Mr S

I’m not financial adviser. My tweets are only ideas based on my own opinion. Remember don’t be an idiot set a stop loss.

[Freedom By 40 @Freedom_By_40]

bitcoin:native ⏳.

[Antonio Costa @ACInvestorBlog]

$SPY $USO WSJ: Vance Considers Direct Talks With Iran Hardliner in Push to End War .... Oil 📉

[MarketMaestro @MarketMaestro1]

$SPY
We might be back at the spot I marked with the arrow
again!

[MARA @MARA]

At MARA’s Texas wind farm, we estimate that Vertebrai, our managed flexible load service, helped cut curtailment by more than half from April through September 2026.

Our team built Vertebrai to put underused power to work. At the wind farm, its on-site computing absorbs power that otherwise would have gone unused.

Over those six months, curtailment was 22% of potential wind generation, compared with an estimated 46% without Vertebrai.

Our new blog explains why we built it, how it works, and how that flexibility can help renewable producers and data center developers.

Read the blog: https://t.co/9PKA9S0D6u

[Fatih Balyeli @balyeli_fatih]

🤝 Together, more value. Exaion's growth highlighted in @MARA’s earnings announcement 📈 A four-year, $79M GPU-as-a-Service contract signed, growing demand for #AI compute and new opportunities for growth 🚀

[Matt Allen @investmattallen]

I think valuing $MARA on the mining business alone completely misses what the company is becoming:

-MARA secured rights to develop up to 2 GW of power in Matagorda, which could take its power portfolio from roughly 1 GW today to more than 4 GW

-Tenant discussions are already in advanced stages, with TWO AI/HPC leases being targeted

-Long Ridge adds a 505 MW natural gas plant, more than 1 GW of total potential capacity, and roughly $144 MILLION of annualized adjusted EBITDA

-Exaion is already proving the model with a $79M take-or-pay GPU contract and a $3B+ pipeline

The market is still focused on Bitcoin production.

I’m focused on how much revenue $MARA can eventually generate from 4+ GW of power, AI leases, and higher-margin compute.

https://t.co/W82ZY5zFhx

[MarketMaestro @MarketMaestro1]

$MARA
The megaphone pattern keeps widening. I now expect it to find support at the green support line and make another choppy move higher

[MARA @MARA]

The replay of MARA’s Q3 2026 earnings call is available here:

[Matt Allen @investmattallen]

$MARA just dropped one of its most important updates of the year.

-MARA authorized a $500 MILLION share buyback, and I LOVE seeing this with the stock trading at such a discount

-Tenant discussions are now in advanced stages across nearly all of its sites, with MARA targeting TWO AI/HPC leases before the end of the year

-MARA secured rights to develop up to 2 GW of power in Matagorda, which could take its power portfolio from roughly 1 GW today to more than 4 GW

-Long Ridge received FERC approval, bringing MARA closer to owning a 505 MW natural gas plant, 1,600+ acres, and more than 1 GW of total potential capacity at the site

-Exaion signed a $79 MILLION GPU-as-a-service contract on 100% take-or-pay terms, while its pipeline has grown to more than $3 BILLION

-MARA has reduced total debt by 37% this year and now has less than 5% of its Bitcoin holdings loaned or pledged

-MARA spent years assembling power, land, interconnections, and compute. Now the story changes from how many megawatts they control to how much revenue they can generate from each one.

This is exactly what I wanted to see.

[Matt Allen @investmattallen]

If you believe that $MARA gets a deal done in the next 3-6 months then objectively $MARA is one of the best deals on the stock market right now at $6.64

My average price is now ~$9.50 so great opportunity imo

[matthew sigel, recovering CFA @matthew_sigel]

$MARA on demand dynamics for the 100MW Kearney, NE site -->
"Since the election, we've seen a kind of a surge, if you would, of demand where tenants that would normally not have looked at some of our peripheral sites are now saying, listen, if you have power availability, just let me come in."

[Fred Thiel @fgthiel]

Q3 marked an important shift for MARA. The bar for AI infrastructure is higher now, and that goes directly to our strengths. Bitcoin gives us optionality: we can keep each megawatt in mining or redirect it to AI or HPC when those uses offer the greatest risk-adjusted return.

[MARA @MARA]

Our Q3 2026 Shareholder Letter is here.

Bitcoin built the foundation. Power created the opportunity. Our strategy now is simple: maximize the value of every megawatt we control.

