Darrin Cross

V-tool Baseball

[Mark of the BEAST @MarkOftheBEAS14]

505 MW is an enormous amount of power in the AI data center world.

With the acquisition of Long Ridge Energy, $MARA gains access to 505 MW of power capacity.

To put that into perspective:

• 10–20 MW can power a modest AI data center.
• 50–100 MW is considered a very large AI campus.
• 200 MW is the scale many hyperscalers target for next-generation AI clusters.
• 505 MW places Long Ridge among the largest AI infrastructure sites being developed today.

In the AI race, power isn't just an advantage it's the bottleneck. And 505 MW is a serious strategic asset

[Mark of the BEAST @MarkOftheBEAS14]

Once the Long Ridge Energy acquisition closes...

The real excitement begins for $MARA

The Long Ridge acquisition isn't the finish line.

It's the starting gun ⚡️

[Matt Allen @investmattallen]

$MARA MARA released additional details on Long Ridge and I think investors are still missing why this acquisition matters.

-Long Ridge is the acquisition that positions MARA to build one of its flagship AI infrastructure campuses

-The site combines a 505 MW power plant with connected power, existing grid interconnection, and infrastructure that would take years to replicate

-The newly released financials show Long Ridge generated $62.0M in quarterly revenue and $25.4M in adjusted EBITDA, giving MARA an operating asset with cash flow today while it develops future AI infrastructure

-Management believes connected power, not GPUs, is becoming the biggest bottleneck in AI infrastructure

-That is exactly why MARA has spent the last year assembling a 2.2 GW pipeline of power assets across the U.S. and international markets

I think investors are still underestimating the Long Ridge acquisition and how important it is to MARA’s broader AI infrastructure strategy

[Xanny @Xanny555]

$MARA is trading at a $4.8B market cap.

Here is the math the market refuses to do:

→ 35,303 BTC in treasury = ~$2.2B (even with Bitcoin down 50% from ATH).
→ That leaves ~$2.6B for the ENTIRE operating company.
→ 72.2 EH/s of hash rate + 1.3 GW of energized power infrastructure roughly covers that on its own.

Which means the market is pricing at **ZERO**:

⚡ Long Ridge - 505 MW vertically integrated power campus, ~$144M annualized EBITDA, 76% contracted, ~$15/MWh operating cost, path to 1+ GW. Closing hurdle cleared 48 hours ago.

🇫🇷 Exaion - 64% of EDF's nuclear-powered AI compute arm. Sovereign French energy access. Unreplicable at any price.

🏗️ Starwood JV - hyperscale campus development where Starwood carries the capex, not MARA's balance sheet.

🤝 And management, on the record: "advanced conversations with multiple prospective tenants across multiple sites." Inbound interest from investment-grade hyperscalers. ~90% of owned capacity in active tenant discussions.

2.2 GW at closing. In PJM. In 2026. While hyperscalers fight over electrons.

Before the bears scream "debt", converts were cut 30% in ONE quarter. $1B retired at 91 cents on the dollar.

One signed lease changes the entire equation.
IREN traded like this once. Ask the shorts how that ended.

[Secretly Trading || 🔝 @wrkbzs]

$MARA if Mara goes up 100% this week what are the haters going to say next ?

$22 coming up

Ai deal about to be signed

Going to be the biggest deal we see in this space ;)

[MARA @MARA]

Watch the replay of MARA’s conference call on its definitive agreement to acquire Long Ridge Energy & Power and learn more about our AI infrastructure strategy.

[Yuri Bezmenov's Ghost @Ne_pas_couvrir]

Here’s Ben Stein in 1979 describing television as an engine of cultural demoralization. He argues that a small clique of producers and writers pushed a left-coded inversion of reality onto the public. They despised traditional power centers and hated figures like Buckley. They propagandized the nation into accepting a fake world where businessmen are villains, criminals are the good-guys, small towns are sinister, military officers are proto-fascists, and work barely exists.

[MARA @MARA]

We announced Starwood and Exaion in the same week.

The timing revealed something bigger.

[MARA @MARA]

And to be clear, Bitcoin mining isn't going anywhere.

It's the reason we have these sites in the first place.
Mining helps us energize sites, earn revenue from day one, and prove it under real load. It's how we aggregate powered land.

Starwood and Exaion are how we convert it.

[Dave Portnoy @stoolpresidente]

Anybody who is mad about this video has a dump in their pants. Talking to the President after winning Gold is as American as Apple Pie. Hockey twitter stays the softest group of crybabies who ever existed.

[Darrin Cross @DarrinCross65]

@CK_Cryptoklepto Yes

[Kyle Umlang @kyleumlang]

Did OU score a touchdown today???

#TEXvsOU

[Greg Abbott @GregAbbott_TX]

You’re on, @GovStitt! 

I’ll bet Texas’ finest Railhead BBQ and ice cold Lone Star beer that the Longhorns beat the Sooners in the Red River Showdown. 

Hook ‘em🤘

[zedmonopoly 🏆 @zedmonopoly]

$2.1M in $MARA If I put my mind on a stock — I will not stop buying — heavily shorted stock the last 8 months shorts suppressed this and they think they can survive this month

L o L —- let’s go boys and girls reshare - they did the same to GME! You remember what we did to that stock. The power of people and social media is powerful

[MARA @MARA]

The interim guidance announced by the Treasury provides clarity for MARA by excluding unrealized digital asset gains from the Corporate Alternative Minimum Tax (CAMT). As the second largest public holder of bitcoin, this is a positive development for MARA and our shareholders.

[MARA @MARA]

MARA’s July 2025 Bitcoin Production Highlights are here.

- 207 Blocks Won in July, 2% Decrease M/M
- 703 Bitcoin Produced in July, 1% Decrease M/M
- Increased BTC Holdings* to 50,639 BTC

Read the full report: https://t.co/3TculeXYdd

[Just Jen ℞ 🫡🇺🇸 @JustJenRX]

FLORIDA SHERIFF LAYS DOWN THE LAW!!!

[Johnny Midnight ⚡️ @its_The_Dr]

He is absolutely 💯 correct! He says let them keep on doing what they are doing in California!

[Dov Kleiman @NFL_DovKleiman]

Awful: The average NFL fan will have to spend at LEAST $1,500 to watch every game this upcoming season:

Amazon Prime: $89.94
ESPN+: $104.94
Sunday Ticket: $522
YouTube TV: $563.88
Peacock: $13.99
Netflix: $22.99
Taxes/Fees: $197.66

Total: $1,515.40

The NFL needs to fix this ASAP 😔💔