Seeking financial freedom from the Empire. I am a stormtrooper, not a financial advisor.
Joined February 2021
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$MARA is setting up to be a two-headed dragon! BTC mining and AI infrastructure giant in the making.
stocktrooper retweeted
$MARA just dropped one of its most important updates of the year.
-MARA authorized a $500 MILLION share buyback, and I LOVE seeing this with the stock trading at such a discount
-Tenant discussions are now in advanced stages across nearly all of its sites, with MARA targeting TWO AI/HPC leases before the end of the year
-MARA secured rights to develop up to 2 GW of power in Matagorda, which could take its power portfolio from roughly 1 GW today to more than 4 GW
-Long Ridge received FERC approval, bringing MARA closer to owning a 505 MW natural gas plant, 1,600+ acres, and more than 1 GW of total potential capacity at the site
-Exaion signed a $79 MILLION GPU-as-a-service contract on 100% take-or-pay terms, while its pipeline has grown to more than $3 BILLION
-MARA has reduced total debt by 37% this year and now has less than 5% of its Bitcoin holdings loaned or pledged
-MARA spent years assembling power, land, interconnections, and compute. Now the story changes from how many megawatts they control to how much revenue they can generate from each one.
This is exactly what I wanted to see.
stocktrooper retweeted
Just In!
Breaking News!
After quarter-end, the $MARA Board of Directors authorized a share repurchase program of up to $500M of common stock
Our Q3 2026 Shareholder Letter is here.
Bitcoin built the foundation. Power created the opportunity. Our strategy now is simple: maximize the value of every megawatt we control.
Highlights:
• Tenants: Since the end of last quarter, we have made great progress and our discussions with tenants are in advanced stages. Our engineering and operations teams have hosted prospective tenants across nearly all of our sites and we feel particularly proud of the development team's progress at Kearney, where pre-development is well advanced.
• Long Ridge: We received FERC approval for our acquisition in Ohio and expect to close in the coming weeks, subject to customary conditions. The natural gas plant is currently authorized to sell 485 MW (expected to increase to 505 MW in 1H 2027), with roughly 70% of its output under long-term contracts, and the site has over 1,600 contiguous acres with access to power, water, fiber, and rail.
• Matagorda: We secured the rights to develop a site in Matagorda County, Texas, with up to 2 GW of power capacity, subject to ERCOT and interconnection approvals. Any payments to the sellers are contingent on power being approved. To date, we have made none.
• Exaion: Our majority-owned subsidiary signed a GPU-as-a-service contract with its first US customer, with total contract value of $79 million over four years, on 100% take-or-pay terms.
• Debt reduction: After quarter-end, we repaid $750M of BTC-backed debt with proceeds from Bitcoin sales. The repayment released all BTC that had been pledged as collateral. Together with the $1.4 billion, or 37% of total debt reduced since the beginning of the year, this repayment reduces our exposure to bitcoin price volatility.
• Share repurchase: After quarter-end, our Board of Directors authorized a share repurchase program of up to $500M of our common stock.
Read the full letter: ir.mara.com/news-events/pres…
stocktrooper 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:
stocktrooper retweeted
LFG Fred and Salman!
It's time to finally share the Kearney approval news with the market and provide ALL $MARA investors with an AI contract update and clear tangible guidance on this massive AI Data Center project