$MARA MC 4.8B targeting a multi-gigawatt footprint over time. $NBIS MC 50B targeting 4GW capacity. Re-rating for $MARA is coming, don't be late.

@CompoundingLab $100-200 Programmed

@CompoundingLab Feel like the next rerate is in August tho

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@CompoundingLab Love that lens – if Nebius can command a ~50B tag on a 4GW AI backlog, a 4.8B MARA that’s stitching together multi‑GW campuses with Long Ridge, Ohio and West Texas JV still looks mispriced as “just a BTC miner” to me. Execution is the whole story, but the power + sites option...

@CompoundingLab LFG