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From initial conversations to finalized deals: an estimated timeline for Bitcoin miners' AI/HPC data centers with partners and tenants. Derived from public announcements, earnings calls, and executive interviews. I hope to add more to the list for 2026, including $MARA and $CLSK,

While $BTC tanked since Nov 25, miners made big moves, ignored due to market fear! Just some miners since: $IREN $9.7B MSFT GPU deal $WULF 510MW+ HPC, Google $3.2B $CIFR $5.5B AWS + $3B Fluidstack $RIOT AMD lease, Starboard AI push $CLSK 600MW Texas AI power $MARA Exaion stake,

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I wonder what will happen to the percentages once we have a full year after the 2026 dip was bought. Given that the richest people in the world are now part of those crypto numbers, the way ahead is quite clear. $BTC #bitcoin #crypto

To Grok: prediction range for $MSTR stock price if $BTC returns to its October 2025 ATH assumes EVEN IF the treasury holdings STAY at today's level: Prediction % Change Breakdown (from Today's $132.68 Close) Conservative low ($350): +164% Conservative high ($450): +239% I

This time I was able to add $MARA to the table. There's not enough information yet to narrow down the timing for the deal with Starwood. Based on this, we could also expect something similar with $CLSK as they started pivoting in October 2025. If they began conversations back

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I forced a "Warren Grok Buffett" to pick 3 AI/HPC Bitcoin miners to buy this March. The winners: $HIVE, $MARA, $RIOT. 📈 Check out the full article on my profile to see the logic behind these value-driven plays. He dropped $CLSK since the last time I did the same request.

Analyzing compensation sentiment and performance in the AI/HPC and BTC mining sectors over the last year. When compared to NVIDIA - CEO Jensen Huang’s compensation was $49.9M; raises a question where these companies priorities truly lie? As shown in the table below, investors

Who has the upper hand🤌 - the data center or the hyperscaler when making a deal with all the miners now switching to AI/HPC? The "many choices" for tenants exist in theory but evaporate in practice when power timelines and reliability are factored in. If new supply floods in

What will unlock the value and the stock price of $MARA according to CEO: - 1⃣ The day they announced the STWD joint venture, the stock moved up 10% while most miners were down 10% on that day—this showed strong price action. -2⃣ Actually announcing a tenant and the certainty of

The priorities have changed. $MARA was initially planning a 50/50 split between international and domestic in the portfolio. Now, with the $STWD joint venture bringing in a domestic hyperscaler tenant, the value of that contract alone will tilt the ratio toward domestic

Imagine if every day when you checked in on your financial and trading platforms, you saw a 5-year chart as the default instead of a 1-day chart. Imagine how many different decisions you would make if you removed the dopamine hit of pointless impressions and attention-seeking

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Still a BTC miner? $MARA - the latest partnerships and acquisitions: 1️⃣ Long Ridge = Energy & Land 2️⃣ Starwood = HPC/AI hyperscaler construction exp and investment capital 3️⃣ Exaion = Quantum, Software, T4 data c. in EU/CA 4️⃣ Hansford Wind Farm = Energy #energy

Expect FTAI - parent company of Long Ridge to continue selling off "energy" pieces of their portfolio over the next 12–24 months as they move to become a "pure-play" transportation company. If $MARA needs more power, FTAI’s remaining assets are the logical places for them to look

Some thoughts when looking at the valuation of $MARA and $IREN.

How hive:native stock is still so low is beyond me...