Delpe

Aprendiz. 📚
Comparto lo mas relevante de mi aprendizaje en la inversión. 📈🎒
En un mundo inflacionario invertir no es una opción, es una obligación.

[Delpe @delpe_9]

📉 ¿Sabías que la inflación es el peor impuesto a tu dinero/tiempo?

💡Con 50,000€ hoy, al 4% anual de inflación:

🔹 En 20 años, sin inversión, tu poder adquisitivo sería de solo 27,777.78€.
🔹Para mantener el mismo poder de compra en 20 años necesitarás 90,000€.

¡Invertir no es una opción, ES UNA OBLIGACIÓN! 💶📈 #Finanzas #Inversiones #Inflación #Ahorro #impuestos

[Delpe @delpe_9]

Long $MSTR

[Delpe @delpe_9]

El gráfico explica visualmente que mientras un competidor tendría que desembolsar $11,000 por kW para construir lo mismo, $MARA logra una propiedad del 50% del mismo activo arriesgando prácticamente $0 de su propio efectivo, simplemente aportando activos que ya posee (energía y tierra).

En términos simples: $MARA cambia "permisos y energía" por "propiedad de infraestructura de IA de alto valor"

[Delpe @delpe_9]

El gráfico explica visualmente que mientras un competidor tendría que desembolsar $11,000 por kW para construir lo mismo, $MARA logra una propiedad del 50% del mismo activo arriesgando prácticamente $0 de su propio efectivo, simplemente aportando activos que ya posee (energía y tierra).

En términos simples: $MARA cambia "permisos y energía" por "propiedad de infraestructura de IA de alto valor"

[Delpe @delpe_9]

@MARA Will it be uploaded to YouTube to have translations into other languages?

[MARA @MARA]

https://t.co/CEf5uu4tNv

[Delpe @delpe_9]

@MARA @RobSamuelsIR @OGAdvisors @fgthiel @theRealSalKhan How will ASICS reposition itself when GPUs enter existing centers?
To obtain the 50% JV stake in the agreement, will part of the land be sold or transferred?

[MARA @MARA]

MARA announces a strategic partnership with Starwood Digital Ventures to accelerate delivery of cutting-edge hyperscale, enterprise, and AI capable digital infrastructure.

The joint platform is expected to deliver approximately 1 GW of near-term IT Capacity, with a pathway to more than 2.5 GW.

[MARA @MARA]

It’s time. MARA’s transaction to acquire a 64% stake in EDF subsidiary Exaion has been completed, with Xavier Niel and Fred Thiel joining Exaion’s Board as we scale secure HPC and AI infrastructure from France.

[Delpe @delpe_9]

@Villami @paulagga8 @grok Si que nos cuente.

[Delpe @delpe_9]

¿Cuánto vale hoy $mara?

​Valor Contable/Activos: ~$9.7B (Infraestructura + BTC).
​Valor de Mercado (Lo que pagas hoy): ~$4B.

​Si todo va a minería de Bitcoin y el precio se mantiene estable, estás viendo una empresa que cotiza a menos de la mitad de lo que valen sus activos físicos y digitales. El mercado no le está asignando ningún valor al crecimiento hacia los 3.3 GW ni a la opción de IA; solo la valora como un "fondo de Bitcoin" con problemas operativos.

[Delpe @delpe_9]

@paulagga8 @fgthiel Y si se va a 5$? Cual es tu problema?
Cual es la relación del precio de la acción al valor de hoy o valor a 10 años?
Insistes como el burro con la zanahoria

[Delpe @delpe_9]

$MARA = IA SOBERANA + MINERIA (computación) + ENERGIA (infraestructura + productor)

La tesis sigue por su camino
El precio de la accion es RUIDO

Vamos!!!! @fgthiel

[Delpe @delpe_9]

$mara = Computación + energia

[Matt Allen @investmattallen]

I don’t think the market understands what $MARA Marathon Digital is actually building with Exaion, which is why it’s still being treated like noise instead of strategy.

Most investors are anchored to AI training.

Big GPU clusters, hyperscalers, massive capex. That’s logical.

But inference is where AI becomes a real business.

It runs every day, it’s recurring, and over a model’s life it costs 15x more than training

Training is a one-time spend. Inference is the operating expense that compounds.

What stood out to me is that MARA didn’t chase GPUs. They went after regulated, sovereign inference in Europe using infrastructure already built inside EDF. That’s not an accidental pivot.

Here’s what most people miss. A huge share of enterprise data still cannot touch public cloud. Healthcare systems, banks, governments, industrial companies.

Europe’s data sovereignty rules make edge inference a requirement, not a preference.

Exaion already runs Tier III and IV data centers with real enterprise and government customers. They’re not competing with AWS on GPU price. They’re competing on energy cost per token and legal ability to deploy.

That’s where pricing power lives. Hyperscalers compete on commodity compute. Sovereign inference competes on trust and efficiency.

I’m very bullish on $IREN, but it’s a different bet. $IREN is playing hyperscale training and executing extremely well.

MARA took the quieter path into sovereign inference, where energy, regulation, and customer stickiness matter more than raw scale.

The market still prices MARA like a Bitcoin miner with an AI side project.

I see an energy business evolving into high-margin AI infrastructure. MARA has 1.8 gigawatts of secured power while new data centers wait years just to connect to the grid.

Energy is the bottleneck now, not GPUs.

That gap is the opportunity.

[Delpe @delpe_9]

Si esa es la narrativa y sentimiento actual.
El mercado no ve como los franceses se estan quejando de la adquisición quirúrgica de Exaion (la filial de EDF) y su clausula de exclusividad, tampoco ve el acuerdo com marathon petroleum y convertirse en productores de energia.
Y 55.000 bitcoins que no son pocos

[Robert Samuels @RobSamuelsIR]

We’ve covered the pieces: Energy, Compute, and Capital. Looking ahead, we aim to synchronize these components into a single operational engine. Welcome to the final day of #MARAInsights.

[Robert Samuels @RobSamuelsIR]

@MARA's mission is not only to optimize energy and compute, but also to manage capital with the same rigor. Day 4 of #MARAInsights will focus on that mission with MARA’s capital strategy.

[Robert Samuels @RobSamuelsIR]

If electrons are the new oil, compute is the engine that converts those electrons into value. On Day 3 of #MARAInsights, we look at how @MARA is scaling that engine to help shape the future of digital infrastructure.

[Robert Samuels @RobSamuelsIR]

Energy is the foundation of @MARA’s strategy. In 2025, we expanded and secured long-term, low-cost power. Day 2 of #MARAInsights takes us deeper into the progress we’ve made over the past year.

[Robert Samuels @RobSamuelsIR]

2025 was an important year for @MARA. This week, I’m breaking down how energy, compute, and bitcoin came together to shape our expansion.

We start today with a snapshot of the year. Let’s dive in. #MARAInsights

[Delpe @delpe_9]

A mayor deuda de un país, mayor inflación futura.
¿Por qué?
Porqué es la forma de licuar las deudas existentes.
Degradas la moneda -> suben los precios nominales -> pagas mas impuestos
Los pisos estan "caros" en Euros, no en Oro.
Euro es una shitcoin.
FIN.