Highlights:

• Tenants: Since the end of last quarter, we have made great progress and our discussions with tenants are in advanced stages. Our engineering and operations teams have hosted prospective tenants across nearly all of our sites and we feel particularly proud of the development team's progress at Kearney, where pre-development is well advanced.

• Long Ridge: We received FERC approval for our acquisition in Ohio and expect to close in the coming weeks, subject to customary conditions. The natural gas plant is currently authorized to sell 485 MW (expected to increase to 505 MW in 1H 2027), with roughly 70% of its output under long-term contracts, and the site has over 1,600 contiguous acres with access to power, water, fiber, and rail.

• Matagorda: We secured the rights to develop a site in Matagorda County, Texas, with up to 2 GW of power capacity, subject to ERCOT and interconnection approvals. Any payments to the sellers are contingent on power being approved. To date, we have made none.

• Exaion: Our majority-owned subsidiary signed a GPU-as-a-service contract with its first US customer, with total contract value of $79 million over four years, on 100% take-or-pay terms.

• Debt reduction: After quarter-end, we repaid $750M of BTC-backed debt with proceeds from Bitcoin sales. The repayment released all BTC that had been pledged as collateral. Together with the $1.4 billion, or 37% of total debt reduced since the beginning of the year, this repayment reduces our exposure to bitcoin price volatility.

• Share repurchase: After quarter-end, our Board of Directors authorized a share repurchase program of up to $500M of our common stock.

Read the full letter: https://t.co/q6gzRSemXj

[Freedom By 40 @Freedom_By_40]

No one who follows me should be surprised $BTC is back in the low to mid 70s.

Warned many times about the trend starting to get exhausted, having 5 waves up, bearish divergences, etc..

This is your Q4 pullback before 2027 expansion.

Almost wrapped up.

[Matt Allen @investmattallen]

I believe $MARA is one of the most misunderstood AI infrastructure investments in the market.

Wall Street sees a Bitcoin miner. I see a company with the potential to control 4.8 GW of power in a market desperate for electricity.

The real upside comes when that power turns into long-term AI revenue.

Nice post @danadams_46.

[Anthony P⭕️wer @cazenove_uk]

MARA - FERC Approves Long Ridge Acquisition

➡️ FERC authorizes acquisition of Long Ridge Energy & Power, clearing a key regulatory hurdle
➡️ Adds a 505 MW natural gas power plant and 1,600+ contiguous acres
➡️ Expected to increase MARA’s owned power generation capacity by over 300%
➡️ More than 1 GW of potential combined capacity across Long Ridge and existing site operations
➡️ Contracted power generation cash flows expected to strengthen MARA’s financial profile
➡️ Closing expected in the coming weeks

$MARA is expanding its energy-backed digital infrastructure platform, positioning for future #AI #HPC growth while continuing to support the PJM grid.

[Matt Allen @investmattallen]

Most investors still don’t understand how much AI power $MARA is assembling:

-FERC just approved MARA’s acquisition of Long Ridge, clearing a key regulatory hurdle ahead of closing

-The $1.5 BILLION deal gives MARA a 505 MW natural gas plant and more than 1,600 acres positioned for a future AI data center campus

-The plant already generates roughly $144 MILLION of annualized adjusted EBITDA, with more than 70% of its power contracted under long-term agreements

-Long Ridge operates at less than $15 per MWh with its own integrated natural gas supply, giving MARA access to some of the cheapest reliable power in the AI infrastructure race

-The site already has 200 MW of MARA capacity, a path to 600 gross MW of AI workloads, and more than 1 GW of total potential capacity

$MARA isn’t just buying power.

It is buying the generation, land, economics, and scale needed to build a major AI campus around power it increasingly controls itself.

[TheEnergyMag @TheEnergyMag]

JUST IN: MARA Holdings received FERC approval to acquire Long Ridge Energy & Power, a 505 MW combined-cycle gas plant, expanding its power generation capacity by over 300%. $MARA @MARA

[Fred Thiel @fgthiel]

An important milestone toward completing Long Ridge... once closed, the transaction is expected to increase our owned power generation capacity by over 300% with contracted cash flows, while we continue serving the PJM grid.

[MARA @MARA]

The Federal Energy Regulatory Commission (“FERC”) has authorized our acquisition of Long Ridge Energy & Power. Closing is expected in the coming weeks.

The deal will add 1,600+ contiguous acres and a power plant currently authorized to sell 485 MW, expected to reach 505 MW nameplate in 1H 2027. Learn more: https://t.co/Dop3Y27HkX