Matic Kovačič (@matic_1991) 's Twitter Profile
Matic Kovačič

@matic_1991

ID: 1793923475704307712

calendar_today24-05-2024 08:35:02

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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,

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,
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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

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
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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

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
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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

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.

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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

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
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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

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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

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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

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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

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

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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