Analysts Still Feel Strongly Bullish on $CIFR 🔋 Despite the recent announcement, Cipher Mining maintains 9 strong buy ratings from analysts. The targets range from $18 to $32 telling us they remain strongly bullish. As we know they have recently announced a shift of focus
$NVDA Reports Earnings Today After Close! 🦾 The Implied Move is sitting at $9.90 or 5.03%, currently there’s over 15M total open options contracts! The main data sets to Watch are: - Total revenue $65-$66B - Blackwell Ramp Progress ($500B in Early Sales) - China
Everyone Loves to Say $NVDA Trades Higher Going Into Earnings🧢 That's not Exactly the case, as we can see below, Nvidia has averaged -3% going into Earnings Typically, we see investors de risk going into the juggernaut semiconductor Earnings
$CAVA Shocked the Street! Currently up +22%🍲 They opened 24 new restaurants last Quarter, this brings their total locations to 439! Margins increased to 21.4%, digital sales reported 38.9% of total revenue, restaurant profit rose 15.7% to $58.3M! Cava beat both revenue and
Kratos $KTOS Has an Unfilled Gap👀🚀 Statistically Speaking, Kratos has filled the gap 75% of the time When we look at the action this week, we can notice an unfilled gap down from $94.43, This Gives us a Long Bias with a target to $94.43!🎯
$GOOGL Is Building a new Data Center in Texas,🔋 This is geographically near $IREN, $WULF, & $CIFR Partnerships would strategically reduce travel costs, keeping an eye on this one
$CIFR Missed both Revenue & EPS, but yet still put out a great report! Key Takeaways: - AWS Deal Remains on Track - Fluidstack + Google Remains on Track - They Plan to Completely Cutoff Ties to Mining & Focus Exclusively on AI Infrastructure So far, the street loves their
$META HAS ANNOUNCED A 6 GW PARTNERSHIP WITH $AMD Advanced Micro Devices will be delivering high performance, Energy Efficient Infrastructure to Meta Platforms
OPENAI STARGATE IS DELAYED! This could create opportunities for AI infrastructure companies like $IREN! IREN has a 1.4 GW data center (Sweetwater) energizing in April of this year. If OpenAI decides to secure power elsewhere for compute, IREN is a great option! Read below👇
Sam Altman CEO of Open AI firmly believes Energy will be a limiting factor for AI ⚡️ Infrastructure could be the next sector to move… This supports bullish thesis’s on $IREN, $CIFR, $MARA, $RIOT, $CRWV & other Data Centers