Oracle has issued a force majeure notice over delays at its massive New Mexico data center project, valued at around $165 billion. The problem isn’t AI demand — it’s infrastructure. Permits for the gas pipeline have been denied, while water restrictions, local opposition, activism, and other permitting issues are delaying the project. Project Jupiter could require up to 2.5 GW of capacity and around 400 million cubic feet of natural gas per day. #Oracle is not trying to cancel the lease, but rather delay rent payments while these issues are resolved. This highlights one of $MARA’s key advantages over other companies: #MARA has already secured much of the critical #infrastructure needed to develop its major projects. And that’s the real moat. $ORCL $BE #AI #DataCenters #Energy

Citizens analyst Greg Miller has initiated coverage of $MARA with a Market Outperform rating and a $24 price target. That implies roughly 76% upside from #MARA’s current price. $BTC #BTC #Bitcoin #AI #DataCenters

$MARA is on the verge of breaking out of a 3-year triangle. With $BTC looking bullish and major catalysts ahead by year-end, we could be setting up for an epic move. #MARA #BITCOIN #AI

$MARA Texas update: MARA’s planned 2 GW #Matagorda data center has entered ERCOT’s Batch Zero process as a “Studied Load.” This is an important step forward: the project has been accepted into the process for power allocation, and ERCOT is now studying how much power the grid can provide and how it can be delivered. Meanwhile, #MARA’s existing Granbury (~280 MW) and Garden City (~200 MW) sites received conditional “Base Load” status — a more advanced status that means these existing sites are being treated as part of ERCOT’s baseline power demand rather than competing as new large-load projects. $MARA $BTC #AI #DataCenters #HPC #Bitcoin

Fred Thiel said at yesterday’s H.C. Wainwright conference: “We feel very confident about signing the two leases by year-end.” He also noted that $MARA does not announce LOIs or exclusivity agreements, meaning negotiations could already be well advanced behind the scenes. #MARA $BTC #AI #HPC #DataCenters #Bitcoin

What many investors still don’t understand about $MARA... The real advantage of Long Ridge is energy. MARA is acquiring a ~505 MW natural gas power plant along with its gas production assets in Ohio and West Virginia. Long Ridge can supply itself with its own natural gas and has access to roughly 100 million cubic feet of gas per day, with estimated all-in operating costs below $15/MWh. That allows $MARA to operate partially behind-the-meter: Own gas → own power generation → data center → GPUs / #AI In the AI infrastructure race, one of the biggest bottlenecks isn’t just capital or land — it’s securing hundreds of megawatts without waiting years for new grid interconnections. And Long Ridge already generates electricity and cash flow. This isn’t just an #AI / #HPC promise. It’s an operating energy asset that already generates real cash flow. $MARA #DataCenters #Bitcoin #crypto $HUT $IREN #trump

Today, with $BTC down, $MARA is up 6%. The market is starting to value it as more than just a #Bitcoin proxy

$MARA’s temporary drop is just that, temporary. The long-term thesis remains intact. Technically, the stock is facing resistance, and none of the catalysts that could send it significantly higher have been announced yet. Those catalysts will most likely materialize over the next few months, before the end of the year. I still believe #MARA is one of the best medium- to long-term opportunities out there. $BTC #Bitcoin $GME #stocks #crypto

Short interest in $MARA is around 26%, an extremely high level. Meanwhile, options volume is signaling strongly bullish sentiment, with calls accounting for 76.2% of activity versus just 23.8% for puts. This is the classic setup that often precedes a short squeeze. $BTC #shortsqueeze #GME $GME $AMC #STONKS #BITCOIN $HUT

$MARA could be the next $HUT. HUT’s big move started when the market finally understood its pivot into data centers and AI infrastructure. Investors were slow at first, but once the thesis clicked, the upside was massive. MARA looks very similar today. The market is starting to price in Long Ridge and future long-term contracts. Once those pieces materialize, $MARA could have its own $HUT moment. $BTC #BITCOIN $CLSK $COIN $GME

A while ago, I shared my bullish view on $HUT when it was trading around $9. In recent days, it reached a recent high of $112.26, representing an upside of roughly +1,303%. Yesterday, I made a major change to my portfolio, I sold most of my positions to make a massive bet on $MARA, with an average entry price of $12.90. Let’s see what happens. #stocks $GME $AMC #bitcoin #stonks $BTC #BitcoinMining #CryptoStocks $RIOT $CLSK $IREN $BITF $WULF $CIFR

I think Nike could be one of the best long-term opportunities in the U.S. market, even if it continues to face short-term challenges. It’s a company with solid fundamentals, three decades of dividend growth, and it’s currently trading at a very attractive valuation. I’ve opened a position at an average price of $42.78

I was talking about Hut 8 $HUT back in June 2024, when the stock was trading in a $9–$15 range. Yesterday, Hut 8 shares were trading above $60, quietly moving closer to their historical highs around $80. This performance is largely driven by its strategic pivot toward AI-focused data centers, and more recently by its long-term data-center agreement to support Anthropic, with the contract valued at roughly $7B over 15 years, and financially backed by Google $GOOG. The deal also includes expansion options that could significantly increase its total value over time. Hut 8 is a strong company with solid leadership. The vision of its CEO, @ashergenoot, combined with adaptability and the accelerating adoption of AI models across all areas of life, could take the company very far. Not financial advice

Just as Michael Burry raised the alarm about an AI bubble, it’s become public that Warren Buffett has placed a ≈US$4.3 billion bet in Alphabet Inc. (the parent of Google), acquiring roughly 17.8 million shares. Burry has long based his decisions on Buffett’s value-investing philosophy, making this timing especially noteworthy. Given Burry’s warning and Buffett’s counter-move, this could be a key moment to keep a close eye on the market #Buffett #Burry #AI #AIBubble #TechStocks #MarketNews #BigShort #BerkshireHathaway

Do you think Michael Burry is right this time?

Vegas visitors down 9% this year, biggest drop since 2008. When Vegas cools, Wall Street trembles. The “city of excess” has always been a brutal read on the business cycle