In the third quarter, the New York investment company Aurelius Capital Management made a significant investment in $BITF (-1,29%) by acquiring 6.7 million shares in the company. This transaction, detailed in a recent Securities and Exchange Commission (SEC) filing, makes Bitfarms the fund's largest U.S. equity investment. The position is valued at $19 million and represents 34.4% of the Fund's 13F reportable assets.

Bitfarms, a Toronto-based company, operates cryptocurrency mining farms and generates revenue by validating transactions on the Bitcoin blockchain. The company specializes in large-scale, energy-efficient Bitcoin mining operations and also offers hosting services for third-party providers. Despite the challenges in the crypto market, Bitfarms was able to generate revenue of USD 69 million in the third quarter, an increase of 156% compared to the previous year.

Aurelius Capital Management's investment in Bitfarms is a sign of confidence in the long-term prospects of Bitcoin mining. While Bitfarms' share price has risen 39% over the past year, it still remains 70% below its peak. This discrepancy could present an attractive opportunity for investors, especially given Bitfarms' plans to expand its infrastructure and invest in new technologies such as high-performance computing and AI workloads.

Aurelius Capital Management's decision to consider Bitfarms as a core part of its portfolio indicates that the company is less interested in short-term market fluctuations and more interested in strategic positioning in the digital infrastructure space. With a strengthened financial profile and a clear vision for future growth, Bitfarms could be well positioned to capitalize on the increasing adoption and demand for digital infrastructure.

Source: it-boltwise.de

Hi everyone,

I would really appreciate your opinion on my portfolio.

Briefly about me:

I am 38 years old and unfortunately only started my Trade Republic portfolio about 2 years ago. I have been investing regularly since then. I can currently invest around €350 per month - I work in a gym 🥲, and unfortunately you don't earn very well there, you could almost call it a pittance.

In addition, I have my Bitcoin and Altcoin portfolio on Bitvavo... I can't share it here, too many errors in the coins and you can still change it somehow. I then deleted the connection again.

I played soccer until I was 32 (including 3rd league, mostly 4th league for many years) and was able to save up some capital during this time, which I later invested.

My long-term core consists of:

$IWDA (+0,22%)

$EIMI (-0,13%)

$TDIV (+0,48%)

$BTC (-0,98%)

Dividend / cash flow portfolio

I also have a portfolio with a focus on cash flow, the aim is to hold around 15 stocks with a solid dividend yield and ideally dividend growth.

Currently included are:

$O (-1,46%) Realty Income

$RACE (-1,18%) Ferrari

$PEP (-2,56%) Pepsi

$MAIN (-0,54%) Main Street Capital

$NOVO B (+8,25%) Novo Nordisk

$ASML (+0,04%) ASML

$ITX (-0,18%) Inditex

$1211 (-1,05%) BYD

$ZTS (-0,15%) Zoetis

$BRO (-1,35%) Brown & Brown

$SBUX (-3,29%) Starbucks

$ITH (+3,25%) Ithaca Energy PLC

This brings my current total to 12 shares, so there is still room for one or two additions.

One of the stocks on my watchlist is Vonovia $VNA (+0,23%) with a dividend yield of just under 5%. However, the dividend growth doesn't look particularly good. As my wife will be starting work there soon, I've become more aware of the company for the first time ☺️

Other stocks on my watchlist:

Allianz

Vici

Linde

Microsoft

Waste Management

UnitedHealth Group

Mastercard

Visa

Texas Roadhouse

Nintendo

Enbridge

NextEra Energy

Wolters Kluwer (exciting sector, also corrected over 50% from ATH)

Amazon (for the yield/growth portfolio)

Maybe one or the other is missing $KO (-1,09%) or $MCD (-2,15%) but I had opted for $PEP (-2,56%) and $SBUX (-3,29%) and I don't want any more consumer stocks.

Pure growth portfolio

I also have a separate portfolio with a focus on share price growth:

$NVDA (+2,8%) Nvidia

$NKE (-0,36%) Nike

$MARA (-3,03%) Mara Holdings

$BITF (-1,29%) Bitfarms

$TTD (+0,34%) The Trade Desk

$CRCL (-5,16%) Circle Internet Group

$ADBE (-1,98%) Adobe

$COIN (-2,89%) Coinbase

$SMHN (-1,55%) Suess Microtec

$PYPL (-1,03%) PayPal

$HUT (+4,85%) Hat 8

$DRO (+6,34%) DroneShield

$LXS (+0,03%) Lanxess

$PLTR (-0,06%) Palantir

$WEED (+7,61%) Canopy

$UBI (-0,19%) Ubisoft

$MSTR (-3,84%) Strategy

I am aware that I have built up a lot of positions over the last two years. I am therefore also planning to sort out some of them and concentrate more on selected stocks.

