CIFR Cipher Mining Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
19:41
01 сен
01 сен
Buy six names into market fear
Buy NBIS, CIFR, MU, CRDO, MRVL and PENG now because the market is in fear, which the author views as a better entry than the June peak.
Сред.
15:53
01 сен
01 сен
The author reports a broad market selloff in several tech and crypto-related stocks after.
The author reports a broad market selloff in several tech and crypto-related stocks after a Trump comment, without expressing any directional position or trade idea.
Низ.
15:30
01 сен
01 сен
CIFR gross MW overstates usable IT capacity
CIFR model inputs: gross campus power overstates critical IT capacity; 66–72% conversion rates reduce 3,800–4,800 MW to 2,539–3,445 MW. No directional commitment.
Низ.
15:29
31 авг
31 авг
CIFR capacity scenarios stay clustered through 2030
Scenario analysis shows CIFR rent-bearing capacity rising from 700 MW today to 3.8-4.8 GW by 2030; capacity failure is deemed unlikely, with shareholder outcome risk tied to buildout economics.
Низ.
14:29
31 авг
31 авг
Author sold PNG.V and SIVE at losses, trimmed OUST.
Author sold PNG.V and SIVE at losses, trimmed OUST, and raised cash to 14% while maintaining bullish AI infrastructure positions, citing macro risks from rising yields and oil.
18:41
30 авг
30 авг
The author sarcastically jokes about CIFR investors muting someone.
The author sarcastically jokes about CIFR investors muting someone, with no directional position or trade idea expressed.
Низ.
15:28
30 авг
30 авг
CIFR pipeline and ownership details outlined.
Highlights CIFR pipeline projects and economics: Reveille/Ulysses 2027, 2028-2030 ERCOT buildout, Colchis 76-95% ownership, Barber Lake/Stingray expansion, Apollo option. No explicit directional view.
Сред.
14:22
30 авг
30 авг
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy.
Author offers a broad sector watchlist for new investors across AI, defense, neocloud, energy, and space, but frames it as exposure ideas rather than current positions or explicit buy calls.
Низ.
08:19
29 авг
29 авг
CRWV/NBIS/CIFR firing on all cylinders
CRWV, NBIS, and CIFR are cited as executing at full speed in neo-cloud and used as a contrast to IREN; no explicit long/short commitment from the speaker.
Сред.
15:40
28 авг
28 авг
Short long-duration AI/space names on rate risk
Short these long-duration AI/space names because higher rate expectations discount distant profits more severely and raise debt costs for capex-heavy buildouts; the AI capex cycle is now being read as a reason to tighten policy.
Сред.
15:29
28 авг
28 авг
Higher rates hit these long-duration names.
Long-duration AI/space names IREN, NBIS, CIFR, RKLB, ONDS, ASTS are flagged as vulnerable to higher front-end rates after hawkish Fed repricing; no explicit short stated.
Сред.
15:27
28 авг
28 авг
CIFR milestones proven; scaling question remains.
CIFR has documented demand, lease, debt, construction, and site milestones; remaining question is whether it can scale from 700 MW toward 4 GW. No explicit direction.
Низ.
15:05
28 авг
28 авг
CIFR cited as doing everything right.
CIFR is named as doing almost everything right versus IREN; comparative peer mention only.
Низ.
13:22
28 авг
28 авг
The author notes Bitcoin miners are attempting to find a bottom but explicitly states there is.
The author notes Bitcoin miners are attempting to find a bottom but explicitly states there is no confirmation yet, keeping them on watch rather than taking a directional position.
Низ.
12:49
28 авг
28 авг
Author recounts past losses in several micro-caps as a lesson on diversification.
Author recounts past losses in several micro-caps as a lesson on diversification, but makes no forward-looking calls on any ticker.
Низ.
05:52
28 авг
28 авг
Author explicitly states they are invested in CIFR, while mentioning BRUN, KTOS.
