Pinned Tweet
$MARA retail shareholders, I can officially say that as of my last post about a half hour ago I have joined the rest of you in purgatory. @RobSamuelsIR has now blocked me too! Congratulations Rob, thank you for blocking someone who didn't insult you and simply asked for more updates. This is a live first-hand example of how to be a colossal clown. Over half a million dollars into $MARA related instruments will get you this form of treatment ladies and gentlemen! This should serve as sufficient documentation for future actions, thank you for making it easy guys. @fgthiel and @theRealSalKhan keep up the great work boys!
Glenn Bondarev retweeted
$MARA x Exaion AI
🚀 A new chapter for #Exaion, backed by @MARA 🎯 Our $79M #GPU-as-a-Service contract marks an important milestone 🔎 Thanks to @Le_Figaro for the coverage! Read the article here (in French, subscribers only): lefigaro.fr/secteur/high-tec…
I was looking forward to $MARA earnings with great anticipation for weeks now. What we received was more of what shareholders have been getting for the last 5 years. Allow me to summarize an exchange between CEO @fgthiel and the last analyst to ask him a question during the Q&A.
Analyst: We are uncertain what the situation with Exaion looks like. We know that you have Sherbrooke with a de minimis amount of MWs, but we are uncertain of the other infrastructure. Could you clarify exactly what that $1-3 billion pipeline looks like?
@fgthiel "Yeah, we have power available in France. You know, we also have opportunities in Canada." [Proceeds to ramble without any actual clarity].
I'm sorry, what? A professional just asked you to give concrete details and you just gave everyone the runaround.
Zero mention of the Kearney site, by the way. What in God's name is this?
Fred does not mention the MW count for Sherbrooke, and he does not mention what these "opportunities" in the EU and Canada look like. Ladies and gentlemen, this is a masterclass in sidestepping. I haven't been saying this as much as some other $MARA shareholders because I thought Fred could turn it around, but now allow me to echo them by emphasizing that @fgthiel should resign. This leadership is morally bankrupt, absolutely inept, and their conduct is bordering on criminal. Resign Fred; accountability starts from the top down and you have been a devastating nightmare for all $MARA shareholders. No wonder @RobSamuelsIR and @Chardonnay_OG can do absolutely nothing for weeks on end, block investors who ask reasonable questions, and then still collect a paycheck at the end of the day.
Hey, at least we finally got a share buyback program and @StellarAxis posted one more time since her post in June promising greater communication.
$MARA shareholders please feel free to DM me with how much you have invested into this company, and your losses to date.
Highly unlikely that a sweep of this magnitude was on @fgthiel's bingo card for $MARA value. I wonder, are you going to keep icing out and lying to retail investors about achievable goals when the SEC gets a fresh new coat of paint?
@RobSamuelsIR, I wonder what happens now considering you were directly responsible for ensuring value and let price nuke by 65% this year alone. You may have blocked me here and on LinkedIn, but ultimately people will keep asking. The longer you go without answering, the worse this gets in the end.
$MARA had more assets than most of these neoclouds in Texas. Will you point out the value of these assets given the regime change? $TAE was a Trump-affiliated company. Y'all still think you can shove Vertebrai down our throats with the same vague promises as opposed to showing concrete steps toward revenue? Let's see, I'm willing to take the L on my shares and options. At this point, watching the chickens come home to roost for you will be gratification enough. $MARA has deserved better for a long time.
Fast forward to @Chardonnay_OG reposting news from back in September in response to this post 🤣. My god, shareholder money has been spent in the most obviousky fraudulent ways.
479
This is a fact. Stephen Byrd is one of the biggest criminals in the entire market. This man's price targets are absolutely over-inflated. I think the only neo-cloud he didn't shill was $MARA, as he downgraded them consistently while Morgan Stanley went ahead and accumulated an additional 1.5 million shares in Q2. @SECGov I understand that none of you care to do your jobs at this time, but at some point this will become very bad PR for you.
3
222
Glenn Bondarev retweeted
Open Letter to @MARA IR
Thank you for posting this exciting new product launch on X today. Your actual long term investors are grateful for the insights provided.
