Robert Samuels

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Robert Samuels

Robert Samuels

@RobSamuelsIR

Vice President of Investor Relations @MARA (NASDAQ: MARA) - This is my personal Twitter: all opinions are my own and are not those of my employer

Katılım Aralık 2015
127 Takip Edilen4.7K Takipçiler
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Robert Samuels
Robert Samuels@RobSamuelsIR·
Join us on Thursday @ 1PM EST for a live executive fireside chat. Drop your questions below.
MARA@MARA

Live Executive Fireside | Thursday (3/12) at 1 PM ET Join us on X Spaces for a live conversation hosted by @RobSamuelsIR and @OGAdvisors. MARA CEO @fgthiel, CFO @theRealSalKhan, and Chief Growth & Strategy Officer Duncan Dickerson will dig into MARA's latest initiatives. Have a question for the team? Drop it below — yours could be featured live in the fireside. Set your reminder 👇 x.com/i/spaces/1nGeL…

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Robert Samuels
Robert Samuels@RobSamuelsIR·
I think you're on to something @bobleewaggeris. Morgan Stanley seriously needs to reconsider their thinking 😉.
Evan Wilburn@bobleewaggeris

So wait… Morgan Stanley is modeling ~$15 of equity value per watt for recent AI data center conversions. If $MARA builds 200MW with Starwood and captures 50%, that could represent ~$1.5B in market value if I’m doing my math right. Against a $3.3B market cap… And that’s just the first 200MW of a 1GW JV. Before the 53,822 BTC treasury and mining ops. It’s also worth mentioning that Morgan Stanley rated $MARA underweight in February before the Starwood announcement because of “limited history of hosting data centers.” Starwood is one of the largest infrastructure investors in the world. They may need to revise that…

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Robert Samuels retweetledi
MARA
MARA@MARA·
Want to know more about MARA's initiatives with Exaion and Starwood Digital Ventures? Drop your questions in the comments — your question could be featured live in our upcoming @XSpaces: x.com/i/spaces/1nGeL…
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Robert Samuels
Robert Samuels@RobSamuelsIR·
Hearing about more data center delays, especially in Texas. Power access still looks like the key bottleneck. @MARA has power secured and together with Starwood, we’re focused on execution.
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Fatih Balyeli
Fatih Balyeli@balyeli_fatih·
🧠 Not all #cloud infrastructure is built for the same purpose ⚡ At #Exaion, we focus on what matters most: reliable, high-performance #infrastructure for critical workloads 🚀 With the support of @MARA, we’re accelerating our development across Europe and North America 🌍
Fatih Balyeli tweet media
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Fatih Balyeli
Fatih Balyeli@balyeli_fatih·
📣 A lot has been said about #Exaion in recent months 🎙️In this video, I take a step back to clarify where we stand today and what this new chapter with @MARA means for our ambition in #AI, #HPC and trusted digital infrastructure 🏗️ Now, it’s time to execute and build at scale 🚀
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Robert Samuels
Robert Samuels@RobSamuelsIR·
This assertion that @MARA has changed its strategy to sell the majority of our bitcoin holdings is factually incorrect. Our 2026 10-K clearly states we expanded our strategy to allow for sales of bitcoin held on our balance sheet, meaning we may buy or sell from time to time subject to market conditions and our capital allocation priorities. It does not mean we intend to liquidate the majority of our reserves. Allowing for sales for strategic purposes is entirely different from a policy of selling down a majority of our bitcoin treasury. Please do not conflate the two.
Jacob King@JacobKinge

BREAKING: The largest publicly traded Bitcoin miner, MARA Holdings, is planning to SELL the majority of its Bitcoin reserves. MARA has just updated its treasury policy to allow sales of its accumulated BTC. The company currently holds 53,822 BTC, worth roughly $4.7 billion based on recent valuations, placing it just behind Michael Saylor’s Strategy.

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Robert Samuels
Robert Samuels@RobSamuelsIR·
As stated on @MARA's earnings call, "In 2026, we expect to continue to monetize bitcoin opportunistically to enhance our financial flexibility, including to provide liquidity or to fund capital projects and other initiatives that we believe enhance long-term shareholder value, subject to market conditions and our capital allocation priorities." Expanded optionality inherently adds value
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Robert Samuels
Robert Samuels@RobSamuelsIR·
There’s an analyst out there, not naming names, modeling just a 20% probability of AI site conversion for @MARA . . . while maintaining an Underperform rating. Our Starwood announcement last week meaningfully informs that probability. Assumptions drive valuations, and when the facts change, the model should too.
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Robert Samuels
Robert Samuels@RobSamuelsIR·
We respectfully disagree with yesterday's @HCWCO downgrade. The report overlooks Starwood’s credit backstop and questions its data center development capabilities. For context: - Starwood has assembled 7+ GW of data center capacity across the U.S., Europe, and APAC, one of the largest privately held portfolios globally. - Starwood is strategically aligned with Worldwide Mission Critical, whose team brings 450+ combined years of experience and 650+ completed data center projects. The track record speaks for itself.
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Robert Samuels
Robert Samuels@RobSamuelsIR·
Now that the news is public and we can take a moment to breathe, I want to sincerely thank our shareholders for your continued support during a quieter period of communication. Behind the scenes, our team has been working around the clock to execute the Exaion and Starwood transactions, important steps in advancing our strategy. We look forward to keeping you updated as we progress toward securing tenants. As @fgthiel shared on our conference call, we are already well down that path. Appreciate your trust and partnership.
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MARA
MARA@MARA·
We believe partnering with Starwood positions MARA to participate meaningfully in the highest demand segments of the data center market, including enterprise, hyperscale and AI, where institutional credibility, development certainty, and tenant relationships are decisive competitive advantages. This partnership is designed to be capital-efficient and strategically flexible. Unlike traditional data center development models, this partnership, and MARA’s modular approach, will allow us to scale selectively, playing directly to our core strengths. This structure is designed to allow MARA to continue mining operations where capacity is available at attractive power costs.
MARA tweet media
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Keşfet

@XSpaces @bobleewaggeris @MARA @HCWCO @fgthiel @elonmusk @BarackObama @taylorswift13