$CIFR
Cipher Mining IncHow his view evolved
Every substantive take he's posted on $CIFR, newest first — each labelled with the stance he expressed at the time.
- Mar 15, 2026Bullish
@Sermario No. Tell a retail investor outside of X: " $CIFR just launched their 300MW Barber Lake datacenter!" vs. " $CIFR just launched their 300MW Leviathan Megacluster in Barber Lake". And see which gets more attention/valuation premium.
View on X → - Mar 15, 2026Bullish
This is my hot take: Neoclouds like $NBIS or $IREN would command 1.3X higher valuation... If they renamed their datacenters to something cool. Cool Name Examples: - $POET "Starlight" - $NVDA "Blackwell" But datacenters? - $IREN "Prince George" - $CIFR "Barber Lake" Why are https://t.co/WmASOvnXk2
View on X → - Mar 6, 2026Bullish
@eddyluxe_ If there’s a demand for power, might be a better idea to long $WULF or $CIFR that have agreements with Google. It comes without a $6B new share dilution, and all that selling pressure against you in any rallies.
View on X → - Feb 25, 2026Bullish
@moderndayvenom Yep it seems like a positive catalyst neocloud sector as well like $NBIS, $IREN and $CIFR. The actual policies haven't been announced yet (Aside from White House officials confirming some pledges before the speech), but we'll see.
View on X → - Feb 4, 2026Bullish
@lawbrax This is positive for $GOOGL related colo companies through Fluidstack like $CIFR and $WULF in neocloud sector. Looks like Google is primarily shifting to TPUs now. Don't think $NBIS is a beneficiary of Google but they were with $META.
View on X → - Jan 28, 2026Bullish
@PhotonCap 저는 $NBIS 가 현재 매우 매력적이라고 생각합니다. $CIFR(네오클라우드가 아닌 코로케이션 부문) 같은 특정 종목들도 마찬가지입니다. 반면 $CRWV 는 그만큼 설득력이 있지는 않네요. 네비우스(Nebius)의 비즈니스 모델은 기본적으로 전년 대비(Y/Y) 100%씩 성장하는 5개의 회사가 하나로 합쳐진
View on X → - Jan 19, 2026Bullishconviction 3/4
@platochi 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%+
View on X → - Jan 17, 2026Bullish
@BrimfulOfAsher $GOOGL / Gemini is probably openly cheering for this outcome. Companies like $CIFR are largely tethered to Google through Fluidstack. However, as we've seen last drop, $NBIS to $IREN were algorithmically associated with Oracle and Coreweave regardless of OpenAi relational
View on X → - Jan 2, 2026Bullish
@Bash29398256308 Almost every Neocloud segment stock is a extremely solid buy (maybe aside from $SLNH) $WYFI is kinda T2 with NScale's $865m agreement. But it's valuation got completely reset from $40 to $15. So it's an extremely attractive buy up there along with $NBIS, $IREN, $CIFR, $WULF and
View on X → - Dec 17, 2025Bullish
@Sergeant991 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.
