MarketMan

Serious question… What happens to $MARA stock price when the long ridge deal falls through? Apparently there is serious concern over securing financing.

@dollar_mara What’s the price target? Cmon don’t be shy now

$MARA was initiated at overweight at JP Morgan

@dollar_mara Who do you think Mara’s peers are? Their closest peer is CLSK and they are more expensive.

@MarketMan1216 Priced in and thats why they are 5-10x cheaper than peers?

Are 2-3 AI deals priced into the $MARA stock price right now? No! So you get to buy a stock valued that they will have no AI deals meanwhile already guided the market to multiple deals this year. It doesn't get more free to this, market is wrong, and I continue to take advantage

@MARA Did you guys just recently figure out that you need power for data centers or something? Good lord this company is a literal decade behind.

AI demand isn't waiting 7-10 years for infrastructure to catch up. MARA's agreement to acquire Long Ridge shortens that timeline, at below-replacement cost. Learn more: bit.ly/4wdcSWL

@dollar_mara Just be patient and buy at 6-7

Looking to scrap together some dollars to buy more $MARA here, stay tuned

@tybgeorge1992 @SirNickPickle $15 dollar call expiring this week and he’s bragging lol

@SirNickPickle Really bro? I feel like we just take the staircase up and elevator down

$MARA delivered absolutely nothing on earnings in regard to AI HPC, It is still Bitcoin’s bitch, mining at a loss. $BTC just flipped bearish, just look at the chart. Are you adequately positioned ?

Hey @AmericanAir is it common not to serve snacks and water when a plane is delayed on the tarmac for 2 1/2 hours due to a maintenance issue? Also, while I’m spending the 10 extra hours at the airport due to the delay you caused, how should I spend the $12 meal voucher?any tips?

@dollar_mara Why would anyone own calls going into Mara earrings? They are always a disaster

Will see how $MARA trades tomorrow but even if its red I am alright. For anyone playing options (calls) I hope it goes well for you

@investmattallen Why are all these pumpers trying to spin these terrible earnings?

$MARA just released one of the most important shareholder letters in company history: -MARA is no longer positioning itself as just a Bitcoin miner, it is positioning itself as an energy-backed digital infrastructure company built for AI, HPC, sovereign compute, and Bitcoin mining -The company believes connected power, not chips, is now the biggest bottleneck in AI infrastructure LONG RIDGE / AI CAMPUS: -Long Ridge gives MARA a 505 MW power plant, 1,600 acres, existing interconnection, fuel supply, water, and fiber in PJM, one of the most supply-constrained data center markets in North America -MARA says assets like this would take up to 10 years to replicate due to permitting, interconnection, and infrastructure bottlenecks -The company believes Long Ridge can scale into one of the leading AI and critical IT campuses in the market with over 1 GW of total potential capacity -The site already has inbound interest from hyperscalers and enterprise tenants STARWOOD PARTNERSHIP: -This is where the strategy gets interesting: MARA contributes powered land while Starwood helps finance, develop, and operate the AI infrastructure -MARA used a hypothetical 200 MW example where a site contribution valued at $200M could potentially allow MARA to retain ~50% ownership with up to $50M-$100M in annualized stabilized cash flow with little additional equity exposure beyond the land contribution itself -As projects scale larger, MARA says its original site contribution remains fixed while the remaining growth capital becomes more proportional between counterparties, similar to traditional data center financing structures - ~90% of MARA’s non-hosted capacity is now being evaluated for AI and critical IT conversion through the Starwood partnership EXAION / SOVEREIGN AI: -Exaion gives MARA exposure to sovereign AI, private cloud, and enterprise AI infrastructure - $MARA specifically highlighted that governments and enterprises increasingly want local control over compute, security, and data residency instead of relying entirely on U.S. hyperscalers -The company highlighted expansion discussions in France, Brazil, Saudi Arabia, and other energy-rich regions The biggest takeaway from the letter: - $MARA is trying to position itself as a company that controls and monetizes connected power across multiple compute markets, because management believes power is becoming the most valuable asset in AI infrastructure

@dollar_mara Spin it how you want. Earnings were terrible

$MARA we are going to see what happens on the call, we are also going to see if the market was pricing in a MARA AI deal, as stated multiple times that was not my base case

@dollar_mara lol competitors signed deals months ago and Mara is just starting “discussions”

$MARA in active AI tenant discussions

@dollar_mara They are just lightyears behind their peers. Even worse than expected.

Reading through what I have so far it seems $MARA is sacrificing quickness of acquiring an AI tenant instead for doing it with the best execution and terms possible. It seems they are highly focused on the Long Ridge acq closing so that they control power before any AI deals

@dollar_mara lol… when has he ever done that?

All up to this guy today Lets hope he did what needs to be done. Its time for $MARA to make the leap to being a legitimate player again. The top dog

@MARA Wow… even worse than expected. Well done. $MARA remains uninvestable

MARA's Q1 2026 Shareholder Letter is here. Read the full report: bit.ly/4wG1cfJ

@dollar_mara Realistically if it does happen, based on the timeline they are showing it would be some time in 2028-2029

When is the $MARA tenant deal happening?

@Xanny555 @grok The is extraordinary levels of cope

Hi @grok Let’s play connect the dots with $MARA ahead of their quarterly earnings this Monday. > Look at the aggressive corporate restructuring and strategic moves they've executed recently: 🔋 Infrastructure & Energy: > • Acquired Long Ridge Energy for $1.5B (505MW, behind-the-meter, vertically integrated). > • Strategic partnership with Starwood. > • Future energy cooperation with $MPLX. 💻 AI & Cloud Pivot: • Acquired 64% of #EXAION. • Launched cloud.mara.com. • Established the MARA Foundation. 🧹 Corporate Restructuring: • Sold balance sheet BTC at a discount specifically to wipe out debt. • Cut 15% of the workforce to run a leaner operation. Add to this: Management recently confirming they are in "advanced discussions with investment-grade tenants." Question: Look at the broader picture and read between the lines. When a company rapidly wipes out its debt, restructures its workforce, secures $1.5B in owned power generation, and builds an AI cloud platform are we just watching a Bitcoin miner "diversifying," or is this a perfectly orchestrated, massive pivot into a Tier-1 AI PowerCo? Based on corporate signaling, what is the strategic endgame $MARA is setting up for the market right now?

@MARA @fgthiel You’re peers are already generating the revenue and you’re telling people that you are still years away. Maybe you will get it right on the next grift.

A 1GW+ digital infrastructure campus can take 7–10+ years to build. Upon closing, MARA would acquire Long Ridge Energy & Power, a campus with 1GW+ total potential power capacity. Hear from Chairman & CEO @fgthiel on why this positions MARA to accelerate its AI infrastructure buildout. Learn more: bit.ly/4wdcSWL

bitcoin:native Miners who converted to AI/data center companies will continue to boom while the ones like $MARA who failed to make the conversion, fall by the wayside.

All targets hit so far except $MSTR and bitcoin:native. Expect $MARA to fade on any dips in the market or BTC. $HUT continues to make $$$$$.