I am grateful for any assessment, criticism, tips or suggestions.

Best regards

Chris

@Multibagger
@Tenbagger2024
@Epi

What do you, and of course the others, think? Will Japan spit in the "price soup" tomorrow and (further) shave a few stocks?

I actually still have a few arrows in my quiver to compensate for losses. I like to invest for the long term and yes, I know timing is not possible (it's not the primary goal), but today, for example, I don't think it makes sense to add right away.

Think above all of $IREN (-0,57%) possibly also $BITF (-1,29%)
$SBET (-3,68%) but would also like to increase my positions in $UUUU (+0,57%) , $MP (-0,76%) and also $BNTX (+1,69%) to increase them. For a new title that was recently presented by dear @TenBagger I will perhaps also decide on a new title once I have read through it at my leisure.

The end of the year is actually bad for good decisions :)

I'm also toying with the idea of increasing the @Epi 3xGTAA.

Best regards

Your Migu

Is $BITF (-1,29%) before the next momentum / upward breakout? Similar to $CIFR (-3,42%) and $IREN (-0,57%) Bitfarm's share price has suffered recently. Rumors are circulating about a $AMZN (+1,22%) deal. In my view, the chart also fits quite well with a 5th wave @TomTurboInvest Would you like to make an assessment?

Chart source: https://x.com/elliottchart/status/1999191109872808347?s=46

$CRWV (-6,34%) | $NBIS (-4,09%) | $IREN (-0,57%) | $MARA (-3,03%) | $HUT (+4,85%) | $CIFR (-3,42%) | $WULF (-2,11%) | $SLNH | $HIVE (-2,34%) | $BITF (-1,29%) | $GPUS (-0%)

$IREN (-0,57%)
$CIFR (-3,42%)
$NBIS (-4,09%)

Maybe one or the other exciting value for you?

I am in $IREN (-0,57%) , $CIFR (-3,42%) but $NBIS (-4,09%) I also find it exciting in the long term. 👌

$ORCL (-1,93%) Oracle

$CRWV (-6,34%) CoreWeave

$NBIS (-4,09%) Nebius

$IREN (-0,57%) Irish

$GLXY (-0,96%) Galaxy Digital

$APLD (-6,96%) Applied Digital

$RIOT (-4,98%) Riot Platforms

$CIFR (-3,42%) Cipher Mining

$MARA (-3,03%) Mara

$GDS (-3,26%) GDS

$CORZ (-1,87%) Core Scientific

$CLSK (-4,78%) CleanSpark

$WULF (-2,11%) TeraWulf

$BTBT (-3,32%) Bit Digital

$HUT (+4,85%) Hat 8

$BTDR (+0,1%) Bitdeer

$BITF (-1,29%) Bitfarms

$VNET (-2,02%) VNET

$HIVE (-2,34%) Hive Digital

$WYFI WhiteFiber

$DGX (-5%) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

$IREN (-0,57%)

- Becoming profitable

- Triple-digit sales and EPS growth

- Bitcoin mining - > Data center conversion

- Misunderstood business

- Vertically integrated

- $NVDA (+2,8%) Preferred partner

Graphic from TannersTrades on x

$BTC (-0,98%)
$BITF (-1,29%)
$BTBT (-3,32%)
$CIFR (-3,42%)

Guys, I'm telling you. I think Helmut has tied a bear on me with his tenbagger until the beginning of October. The next time I'm on Mallorca, I'm going to get a hefty announcement 😡😡

$IREN (-0,57%)

100$ incoming ? 😁

$CIFR (-3,42%)
$BTBT (-3,32%)
$BITF (-1,29%)
$BTC (-0,98%)

$IREN (-0,57%)

According to OpenAI managers, the provision of 1 GW of AI computing capacity will cost USD 50 billion at today's prices. Morgan Stanley forecasts a demand for new data centers of at least 65 GW by 2028.

$IREN (-0,57%) has secured 3GW, closely followed by a multi-GW pipeline. With a current market cap of around 16 billion dollars 🤔

I think we will still have a lot of fun here 👌

$CIFR (-3,42%)
$BTBT (-3,32%)
$BITF (-1,29%)
$BTC (-0,98%)