Author explicitly states they are invested in CIFR, while mentioning BRUN, KTOS, and ONDS as potential additions to a broader thematic list without clear positions.
00:31
28 авг
28 авг
Financing terms crucial for Cipher expansion value
Speaker warns that Cipher's campus expansion economics depend on financing terms, and headline capacity alone may overstate value; no explicit position stated.
Низ.
17:39
27 авг
27 авг
CIFR noted as next-layer AI name, no direction
Author mentions CIFR as a speculative next-layer AI infrastructure name, noting selectivity across many companies, but does not commit a personal position or directional view.
Низ.
15:27
27 авг
27 авг
The author analyzes CIFR's financing structure showing debt absorbs most contracted NOI.
The author analyzes CIFR's financing structure showing debt absorbs most contracted NOI, but expresses no explicit position or directional call.
Низ.
14:45
27 авг
27 авг
Adding CIFR position after strong rally
Author is adding to a CIFR position following an 8% rally, indicating conviction in continued upside momentum for the bitcoin miner.
Сред.
14:25
27 авг
27 авг
Long CIFR on AI cloud demand.
Long CIFR: demand confirmed by Nvidia's $1.3T hyperscaler capex forecast, though higher AI server/memory costs compress spreads; contract pricing is the differentiator.
Сред.
13:05
27 авг
27 авг
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist.
Author holds NVDA as over 40% of an all-in portfolio and lists AI beneficiaries as watchlist names, not owned positions, while framing NVDA earnings as confirming the AI trade's strength.
Низ.
13:04
27 авг
27 авг
AI beneficiaries positioned for five-year growth
Author identifies AI beneficiaries from NVDA earnings strength, implying continued demand for AI infrastructure over multi-year horizon.
Сред.
08:30
27 авг
27 авг
CIFR C-suite lacks engineering depth
Speaker contrasts CIFR's finance-heavy C-suite with no engineering degrees against Boost Run's technical/finance mix; comparative management observation, no standalone direction.
Сред.
19:57
26 авг
26 авг
The author shares a full CIFR report without stating a personal position or price target.
The author shares a full CIFR report without stating a personal position or price target, so it is research context rather than a trade call.
Низ.
15:26
26 авг
26 авг
"CIFR campus financing structures analyzed"
"CIFR financing structures across Black Pearl, Barber Lake, and Stingray are analyzed: AWS lease-backed NOI, lender-favoring cash sweep, and parent capital recycling."
Низ.
14:20
26 авг
26 авг
Author questions BRUN's competitive advantage and asks for opinions on buying.
Author questions BRUN's competitive advantage and asks for opinions on buying, while praising insider ownership but offering no explicit position or forward call.
Низ.
15:44
25 авг
25 авг
CIFR potentially starting a bullish move
The author flags a potential upward move in CIFR, implying a bullish lean tied to a perceived awakening in the stock's price action, though no specific fundamental catalyst or entry logic is provided beyond the momentum observation.
Низ.
15:25
25 авг
25 авг
Buy CIFR on hyperscaler contract validation.
Buy CIFR because its 10-15 year Amazon/Google contracts provide ~$793M average annualized NOI and validate commercializing its 4.6 GW pipeline, with NOI rising from $686M to $771M between 2027 and 2030.
Сред.
15:19
25 авг
25 авг
Author questions whether rising bond yields and Cramer's datacenter attack signal a risk-on.
Author questions whether rising bond yields and Cramer's datacenter attack signal a risk-on reversal, but offers no explicit position or directional call.
Низ.
Об аналитическом покрытии CIFR
Buzzberg отслеживает CIFR (Cipher Mining) в 42 источниках. Бычьих сигналов: 187, медвежьих: 3, от 43 аналитиков. Сентимент преимущественно бычий (49%). Всего отслеживаются 373 торговые идеи. За последние 7 дней: бычьих: 3, медвежьих: 1, наблюдение: 20. Последние спикеры: thebigberbowski, blackpanthercap, Northwise Project.