$CIFR
BULLISH2026-06-08Price around the call
↑ 2026-06-08
By horizonMaturing · ~18 trading days to go
1d
✗ -7.2%
5d
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21d
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Original post
matthew sigel, recovering CFA · 2026-06-08
$CIFR discloses terms for 70MW Stingray lease announced last month, offers $800M senior notes. >Tenant is AWS >15-year triple-net lease (100% margins) >Starts April 27 >Implies $1.9B NOI/MW (high end of what we've seen) >We had been modeling lower margins; NNN adds ~$1/share https://t.co/nmA9mMQyVL
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