← @matthew_sigel

$MARA

BEARISH2026-05-11
Price around the call
2026-05-11
By horizon✗ miss+7.1%
1d
5d
-1.6%
21d
+7.1%
Original post
matthew sigel, recovering CFA · 2026-05-11

$MARA strategic messaging looks in-line. Provides an illustrative example of potential economics with Starwood, with a 9-15% yield on cost (light vs HUT's high water mark deals but otherwise seems in-line). Headline Q1 numbers light; no lease announced. Stock -4% https://t.co/GFi94hdsSL

View on X ↗