TheBigBerbowski(@TheBigBerbowski):$CIFR is one of my favorite AI infrastructure stories right now: a former $BTC 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. Due to popular demand, I added the article on X. Enjoy, it's free! If you like it, please like/share.

TheBigBerbowski

@TheBigBerbowski

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

参加 July 2025

767 フォロー中 20.4K ファン

TheBigBerbowski@TheBigBerbowski

2026.09.24 16:14

$CIFR is one of my favorite AI infrastructure stories right now: a former $BTC 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. Due to popular demand, I added the article on X. Enjoy, it's free! If you like it, please like/share.