Here are a couple of recommendations to increase the odds that your message will get the reception that it deserves:
1. Always launch an official PR before an X tweet
- consider releasing product launches via PR Newswire, Business Wire, and GlobeNewswire along with a voluntary 8K so this information surfaces in Bloomberg Terminals and to other standard locations where Wall Street screens for real corporate news
- then post a link to your official PR within the tweet so we can all visit that page for more information, but do not ignore that the market values official PRs and SEC filings and puts more weight on them than an X tweet or an update to your website
- Do what the Pros do when it comes to PR
2. Disable Comments or Limit Comments to Accounts you follow on X
- it is a fact that there are bots, burners and paid bashers on X and there is nothing any of us can do to eliminate them other than to block them (which your real investors on X already do)
- If you limit comments and still get an unaccepatable comment from an account you follow then STOP FOLLOWING THEM or REPORT and BLOCK THEM
3. Consider adding Context that Matters to Analysts and Investors
- you should assume that new products will come with immediate questions related to anticipated costs, anticipated revenues, anticipated timelines, total addressable market and scalability
- protect your IP but consider being as transparent as possible on these critical details that investors and analysts require to determine how the business case for the product changes the forward outlook on your business results
4. Have some FUN
- nothing wrong with showing a little less formality on X and engaging in the comments. Save the formality for the 8K and the official Business Newswire PRs
- is this product a gamechanger for the industry or transformative to the outlook of your business and something we should be excited about? If so, then put some enthusiasm into your message and stand by your work by relating with investors who have legitimate questions because they are actually interested in what you are building and eager to learn more
Thank you for your attention to this message,
$MARA D.I.R.T.
CC: @RobSamuelsIR @StellarAxis @theRealSalKhan @fgthiel
Introducing Vertebrai, MARA’s managed flexible load service.
There’s power all over the grid that no one is using. A data center pays for it months before it can fill the space. A wind farm gets told to stop when the grid is full.
Vertebrai puts that power to work, then steps aside the moment it’s needed. Watch how it works:
The company that is selling Long Ridge to $MARA, FTAI ($FIP) is now up almost 10% on the day. This coincides with the FERC public announcements today. $MARA did NOT have to be named in the announcement to have received approval, this can happen at any time. Would I be surprised to see a quick reversal from $MARA at some point soon here, probably not. Keep an eye out on those weekly options, they are telling. None of this is financial advice at all, and buying any $MARA comes with a risk. If you do buy, DO NOT do weekly options, they are rigged by Market Makers.
I promised you all an article on the Pros and Cons of investing in $MARA. This is forthcoming, but given today's price action I first wanted to point out why @fgthiel, @theRealSalKhan, and especially @RobSamuelsIR are digging themselves into a hole that a competent attorney could end up exploiting.
Neo-Clouds as of this week are taking an especially brutal beating, especially because of this $CIFR convertible note fiasco. Now, normally if management shared the same strategy, there would simply be nothing they could do to prevent price attrition, right? HOWEVER, that isn't $MARA's stated strategy. I am posting a photo below of an article by $STWD, who are $MARA partners on much of this AI pivot. The photo shows that $STWD has ALREADY RAISED CAPITAL for a potential build out. $MARA is actually in a much better position than these other neoclouds to take advantage of their already energized 1.9 GW without hitting the ATM.
Now, it is the job of the Investor Relations team to show investors why a company is a better investment than its competitors. Pretty self-explanatory, right? Not for @RobSamuelsIR. You would exoect a guy who attended the NYU Stern School of Business to understand that and mitigate some of this negative sentiment, right? Hell, you may have the urge to ask him why he isn't pointing it out. You should try people, but do not be surprised when you get blocked.
