Makoma

2.4K posts

Makoma

Makoma

@Groupmakoma

LONDON Katılım Haziran 2011
120 Takip Edilen179 Takipçiler
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100DollarMARA
100DollarMARA@dollar_mara·
$MARA will be the best performing stock by year-end compared to all peers
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Matt Allen
Matt Allen@investmattallen·
Most investors still see $MARA Marathon as a Bitcoin miner The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion Power and AI sovereignty are becoming 2 of the most valuable assets in the world Must watch for investors:
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
$MARA monthly Could be the longest sub-wave 2 of wave 3 ever
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しがないWeb開発者
$MARA Goldman Sachs曰く…データセンターの電力需要が2027年までに50%増、2030年までに最大165%増になると予想していて AI computeに電力が必要な世界は、既に始まっているとして… "2030年にAI時代が本格化"になる これを逆算すると… □前提 Long Ridge:2026年後半に買収完了予定 2027年前半に初期AI/Critical IT建設開始 2028年半ばに初期稼働目標 ・2026年:現在 電力不足テーマが強くなる ・2027年: MARAが建設・契約で答え合わせ ・2028年: 初期AI容量が稼働できるか ・2029〜2030年: AI電力インフラ企業として再評価されるか 実際に、相場が再評価(本格反映)するのが2028年~なのかしら まずは…実績が出て数字が上がるのが肝心
しがないWeb開発者@mmddsstt5

$MARA 今後買収や契約に進展があった場合、絡む可能性は多いにある $SpaceX と直接というよりも、#Google 側に ・電力・土地・データセンターを提供する側になり、結果 $SpaceX と間接的に絡むになると…だいぶ熱い

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Matt Allen
Matt Allen@investmattallen·
Goldman Sachs projects $7.6 trillion of AI infrastructure capex through 2031 Every new generation of AI infrastructure requires more compute, more power, and more capital than the last The opportunity for $CRWV $NBIS $MARA and $IREN is still widely underestimated
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Makoma
Makoma@Groupmakoma·
$MARA - Claude’s Prediction of all announcements coming 90 days which has min 50% likelihood. 10x runner potential $GOLD $NVDA $GME $TSLA $BTC $GOOG $BLK $PLTR $MSFT $ORAC.NE $SAP $NOW $CRM $SNOW $QUBT $RGTI
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Makoma
Makoma@Groupmakoma·
$MARA - Claude’s Prediction of all announcements coming 90 days which has min 50% likelihood. 10x runner potential $GOLD $NVDA $GME $TSLA $BTC $GOOG $BLK $PLTR $MSFT $ORAC.NE $SAP $NOW $CRM $SNOW $QUBT $RGTI
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Makoma
Makoma@Groupmakoma·
@grok who will be the top 5 companies by likelihood would be interested to acquire Mara and based on its energy assets incl latest acquisition (505MW Gas plant) what would be a premium price comparing previous acquisition offer such as coreweave did?
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Makoma
Makoma@Groupmakoma·
$MARA - Claude’s Prediction of all announcements coming 90 days which has min 50% likelihood. 10x runner potential $GOLD $NVDA $GME $TSLA $BTC $GOOG $BLK $PLTR $MSFT $ORAC.NE $SAP $NOW $CRM $SNOW $QUBT $RGTI
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Makoma
Makoma@Groupmakoma·
@grok : based on available cash and access to more money how much more bitcoin will Strategy buy in 2026. And you think Clarity will pass and US Gov will buy more bitcoin in 2026 for its strategic reserves? Would SEC be the one buying? Whats your peak shareprice prediction for 2026 and when will be this?
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Watcher.Guru
Watcher.Guru@WatcherGuru·
🇺🇸 President Trump says his administration is exploring giving Americans ownership stakes in AI companies.
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Cryptoklepto
Cryptoklepto@CK_Cryptoklepto·
It is more likely than not that $MARA will be a partner in the US Military Janus Program No time to explain but you can probably ask grok if you are having difficulty wrapping your brain around this concept and why this nuclear power milestone is relevant
U.S. Department of Energy@ENERGY

🚨ICYMI: First test reactor in President Trump’s Pilot Program hits milestone to ramp up American nuclear power — a month ahead of schedule. All we needed was a new President, to unleash the American Nuclear Renaissance! washingtonexaminer.com/policy/energy-…

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Mr. Whale
Mr. Whale@MrWhale·
Coming 🚀
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