$Cipher Digital(CIFR.US) | Citizens ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ on ๐๐ถ๐ฝ๐ต๐ฒ๐ฟ ๐ ๐ถ๐ป๐ถ๐ป๐ด, PT $๐ฏ๐ฌ
Analyst sees Cipher converting its growing AI infrastructure pipeline into recurring infrastructure cash flows.
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โก ๐๐๐๐๐๐: Trump says data centers could be more important than oil - $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $SharonAI(SHAZ.US) $Navitas Semiconductor(NVTS.US)
Trump told Punchbowl News he had seen signs Texas appears to be opposing data-center construction and said that would be a mistake. He added he was not taking a formal position but noted communities that welcome data centers draw substantial capital inflows, that some data centers are striking buildings, and that they are economically important; if Texas says no, he said, it would be an error because data centers may be more important than oil. - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Cipher Digital(CIFR.US) Cipher Digital Accelerates Black Pearl Data Center Delivery, Secures New 900 MW Site
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ถ๐ฝ๐ต๐ฒ๐ฟ delivered initial ๐๐น๐ฎ๐ฐ๐ธ ๐ฃ๐ฒ๐ฎ๐ฟ๐น data center capacity ahead of schedule.โค Rent has commenced after delivery accelerated by ๐ฎ ๐บ๐ผ๐ป๐๐ต๐.โค Company secured an option for the ๐ต๐ฌ๐ฌ ๐ ๐ช Apollo site near San Antonio.โค Apollo spans approximately ๐ฎ๐ด๐ด ๐ฎ๐ฐ๐ฟ๐ฒ๐ and entered ERCOT's Batch Zero process.โค Cipher completed financing to fully fund the ๐ฆ๐๐ถ๐ป๐ด๐ฟ๐ฎ๐ data center development.โค Financing reimbursed $๐ฑ๐ฒ.๐ณ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป of previously funded project costs.โค Q2 revenue totaled $๐ฎ๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Adjusted EBITDA was -$๐ฏ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป in Q2 2026.โค Barber Lake and Stingray data center developments remain on schedule.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Earlier Black Pearl delivery accelerates rental revenue generation.โค New ๐ต๐ฌ๐ฌ ๐ ๐ช site significantly expands Cipher's AI data center pipeline.โค Project financing strengthens funding visibility for future HPC expansion.โค Reinforces growing hyperscaler demand for AI-ready data center capacity.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ง๐๐น๐ฒ๐ฟ ๐ฃ๐ฎ๐ด๐ฒ, Chief Executive Officer:โWe are proud to have delivered our first HPC data center capacity ahead of schedule and announce that rent has commenced at the site. This accelerated delivery proves we can execute at scale, with speed, and without compromise in a challenging environment. As we continue to acquire new sites and sign new deals, our foundation of disciplined execution is what truly sets us apart.โ๐ง๐๐น๐ฒ๐ฟ ๐ฃ๐ฎ๐ด๐ฒ, Chief Executive Officer:โA core strength of our strategy is its repeatability, and in the second quarter, we demonstrated that once again. We accessed capital markets to fund another one of our leases, secured an option on a new site, and delivered accelerated capacity to our tenant, further building our position as a leading HPC development platform. We look forward to carrying this momentum into the third quarter, where we expect to make significant additional progress.โ - W
$Cipher Digital(CIFR.US) Q2 EARNINGS DOUBLE MISS ๐ฉธ
EPS: $(0.65) vs $(0.22) estSales: $24.837M vs $32.515M est๐ฅ -8.15% - F
$Cipher Digital(CIFR.US) buyers spotted stepping into the $45C for 12/18, aggressively loading up with over $1.15M in premium.
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$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts. - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Rosenblatt Sees HPC Selloff as Buying Opportunity, Backs $Galaxy Digital(GLXY.US) and $Cipher Digital(CIFR.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐จ๐ฌ๐๐ง๐๐ฅ๐๐ญ๐ญ said the recent ๐๐๐ selloff presents a buying opportunity.โค Firm named ๐๐๐ฅ๐๐ฑ๐ฒ ๐๐ข๐ ๐ข๐ญ๐๐ฅ $Galaxy Digital(GLXY.US) and ๐๐ข๐ฉ๐ก๐๐ซ ๐๐ข๐ง๐ข๐ง๐ $Cipher Digital(CIFR.US) as top picks.โค Selloff followed concerns over ๐๐๐ญ๐'๐ฌ potential cloud offering impacting HPC demand.โค Rosenblatt said Meta cannot back out of contracted ๐๐จ๐ซ๐๐๐๐๐ฏ๐ capacity or resell it.โค Galaxy Digital shares have fallen about ๐๐% over the past two weeks.โค Cipher Mining has declined about ๐๐%, widening its valuation discount.โค Firm said Meta's move appears ๐๐จ๐ฆ๐ฉ๐๐ง๐ฒ-๐ฌ๐ฉ๐๐๐ข๐๐ข๐, not a broader demand signal.โค Rosenblatt believes underlying ๐๐๐ demand remains strong despite recent volatility.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Suggests recent HPC weakness may reflect ๐ฌ๐๐ง๐ญ๐ข๐ฆ๐๐ง๐ญ rather than fundamentals.โค Stable AI infrastructure demand could support ๐๐๐-๐๐ฑ๐ฉ๐จ๐ฌ๐๐ stocks.โค Highlights potential value opportunities following the sector's sharp correction.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "META doesn't have the ability to back out of its committed contracts or resell capacity that has been contracted through CRWV." โ ๐๐ก๐ซ๐ข๐ฌ ๐๐ซ๐๐ง๐๐ฅ๐๐ซ, Rosenblatt Analyst.โค "The development appears to be more company-specific as META attempts to justify its massive capex." โ ๐๐ก๐ซ๐ข๐ฌ ๐๐ซ๐๐ง๐๐ฅ๐๐ซ.โค "We do not view this as a negative demand signal." โ ๐๐ก๐ซ๐ข๐ฌ ๐๐ซ๐๐ง๐๐ฅ๐๐ซ.โค Rosenblatt believes the market reaction across the HPC sector is "๐จ๐ฏ๐๐ซ๐๐จ๐ง๐." - T
Weekly charts on $Cipher Digital(CIFR.US) $Hut 8 Mining(HUT.US) $Terawulf(WULF.US) AND $Keel Infrastructure(KEEL.US) look excellent
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BTIG analyst Gregory Lewis raised the price target on Riot Platforms Inc., Cipher Mining Inc, WhiteFiber, Inc., Core Scientific Inc., Hut 8 Corp.