Assuming the large institutions have been informed of this but us minority retailers haven't, there is a potential breach of fiduciary duty of loyalty right there. If nothing at all has been said, the fiduciary duty of care is very obviously not being honored as this conduct is most certainly detrimental to shareholders. Consider this your notice gentlemen, your head of IR is GROSSLY failing (at least) minority shareholders by doing nothing at all
This has to change. Assuming @RobSamuelsIR is more than just a paid fall guy for deception by his superiors, he has to be let go of immediately and replaced by a VP of IR who understands what it means to promote their own company. If he continues to be retained, minority shareholders could potentially end up viewing this as behavior by @fgthiel that panders to short-driven market makers such as Jane Street, Citadel, and Vanguard.
At the time of this post, the only thing $MARA has done is a post about technical aspects of $BTC via @MARAFoundation_. That's it. Nothing to address concerns about further dilution to finance construction of tenant projects, which will make their future dilution to continue compensating @fgthiel, @theRealSalKhan, and Douglas K. Mellinger all the more horrific and immoral towards minority shareholders. Ladies and gentlemen, repost this for the world to see and give me a follow as we continue to firmly document this behavior by $MARA management.
Photo credit goes to @CK_Cryptoklepto, whose research is always on point.
Glenn Bondarev retweeted
$CRWV credit risk has become the elephant in the room for all pubcos that build out AI Data Centers
Meanwhile, $STWD already raised $10 billion and has earmarked it to backstop Starwood Digital Ventures x $MARA AI Data Center JVs at ultra low interest rates
Quite the situation
i wonder if Jensen comes out and says something about $CRWV
it’s almost like overnight, the credit markets have become EXTREMELY worried about a credit event happening with this company
yields up to 15%, stock is down 16% on the day
the issue is this is Nvidia’s preferred neocloud…they have a very long history working with Nvidia and Jensen even gave them a $6B “put” to buy back their unused capacity by 2032 if needed
$CRWV has been at the top of SemiAnalysis’s ClusterMax rankings for the longest time
if they are feeling this type of credit fears…it doesn’t seem to be great for any of the neoclouds even if they have less debt because any new debt they try to take on will be at much higher rates, not to mention inflation going up which means the Fed might make the situation worse
so the question is…does Jensen step in and either give cheap capital to CoreWeave or issue a statement to calm down the credit markets from continuing to sell of their bonds
I promised you all an article on the Pros and Cons of investing in $MARA. This is forthcoming, but given today's price action I first wanted to point out why @fgthiel, @theRealSalKhan, and especially @RobSamuelsIR are digging themselves into a hole that a competent attorney could end up exploiting.
Neo-Clouds as of this week are taking an especially brutal beating, especially because of this $CIFR convertible note fiasco. Now, normally if management shared the same strategy, there would simply be nothing they could do to prevent price attrition, right? HOWEVER, that isn't $MARA's stated strategy. I am posting a photo below of an article by $STWD, who are $MARA partners on much of this AI pivot. The photo shows that $STWD has ALREADY RAISED CAPITAL for a potential build out. $MARA is actually in a much better position than these other neoclouds to take advantage of their already energized 1.9 GW without hitting the ATM.
Now, it is the job of the Investor Relations team to show investors why a company is a better investment than its competitors. Pretty self-explanatory, right? Not for @RobSamuelsIR. You would exoect a guy who attended the NYU Stern School of Business to understand that and mitigate some of this negative sentiment, right? Hell, you may have the urge to ask him why he isn't pointing it out. You should try people, but do not be surprised when you get blocked.
Assuming the large institutions have been informed of this but us minority retailers haven't, there is a potential breach of fiduciary duty of loyalty right there. If nothing at all has been said, the fiduciary duty of care is very obviously not being honored as this conduct is most certainly detrimental to shareholders. Consider this your notice gentlemen, your head of IR is GROSSLY failing (at least) minority shareholders by doing nothing at all
This has to change. Assuming @RobSamuelsIR is more than just a paid fall guy for deception by his superiors, he has to be let go of immediately and replaced by a VP of IR who understands what it means to promote their own company. If he continues to be retained, minority shareholders could potentially end up viewing this as behavior by @fgthiel that panders to short-driven market makers such as Jane Street, Citadel, and Vanguard.
