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@BxBoy12465 @perry_lin1 @rftylerpage 3.
While Texas data center sites are experiencing surging terminal value, signing 20-year extension outside of this exact AI lab commitment would have been highly unlikely. extension was strictly used as strategic bargaining chip to anchor a massive, multi-decade tenant structure

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@BxBoy12465 @perry_lin1 @rftylerpage 2. Contract Design and Rent Recoupment

This contract mechanism was not uniquely "exclusive" to Terawulf, but Cipher chose to optimize for total enterprise terminal value and upfront dilution protection instead.

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@BxBoy12465 @perry_lin1 @rftylerpage 1. Cost

Cipher's (\)CIFR) Barber Lake overruns reflect a fundamental, massive design pivot to accommodate dense AI computing clusters over a highly intensive 300MW total capacity layout.

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@TheCoinCollect8 Thanks

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@Merica815 @Nbusiness1990 Your price predictions are based on what?

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@dollar_mara Sign of capitulation

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@Spybef0rey0ubuy Cifr is not down 52%. It’s down 70% since it’s high. Apld “only” 60%.

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@PSInvestor @Danceorgarden2 I guess I was thinking along the line of competition with them stealing their potential customers?

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@PSInvestor @Danceorgarden2 Hi Patient Investor, does the success of SpaceX threatens the success of cifr and the others? Thanks

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@AlexisWrem1747 @BlackPantherCap You’re worrying over very little trivial things in the grand scheme of things in. The things you e mentioned are already done repeatedly.

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@perry_lin1 Thanks for your thoughts!

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@perry_lin1 I’m still a newbie when it comes to analysis like this, what column should I pay attention to? My interest right now is with cipher. What’s your take on cifr’s situation. I like the fact that’s it’s fully funded. They should be ok in this environment? Thanks

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@perry_lin1 Thank you!

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@QQQ275Soon I know right. So ridiculous. Futures are up like crazy. If it were down the same amount, we’d be down at least 5%.

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@PSInvestor Agreed! I think 2027 through 2030 will be exciting times! We are near the darkest of darkness of night if not already there.

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@PSInvestor Thanks. Yeah, I’m thinking 2030. I’ll be extremely happy with $20 by end of 2027 to start.

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@TheRealBirnbaum @TheCoinCollect8 Curious, what are your thoughts on what he was saying? Honestly, I think data center stocks like CIFR, Iris energy. Should both have great next few years ahead.