$Riot Platforms(RIOT.US) $Cipher Digital(CIFR.US) $Whitefiber(WYFI.US) $Core Scientific, Inc.(CORZ.US) $Hut 8 Mining(HUT.US) - H
๐ข ๐๐๐๐ ๐๐: $Cipher Digital(CIFR.US) Cipher Digital Appoints Former ERCOT Director Bill Blevins as Head of Grid Strategies
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ข๐ฉ๐ก๐๐ซ ๐๐ข๐ ๐ข๐ญ๐๐ฅ appointed ๐๐ข๐ฅ๐ฅ ๐๐ฅ๐๐ฏ๐ข๐ง๐ฌ as ๐๐๐๐ ๐จ๐ ๐๐ซ๐ข๐ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐๐ฌ.โค Blevins joins from ๐๐๐๐๐, where he served as ๐๐ข๐ซ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ซ๐ข๐ ๐๐จ๐จ๐ซ๐๐ข๐ง๐๐ญ๐ข๐จ๐ง.โค He previously led ๐๐ฉ๐๐ซ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ and ๐๐ฉ๐๐ซ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ at ERCOT.โค Blevins helped oversee ERCOT's transition to the ๐๐จ๐๐๐ฅ ๐๐๐ซ๐ค๐๐ญ in 2011.โค He brings ๐จ๐ฏ๐๐ซ ๐๐ ๐ฒ๐๐๐ซ๐ฌ of experience in power systems and grid reliability.โค Previous roles include positions at ๐๐๐๐ and ๐๐ฎ๐ค๐ ๐๐ง๐๐ซ๐ ๐ฒ.โค A ๐ต๐ฅ๐๐ฏ๐ข๐ง๐ฌ ๐๐จ๐ฅ๐๐ซ ๐๐ซ๐จ๐ฃ๐๐๐ญ was named in his honor in 2024.โค Project includes ๐๐๐ ๐๐ solar capacity and ๐๐๐ ๐๐/๐๐๐ ๐๐๐ก battery storage.โค Blevins will lead ๐ฉ๐จ๐ฐ๐๐ซ ๐ฌ๐จ๐ฎ๐ซ๐๐ข๐ง๐ and capacity strategy for Cipher's data center expansion.โค Cipher says power procurement remains critical to executing its ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ ๐ฉ๐ข๐ฉ๐๐ฅ๐ข๐ง๐. - T
The economics of $CleanSpark(CLSK.US) & $Keel Infrastructure(KEEL.US) if they start signing leases and start getting valued on parity with eg $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $IREN(IREN.US) etc are quite staggering
We're talking v large upside from hereThey have to execute though - H
โก ๐๐๐๐๐๐: $Cipher Digital(CIFR.US) Cipher Digital Inc. Announces Proposed Offering of $810.0 Million of Senior Secured Notes. Proceeds to Fund Stingray Facility, Reimburse $63.6 Mln Equity, and Debt Service Reserves
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๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Bitcoin miners best positioned in โtime to computeโ race, Bernstein says - $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $CleanSpark(CLSK.US) $Bitfarms Canada(BITF.US) $Hut 8 Mining(HUT.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Bernstein starts coverage on ๐๐๐ซ๐๐๐ฎ๐ฅ๐ and ๐๐ข๐ฉ๐ก๐๐ซ ๐๐ข๐ ๐ข๐ญ๐๐ฅ with Outperform ratings.โค Firm says Bitcoin miners are well-positioned to meet growing ๐๐ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ demand.โค Miners have contracted ๐ ๐๐ across ๐๐ deals worth over $๐๐๐๐.โค Bernstein forecasts AI revenue across coverage universe rising from $๐.๐๐ to $๐๐.๐๐ by ๐๐๐๐.โค TeraWulf receives a $๐๐ price target; AI revenue projected at $๐.๐๐ by 2030.โค Cipher Digital receives a $๐๐ price target with an $๐๐.๐๐ contracted order book.โค Both companies are expected to generate industry-leading ๐๐๐๐๐๐ ๐ฆ๐๐ซ๐ ๐ข๐ง๐ฌ from AI infrastructure.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โBitcoin miners remain best positioned to solve โtime to computeโ given their planned 30 GW power portfolio and operating ability to deliver โwarm powered shellsโ in time,โ said Bernstein analyst Gautam Chhugani.The firm noted that Bitcoin miners have signed 17 AI infrastructure agreements totaling more than $110 billion over the last two years, representing approximately 10% of AI data center capacity currently under construction. Bernstein believes existing power access, development expertise, and speed-to-market advantages position miners as key beneficiaries of the expanding AI infrastructure buildout. - H
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