At the time of this post, the only thing $MARA has done is a post about technical aspects of $BTC via @MARAFoundation_. That's it. Nothing to address concerns about further dilution to finance construction of tenant projects, which will make their future dilution to continue compensating @fgthiel, @theRealSalKhan, and Douglas K. Mellinger all the more horrific and immoral towards minority shareholders. Ladies and gentlemen, repost this for the world to see and give me a follow as we continue to firmly document this behavior by $MARA management.
Photo credit goes to @CK_Cryptoklepto, whose research is always on point.
Guys, I believe in quality over quantity, so I'm not trying to put out a million of these posts a day. I am incredibly surprised by and thankful for your engagement. It really looks like a lot of parties have been aggrieved by $MARA and the management's behavior.
I really want to take this chance to let you know about myself, as well as impart some useful information about $MARA. I am an average Joe like most of you. I just graduated from law school and work at a law firm; I am in no way paid to speak negatively or positively about $MARA. I am invested and have sustained losses like so many of you, but I do have hope that things can turn around here and am bullish about the company's long term future, with or without Fred & Co.
I have taken to pointing out management's vile behavior because I think there is a chance that most people will end up swindled by market makers like Vanguard, Citadel, Susquehanna, and Blackrock (among others). I believe that as minority shareholders we have an opportunity to make our voices heard. Keep the engagement up, and give this a re-post as it seems like most of the shareholders' complaints have been unheard. Let the algorithm do some work and let's show the world how executives like @fgthiel, @theRealSalKhan, and @RobSamuelsIR have been failing shareholders each and every single day. The world should know how hardworking folks have been absolutely swindled by market makers under their watch.
I'd also be remiss if I didn't point out that there are people who have been in this since day one, who work diligently to keep you objectively informed about $MARA developments. They do not charge for these services, and they actually give a shit about the end result. @CK_Cryptoklepto does unparalleled research and deep dives into MARA fundamentals, and shares way more than IR is willing to do for you. Guys like @morris11183, @AwesomeJassim, and @cantonmeow can help you navigate the short-term TA because, make no mistake, you're getting savagely poached by these market makers on a weekly basis. If there is anyone worth following, it's certainly them. There are others who I am probably missing, but I'm looking forward to getting to know you guys much better. I will follow this up later this week with an article about why $MARA is still a worthwhile investment that lays out the company's Pros and Cons.
Don't lose hope people. Many of you have been suffering for 5+ years and feel burnt out, so I know I'm asking for more than some of you are willing to do. However, I believe if we work together and make the right moves we can make some real changes. Feel free to reach out to me at any time with tips, as I am actively compiling more information to ensure management accountability in my spare time.
Ladies and gentlemen, please meet @StellarAxis. This prodigious young talent is an employee of the brilliant @RobSamuelsIR. Her last post on June 16th described $MARA's commitment to communicating with its investors. Since then, she has not posted anything and @RobSamuelsIR has engaged in an active campaign to block all retail shareholders that dare to ask questions about $MARA progress. I anticipate that she will be blocking me shortly alongside @fgthiel
and @theRealSalKhan
despite earnest efforts to be reasonably informed with material information.
Your behavior is being documented, especially in congruence with the various algorithms being deployed by the market makers you answer to for the last 3 years. This claim is further supported by the review conducted by the independent market monitor retained by PJM, which has shown that the majority of your shares are now owned by institutions such as Blackrock, Jane Street, Susquehanna, and Citadel (via options). Any commentary other than "this is false", which was the only thing said by Rob in response to blatant misinformation by Morgan Stanley a few months ago could help show otherwise.
There is the normal way and then there is the $MARA way. Ladies and gentlemen, if you are one of the parties that have held on to this stock listening to broken promises by leadership, endured sustained dilution while leadership walks away with millions every year while this company went from an $84 high in 2021 down to its $7 low this year, please speak up. Management should know how badly they are destroying people, and if there is no other good reason, then to mark yourself as a party that has sustained losses at the hands of the corrupt leadership. I can assure you that there are parties who would like to see justice served, and that cannot happen without your voices.
