pennyether — @pfo360 This is kind of my point. You are trusting that raw demand for MW's, and Starwood being the seller/operator, is better than Fred and co.
He will still be pompous and borin…↗
May 28
pennyether — More nuanced take:
Former $MARA was bullshitting ivory-tower mgmt slinging narrative spaghetti at the wall and being late to every part of the game. Awful competency at investing…↗
May 28
pennyether — $MARA - I have Jun and Aug calls. Annual shareholder meeting June 18th. I think Starwood lands a tenant by then. Sure would be nice to have something non-bullshit to present, for o…↗
May 25
InvestmentGuru — THE AI COMPUTE ECOSYSTEM
Neoclouds + Mining-to-HPC Pivots | Full Watchlist
The bigger opportunity may be the infrastructure layer underneath it all:
⚡ Power
🏗️ Data centers
☁️ G…
April 2026 · 6 mentions
Apr 17
InvestmentGuru — $MSTR
$COIN
$MARA
$CLSK
$GLXY
Moving on bitcoin:native↗
Apr 17
InvestmentGuru — $BTC is $77K concentrate on bitcoin related stocks,
$MSTR
$COIN
$HOOD
$MARA
$CLSK
$GLXY↗
mon — What a start.
🔴 $IREN -7.19%
🔴 $NBIS -6.09%
🔴 $CIFR -8.06%
🔴 $CRWV -3.85%
🔴 $WULF -6.29%
+ $MARA is up 8% after dumping about $1B of BTC to pay down debt, all while Bitcoin…↗
mon — When I first started researching the Bitcoin miners, I thought $RIOT, $MARA, and $CLSK were the best miners. At the time, they were by far the most popular stocks in the sector.
A…↗
Dec 26
Dustin — Institutional ownership is at all-time highs in these names:
$SLS
$PALL
$COIN
$MARA
You’re being told it’s crazy to hold at these valuations but the big boys are buying it up🤔 h…↗
November 2025 · 3 mentions
Nov 15
Wayne Liang — Adding to this list.
$MSTR $DGXX $MARA $RIOT
All look relatively the same - near support.
We've been pretty accurate with our support & resistance, so this could likely be t…↗
Nov 14
Wayne Liang — Blue diamond magic on $ONDS.
I hope you caught this quick win in a bloodbath.
This is exactly why I'm waiting for a blue diamond to appear on $CLSK $IREN $CIFR $BITF $MARA and ju…↗
Nov 13
Wayne Liang — @Delpiero77717 Will be monitoring $MARA for sure.↗
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 12
InvestmentGuru — AH earnings volatility hitting growth and speculative names hard tonight.
$HIMS -13% after earnings miss and weaker profitability shocked the market despite strong revenue guida…↗
May 11
pennyether — $MARA - Revenue came in a little higher than expected (more non-MARAPOOL revenue), costs lower than expected. Adj EBITDA (ex-ΔBTC) at -$22m vs Q4's -$39m. Gotta admit mining improv…↗
May 11
unusual_whales — Archer, $ACHR, earnings:
- EPS: -$0.28, est: -$0.31
- Revenue: $1.6 million, est: $1.66 million
$MARA earnings:
- EPS: -$3.31, est: -$2.3
- Revenue: $174 million, est: $184 mill…↗
May 11
pennyether — Correction: $MARA produces more like 44,000,000,000 petahashes per day. So a "cost per petahash per day" of $30 would bankrupt them in under an hour. (So yeah they mean PH/s/day)…↗
May 11
pennyether — $MARA - My thoughts pre-Q1 results, and what questions I'd ask them. Bluntly, this quarter will be a disaster. They'll have mined at very thin gross margins (unprofitably for hoste…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 7
pennyether — $MARA - Not sure when earnings date is (May 11?), but does anyone have the factset consensus revenue? All I can find is Yahoo Finance @ avg of $184m.
What do you think it'll be?↗
May 5
InvestmentGuru — $BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch
$HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move…↗
May 1
InvestmentGuru — $BTC green watching some play
$MARA
$HOOD
$COIN
$CLSK
$GLXY https://t.co/c7AkTLtkEM↗
Apr 14
InvestmentGuru — $BTC watch if it hold and break for $80k run.
$HOOD
$COIN
$MARA
$IREN
$CLSK
$GLXY https://t.co/t5wNHTW6m6↗
Apr 12
mon — JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner.
As the market started to understand…↗