$CIFR - I think the stock is undervalued here. • $7B market cap. • $11.4B contracted revenue. • Two 15-year leases with AWS. • 10-year Fluidstack lease with Google credit support. • $793M average annual contracted NOI. • 5.3GW portfolio with only 700MW contracted. • Black Pearl delivered early and already generating rent. The market is giving very little value to the remaining 4.4GW pipeline.
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