Glenn Bondarev retweeted
Reminder: $STWD already raised $10 Billion and will utilize these funds to backstop $MARA x Starwood Digital Ventures AI Data Center Projects
The current market fears related to capital do not apply and in fact, this is another massive tailwind that the market is sleeping on
I'm honestly kind of shocked at the engagement this $MARA post got. It appears that there are a lot of people like me out there who are absolutely sick to death of $MARA management and IR practices. While this company has great potential and is grossly undervalued, something has to be done about this. Guys, let's keep the momentum going! If you have ever been unreasonably blocked by @RobSamuelsIR or are simply frustrated with how $MARA IR has been treating us, shout it out in the comments! Us retail shareholders should stick together, do not let management and the institutions crush your spirits because there will be a day where they are held accountable for this.
$MARA retail shareholders, I can officially say that as of my last post about a half hour ago I have joined the rest of you in purgatory. @RobSamuelsIR has now blocked me too! Congratulations Rob, thank you for blocking someone who didn't insult you and simply asked for more updates. This is a live first-hand example of how to be a colossal clown. Over half a million dollars into $MARA related instruments will get you this form of treatment ladies and gentlemen! This should serve as sufficient documentation for future actions, thank you for making it easy guys. @fgthiel and @theRealSalKhan keep up the great work boys!
Glenn Bondarev retweeted
$MARA So instead of @RobSamuelsIR actually addressing my/our concern about $MARA IR's lack of presence, he decides to block a shareholder that's been around longer than he's been employed by a multiple of years. Not really seeing what triggered you. I've posted several complaints and you've ignored them all. Not from just me, from everyone. Back in the day you could email MARA's IR and get a response. Now? Pretty sure everything goes without a reply regardless of topic. You have a responsibility in your position. My only suggestion ever has been that you actually do it. If someone were to ask me what you've accomplished in your time at $MARA, I'd be as silent as you are now. You burned bridges, not me. I'm always open for a discussion. Good luck Rob. @fgthiel @theRealSalKhan
$MARA 85 days since this nonsense was posted. Almost feels like @RobSamuelsIR 's post should have been a reply to @StellarAxis . Others posting their Batch Zero results. $MARA silent as always. I assume that's a no. Kearney, NE news? Nope, 1%'ers communicate the info. @fgthiel @theRealSalKhan @MARA This isn't stealth mode like you think it is. It's a complete failure of your IR team. We're behind you and you should be in front of us. @MaraDIRT
I suspect very much the same. A third of market value on the assets is still a substantial windfall, but some fo these accumulations by various institutions including Morgan Stanley and JP Morgan (who have been shitting on it in the meantime) shows that they want to lock retail out. The more evidence we have, the better. I do have enough academic qualifications to compile it, organize it and take it to the right parties. I've had enough personally, and I know others feel the same way.
Ladies and gentlemen, please meet @StellarAxis. This prodigious young talent is an employee of the brilliant @RobSamuelsIR. Her last post on June 16th described $MARA's commitment to communicating with its investors. Since then, she has not posted anything and @RobSamuelsIR has engaged in an active campaign to block all retail shareholders that dare to ask questions about $MARA progress. I anticipate that she will be blocking me shortly alongside @fgthiel
and @theRealSalKhan
despite earnest efforts to be reasonably informed with material information.
Your behavior is being documented, especially in congruence with the various algorithms being deployed by the market makers you answer to for the last 3 years. This claim is further supported by the review conducted by the independent market monitor retained by PJM, which has shown that the majority of your shares are now owned by institutions such as Blackrock, Jane Street, Susquehanna, and Citadel (via options). Any commentary other than "this is false", which was the only thing said by Rob in response to blatant misinformation by Morgan Stanley a few months ago could help show otherwise.
There is the normal way and then there is the $MARA way. Ladies and gentlemen, if you are one of the parties that have held on to this stock listening to broken promises by leadership, endured sustained dilution while leadership walks away with millions every year while this company went from an $84 high in 2021 down to its $7 low this year, please speak up. Management should know how badly they are destroying people, and if there is no other good reason, then to mark yourself as a party that has sustained losses at the hands of the corrupt leadership. I can assure you that there are parties who would like to see justice served, and that cannot happen without your voices.
