Cipher Mining — bitcoin mining and HPC data centers
| Filed | Form | Activist | % of class | Conviction | |
|---|---|---|---|---|---|
| 2026-05-13 | SCHEDULE 13D/A | Bitfury Top HoldCo B.V. | 15.0% | Med | filing |
“bruh, $CIFR just signed a $830m 10y contract with $GOOGL through Fluidstack. More likely $22+ next month than sub $10. Long-term hyperscaler revenue visibility, so it's pretty de-risked. Just slower revenue ramp compared to full-stack offerings + BTC price drag since it holds Bitcoin on its balance sheet.” post →
| Date | Tweet |
|---|---|
| 2026-07-21T17:41:05 | Wow, a historic single day recovery. $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS +17.3% $AAOI +15.6% $LPK +14.48% $AXTI +14.12% $MU +12.54% $SNDK +12.8% $SOI +11.1% $TSEM +10.39% $LITE +9.25% $INTC +8.22% $AMD +8.11% $MRVL +7.27% → · 4564 likes · 668,804 views |
| 2026-07-20T17:18:38 | $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does lo… → · 1694 likes · 417,836 views |
| 2026-02-21 | Year to Date: 316.4% From January 2026 into February 2026. Reflection of my short term trades and longs: > Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year > Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up > Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-19 | Companies like $NBIS or $CIFR are high conviction for 2026. But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stockpiling inventory. You might get a 2-3x 1Y re-rating with DCs but it’s a different story than 2000%+ information discovery of a ne… → · 72 likes · 19,791 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect. $AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation Why this is a MASSIVE structural shift for AI stocks: 1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ ) With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-17 | Yes like how my chances with Sydney Sweeney are 50/50, the chances that the bill passes and $NBIS, $IREN, $CIFR goes to the moon are 50/50 as well. Either it happens or it doesn’t. Jokes aside just a wild guess is 30-35% given early disagreement from Democrats like Bernie. I’d count more on like… → · 13 likes · 2,412 views |
| 2025-12-17 | Thanks! There were some other posts about the Speed act passing and “bullish for $NBIS and $CIFR”, which is helpful. But I just wanted to break down “why” since the DC sector is EXCEPTIONALLY nuanced and interconnected. Speed act passing is better than 3x rate cut, since delays are probably one o… → · 15 likes · 2,428 views |
| 2025-12-17 | Just now, the SPEED Act ADVANCES in the House. This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year. Here's why and a rundown: The U.S. GOVERNMENT is set to support the AI data center buildout from Oracle down to Nebius on national security gr… → · 450 likes · 174,102 views |
| 2025-12-15 | Agreed and I've seen it time and time again. $AMD in 2016 when people thought it could take on Intel, then capitulation at $5. $PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity. $RKLB this yeare when people thought it could become t… → · 48 likes · 6,945 views |
| 2025-12-15 | Agreed. Companies like $CIFR are trading like the $AMZN, $GOOGL deals never happened. In the whole Neocloud sector, we’re seeing a crash despite de-risking and long term revenue visibility across the board with Mag7 contracts. $ORCL, $CRWV, and some individual names made sense given OpenAI expo… → · 21 likes · 4,449 views |
| 2025-12-15 | $NBIS ATM offering would probably be around for a long time given the size. I really hope $NBIS management does this strategically and not during periods of short selling. Shareholders are just trusting management not to endlessly dilute + add selling pressure at this point. The $80 stock price i… → · 5 likes · 879 views |
| 2025-12-14 | Falling Knife or Dip Buy? What a brutal Friday for stocks after $ORCL and $AVGO earnings. Popular FinX names that dropped in just 1 day: $FRMI | -34.1% $SNDK | -15.89% $SEI | -15.3% $OKLO | -15.13% $MOD | -14.67% $ALAB | -14.31% $FLNC | -13.96% $LITE | -12.83% $GLXY | -11.73% $AAOI | -11.73% $AV… → · 92 likes · 148,547 views |
