TheBigBerbowski(@TheBigBerbowski):$CIFR is one of the more interesting AI infrastructure stories right now: a former Bitcoin miner turning scarce power and land into long term data centre assets. The opportunity here is large, but so are the execution and valuation questions. I went through the business model, contracted portfolio, financing structure, industry setup, risks, and what the current share price is already assuming. Enjoy the read! (no paywall) Link in bio.

TheBigBerbowski

@TheBigBerbowski

Independent research (AI infra, semis, memory + microcaps) | Background in IT, economics, product Link to my website

参加 July 2025

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TheBigBerbowski@TheBigBerbowski

2026.09.24 08:21

$CIFR is one of the more interesting AI infrastructure stories right now: a former Bitcoin miner turning scarce power and land into long term data centre assets. The opportunity here is large, but so are the execution and valuation questions. I went through the business model, contracted portfolio, financing structure, industry setup, risks, and what the current share price is already assuming. Enjoy the read! (no paywall) Link in bio.