Jul. 15 at 1:56 PM
$MARA probably will get worse before better due to market and heavy shorting on mara, but soon this will 6x
If mara pivots 100% of its full 4.8 GW pipeline to AI/HPC data centers, the math is insane. At standard wholesale rates (
$150-
$200/kW), 4.8 GW translates to an estimated
$8.64B to
$11.52B in yearly revenue. With 50-60% data center EBITDA margins, that's billions in pure profit. Massive infrastructure play.