| 2025-12-11 | They did. A large part of it was OpenAI fears. eg. OpenAI -> one of $CRWV anchor tenant. $ALPD selling junk bonds -> credit tightening. Sector selloff after. Obviously it's multifacted (eg. broader selloff from carry trade unwind), ATM offerings/convertible notes + more dilution for some -> mar… → · 5 likes · 2,087 views |
| 2025-12-11 | I expect a bad day for Neocloud stocks just because $ORCL / $CRWV are "sector leaders". But this would be an ideal buying opportunity for individual companies in the sector: Due to the market missing the nuance that $ORCL / $CRWV's debt-filled buildout is for OpenAI as the main counterparty. Bu… → · 11 likes · 2,416 views |
| 2025-12-11 | The AI DC sector is extremely nuanced. $ORCL is building capacity from debt based on backlog/credit worthiness of OpenAI which is the tenant. OpenAI does not have the funds at the moment to fulfill its obligations and it's looking less likely to get it. $CIFR is building out for $GOOGL, $AMZN. … → · 22 likes · 2,900 views |
| 2025-12-11 | Oracle [ $ORCL ] earning results and its effect on the neocloud sector like $NBIS & $IREN: Oracle reported earnings with a beat on EPS and a record backlog but, dropped 12% after hours. Oracle is down 39.8% from September 11th highs and brought down the sector with it. Here's why: The sell-off w… → · 564 likes · 295,459 views |
| 2025-12-05 | Okay so from my perspective $NBIS - Highest asymmetrical upside possible because they have 4 subsidaries like robotaxis growing 100%+ Y/Y alongside their core operational DC business. It's just a waiting game until market prices in parts (eg. $UBER rose a ton from self driving cars with Avride, but… → · 7 likes · 1,348 views |
| 2025-12-05 | I've actually posted a breakdown + talked about each individual stock up there before if you follow what I normally post. This is just a consolidated list from history. For example I posted a deeper dive on TPU v7 ironwood supply chain not too long ago ( $COHR, $AMKR, $LITE, $MPWR). And I post DD … → · 10 likes · 2,237 views |
| 2025-12-05 | As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | @AustranSkolSwft $WULF is in the neocloud sector as a colo player like $CIFR. $IREN falls there too under full-stack IAAS with GPUs. Only full-service pure Neocloud would be $CRWV and $NBIS. But they're all under that new category of small players acting as AWS for AI. → · 4 likes · 1,802 views |
| 2025-11-25 | The main fear I have in the "AI Bubble" is OpenAI and their $1T capex promises. That is a clear bubble (and private valuations of LLMs). Most other things, no. Any company directly reliant to them $ORCL, $CRWV might be in trouble given how AI models leapfrogged GPT. So the simple thing to do is st… → · 8 likes · 1,007 views |
| 2025-11-25 | Amazing question, so I have a really long nuanced thesis regarding Google TPUs. SUMMARY: The thing to be worried about is if TPUs and AMD outperform $NVDA long term, so people **PREFER** other GPUs and buy them instead. Not because they ran out of $NVDA GPUs to buy and are forced to go get altern… → · 5 likes · 797 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR, $NBIS, $WULF, $IREN, Connectivity: $ALAB, $CRDO, $CLS. Energy: $VST, $FLNC, $TE, $EOSe Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-11-24 | I'm not going to be a blind shill like some specific $BMNR or $IREN investors that can say a green light on the street means bullish for the company. So I would lean coincidental. Since it looks like $AMZN, $GOOGL tends to favor colo models (since they can plug in their own TPUs, Trainium chips in … → · 7 likes · 1,389 views |
| 2025-11-24 | From what I've seen in the AI growth sector, Yes, $NBIS is incredibly, incredibly rare since it was Yandex before. For context, that's basically Baidu/China | Google/US equivalent but for Russia and they spun off subsidiaries like Avride into Nebius. For stuff like $CRWV and other companies, thei… → · 7 likes · 1,320 views |
| 2025-11-24 | Nebius [ $NBIS ] is the most undervalued growth company right now. And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason: It's portfolio companies are mindblowing. The most incredible example on this concept is the company $FTX. Here's the story: Whe… → · 489 likes · 228,217 views |
