Wells Fargo initiates $CIFR with Overweight rating and price target of $25: The firm said CIFR is the only HPC name that trades at a premium to contracted net asset value, but with significant upside if it can deliver on its pipeline. Bring it home @rftylerpage

I think it’s time to start asking at least hypothetically who would try to buy CIFR. My answer: AMZN, GOOG, or SPCX, probably in that order. I don’t think the team there would be willing to sell. But that doesn’t mean someone couldn’t try. Watching. They are well positioned.

Dan Tapiero manages $1.4B across 22 crypto companies, and 12 of them are exchanges or infrastructure. (Save this & follow for more) 50T doesn't disclose position weights, so this is by company count, not dollars: → Exchanges: 27.3% → Infra & Security: 27.3% → Gaming & NFTs: 13.6% → Stablecoins: 9.1% → Lending: 9.1% → Other: 13.6% A few things stand out: 1. He owns the platforms, not the tokens. Kraken, Gemini, eToro, HTX, Mercado Bitcoin and Deribit are six of the 22. Those businesses get paid on volume whether the market goes up or down. 2. Six names went liquid in roughly a year. Circle, eToro, Gemini and Figure all IPO'd. Coinbase bought Deribit. Bitfury reached the public market through the CIFR de-SPAC. 3. Only two companies touch stablecoins, Circle and Immersve, even though 50T lists stablecoins and payments as a core Fund V theme. Follow us for more @MilkRoadDaily and use the link below to see exactly what our PRO analysts hold.

Weekend Market Review: 66 Stocks + 12 Dr. Cat Videos, My Weekly Insights x 2 , Bullish List & Buy Orders – August 17, 2026 Weekend Market Review Date: August 17, 2026 1. 66 Stocks Covered This Weekend NBIS, AEHR, LITE, AAOI, MRVL, ZETA, ABCL, ALAB, AXTI, RKLB, CRDO, CRWV, ASTS, PL, QCOM, TSLA, PLTR, NVDA, AMD, AVGO, TSM, SMH, SOFI, HOOD, SHOP, AFRM, NOW, TEAM, DELL, RBRK, TE, BB, INTC, P, ARM, HIMS, OSCR, NOK, NAK, SPCX, AAPL, AMZN, META, MSFT, GOOGL, NFLX, IREN, CIFR, COIN, MU, SNDK, RDDT, TMC, ONDS, LMND, OUST Major ETFs / Indexes QQQ, SPY, IWM, TNA, DRAM, IGV 2. Dr. Cat’s 12 Video Insights Core Stock: TSLA Software: NOW, TEAM Trending Stock: ABCL SPACE: SPCX and SATL Fintech: SOFI, HOOD and SHOP AI stocks: ALAB and CRDO Big Tech: NFLX, GOOGL, META and MSFT Core Stock: PLTR Crypto related Stocks: IREN and COIN Semiconductors: NVDA, AVGO and AMD Trending AI Stocks: NBIS, AAOI, AEHR, MRVL and LITE Health: OSCR, HIMS and LLY 3. My Weekly Insights x 2 4. Weekend Bullish List 5. My Buy Orders Disclaimer I do not provide any financial advice on buying or selling. The strongest bullish and buy signals are clearly highlighted in the “MUST-READ” posts—their titles speak for themselves. Please take the time to review them carefully. As a reminder: never blindly follow anyone else’s trades or investments. Every investor has different levels of conviction, risk tolerance, and time horizon. My own time frame is a minimum of 3–10 years, and I am fully prepared to handle volatility of 80% or more. @cantonmeow @redfoxryder