR, about to go on a big run. Here's why.
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.
Mentions
its about credit. Started with CIFR conversion
Think there is any rebound potential shit like HIVE, CIFR etc? Kinda tempting after this much of a beatdown.
Mike Alfred having a wine party for his subscribers was definitely the final nail in the coffin for CIFR and IREN.
$CIFR actually had a good call this morning.
is anyone holding CIFR? that shit is going to zero im sorry for you
CIFR below 7 now lmao holy sht
It’s amazing that a company like $CIFR and $IREN are getting so low that they’re just a couple bad days away from completely obliterating any positive equity gain from pivoting to AI
i think CIFR killing their stocks to raise funds really blew up the neo clouds which are seen as the frontier of this AI buildout. Just like 08, the core banks were ok in the beg but the perhipherals were dead
Name a worst company than CIFR. Hard to find something so shit
IREN heading to 0, CIFR heading to 0, CRWV heading to 0. :kek: :kek: :kek: :money: :kek: :money: :clifford: :money: :clifford: :money: :kek: :money: :clifford:
NBIS & CRWV & IREN & CIFR & APLD are fuked tomorrow :hammer:
I took some big risks as well, mainly with IREN and CIFR. I don’t think anything major has changed in the thesis of those companies. Oil, rates, yields, midterms - it’s a risk off market right now and there’s a huge sell off that is way exaggerated IMO. I believe eventually we’ll be good, but there’s still volatility ahead. One argument I don’t necessarily agree with is investing in AI companies because “AI is the future”. AI isn’t going anywhere there IS a bottleneck. But that doesn’t mean smaller companies will definitely survive. Their hardware, their power - sure. But they could also deteriorate to a point they’ll agree to a cheap buyout that will fuck over shareholders. I don’t believe that to be the case with the companies I’m invested in, but that risk IS there.
Stopped out -$670 on CIFR, fuck that company. Hope it dies.
CIFR should just delist it would be better
400 CIFR shares @ 10.00 even…
And this is why I'm so heavily invested in this sector. CLSK, IREN, CIFR, HUT, WULF, KEEL, HIVE etc were all Bitcoin miners in the past so already have power contracts, land, and infrastructure. Big tech knows this too, which is why these companies keep getting deals with them. Anybody that works in tech knows that the build out phase is always the biggest bottleneck. You can vibe code as much software as you want but you will always be restrained by infra. I've been part of so many launches that get delayed just because we didn't have enough servers to meet the demand.
Mara usually has drastic exposure changes to BTC. So I figured I would do that, and saw datacenters were already down so I figured that it would be reatively more safe directionally. Except bitcoin went up, and mara ignored it completely and went down as much if not more than all other datacenters. I was more in CIFR though tbh, but yeah mara was a bad call I guess.
I saw data-centers were extremely down. I usually don't do covered calls that often, but decided to go full throttle on covered calls between datacenters and some space. Both sectors went down 40-60% in 3 weeks. I was leveraged (I said 3x, but it was more like 2.5x), thought the premium would be enough to suffice if it had a rough week. Got in right before CIFR decided to do 10% down, followed by 20% down, followed by 15% down.
I’m in $CIFR right now heavy at $15. I regret not selling when I was up. Currently down 30% on this position.. however I’m prepared to hold it for as long as it takes and the second I can get out with a minor loss I’m gone. I almost killed myself the other day but when I see posts like this I’m glad I chose stocks
why did CIFR have so much volume yesterday? People really buying up the dilution?
At these prices, would you enter on CIFR or IREN ?
CIFR top holding lol, just shitco investing.
TeraWulf Inc. (WULF) 12.26 +0.72 (+6.24%) CoreWeave, Inc. (CRWV) 67.81 +2.03 IREN Limited (IREN) 29.33 -1.23 (-4.01%) Core Scientific, Inc. (CORZ) 13.94 +0.43 (+3.22%) Cipher Digital Inc. (CIFR) 9.89 -0.05 (-0.50%) Hut 8 Corp. (HUT) 74.41 -0.46 (-0.61%) Galaxy Digital (GLXY) 18.12 +0.19 (+1.06%) Nebius Group N.V. (NBIS) 181.45 -4.56 (-2.45%) Keel Infrastructure Corp. (KEEL) 2.4950 -0.0550 (-2.16%) Just kidding bro. All your money is coming back bro. That 40% drawdown was just a joke bro. The bubble didn't pop bro. It's all going to be okay bro. Just let us dump it again over night while we hold the line here just long enough for you to think it's going to be okay bro.
Look at CIFR they get money for 0%. Sure as convertible bond, but how sure are you as an investor to make that deal? 100% Camparing to CoreWeave and Nebius they offer only the infrastrukture.
So much money to be made simply buying shares of data center stocks. CIFR, WULF, APLD, KEEL, IREN, HIVE to name a few.
Cried real ugly crys on how my life is over. Feel a bit better. But it is what it is. Only got myself to blame for holding CIFR
I might actually kill myself. I’m down over 20k on my $CIFR position
CIFR OR AAOI? I am going to drop 50k on options on one of them. Which one?
