Something big is being cooked with Exaion in France and that’s why Matthew Sigel has already visited it during his trip to France.
$Mara is a majority owner of Exaion and the remaining stake is owned by EDF.
EDF remains a minority shareholder and close partner in Exaion. Because $MARA now owns and operates Exaion, EDF’s massive win at the Bouchain site puts MARA's European operations directly on the playing field.
@CK_Cryptoklepto@MARA The demand for $Mara shares was high so that the MM couldn’t close the price at the level you mentioned. $Mara is on a healthy upward trend that is ready to explode once the AI deals are announced
@dollar_mara The shortsellers paid him a good amount of money and he might be indirectly short $Mara as well. No way that he sacrifices his reputation for nothing.. shame on you Stephen
You will be blinded if you don’t connect the dots.
$Mara is a hidden gem and only smart people can see the potential it has in light of all its recent acquisitions and partnerships including Exaion and Long Ridge and Starwood.
Btw, all the main developments have happened recently in preparation to its conversion into a major player in the AI/HPC field. Yet, some idiots and analysts are still looking at $Mara as a pure Bitcoin miner.
Remember when you buy a stock, you look at the business potential in the future to be able to capitalize on its growth drivers and to make money. You shouldn’t live in the past of the company if you want to increase your wealth in the stock market.
$Mara is on its way to reach $100/share
Mistral + AI physics startup Emmi.
AI physics needs highly specialized, heavy compute.
The link: Xavier Niel.
Funds Mistral. Partnered with $MARA (via Exaion) for EU data centers.
Hard not to see the setup here. Is $MARA positioning itself to power Mistral’s expanding ecosystem?
$Mara Don’t fall in the trap of the short sellers and Morgan Stanley is working for them if not being one of them.. $Mara is a hidden gem that is still not understood by many
$MS Morgan Stanley wrote a sell-side research report on $MARA MARA that I think completely underestimates what the company is becoming:
-MARA is no longer just a Bitcoin miner. The company is building an AI infrastructure platform centered around owning power, AI data centers, sovereign compute, and high-performance compute infrastructure
-MARA now has a 2.2 GW pipeline across the U.S. and international markets with Long Ridge alone giving the company one of the most important assets in AI: connected power for large-scale AI data centers
-The company believes power, not chips, is becoming the biggest bottleneck in AI infrastructure and assets like Long Ridge could take up to 10 years to replicate due to permitting and interconnection constraints
STARWOOD PARTNERSHIP:
-The Starwood partnership gives MARA access to one of the most experienced hyperscaler data center development platforms in the world while allowing MARA to pursue AI infrastructure in a far more capital-efficient structure
-MARA even outlined a hypothetical 200 MW example where a powered site contribution could potentially translate into ~50% ownership and up to $50M-$100M in annualized stabilized cash flow with limited additional equity exposure beyond the land contribution itself
-The Morgan Stanley analyst acknowledged the Starwood JV could become a major growth driver, but is only assigning a 10% probability until leases are signed, which is exactly why Wall Street is often late to major value shifts like this
EXAION / SOVEREIGN AI:
-Exaion gives MARA exposure to sovereign AI, enterprise AI, and private cloud infrastructure as governments and enterprises increasingly want local control over compute, security, and data residency instead of relying entirely on traditional U.S. hyperscalers and the U.S. Cloud Act
-The company specifically highlighted expansion discussions in France, Brazil, Saudi Arabia, and other energy-rich regions as part of its international AI infrastructure strategy
I think $MARA MARA is building one of the most misunderstood AI infrastructure ecosystems in the market right now
Thanks Rob for the quick response. Once the $Mara deal is signed, these analysts will look ridiculous with zero credibility. Though when setting a target price on any company, the analyst should look forward not backward. These analysts are blind and can’t read the future. Morgan Stanley should fire such analysts and question their credibility.
This Morgan Stanley analyst is putting the credibility of his institution at high risk after their recent coverage on $Mara. It’s known that many analysts have certain agenda and they manipulate the target prices based on their own interest or their clients interest (in this case the interest of the short sellers of Mara).
Remember that the short interest in $Mara is around 30% and surely the short sellers are in big Trouble following the recent positive news since the beginning of this year. They need to cover and the only way to do it is to scare retail investors to steal their shares at low prices before the short squeeze.
Know what you own and do your own research and never count on these manipulative analysts.
Seeing some inaccuracies around Morgan Stanley’s recent report on @MARA, so I want to clarify a few points:
#1 This analyst has been Underweight since he initiated coverage several months ago.
#2 Morgan Stanley is not “selling” any position. This is a sell-side research report.
#3 If you actually read the note, the math appears incorrect regarding the Starwood JV, even after we provided an illustrative example of how the economics work.
#4 The analyst openly acknowledges that he is waiting for a lease to be signed, which is typical of the sell-side: often late to recognize value until it is already obvious.
#5 And if you do not want to take my word for it, here is the analyst’s own language:
“We acknowledge the potential of this JV as an avenue for considerable growth, but continue to value pipeline MWs at a 10% chance of electrification until the partnership results in a deal.”
@CANCELingU You are pathetic!! How much you got paid to write such a post ?? This is a proof that Mara will take off to unprecedented levels and. Short sellers are trapped
This was the domino... $MARA
$MARA just removed the biggest risk in the Long Ridge deal.
Change of control clause? Gone!
No forced repayment.
No financing issues.
No friction.
Now it’s not if the deal closes…
It’s when they announce it ⏳️
Power secured = real leverage.
Most are still not seeing it yet.