$CIFR
看多2026-06-08喊单前后价格走势
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各周期结果成熟中 · 约 18 个交易日后揭晓
1d
✗ -7.2%
5d
…
21d
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原帖
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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