NotBearNotBull101

[NotBearNotBull101 @NotBullNotBear]

@fgthiel what a crook. Do you feel you earned this?

$mara

[NotBearNotBull101 @NotBullNotBear]

Super crazy idea for $mara. What if @fgthiel and @theRealSalKhan took a tiny bit of the vast fortune they’ve made and reinvested it back in the company.

That is, if you believe in $mara.

Lead from the front.

[NotBearNotBull101 @NotBullNotBear]

@CK_Cryptoklepto @wihoteloo @MARA Now we’re getting double sandbagged.

[NotBearNotBull101 @NotBullNotBear]

@NoContextHumans I bet this guy wears a mask and stands 6 feet apart. Probably fully vaccinated too.

What a loser.

[NotBearNotBull101 @NotBullNotBear]

@ToucanSam2025 @fgthiel @RobSamuelsIR Agreed. I’m shocked no one can explain what’s causing the delay in signing an HPC tenant. Something’s wrong.

[NotBearNotBull101 @NotBullNotBear]

@Schweino68 @Groupmakoma Agreed. Track record of management is terrible. Given their current pace of AI leasing they should have 2GW leased after a market crash when no one cares.

[NotBearNotBull101 @NotBullNotBear]

@CK_Cryptoklepto @ProWestCiv @fgthiel @theRealSalKhan Have they addressed why the delay?

[NotBearNotBull101 @NotBullNotBear]

@LivinTheFringe 30% want to separate. 30% want to stay. 40% don’t care either way.

[NotBearNotBull101 @NotBullNotBear]

@MARA @RobSamuelsIR @OGAdvisors @fgthiel @theRealSalKhan You could save us the time by posting… “We’re in advanced talks with hyperscalers”

[NotBearNotBull101 @NotBullNotBear]

@MarkOftheBEAS14 @CANCELingU It seems practical. Unless BTC appreciates dramatically. He’s spot on.

[NotBearNotBull101 @NotBullNotBear]

@CANCELingU @RobSamuelsIR I’m a $mara investor but I agree with your analysis. @fgthiel, @theRealSalKhan and @RobSamuelsIR are so late to the AI/HPC party it might be over by the time they arrive.

If they tell me waiting was a “strategic play” one more time I’m going to vomit.

[NotBearNotBull101 @NotBullNotBear]

I’m a little confused about the delay in signing HPC contracts. Is this because you didn’t apply for permits at any of your sites? Several owned and attractive sites with no deals means something is wrong.

$mara @fgthiel @theRealSalKhan @RobSamuelsIR

[NotBearNotBull101 @NotBullNotBear]

@ToucanSam2025 @CK_Cryptoklepto *Garden city, Grandbury, Kearney, Hannibal, Hopedale, Findlay or the West Texas wind farm locations.

90% of them are up for AI contract bidding as we speak.

$Mara

[NotBearNotBull101 @NotBullNotBear]

@Rally_35_ How many MW does the chart assume?

[NotBearNotBull101 @NotBullNotBear]

“They can come in and get a permit.”

Therein the delay. Deal would be contingent on a permit.

Too bad Mara didn’t get permits on all land a year ago. None the less - we’ll see data center contracts signed as permits roll in.

[MARA @MARA]

The key constraint in AI is the availability of power. MARA sits on over 1.1 GW of energized capacity, with the land already in place to host AI workloads. MARA CEO @fgthiel shares more with @mattmiller1973 and @daniburgz on Bloomberg Open Interest. Watch the full interview: https://t.co/Or43rUGPFU

[NotBearNotBull101 @NotBullNotBear]

@Burberry_aug Also, if I’m the one you’re referring to above. I only have 100 followers. They’re all bots. 😂😂

[NotBearNotBull101 @NotBullNotBear]

@Burberry_aug No AI contract announced yet. They’re late.

It’s coming and I found the earnings call optimistic. The selloff was unjustified.

It’ll be a few more months before the pivot. I’d expect more power announcements and multiple small AI deals before year end.

[NotBearNotBull101 @NotBullNotBear]

@penny_ether I appreciate your honest analysis.

[NotBearNotBull101 @NotBullNotBear]

@CK_Cryptoklepto I’d be happy with any. I have a feeling it’ll be “we’re in advanced conversations with hyperscalers”.

[NotBearNotBull101 @NotBullNotBear]

@zerohedge @JeffreyRWRath Let’s do it!!! 🎉🎉