| 2025-11-22 | Yep, I appreciate talking with you compared to many other members *cough cough $IREN*, since you added some good qualitative points about $DGXX and changed my mind about execution risk. Attachment to crypto did drag down $CIFR and many others because of BTC balance sheets, but I paid more attent… → · 9 likes · 4,635 views |
| 2025-11-22 | Sure, I put $NBIS as S tier from that capacity funding angle because it's isolated from credit tightening affecting other DC stocks like $APLD (that had to sell junk bonds). From Q3 earnings, $CRWV is facing $1.21-$1.25B in interest expenses and only has $1.94 billion in cash equivalents. Other… → · 21 likes · 3,475 views |
| 2025-11-22 | I did, rated $DGXX D tier. Originally put it in U like $CLSK, but forgot to edit them out when I looked into them further. Correct me if I'm wrong but $DGXX $65m revenue is unsecured, there's no anchor tenant like $CIFR is to $GOOGL or $CORZ is to $CRWV. There's also more execution risk on pivot… → · 32 likes · 26,732 views |
| 2025-11-22 | The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: [S] Tier: $NBIS [A] Tier: $CIFR, $WULF, $IREN [B] Tier: $GLXY, $CORZ [C] Tier: $APLD, $CLSK [D] Tier: $WLAC, $DGDX, $WYFI [F] Tier, $CRWV*, $SLNH [U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT ** Ranked in order fr… → · 531 likes · 226,918 views |
| 2025-11-20 | bruh, $CIFR just signed a $830m 10y contract with $GOOGL through Fluidstack. More likely $22+ next month than sub $10. Long-term hyperscaler revenue visibility, so it's pretty de-risked. Just slower revenue ramp compared to full-stack offerings + BTC price drag since it holds Bitcoin on its balance… → · 5 likes · 1,910 views |
| 2025-11-20 | I'm very precise with my wording. You skipped over "expected" while reading discussions about guided contracted capacity. So reiterating what I've said above but with a longer explanation: $IREN's original moat was GW capacity + vertical integration. $NBIS's moat was full-stack. However, Nebius… → · 10 likes · 2,383 views |
| 2025-11-19 | @soulbiri1 Yeah stuff like $CIFR is up 17% after hours. Doesn’t mean the price will hold market open, but market just needs an excuse for things to rally sometimes. Fundamentals are already in-tact for $NBIS to $CIFR but $NVDA earnings just point toward accelerated demand. https://t.co/oZqWb7jrL7 → · 8 likes · 1,024 views |
| 2025-11-19 | The great reset is how I termed the market drop. Lot of names were reset to prices before their fundamentals changes $HIMS back to pre-Zava prices at $36. $NBIS back to pre-MSFT deal prices at $94. $CIFR $WULF back to pre-aws/googl deals $SNAP pre-perplexity deal. Early Black Friday for stocks → · 10 likes · 1,669 views |
| 2025-11-19 | Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand. It's well capitalized to … → · 25 likes · 7,781 views |
| 2025-11-18 | Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters. Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the market drop. I need… → · 16 likes · 1,726 views |
| 2025-11-18 | @hereforgoodish2 There's too many good buys right now. Can't go wrong with $META, $NBIS, $SNAP, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM. I'm sure there's more I missed out but the selloff was broad so it's a good chance to buy into stocks with growing fundamentals. → · 8 likes · 1,067 views |
| 2025-11-18 | Appreciate, @accounting_ds for summarizing my opinion. I'll post a deeper dive into everything tomorrow. $NBIS, $CIFR are my favorite two in the Neoclouder sector. CIFR sits right below Nebius though. Nebius is top because it owns the full AI-cloud value chain for higher revenue potential and stro… → · 8 likes · 715 views |
| 2025-11-18 | My opinion is that $TSM forward earnings was the biggest indicator of the AI trade so far since they span from all hyperscalers such as $GOOGL TPU prod to $AMZN, as well as $NVDA, $AMD, and we've already seen them blow away earnings + margins. Even if $NVDA forward revenue is quoted heavily downwa… → · 16 likes · 1,019 views |
| 2025-11-18 | So think you're confusing the terms a bit, let me clarify. Full stack offering = AI Cloud $NBIS $IREN $CRWV Bare Metal = $CIFR, $WULF type offerings (AWS plugs in their own GPUs into $CIFR) $IREN is pivoted to doing a full stack offering AI cloud when they decided to buy billions in GPU for the $M… → · 2 likes · 728 views |
