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Publicaciones del Canal
| 2 | Easy $30 stock loading…. | 136 |
| 3 | $CIFR:
1. Amazon Web Services (AWS)
Cipher signed a 15-year lease agreement worth about $5.5 billion to provide 300 MW of AI data center capacity. The first capacity is expected to come online in 2026 and AWS starts paying rent shortly after.
2. Fluidstack + Google
Cipher signed a 10-year AI hosting agreement with Fluidstack. The original deal was worth roughly $3 billion, with extension options that could push total revenue much higher. Google is backing part of the lease obligations and received warrants tied to the deal.
3. Additional AI Customer
Management disclosed a third AI/HPC customer in 2026. Combined with AWS and Fluidstack, Cipher has said its AI agreements now represent roughly $11 billion+ of contracted revenue.
Why Wall Street Cares??????
READ: Before these deals, CIFR was viewed mostly as a Bitcoin miner. THEY ARE GETTING BIG INTO AI DATA CENTERS AS WELL AS BITCOIN.
Now the bull case is:
Long-term contracts
Predictable revenue
AI data center exposure
Relationships with companies tied to AWS and Google
Potential expansion to multiple gigawatts of AI capacity in coming years | 115 |
| 4 | Boom! | 135 |
| 5 | BREAKING: U.S. and Iran have signed the MOU for ending the war remotely on Wednesday and it is now in effect -Axios | 151 |
| 6 | Apple $AAPL CEO Tim Cook just said that Apple plans to raise prices on its products to offset the surging costs of memory and storage chips - WSJ | 159 |
| 7 | BREAKING: Over $1 trillion erased from stock market after Fed meeting. | 167 |
| 8 | $SPY is now down 1.3% on the day… | 166 |
| 9 | FED CHAIRMAN KEVIN WARSH JUST SAID:
We've missed the inflation goal for five years, we're going to fix it. | 169 |
| 10 | FED CHAIR KEVIN WARSH JUST SAID
2% inflation is the Fed's longheld objective ... I see no reason until we have delivered the 2% goal, to revisit that goal. | 172 |
| 11 | Kevin Warsh delivers first FOMC press conference as Federal Reserve Chair.
"Good Day." | 176 |
| 12 | $SPY is down almost 1% in the past 10 minutes! | 166 |
| 13 | BREAKING: Federal Reserve leaves interest rates unchanged, remains at 3.50% - 3.75%. | 246 |
| 14 | President Trump says nobody would ever invest in the dollar again if the US didn't return Iran's money. | 174 |
| 15 | President Trump says "I'm the boss" after arriving at G7 leaders meeting. | 279 |
| 16 | Happy FED day everyone! | 204 |
| 17 | PRESIDENT TRUMP JUST SAID:
HE EXPECTS THE STOCK MARKET GAINS TO CONTINUE | 207 |
| 18 | The stock market opened trading today green
🟢🟢🟢🟢 | 213 |
| 19 | Iran threatens Israel with a "hard response" if attacks on Lebanon continue. | 242 |
| 20 | Elon Musk is now worth more than Bitcoin's entire market cap.
Elon Musk: $1.4 trillion
Bitcoin: $1.3 trillion | 281 |
¡Ya disponible! Investigación de Telegram 2025 — los principales insights del año 
