TheBigBerbowski(@TheBigBerbowski):My $CIFR valuation framework for the next 12 to 24 months: Contracted only: $9-11/share Base case: $22-26/share Bull case: $35-45/share The upside is substantial, but it depends on execution. The 5.3 GW headline portfolio has value only as Cipher converts those MW into real contracts and cash flows. I break down the assumptions, financing, risks and valuation behind each scenario in my full $CIFR deep dive below.

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

2026.09.25 07:35

My $CIFR valuation framework for the next 12 to 24 months: Contracted only: $9-11/share Base case: $22-26/share Bull case: $35-45/share The upside is substantial, but it depends on execution. The 5.3 GW headline portfolio has value only as Cipher converts those MW into real contracts and cash flows. I break down the assumptions, financing, risks and valuation behind each scenario in my full $CIFR deep dive below.