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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 $BE #AI #DataCenters #Energy
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$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
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a 2 gw announcement is easy; a studied load is where the grid gets to say “show your work”
queue position, deliverability and baseline demand matter more than the render
power allocation is becoming a permitting problem with a megawatt price tag
what gets cut first if the interconnect study trims the headline number?
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MARA acquired Matagorda targeting up to 1 GW by Oct 2027 and 2 GW by Apr 2028, explicitly subject to ERCOT and interconnection approvals.
Studied Load means those 2 GW still need to be allocated. ERCOT could approve the full 2 GW, approve it in stages as grid upgrades come online, or allocate less.
MARA even structured the deal around that uncertainty.
2 GW is the target, not a guarantee.
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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
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True, nothing really new. But with just over 3 months left in the year, reaffirming they’re highly confident the leases will be signed matters. That uncertainty is one of the main things holding $MARA back.
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The market is totally missing this stock, which allows us to keep accumulating cheap shares.
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Classic miner theater to hold back on LOIs, but crowd is already front-running the lease news. If they actually drop before year-end, $12 clears in a hurry
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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
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We’ve been building and testing a trading bot.
We’ve called it Bollinger Pro.
The early results are promising — profitable enough that we decided to publish it. So far, it has an 80% win rate and a maximum drawdown of 4%.
We’ve published it for free for anyone who wants to use it. You can copy-trade the bot for free. The full strategy is available — how it works, the risk parameters, and the results.
To use it for free, follow these two steps:
Step 1 (Important) — Register here:
bingxdao.com/partner/bigshor…
Step 2 — Access the bot here:
bingx.com/es/nl-strategy/squ…
I’ll keep publishing the results as the track record develops.
Not financial advice
#crypto $BTC $ETH #tradingbot #bottrading #trading #bitcoin $GME
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We’ve been building and testing a trading bot.
We’ve called it Bollinger Pro.
The early results are promising — profitable enough that we decided to publish it. So far, it has an 80% win rate and a maximum drawdown of 4%.
We’ve published it for free for anyone who wants to use it. You can copy-trade the bot for free. The full strategy is available — how it works, the risk parameters, and the results.
To use it for free, follow these two steps:
Step 1 (Important) — Register here:
bingxdao.com/partner/bigshor…
Step 2 — Access the bot here:
bingx.com/es/nl-strategy/squ…
I’ll keep publishing the results as the track record develops.
Not financial advice
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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 $HUT
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$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 $GME #stocks #crypto
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$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
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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
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