| 2025-11-17 | @babyfolio True, $NBIS has clear asymmetrical upside over every other company in the Neocloud sector and I'm happy + easily can explain why. That doesn't mean I'm not bullish on $CIFR, $WULF, and others though. → · 23 likes · 2,894 views |
| 2025-11-17 | $CIFR is actually next favorite Neocloud sector pick. I made a tierlist earlier and $NBIS was S+ and $CIFR was S. But here's the difference and nuance people might not know: Nebius captures the entire value chain of the AI cloud business. $IREN said it themselves in their ER call that they did f… → · 15 likes · 3,152 views |
| 2025-11-17 | Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL face from full-stack execution. - High interest debt that $CRWV, $APLD, and ot… → · 407 likes · 1,760,741 views |
| 2025-11-16 | @accounting_ds @rftylerpage There will be a lot of support behind $CIFR (myself included) if we get a confirmation from the executive team that they're not ruling out a pool party from the Lake site. → · 3 likes · 669 views |
| 2025-11-16 | @accounting_ds I think @rftylerpage should utilize the lake by hosting a pool party. They can profit a lot from entrance fees, especially if they promote it to people who need a hair cut. Many people will attend, it will increase Q4 $CIFR revenue. → · 10 likes · 1,741 views |
| 2025-11-15 | Yeah I made another post about credit tightening and contagion from OpenAI in one of my other posts but $NBIS seems the best isolated in those terms because of their strong balance sheet, convertible note structure. It’s mostly indiscriminate sector selloff on top of the something structural mainl… → · 4 likes · 595 views |
| 2025-11-14 | @KobeissiLetter Another $40B in capex going to neoclouds like $WULF / $CIFR and the data center buildout by $GOOGL. Meanwhile markets are selling off indiscriminately for the wrong reasons. https://t.co/S9wmV8d1XD → · 111 likes · 9,539 views |
| 2025-10-27 | The Neocloud thesis aged well. 1 month later: $CRWV 120.34 → 135.64 (+12.7%) $NBIS 107.70 → 126.49 (+17.5%) $WULF 10.63 → 13.69 (+28.8%) $IREN 41.68 → 64.69 (+55.2%) $CIFR 11.47 → 20.70 (+80.4%) $BITF 2.54 → 4.51 (+77.6%) $WYFI 22.83 → 36.52 (+59.9%) $GRRR 19.90 → 16.95 (−14.8%) $SLNH 2.75 → 2.8… → · 310 likes · 388,803 views |
| 2025-10-27 | @RJCcapital Short term stock price don't mean much but it is pretty interesting seeing $NBIS that's usually lower beta (and miners that go up in correlation) start to move in reverse for the first time after my post $NBIS: +7.71% $CIFR: -1.21% $BITF: - 2.21% $IREN: +2.35% $WULF: +.08% → · 39 likes · 3,264 views |
| 2025-10-27 | I'm bullish on Neoclouds, including $IREN. If you look at my post history, I've had positions in everything including $WULF, $CIFR, etc. The only point I've made was $NBIS has the highest asymmetrical return (lowest risk, highest upside) because of its software stack. https://t.co/TnUqmvvFdd → · 11 likes · 1,345 views |
| 2025-10-27 | Great points! But... You did base your thesis off misunderstanding gaap vs. non-gaap... which could be confusing to non-accountants and other people on X. $IREN reported non-GAAP and $NBIS GAAP when you look at hardware-segment profit to full-stack AWS margins. The 92% percent was non-GAAP, hard… → · 65 likes · 12,078 views |
| 2025-10-26 | $IREN has good margins for crypto mining and large GW capacity but that doesn’t translate directly into HPC. They’re going the $CIFR $WULF route in the meantime with middleware orchestration funneling to hyper scalers but that cuts into margins a lot in the long run. $NBIS is direct to $MSFT full … → · 17 likes · 4,495 views |
| 2025-10-26 | Thanks, just wanted to add I'm still bullish on Neoclouds across the board from $IREN to $CIFR. Short term there might be higher upside due to narratives around capacity but I'd expect markets to care about margins more when it comes time to execution + earning reports. In terms of raw asymmetrica… → · 8 likes · 744 views |
| 2025-10-26 | To settle the Neocloud debate: $NBIS > $IREN + others. Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors, I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins > GW capacity Here's the math + why: We've had a huge spe… → · 525 likes · 222,679 views |
