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

Sep 12, 2026 · 11:11 AM UTC

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Replying to @wolfcapitalist
Agreed, it sounds like good capital allocation. But many were disappointed last year with some poor investment decisions around Bitcoin last year where management bought when btc was high and took on debt etc… Let’s hope they have turned a new leaf and execute.
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