$CIFR journey from $8 to $25 in less than a year!!! The playbook for $DGXX already exists - @michelamar3 is executing. $DGXX is one or two catalysts away from a strong re-rate…
$CIFR catalyst timeline:
$7.64 — Aug 29, 2025 (starting point)
$8.56 — Sep 4
Black Pearl ramp update
$11.86 — Sep 25
Fluidstack + Google AI hosting deal
($3B / 168 MW)
$18.84 — Nov 3
AWS lease announced
($5.5B / 300 MW)
$19.89 — Nov 20
Fluidstack expansion
(full Barber Lake campus)
$15.67 — Feb 24, 2026
$3.7B financing package
$25.55 — Today
The lesson: CIFR didn’t go from $8 → $25 because of Bitcoin mining.
It went from $8 → $25 because hyperscalers validated its power assets.
Google started the re-rating.
AWS accelerated it.
Capital markets financed it.
@runners271851 We need a catalyst - we need another agreement. I’m shocked that $NVDA news did t hold this up stronger + on schedule with their infrastructure announcements + the Easter egg hunt of more sites coming on line…
$DGXX 🚨🚨🚨
This, this right here. Makes me want to run through a wall. Makes me want to take a mortgage on my house and buy more shares of DGXX. I don’t think any AI or any investor could’ve written any better. If you’re not buying after this post, what are you even doing in this market?
$DGXX spending $35mil on NVIDIA Vera Rubin Systems goes directly to adding capacity to Neocloudz. The highest margin part of the business. They wouldn’t make a purchase if they didn’t have a customer or demand lined up!
@runners271851 Need something to happen. We’ve basically stalled out from the Cerebras deal, and have a tight floor and ceiling.
There is very little margin of error on this.
@mxrbtc Agree. Thin liquidity. Pattern of sharp sell in AM then rebounding over the course of a few hours.
It’s a surprise that people have a hard time seeing the dramatic upside.
With a run up like $DGXX has had I assume some profit taking
@Highflyer0007@runners271851 We’re going to need another 2-3 big names to come along for this ride…
What would be your projection on price lift from $CBRS using the full colocation MW usage?
@runners271851 That big! I’m amped on this equity. Really need something noteworthy to push it about $10/$15
$NVDA nod would be helpful
The power availability is huge! Need a client for it!
@runners271851 We need another deal or two and this will move. Cerebras have this creditability - - another deal gives this scale… Lived this through my $NBIS investment