My bull case is based on the $9.3B of contracted data center leases (AWS $5.5B/15 years; Fluidstack $3.8B/10 years), which could materialize into revenue as soon as August–September 2026. I see revenue visibility from converting those contracts into an estimated $746.7M average annual run rate ($366.7M AWS + $380M Fluidstack). Using an 85%–90% NOI margin guide and converting 40%–60% of NOI to n...
Bitcoin has rallied tremendously long-term, but higher returns may come from smaller companies in the industry. Robinhood isn't exactly small, but its high revenue growth and expansion into prediction markets present a compelling opportunity.
Cipher holds $8.5B in binding AWS and Google/Fluidstack contracts, exceeding its ~$6B enterprise value and signaling major mispricing. Nvidia's earnings confirmed explosive AI data center demand, shifting value toward neoclouds that can energize power faster than hyperscalers. Black Pearl's existing 150 MW infrastructure accelerates AWS monetization to mid-2026, pulling CIFR's earnings curve fo...
MIAMI--(BUSINESS WIRE)--REX Shares (“REX”), in collaboration with Tuttle Capital Management (“Tuttle”), is pleased to announce the launch of its newest leveraged single-stock ETF: the T-REX 2X Long CIFR Daily Target ETF (CBOE: CIFU), designed to deliver 200% of the daily performance of Cipher Mining (CIFR). Cipher Mining (NASDAQ: CIFR) is a U.S. Bitcoin mining company focused on large-scale, lo...
NEW YORK, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”), a leading owner, developer and operator of industrial-scale data centers, today announced that its wholly-owned subsidiary, Cipher Compute LLC (the “Issuer”), has priced $333.0 million aggregate principal amount of additional 7.125% senior secured notes due 2030 (the “Additional Notes”), in...
Investors are on edge as the S&P 500 dropped below its 50-day moving average for the first time since the tariff tantrum back in April. But if you've been actively trading these markets, you've likely noticed trouble brewing for a few weeks as speculative assets like AI stocks and Bitcoin have plummeted while gold and safer sectors soar.
Shares of Cipher Mining rallied Thursday after extending its AI, HPC hosting agreements with Fluidstack; Google adds backstop.
Register for Free
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.