Been bearish the whole september - lost 50% of my account. Deposited more and activated margin, thinking i will be buying the dip. Lost another 30% in two days. Fuck you, CIFR
Cry. I’m heavy in $CIFR. Luckily in shares but it’ll be months before I regain my capital. I set a sell limit and deleted my app. Going to buy some alcohol and hopefully not kill myself by the end of my drink
Try 28 avg. It's been all bad since I bought. Just horrendous. I'm glad I cut $CIFR loose because that's an even bigger shitshow
CIFR down back to back -12%
if this isn't the end, CIFR gonna rip
CIFR going for a record red days in a row in to delisting
Lmao maybe the CIFR bros did pick a peak time to dilute yesterday
CPI cool as a cucumber tomorrow for Orangenman - buy the most beaten down stock that is coiled like a spring and highly shorted. $OPEN, $CIFR, $IREN thank me later
Buy CIFR and IREN - become rich
Same. 30 open positions, sitting on my hands most days. Not selling new puts into a five day down tape. Today I rolled both IREN puts down and out for 16 dollars debit each and rolled my CIFR put out a month for a 10 dollar credit. Discipline is just doing less.
Data center stonks getting obliterated, you love to see it folks! CIFR, WULF, APLD all circling the drain!
I mean CIFR has to be too cheap right?
Why CIFR down so much
Good timing CIFR management lmaooo
CIFR offering LMAO impetuous timing
why did CIFR tank like that any news?
Hi the hell did CIFR fall almost 50% in less than 3 weeks
Add CIFR to that list. Its killing me…
Better than CIFR I'll tell you that much
WERE THE MMs NOT LISTENING? I SAAAIDDD I SOLD MY APLD AND CIFR...... YOU CAN PUMP THEM NOW...... :screech: :screech: :screech:
FUCK IT I sold APLD and CIFR okay I DONT CARE ANYMORE
APLD and CIFR are trying to build some of the most valuable infrastructure for the AI boom, but the market is punishing them for the enormous cost of getting there.
Just noticed CIFR looks a little bull flaggy today
APLD and CIFR approaching the late March lows. more pain before big gain or just dump dump dump. SOMEONE TELL ME. I NEED A HERO
Someone give me one good reason not to sell my APLD and CIFR right fucking now or they are GONE
I *really* want to sell my APLD and CIFR but will I regret it is the question
RIVN, QXO, APLD, CIFR all fucking me in the ass
APLD and CIFR this shit is getting ridiculous but I know once I sell they'll rocket WHAT DO I DO
CIFR. It’s way too cheap
The worst part is, APLD and CIFR aren’t even stocks that I’d normally gravitate to. I bought them on a whim and it was definitely a rookie mistake
CIFR dump has been RELENTLESS. I'll happily take a loss if it would just reverse a little bit
If I never bought CIFR, I'd be soo happy
nuked my account today with PLNTR short then hopped onto CIFR and got nuked once again. -73% Year to date now, maybe trading isnt for me after all
APLD, CIFR, WULF AND KEEL got teabagged LMAO, muh data centers 😭😂
CIFR at these prices? Sign me up
At this point why not just make $IREN and $CIFR $0/share. I can take over the company and run it myself!
In all reality it probably depends on what sector you are trying to short. Are you shorting chip/software because that's favored right now by algos and being pumped in this kangaroo market. Meanwhile if you were shorting data center plays like CIFR, WULF, APLD you'd be on the right side of algos and making a killing.
Mike Alfred had a wine club meeting and now IREN and CIFR are tanking...you can't write this stuff.
They are all shit sandwiches. KEEL, WULF, APLD, CIFR, etc.
If you want APLD on hard mode, buy CIFR
why is CIFR such a broken stock
Was between CIFR and WULF. 7k shares riding with you sir!
it would be really cool if APLD and CIFR could stop dumping
CIFR flipping red is so typical I hate this stock
If nothing has changed why is the stock off roughly 50% in about 66 trading dayS? Then you might want to explain why IREN in 6 months is up 20% and CIFR is up 22% , and WULF is FLAT to slightly negative
I think Data Center stocks will rally again 2X incoming within next 6 months $KEEL $CIFR $IREN $WULF $APLD etc
Am I the only one holding CIFR. This shit just won't stop bleeding
aw, shucks. thanks. well, I did get out of SMCI this morning like I said, thank heavens, but I still have 5% to go on NU for break-even. altogether I'm "only" down around 2k but I'm still holding and praying (QXO, CELH, APLD, CIFR). it's the last two that I'm really concerned about
I am down a whopping 30% combined on APLD and CIFR. AMA
For the skeptics out there, you can go to the latest ector county commissioner court video and listen at around 37 minutes in, you can see the county judge is "pulling the trigger" because they have now secured the 207 MW PPA with Vistra. https://ectorcountytx.new.swagit.com/videos/402549 The PPA news alone solidified it for me, Vistra was already being paid for that 207 MW to CIFR, why would Vistra give up the current cash they are generating if this was all fake and discussions with a tenant weren't advanced?
Does anyone know if APLD or CIFR are going to keep bleeding forever or
Why the FUCK did I buy APLD and CIFR last week? Oh yeah, I was on drugs. smh
What do you think dawg? SMCI, RIVN, QXO, NU, CELH, APLD, CIFR. Cumulatively down nearly 9%. Bought all last week. Keep holding?
ooh ooh do me. SMCI is fuk RIVN is fuk QXO is fuk NU is FUK CELH is fuk APLD is fuk CIFR is fuk I AM FUK
I'm down over 12% on NU and CIFR
Idk about NU but I think my other stocks, GFS, APLD, CIFR, CELH, and QXO will recover sooner than later
I like those stocks in this order: GFS > CIFR > APLD in the order of strength
Am I fucked holding GFS, APLD and CIFR or am I overreacting
QXO, GFS, NU, CELH, APLD, CIFR. which ones do I sell
GFS, APLD and CIFR look interesting here