Nov. 21 at 7:55 PM
$CIFR will generate ~
$750M in revenue from announced Amazon/Fluidstack/Google deals by YE26. Using a 12x EV/Revenue multiple similar to peer
$DLR,
$CIFR's enterprise value would be
$9B. That EXCLUDES a 3GW pipeline.
CIFR is trading for less than the value of its announced deals, and the stock is attributing
$0 to its 3GW AI pipeline. The stock is also attributing negative value to Bitcoin mining operations.
Imagine not Buying/Adding at this Price. You must hate the money. Don't sleep on this. Do not be surprised if we have a monster gap UP on Monday.