Pinned Tweet
Macro, AI, and Crypto: Turning the Cycle
open.substack.com/pub/guvsta…
Ronin retweeted
Just bought 105k shares of $CIFR at $19.43. The price was $25 just 2 days ago. I am going to swing to $25+ for an easy 500k profit.
Ronin retweeted
Selling Twitch for nearly $1B couldn’t buy him lasting happiness.
Twitch co-founder @justinkan on what happened after Amazon bought the company:
“I got everything I wanted and more than I ever thought I wanted. And then I saw myself a month after we sold it thinking like I’m just as unhappy as ever.”
“There’s nothing that created lasting happiness that was driven from the outside world.”
Ronin retweeted
$SIVE
That puts $SIVE's InP CW lasers, the light source silicon photonics engines run on, in front of far more buyers than Sivers could reach on its own, with WT handling demand creation and fulfillment as production ramps.
AI optics is going mainstream: the world's biggest distributors now want lasers on the shelf.
Ronin retweeted
$HIVE fiscal Q2 2027 results are in.
Adjusted EBITDA reached $24.8M, up 85% from last quarter.
• HPC revenue up 71% year over year
• ~$185M contracted GPU Cloud ARR
• 1,070 BTC mined, up 49%
• Gross operating margin 35.6%, up from 30.6%
The quarter at a glance ⬇️
Ronin retweeted
We are 100% serious that data centers can improve communities when the developers work hand-in-hand with the local residents, and @CipherInc backs that talk up with action.
This is the path forward where everyone wins.
$CIFR
Ronin retweeted
🚨 BREAKING: TANKER ROCKED BY EXPLOSION IN STRAIT OF HORMUZ
An explosion struck a tanker near the waterline, just 16 nautical miles off Oman.
All crew are safe, and the vessel is continuing its voyage.
The blast follows two recent tanker incidents near the strategic shipping chokepoint, including an explosives attack on October 29.
Cause of the latest explosion remains unknown.
🔴 LIVE NOW:
@PaddyNey and @PatSchnecker break down the biggest stories of the week, from the midterms and riots to ongoing wars and major global developments.
Join us now!
teapaw.org/i/broadcasts/2onbyplkp…
Ronin retweeted
usually would buy more $PYR because of dip, but I dont buy anymore and I warn everyone to buy that @vulcanforged $PYR because it is only @jomoxs55 @jamiethomsonvf that sell and dumps on you to buy for 10 thousands $ christmas trees from harrods and ferrari cars
Ronin retweeted
$CIFR: Actions speak louder than words. Mike @mikealfred is obviously more bullish on $CIFR than $IREN
This Post is from a suspended account. Learn more
Ronin retweeted
$IREN - Moved up to first place right now, closely followed by $CIFR, as I think both charts are moving very well for a possible addition to my portfolio.
We know $IREN has proven support at $35, and that it has a tendency to throw a wick down toward $30 at times, but also that those wicks get eaten up very quickly.
> so there are two layers to play here, with an exit if $30 is lost on a daily or weekly close.
The upside is stacked at $45, $50, and $55, making this a swing trade that could very well be worth a shot.
$IREN - Testing the momentum cloud once again and retracing back into the support zone that ranges from roughly $40 to $36.
Will bulls show up here again? Possibly. But with the stock ranging sideways and not breaking down or out, I'm sitting on my hands until we get a real breakout that sticks. That's the moment we leave the range and can prepare for a next move.
The only order I'm setting is around $30. If we happen to wick down there, like we've done a couple of times in the last 10 months, I'm willing to step in more or less blindly.
But until that happens, let the chart prove itself before stepping in.
Ronin retweeted
$CIFR is almost at its yearly low. It doesn’t mean it can’t go lower, algos are doing their job. But it doesn’t need CapEx to buy GPUs, it’s a landlord with Amazon and Fluidstack as tenants, and is backed by Google. It looks attractive at these levels
Ronin retweeted
$CIFR - Somewhat hanging in the balance here, as that $14.18 needs to be defended to avoid activating the magnet toward $13.
Last time we touched down around the $14 support, bulls stepped up and we got an almost 40% reversal into $19. That can happen again, but bulls need to step in again to make it happen.
Skylit heatmaps show that under $15 the magnet sits at $13, and that the $25 and $30 targets are real but only get into the action with a break and hold (acceptance) above $18.
All in all, this is going to be a big winner is what I see, but we need the entry to be solid first. Could be happening soon though, $13 is highly on watch.
$CIFR - Now my dear friend Atlas has this one cooked up with an entry at $15.50 and a stop at $15, lining up the targets at $25 and $30.
That makes this probably the setup I have the highest on watch right now, just because Atlas is a stellar champ, and if he's cooking up something with risk so defined that I only lose a bit but have the option to gain a lot, hell yes I'm taking it.
Losing $15 means we see $13, so there's that as well.
Ronin retweeted
WELLS FARGO REMAINS BULLISH ON AI/HPC DATA CENTER STOCKS INTO Q3
$CIFR: $25 PT, OVERWEIGHT
Sees Cipher with the largest qualified pipeline among the HPC/AI players, which could translate into significant upside as more pipeline assets are converted into contracted deals.
$WULF: $30 PT, OVERWEIGHT
Highlighted TeraWulf likely having enough cash on hand to fund the equity portion of both the Hawesville & Muskie, eliminating near-term needs to access the equity markets. Also favored low-latency access to key East Coast interconnection hubs.
$HUT: $175 PT, OVERWEIGHT
Sees Hut 8 as a an innovative, vertically integrated power and data center operating platform, with a high-quality base of contracted capacity that is primarily anchored by direct investment-grade credits (>70% of its contracted NOI).
$APLD: $50 PT, OVERWEIGHT
Seen as a leader in the space with a high-quality book of investment-grade tenants, a proven design and construction track record, and an industry-leading market position in North Dakota.
$CORZ: $28 PT, OVERWEIGHT
Notes that Core Scientific remains the furthest along in the sector in delivering and operating data center capacity for end customers. Labeled as the industry-leader in converting announced deals to operating MWs, although meaningful concentration with CoreWeave.
Ronin retweeted
UBS coverage initiation on $CIFR (9/22) included a Black Pearl satellite image from July 2026:
They said said the image aligns with recent management commentary that initial Phase I capacity was delivered in August, about 2 months ahead of schedule.
Forward looking: "By the end of September, Cipher is expected to deliver the full 35 MW in data hall #1 and 15 MW for network hall #1. Remaining capacity in Phase I, consisting of data halls 2 and 3 totaling 70 MW, is moving through MEP fit-out with targeted delivery at the end of October and November."
UBS believes $CIFR can double its contracted lease portfolio and become a scaled data center platform:
"We believe the company has demonstrated strong progression across its successive lease announcements with an estimated $12-14M per MW of equity value creation in recent deals."
• Remaining power pipeline is ~6x the current leased footprint, but Texas regulatory timing is the wild card.
• UBS estimates ~350 MW IT available across three sites in 2027 are likely for lease announcements as hyperscaler pre-leasing typically starts around 18 months before delivery.
• Batch Zero disclosures are a first step toward getting the market to underwrite expansion that gets little to no valuation credit as of today.
Source: UBS Initiation of Coverage AI Infrastructure (9/22/2026)