$MARA
Bitcoin Miner MARA, Starwood Partner to Develop AI Data Centers
(Bloomberg) -- MARA Holdings Inc. is partnering with Barry Sternlicht’s Starwood Capital Group to develop some of the Bitcoin miner’s existing sites into infrastructure that can support artificial intelligence applications and some other cloud services.
Starwood Digital Ventures, the data center development platform for the private investment firm, will lead design, tenant sourcing, construction, and facility operations, while MARA contributes some of its sites. They are expected to deliver about one-gigawatt immediate capacity with a possibility of building up to 2.5 gigawatt, the crypto-mining company said in a statement on Thursday. Financial terms weren’t disclosed.
The companies will have joint ownership of all the related projects, prioritizing sites with access to more cost-efficient energy sources and facilities that are scalable with interconnection positions, according to MARA’s presentation.
“We look at many of these miners to see which was actionable. It’s how fast we can get these projects up and running and where they are located. We are very excited about this joint venture with MARA,” Sternlicht said in an interview on Thursday. “Our name is well-known and trusted both in the debt and equity markets, that’ll help execute MARA’s ambitions.”
The miner will have the option to retain up to 50% ownership in the joint venture in which the two companies will share the development costs and profit, MARA CEO Fred Thiel said.
🔴 En la conference call volvieron a insistir en que los robots chinos no podrán competir con los robots de Tesla.
Elon Musk tenía una visión muy similar sobre los coches chinos, y la realidad es que sí están compitiendo, y cada vez más.
$TSLA
La Guardia Civil cree que la Policía ha hecho una «explosión controlada» de Plus Ultra.
Informan Ketty Garat (@KettyGarat) y Teresa Gómez (@teresagomezgp)
https://t.co/Mrjo0iTXOo
So wait… you mean to tell me…
I can buy $MARA today at an mNAV of 0.83× and the market is literally giving me ALL of this for free:
- 60.4 EH/s of energized hashrate and growing
- 1.8 GW of secured energy capacity and growing
- Wind farm ownership
- Garden City + Granbury + Kearney
- Energy derivative assets worth $51.7M
- Global footprint US, Middle East, Europe, LatAm
- AI racks already deployed
- The Exaion (EDF) AI/HPC acquisition
- MPLX JV + stranded gas infrastructure deal
- Power rights + load balancing systems
- R&D across inference, energy orchestration, and edge compute
- All future expansion, all future revenue, all optionality
- 7,800 free BTC at these levels
- And even the cash on the balance sheet
…for NEGATIVE value?
Make it make sense.
Nunca ha sido mejor momento para comprar $HYPE que hoy
Incluso estando en $37 es mejor compra que cuando estuvo en $10
Nuevo All Time Low en el indicador SWPE marcando un ratio de 1.72
Para el que no conozca de que va, es un indicador que relaciona el precio actual y el revenue que genera (cashflow ajustado por flotación)
Contra más bajo = más barato en comparación con lo fees y buybacks que están generando
Y eso sólo significa que esta infravalorada 😏
$3.5M de revenue de media en los últimos 30 días, AF con el 10% del supply ya controlado e instituciones preparadas para comprar en cuanto les aprueben la financiación...
¿Sabes que hay que hacer aquí no?
TRUMP ANNOUNCES $2,000 TARIFF DIVIDEND FOR AMERICANS
President Donald Trump announced a $2,000 payment to most Americans, funded by U.S. tariff revenues. In a Truth Social post, he said the U.S. is collecting “trillions of dollars” in tariffs and will use the money to reduce national debt and reward citizens—excluding high-income earners. Trump called tariff critics “fools” and claimed the U.S. is now the “richest, most respected country in the world,” citing record stock markets and 401(k) values.
I've been adding a ton of $META on this pullback.
Market still values Meta like a cyclical ad platform even though it has evolved into one of the largest AI compute platforms on earth built inside the most engaged network ever created.
Meta now reaches 3.5B people every day, Reels monetization is scaling with time spent already above Facebook Feed & its AI agents are about to turn every app in the family into a discovery & commerce engine.
20x forward earnings for a company compounding like this makes no sense so I’ll keep adding while everyone else hesitates.