View on X → - Dec 17, 2025Bullish
@crux_capital_ 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
View on X → - Dec 15, 2025Bullishconviction 3/4
@theBTCMiningGuy 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
View on X → - Dec 12, 2025Bullishconviction 3/4
@blu400_ Core portfolio is high conviction longs: $BTC, $RKLB, $HOOD, $NBIS, $ALAB, $TSM Probably moving $LITE and $CRCL to the core long port above, but they’re newer positions that I’m building up. Then short-mid term mix like $SNAP, $CIFR, $RDDT, $SMCI, $HIMS, $TE, $LTC, $KRUS, AMKR,
View on X → - Dec 11, 2025Bullish
@user889889 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
View on X → - Nov 30, 2025Bullish
@Ren_aramb Yep absolutely. I think algos/market put $NBIS, $IREN in the $CRWV, $NVDA basket right now. So any negative hit piece about Coreweave does negatively affects the others. We've finally seen $WULF, $CIFR and others get put into the colo basket (which are relatively unaffected to
View on X → - Nov 30, 2025Bullish
@defalt1420 $CIFR is not participating in the GPU Neocloud race since they do colo and not AI cloud offerings. I just saw a lot of full stack vs. physical infrastructure iaas arguments and wanted to do some math between $NBIS, $IREN, and $CRWV. Found that $NBIS full stack software commands
View on X → - Nov 27, 2025Bullish
@babyfolio disagree, $NBIS is clearly the winner compared to $IREN and $CIFR due to how much added revenue the Nebius hat merch will bring in
View on X → - Nov 22, 2025Bullish
@chinoalemano @CarineMorneau12 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,
View on X → - Nov 22, 2025Bullishconviction 3/4
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 ** https://t.co/FT5PDtyULL https://t.co/782GUAr4qa
View on X → - Nov 20, 2025Bullishconviction 3/4
@noD7R 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
View on X → - Nov 19, 2025Bullish
@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
View on X → - Nov 19, 2025Bullish
@YodaStockInvest 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
View on X → - Nov 19, 2025Bullishconviction 3/4
The Great Reset, November 19th ratings: Strong Buy · $NBIS · $CIFR · $WULF · $RDDT · $SNAP · $ALAB · $META · $AMZN · $GOOGL · $IBIT · $SOL · $TSM · $RKLB · $TSSI · $SMCI · $GLXY · $SG Buy · $IREN · $KRUS · $CRCL · $LTC · $MRVL · $KRKNF · $OSS · $CORZ · $WLAC · $WYFI · $AMD · https://t.co/WsO2MASxcE
View on X → - Nov 18, 2025Bullishconviction 3/4
@Iron_Mind001 @accounting_ds 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
View on X → - Nov 17, 2025Bullishconviction 3/4
@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.
View on X → - Nov 17, 2025Bullishconviction 3/4
@bzabodyn214 $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
View on X → - Nov 16, 2025Bullish
@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.
View on X → - Nov 14, 2025Bullish
@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
View on X → - Nov 14, 2025Bullish
@AgentSaffron It's the $CRWV, $ORCL OpenAI Effect. Markets are irrational during fear and views the sector as a single entity vs. seeing the nuances: GPU Deprecation - Burry Short Thesis (rapid hardware obsolescence): $CIFR, $WULF, etc. Literally not affected since they don't buy GPUs and
View on X → - Nov 14, 2025Bullish
@yianisz Your analysis nails the second-order alpha. Credit tightening hurts the ability of weaker competitors to fund new capacity + improve forward FCF/margins, fundamentally constraining growth. This translates to more durable margins to the T 1 Neoclouds like $NBIS and $CIFR with
View on X → - Nov 14, 2025Bullish
@TalentActivity Actually I probably need to revisit this one more time in terms of the contractors with $CRWV, namely $APLD if they're selling bonds at 10% yield (just now from Bloomberg). $NBIS, $CIFR, $WULF balance sheets are still healthy.
View on X → - Nov 14, 2025Bullishconviction 3/4
@TalentActivity I'd probably rank Neoclouds like this after we got more context from earnings + deals. Just based on confirmed deals from capacity buildout: 1. $NBIS - $MSFT | $META | Many 2. $CIFR - $AWS | $GOOGL 3. $WULF - $GOOGL 4. $APLD - $CRWV + Hyperscaler 5. $CORZ - $CRWV I wouldn't https://t.co/szyimj4QMP
View on X → - Nov 14, 2025Bullish
@Neomeldir Yeah premarket on Neoclouds like $CIFR is just disgusting to look at and it's pre $GOOGL deal price with the 10%+ drop premarket. And that's pretending $AMZN colo deal never happened too. Similar thing as you mentioned with $NBIS, approaching pre $MSFT deal. We're seeing a https://t.co/VMIxVcP4ti
View on X → - Nov 14, 2025Bullish
@defalt1420 You can come to your own conclusion, but I would look at fundamentals rather than follow institutions. Lot of times it’s noise. $CIFR and $WULF were extremely positive on developments recently. For $IREN there’s lots of misinformation going around from popular posts Eg. “Wells
View on X → - Nov 12, 2025Bullishconviction 4/4
@soulbiri1 $2M+ in $NBIS exposure now, added super heavily at <$96. Rebought $IREN at $53.8, $CIFR at $17.3 and initiating $CORZ - $16.3, $SMCI - $38 mid term positions. The whole sector is hilariously oversold. Sold off my low-beta stocks today to position heavily back into Neoclouds.
