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.

[MarketMaestro @MarketMaestro1]

$MARA
There is no issue with the outlook but staying alert is essential.

[omi @cram_box]

Rainy night in Kyoto Japan.

[omi @cram_box]

Everyday life in Osaka Japan.

[Jake Wujastyk @Jake__Wujastyk]

$MARA #MARA Has almost made it through the entire volume gap.

[MARA @MARA]

Today at 2:00 p.m. ET, MARA is hosting an Executive Fireside on X Spaces.

Tune in for a live discussion on digital infrastructure, AI/HPC, energy, and more.

Set your reminder and join here: https://t.co/YhR0gdwaIo

[Mikuma @Mikuma1998]

Street Photography in Osaka

[𝑒𝑙𝑦𝑟𝑎 @elyradream]

rainy day in new york

[Cinema Connoisseur @MovieEndorser]

My 4 Favorite Movie Franchises or IPs

1. James Bond
2. Batman
3. Indiana Jones
4. Mission: Impossible

[Matt Allen @investmattallen]

$MARA just released one of the most important shareholder letters in company history:

-MARA is no longer positioning itself as just a Bitcoin miner, it is positioning itself as an energy-backed digital infrastructure company built for AI, HPC, sovereign compute, and Bitcoin mining

-The company believes connected power, not chips, is now the biggest bottleneck in AI infrastructure

LONG RIDGE / AI CAMPUS:

-Long Ridge gives MARA a 505 MW power plant, 1,600 acres, existing interconnection, fuel supply, water, and fiber in PJM, one of the most supply-constrained data center markets in North America

-MARA says assets like this would take up to 10 years to replicate due to permitting, interconnection, and infrastructure bottlenecks

-The company believes Long Ridge can scale into one of the leading AI and critical IT campuses in the market with over 1 GW of total potential capacity

-The site already has inbound interest from hyperscalers and enterprise tenants

STARWOOD PARTNERSHIP:

-This is where the strategy gets interesting: MARA contributes powered land while Starwood helps finance, develop, and operate the AI infrastructure

-MARA used a hypothetical 200 MW example where a site contribution valued at $200M could potentially allow MARA to retain ~50% ownership with up to $50M-$100M in annualized stabilized cash flow with little additional equity exposure beyond the land contribution itself

-As projects scale larger, MARA says its original site contribution remains fixed while the remaining growth capital becomes more proportional between counterparties, similar to traditional data center financing structures

- ~90% of MARA’s non-hosted capacity is now being evaluated for AI and critical IT conversion through the Starwood partnership

EXAION / SOVEREIGN AI:

-Exaion gives MARA exposure to sovereign AI, private cloud, and enterprise AI infrastructure

- $MARA specifically highlighted that governments and enterprises increasingly want local control over compute, security, and data residency instead of relying entirely on U.S. hyperscalers

-The company highlighted expansion discussions in France, Brazil, Saudi Arabia, and other energy-rich regions

The biggest takeaway from the letter:

- $MARA is trying to position itself as a company that controls and monetizes connected power across multiple compute markets, because management believes power is becoming the most valuable asset in AI infrastructure

[MARA @MARA]

MARA's Q1 2026 Shareholder Letter is here.

Read the full report: https://t.co/D6xE8OPBWN

[Robert Samuels @RobSamuelsIR]

@MARA Q1 2026 Highlights:
- The Starwood strategic partnership moved from announcement to execution during Q1 2026, with permitting and site preparation advancing across MARA’s portfolio.
- Approximately 90% of MARA’s non-hosted capacity is being evaluated for conversion into AI and critical IT compute infrastructure.
- MARA expects to sign one or more tenant leases by year-end.

In the letter, we provide a hypothetical example of potential economics with Starwood.

[MARA @MARA]

What does it take to host AI and critical IT workloads at scale? Existing campus infrastructure. Power priced below replacement cost. And the owned capacity to grow. That's the strategic logic behind MARA's agreement to acquire Long Ridge. Learn more: https://t.co/z0OgU11n6O

[MARA @MARA]

A 1GW+ digital infrastructure campus can take 7–10+ years to build. Upon closing, MARA would acquire Long Ridge Energy & Power, a campus with 1GW+ total potential power capacity. Hear from Chairman & CEO @fgthiel on why this positions MARA to accelerate its AI infrastructure buildout. Learn more: https://t.co/q3blWeej1p

[Robert Samuels @RobSamuelsIR]

Long Ridge checks all the boxes, allowing @MARA to establish one of the best digital infrastructure campuses in the world with the rare combination of operating generation + large-scale interconnect + developable land in the best location for monetizing optionality for HPC development (PJM).

Power ✅ Land ✅Water ✅Fiber ✅ Advanced discussions with investment grade tenants ✅ $15/MWh all-in operating cost ✅

[MarketMaestro @MarketMaestro1]

$MARA
It is inside an inverse H+S like bottom formation. It is trying to build the right shoulder

[SKD @7B_SKD]

Baghdad from the British Museum archive, during the 1960s.

[Polymarket @Polymarket]

NEW: Trump officially informs Congress that the special military operation in Iran has "terminated."

[MarketMaestro @MarketMaestro1]

$MARA
surprise

[GigaMARA | Marshal @GigaMara_]

$MARA 👀🔥

✅ Long Ridge Energy acquired
✅ 1GW potential
✅ 1,600 acres
✅ Direct grid interconnection
✅ Massive EBITDA potential

The transformation from miner to tech giant is underway. 💎🙌 @CoinMarketCap

https://t.co/3x3g9CMayE