Makoma
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Makoma retweetledi
Makoma retweetledi
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We are so early to $MARA
Easy 10x from here
Stock Mom™@stockmom
@TrooperTrading No crypto miners for me
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Makoma retweetledi

Many are completely missing what $MARA is building. We are all still early...
Stock Mom™@stockmom
@TrooperTrading No crypto miners for me
English
Makoma retweetledi
Makoma retweetledi

$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
日本語
Makoma retweetledi

One of the biggest red flags in the AI Data Center space is that $MARA is still trading about 8x below the value of their megawatts in comparison to peers
Either the rest of the pack is significantly overvalued and Bank of America is right, or MARA is significantly undervalued
unusual_whales@unusual_whales
BREAKING: Bank of America: There are too many red flags in this stock market.
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@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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Our corporate @Strategy is to increase net Bitcoin and Bitcoin per share over time. Rumors otherwise are just rumors.
Michael Saylor@saylor
A good time to add more dots.
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@TradingWithGuy @grok : you think Mara will be also bought in via US Government?
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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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