View on X → - Sep 28, 2025Bullish
@lawbrax @PatientTraderr Most confident in $NBIS but doesn't hurt to diversify a bit in case $CIFR or $IREN accidentally becomes a winner.
View on X → - Sep 28, 2025Bullishconviction 3/4
@PatientTraderr Yeah green checks mean I have it in my port. I had stuff like $CRWV at $90 and $SLNH too but held them mainly for short term trading. Long $NBIS though, med term $CIFR, $IREN. $GRRR is kinda throwing a dice roll.
View on X → - Sep 27, 2025Bullish
@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.
View on X → - Sep 27, 2025Bullish
@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
View on X → - Sep 27, 2025Bullishconviction 3/4
The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV, $NBIS ✅, $WULF, $CIFR ✅ With compute: $IREN ✅, $BITF Speculative: $WYFI, $GRRR ✅, $SLNH Miners pivoting to https://t.co/p59rPpV8QY
View on X → - Sep 26, 2025Bullishconviction 3/4
@vin11z 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
View on X → - Sep 26, 2025Bullish
Apart from ORCL, $NBIS, $IREN, $CIFR today these were some fun (short term) portfolio adds/trades and entries if you were curious + tiny bit of my reasoning: GEMI ~$23.9 - fun short term swing trade +- ~5% all the time. Overvalued though MC wise. AMZN ~$219.78 - DCA for 4 https://t.co/5ffgBTLRkv
View on X → - Sep 26, 2025Bullishconviction 3/4
@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
View on X → - Sep 26, 2025Bullishconviction 3/4
@soulbiri1 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 https://t.co/nmKpevJJa8
View on X → - Sep 26, 2025Bullishconviction 3/4
@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
View on X → - Sep 26, 2025Bullish
@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.
View on X → - Sep 26, 2025Bullishconviction 4/4
Eh I normally don't do calls but risk/reward looks good to me on miners Added $CIFR $30k worth of Jan calls $11 strike on the 5% drop to $11. Added $NBIS $100k worth of calls, this was just one of the strikes on the 4.6% drop to $103. Added $IREN shares $40.13 on the 13% drop. https://t.co/OP9EYjg34h https://t.co/EOX3isnDsM
View on X → - Sep 26, 2025Bullishconviction 3/4
@claudiohrios 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
View on X → - Sep 26, 2025Bullishconviction 3/4
As promised to a follower, looked into $CIFR more. Good buy on the 17.54% drop. It's ikely an overreaction due to the fact they had 1,414 BTC (-6.32%) on the balance sheet on top of macro. $3B deal was over 10y, compared to $NBIS $17B for 5 years. 1B+ dilution news just now https://t.co/Z0Flcy6vTL https://t.co/MTI7KgoEdO
View on X → - Sep 26, 2025Bullish
@miningstockinfo @CipherInc This is how companies should do dilution imo. Pretty good terms for $CIFR, might be a good dip buy here.
View on X → - Sep 25, 2025Bullish
@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.
View on X → - Sep 25, 2025Bullishconviction 3/4
Lot of followers were from WSB with no risk-filter. If I had to build a meme-port for Reddit with $10m to try and maximize profit: Options $5M $NBIS Mar 20, $130 Call $2M AMZN Mar 20 $225 Call $500k RUT Dec 19 $2400 Call 2x Leverage $1M $IREN $1M $CIFR $500k HIMS https://t.co/gTWSesPyIa https://t.co/lBmB3bTrkl
View on X → - Sep 25, 2025Bullishconviction 3/4
@pepemoonboy Donating a kidney or two is worth it to buy the dip on $CIFR, $AMZN, and $NBIS. Speaking from experience here.
View on X →