Investor Relations Associate @MARA (NASDAQ: MARA) This is my personal account: all opinions are my own and are not those of my employer
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RT @RobSamuelsIR: This is inaccurate. @MARA did not purchase any additional bitcoin. We received it back from a loan.
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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 @RobSamuelsIR: An important step in expanding MARA's long-term development pipeline. This is a multi-year, milestone-based project, and…
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RT @RobSamuelsIR: Seeing some questions about Morgan Stanley's updated @MARA price target. The main driver is straightforward: the decline…
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RT @RobSamuelsIR: Macquarie out with an interesting report on US data center bottlenecks. 30-50% of 2026 projects behind schedule, only 5GW…
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Stella retweeted
Please set a reminder to join us on Tuesday at 2pm.
Live Executive Fireside | Tue 5/26, 2 PM ET
Join @RobSamuelsIR and @OGAdvisors on X Spaces with MARA CEO @fgthiel, CFO @theRealSalKhan, and CGSO Duncan Dickerson to unpack initiatives from our shareholder letter.
Questions? Comment below.
Reminder 👇
x.com/i/spaces/1qKDzPZwdAoJV…
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⌚️$MARA
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.”
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Stella retweeted
To clarify: @MARA has not sold an additional $1.5B of BTC. Some recent commentary has incorrectly characterized BTC sales previously disclosed in connection with our debt reduction efforts as new or incremental sales. Those sales were part of the debt reduction activity announced at the end of March (Q1).
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Thank you for having $MARA there 😇
A few snapshots from my first OG & Blockware Sell-side and Buy-side Conference in Las Vegas.
13 companies, 16 Wall Street institutions, and a full day of 1:1 and small group meetings with some of the best operators in the industry.
One of the biggest takeaways for me was getting the opportunity to sit in on so many client meetings and truly understand the scope, vision, and strategy across different areas of the business and the industry as a whole.
Grateful to the OG team and everyone who participated.
Amazing experience to be part of. @OGAdvisors
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Stella retweeted
Referring to @MARA's Starwood partnership -
"Because MARA's site contribution is recognized upfront as equity, MARA's cash requirements are deferred until its site contribution has been fully credited against the project's capital needs. From there, MARA's ownership stake is proportional to its total contribution relative to the project's capital requirements. In the illustrative 200 MW project, MARA could achieve 50% ownership with up to $50-100 million of net annualized stabilized cash flow (based on a range of 9-15% yield on cost) for little to no incremental equity exposure beyond its site contribution."
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Funding discipline is part of MARA's digital infrastructure strategy.
MARA has multiple non-dilutive financing sources on hand for the anticipated Long Ridge closing. View the source deck:
d1io3yog0oux5.cloudfront.net…
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Stella retweeted
Long Ridge checks all the boxes, allowing @MARA to establish one of the best digital infrastructure campuses in the world with the rare combination of operating generation + large-scale interconnect + developable land in the best location for monetizing optionality for HPC development (PJM).
Power ✅ Land ✅Water ✅Fiber ✅ Advanced discussions with investment grade tenants ✅ $15/MWh all-in operating cost ✅
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Stella retweeted
Here is the link to slides from today's call:
d1io3yog0oux5.cloudfront.net…
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RT @theRealSalKhan: Just wrapped the “Allocating Scarce Assets” panel at Bitcoin 2026 with @CleanSpark and @LuxorTech.
My take: capital is…
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Read it $MARA
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$MARA !!!
MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release: ir.mara.com/news-events/pres…
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