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Price
$28.14
USD
Day
-3.6%
YTD
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Point-in-time evaluation
wait
Q1 print confirmed HPC pivot (700 MW, $11.4B contracted, $787M NOI) but 10-Q (~May 15) and a documented Convex buy zone must clear first.
May 8, 01:04 p.m.
Earnings cycle
Preview
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Post-earnings
Financials mixed (rev beat Zacks, EPS missed by $0.01) but HPC pivot confirmed: 700 MW contracted, $11.4B contracted revenue, third hyperscale lease.
May 5, 10:30 a.m.
Research feed
Latest imported research note for this ticker.
longwatchaleabitoreddit
Imported thesis
Miner-to-HPC pivot further de-risked than IREN; third AI data-center lease signed with IG-rated hyperscale tenant; Barber Lake + Black Pearl on track.
Imported reasoning
Implied 1.74x off Morgan Stanley PT $42.50 vs current $24.36 maps to low potential (sub-2x); category-typical for Forward-Arch miner-pivot is higher but Q1 EBITDA -$48M and ongoing cash burn mean the capital-structure path is the binding risk. The IG-tenant lease materially improves the demand side; the supply/funding side is unresolved. Sleeve fit (Forward-Arch UNDERWEIGHT) and Article IV asymmetry bias both argue for keeping this on bench, not promoting today.
Last imported
Jun 1, 08:15 a.m.
Source report
2026-06-01_midday.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Miner-to-HPC pivot further de-risked than IREN; third AI data-center lease signed with IG-rated hyperscale tenant; Barber Lake + Black Pearl on track.
Sleeve
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Consensus PT (USD)
$32.00
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 2.8% of fund (10,469,093 sh, new) as of 2025-12-31
Social Signal — last 90 days
@ParadisLabs
1 mention · 1 bullish / 0 bearish
CIFR selected as compelling power-infrastructure play based on counterparty quality, secured-to-energized timeline, and EV/MW valuation.
@aleabitoreddit
1 mention · 1 bullish / 0 bearish
Anthropic's aggressive data center expansion creates near-term demand tailwinds for colocation operators.