Vice President of Investor Relations @MARA (NASDAQ: MARA) - This is my personal Twitter: all opinions are my own and are not those of my employer
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Robert Samuels retweeted
CORRECTION: Mara Holdings' Vice President of Investor Relations, Robert Samuels, has clarified that this was not a buy of additional #Bitcoin, but BTC the company received back from a loan.
JUST IN: Publicly traded #Bitcoin mining company Mara Holdings $MARA has bought an additional 1,292 BTC for $98.6 million, according to Arkham on-chain data.
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Is Morgan Stanley getting incrementally more positive on @MARA? "We recently had the opportunity to interview MARA CEO and Executive Chairman Fred Thiel, and we were encouraged by Fred's bullishness on the potential to sign two HPC data center transactions before year-end . . . the feedback that the AI industry has a heightened sense of urgency to secure power, plus MARA management commentary, implies that we could be wrong in our conservatism."
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This news doesn't affect @MARA's recently acquired Matagorda County site. It actually makes incumbent loads and East/SE Texas sites (like the strategically located powered site in Matagorda County) more valuable. It impacts the ability to grow West Texas sites.
kcentv.com/article/news/loca…
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Governor Abbott Announces Skybox, Digital Realty, @MARA Commit To Comply With His Data Center Standards
woodlandsonline.com/npps/sto…
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We appreciate @GregAbbott_TX's leadership in bringing greater transparency and accountability to data center development in Texas.
Common sense rules reward the operators building the right way, and that's the standard we hold ourselves to. Learn more:
mara.com/posts/responsible-g…
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MARA's Q2 2026 Shareholder Letter is here.
Read the full report: ir.mara.com/news-events/pres…
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Thanks @matthew_sigel, glad to see someone reading the fine print 😀
$MARA interesting footnote in the presentation:
Milestone payment 1 is not due on purchase of Matagorda site unless site is approved in Batch Zero by ERCOT.
Good job w/ that one team.
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Today, MARA announced the appointment of Craig Hart and Nancy Novak as independent directors to its board of directors.
Both bring deep expertise in power infrastructure, energy investing and hyperscale data center development to support MARA’s next phase of growth. Learn more: ir.mara.com/news-events/pres…
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Robert Samuels retweeted
🏆 Another important milestone for #Exaion: our #TPN Gold Shield certification has been renewed through 2028 🔒 As #security requirements continue to evolve, so does our commitment to delivering trusted #cloud infrastructure for the #media and #entertainment industry 🎬
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Join us Thursday, August 6, 2026 at 5:00 p.m. ET for our Q2 2026 Earnings Call.
Full details: ir.mara.com/news-events/pres…
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RT @theRealSalKhan: “…the site is expected to more than double MARA's potential power capacity to approximately 4.8 GW across its portfolio…
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An important step in expanding MARA's long-term development pipeline. This is a multi-year, milestone-based project, and we'll share more as we reach key development and regulatory milestones.
MARA has entered into a definitive agreement with HIF to acquire a strategic powered land site in Texas. The site spans more than 1,200 acres with access to up to an initial 1 GW of grid capacity by October 2027 and up to 2 GW by April 2028, subject to ERCOT approval.
We intend to develop it as a large-scale digital infrastructure campus supporting high-performance computing, with flexible compute including Bitcoin mining. This expands our capacity pipeline and our long-term investment in Texas. Learn more: ir.mara.com/news-events/pres…
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Seeing some questions about Morgan Stanley's updated @MARA price target. The main driver is straightforward: the decline in BTC price at the end of 2Q. One thing worth noting: the report states $MARA "still holds approximately 54,000 BTC." That's not accurate. As of the end of 1Q26, we held approximately 35,000 BTC.
The report also acknowledges the potential upside from our Starwood JV discussions:
"We acknowledge the risk to our PT in the form of the Starwood JV... Should a deal manifest, our valuation of $MARA as a Bitcoin mining company would be rendered outdated and would not properly value $MARA as a player in the HPC trade."
In other words, their current valuation reflects $MARA as a bitcoin mining company because no HPC deal has been announced. If that changes, they acknowledge their valuation framework would need to change as well.
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