The hosting and Bitcoin mining company Cipher Mining $CIFR (+5,78%) is increasingly focusing on high-performance computing (HPC) and artificial intelligence (AI). To this end, the company has signed a contract worth 3 billion US dollars with AI cloud provider Fluidstack. The Alphabet subsidiary Google is taking on almost half of the sum $GOOGL (-0,7%) and in return receives warrants to acquire around 5.4% of Cipher's shares.

On September 25, Cipher announced a long-term agreement with the AI cloud provider Fluidstack in a press release:

• Cipher will provide 168 megawatts (MW) of computing power at the Barber Lake site in Colorado City, Texas.
• The contract runs for 10 years and is worth around 3 billion US dollars.
• The plant has a gross capacity of 244 MW and can be expanded to 500 MW.
• Two five-year extension options could increase the contract value to up to USD 7 billion.

The contract is financially secured by Google. The Group is assuming guarantees for Fluidstack's payment obligations amounting to 1.4 billion US dollars, thus covering almost half of the rental obligations to Cipher.

In return, Google will receive options on around 24 million Cipher shares, which corresponds to around 5.4% of the total company shares. Under certain conditions, adjustments to the conditions or a cash settlement payment are also possible.

My favorites are:

$NVDA (+0,29%)

$HIMS (+0,96%)

$IREN (+1,63%)

What are yours?

$TSLA (+0,88%)
$AMD (-0,02%)
$PLTR (-0,65%)
$CIFR (+5,78%)
$NBIS (+2,34%)
$OSCR (-1,52%)
$TEMP (-0%)
$SOFI (+0,34%)
$ASTS (-1,33%)

Cipher Mining
$CIFR (+5,78%) has positioned itself as a future-proof stock due to its strong focus on both cryptocurrency mining and high-performance computing (HPC). Recently, the company signed a 10-year deal with Fluidstack, backed by Google, for a 168 MW HPC facility, resulting in guaranteed revenue of $3 billion. This move marks Cipher's transition to AI infrastructure and strengthens its position in the growing digital currency and AI market.

Analysts show confidence in Cipher's strategy. Keefe, Bruyette & Woods raised its price target to $13, while Canaccord Genuity raised it to $16 , highlighting the positive outlook. With a planned expansion of the Barber Lake facility and a strong balance sheet, Cipher appears well positioned for the next 10 years.

According to JP Morgan, hardly any energy is needed... Whoever has cheap energy available in the future will be relevant!

$NBIS (+2,34%)
$CIFR (+5,78%)
$IREN (+1,63%)
$WULF (+0,35%) ...

$IREN (+1,63%)
$BMNR (+1,67%)
$ONDS (+8,38%)
$CIFR (+5,78%)

Observation: The shift from reason to hype

A clear shift in posted purchases has been visible in recent weeks:

- Current: More and more hyped stocks are being bought, some of which have recorded enormous gains of over 200% in recent months. This points to the phenomenon "Fear Of Missing Out" (FOMO) phenomenon, in which investors invest in stocks that have already risen sharply for fear of missing out on a quick profit.

- 12 months ago/April: Back then, posts about buying ETFs or other established, "well-known" stocks. Such investments often represent a long-term, diversified and more rational investment strategy.

Lesson: The risk of momentum speculation

This development is a classic sign of a speculative speculative market phase. It is crucial to understand: Share prices that rise quickly can fall just as quickly.

- Momentum risk: Buying stocks based solely on their recent price increase (momentum strategy) is extremely risky. These stocks are often highly valued and extremely volatile.

- The slump: When the trend reverses, the initial enthusiasm can quickly turn into panic selling turn into panic selling. Without a strong, rationally based investment mindset, the so-called conviction, it becomes extremely difficult for investors to hold on to these shares as soon as they enter a correction phase. correction phase or a downward trend downtrend.

- The lesson: Real conviction in a share is based on a thorough analysis of the company's value. company valuenot just on the latest share price performance. Speculating on short-term hype feels "fun" as long as it's going up, but can lead to painful losses when it crashes. can lead to painful losses lead to painful losses.

Conclusion:

Stay rational and remember: Diversification and a long-term perspective are the foundation for sustainable success on the stock market.

Best regards

Bubu 😉

So that you have something to gossip about again @Epi and @All-in-or-nothing 😉😂

I'm going shopping now....

$CIFR (+5,78%)

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 (+5,78%)
$IREN (+1,63%)
$BITF (+1,26%)
$BTC (-0,02%)

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

It is currently becoming apparent that $IREN (+1,63%) after the phenomenal run of the last weeks and months will probably be available today at a significant discount from the ATH, certainly also due to the downgrade by $JPM (+0%) will be available at a significant discount from the ATH😉.

Let's see where the US PCE data today in the early afternoon CET and the opening of trading in the US shortly afterwards will take us.

If necessary, I may actually have to add some more after all😂. A bit of powder is still dry.

Have a (hopefully still) green Friday in the portfolio and a good start to Wochenende✌🏻.

$IREN (+1,63%)
$CIFR (+5,78%)
$BITF (+1,26%)
$BTC (-0,02%)

https://de.investing.com/news/analyst-ratings/bewertung-zu-hoch-jpmorgan-stuft-iris-energy-auf-underweight-herab-93CH-3162761

...Dad needs new shoes!

(which old gamer knows the quote) :D