Mike Alfred(@mikealfred):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.

Mike Alfred

@mikealfred

Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.

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Mike Alfred@mikealfred

2026.07.23 13:39

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.