2Wk·

Still good news incoming

In my view, the news flow here remains positive.

The pipeline for planned data center capacity totals around 2.6 GW, currently only 168 MW contractually committed with Fluidstack and massive Google support.

Demand for the convertible bond to finance the further expansion of capacity was higher than the originally envisaged target amount, meaning that the company was able to raise $1.1 billion instead of the planned $800 million.

And analysts' price target increases (yes, yes, I know analysts and their opinions and such😂) are now following steadily.

I'm excited to see what happens next and remain dabei✌🏻.

Who else is in or thinking about jumping on?

$CIFR (-8.23%)
$IREN (-9.15%)
$BITF (-0.84%)
$BTC (+0.78%)

JPM neutral, target 12$ after previously neutral, target 6$:

https://de.investing.com/news/pro/jpmorgan-stuft-cipher-mining-auf-neutral---kursziel-12000--3162625

Compass Point buy, target 18$ after previously buy, target 8$:

https://de.investing.com/news/pro/compass-point-stuft-cipher-mining-auf-buy---kursziel-18000--3163036

12 Comments

Dividendenopi👴@Dividendenopi

2Wk

I'm thinking about switching my trade at $DEFI. It has been going sideways for weeks. There may be more potential here in the short term 🤔🤷‍♂️

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All-in-or-nothing@All-in-or-nothing

2Wk

@Dividendenopi difficult to assess. I would say that the potential here could perhaps be a little more explosive😅. $DEFI was of course bitter for you yesterday, wasn't it? I was finally able to get them into my portfolio yesterday (and I wanted to in terms of price😁). In the long term, I'm pretty bullish on both, but I'd probably go for $CIFR stürzen🤷🏼‍♂️ to make a quick buck with a trade.

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Epi@Epi

2Wk

@Dividendenopi Oh yes, our gambler dividend topi! 😊

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All-in-or-nothing@All-in-or-nothing

2Wk

@Epi I think it's just wonderful that the strategy is based on dividends but he doesn't say no to a gamble either😬.

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Dividendenopi👴@Dividendenopi

2Wk

@All-in-or-nothing and @Epi Dividends, coupons and certificate payments along with interest income are and will remain 95% of my "core" I have to finance my modest existence from something 😇😉. The remaining 5% is my play money and it's simply more fun than taking the odd gamble in the casino. It's paid off quite nicely over the last three months when I started, even if I usually get out too early. But it was always enough for the shopping

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Dividendenopi👴@Dividendenopi

2Wk

@All-in-or-nothing $DEFI was not that bitter yesterday, it just ate up the gains again

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Epi@Epi

2Wk

@Dividendenopi So, 95% core for interest income, but do the weekly shopping from the gambling profits. 😅

Which hand is feeding you now?

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Dividendenopi👴@Dividendenopi

2Wk

@Epi Good question ... let's consider the trades as additional income. 😉🤷‍♀️ It's nice that it went so well and so the dividends and the rest can accumulate nicely without interest in the clearing account and there is always powder available when there are nice entry opportunities.

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Epi@Epi

2Wk

@Dividendenopi Interest-free? I usually convert the cash into $XEON for a few days. With 10k, that's almost 1€ per day. Finances at least part of the trading costs and is just one click. 🤷

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Dividendenopi👴@Dividendenopi

2Wk

@Epi that was meant to be rather provocatively funny 😉 I always have special conditions for 3 months with my existing call money accounts, currently between 2.5 and 2.6%, so I park there

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profit_maker_2369@profit_maker_2369

2Wk

What’s happening with $IREN ?!!!

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All-in-or-nothing@All-in-or-nothing

2Wk

@profit_maker_2369 valuation is quite high ofc, but expected growth is the point in my opinion. JP Morgan downgraded $IREN to underweight with a price target of 24$, guess that’s why it drops that heavy.

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