I started buying $CIFR when the room was quiet. I added on red days, and I let the position breathe. Q2 2025 printed 44 million in revenue, 30 million adjusted earnings. Black Pearl Phase I beat growth targets. Hashrate is marching to 23 EH per second by year's end. HPC is the second engine.
Analysts sit near $7.44 price target, about 58% from here. I do not follow targets, I follow EXECUTION and CASH FLOW.
For me, $CIFR has room if they keep hitting marks. The market can take its time. I have patience, and I have size.