| 2025-10-25 | $NBIS has access to cheap power, but it might not be as cheap as $IREN or $CIFR. But just to give you a sense of why it matters a lot less: Software utilization/orchestration is a moat and matters ~30–70 TIMES more than cheap power. (someone pls fact check the math) A H100 burns ~0.84 kW. At $0.05… → · 14 likes · 2,113 views |
| 2025-10-25 | Neocloud Position Update Friday Oct 24. This post is to send a message to $IREN and other Neoclouds holders that: 👑 $NBIS is superior. I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss. Now with $2M+ exposure in $NBIS shares/leaps + small $WLA… → · 393 likes · 258,529 views |
| 2025-10-22 | Yeah it's definitely rough times right now for a lot of investors, $HOOD down 7%, $RKLB down 10%, $TE down 13%, $CIFR down 15%, many quantum names down 20% all in a single day. Very stressful for most people. Anything high beta/growth got nuked together. But the positive thing is, if it's already… → · 10 likes · 2,371 views |
| 2025-09-27 | @Lotterystonks @GClandesti37321 I'm happy to invest like $NBIS or $CIFR after they completed their dilution at good terms and are scaling. But if $NUAI are diluting existing holders $1B+ and scaling that to 3B+ more shares at 95% under market rate, then I don't want to participate. → · 4 likes · 2,382 views |
| 2025-09-27 | @cronked Thanks! late reply, but I bought some $IREN after the drop. It's more speculative than $NBIS, $CIFR, $WULF, but I'd expect a hyperscaler contract down the road. Obviously $NBIS is most asymmetric return but wouldn't be bad to have other neoclouds up there too → · 2 likes · 665 views |
| 2025-09-26 | I broke my own rule of thumb here about shares only vs. call -> 32% IV stock but usually if something black swans off something immaterial eg. $IREN 14% drop off JPM bs price target. Or $CIFR 17% drop into 5% drop off $GOOGL backstopping it, then I switch to calls. Usually if I think it's a bottom … → · 5 likes · 1,008 views |
| 2025-09-26 | @pepemoonboy Thanks! I'm green on every single $NBIS $CIFR $IRRN call by like 5-20% today but I wouldn't recommend short term calls to anyone since risk is really high. Shares are the way to go! I only do calls when I feel like it's the daily bottom and I had a bit of luck on my side → · 10 likes · 1,343 views |
| 2025-09-26 | Trading day isn't over yet! Also prices could still go down but I like them at these levels. I post live too so people know so people know I'm actually timing the bottoms with $CIFR and $NBIS. Also added $15k in very short term $IREN calls, would not recommend this one. I just have spare change → · 5 likes · 857 views |
| 2025-09-26 | @taleino93 Don't know enough, I'd just concentrate in $CIFR likely to head back to $16 imo. Ended up with $50k-ish in calls so far. Happy with $NBIS dip. I'll keep adding calls if they drop again since I'm convinced about fundamentals https://t.co/ahm6Bw4T1a → · 3 likes · 860 views |
| 2025-09-26 | @claudiohrios There's quite a lot of selling on a lot of hyper growth stocks like $ALAB, $CRDO, miners like $IREN (ignore J.P. Morgan), $NBIS, $CIFR. The first two make more sense, but decreasing triple rate cut odds by 8% really doesn't deserve this selloff for miners. → · 2 likes · 855 views |
| 2025-09-26 | Yeah it's a mix of macro (3x rate cut priced down) $NBIS dropped 5% and others. On top of that $CIFR has like $154M BTC on their balance sheet, though it's a bit of an overreaction if BTC went down a ton. Also sell the news I guess, but news turned out to be fundamentally good + dilution terms wer… → · 4 likes · 1,001 views |
| 2025-09-26 | @miningstockinfo @CipherInc This is how companies should do dilution imo. Pretty good terms for $CIFR, might be a good dip buy here. → · 13 likes · 1,930 views |
| 2025-09-25 | @DeepValueBagger Those $150k steak dinners must be tasty. Jokes aside, selling CC's way OTM (+35%+ 3d) is a good idea, especially if you calls. From first glance, it's smart to DCA $CIFR -16% dips. Though I still need to do more DD into the $GOOGL deal though to have enough conviction. → · 4 likes · 1,764 views |
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