$CIFR 20260814 19.0 PUT$ Sold -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Hakunayourtatas

$CIFR 20260814 19.0 PUT$

Sold another round of puts for CIFR after prices come crashing down on a double miss on earnings today.

The numbers look bad at first glance but behind them lies the speed of execution by having advanced the buildout and conversion of their BTC mining operations at Black Pearl to a HPC site, translating their stream of volatile revenue (from BTC mining - volatile BTC prices and network difficulty) to more a predictable one.

Remaining Odessa site is continuing with self mining of BTC till ~July 2027

Another of their HPC site at Barber Lake is also expecting to generate revenue from October onwards, it will meaningfully bump up the implied quarterly recognized revenue and contribute to their total annualized run rate of the HPC sites, leading to exponential growth in their revenue. Extrapolated annually to about ~1 billion in run rate.

Technicals remains unchanged with price closing above support level at 20.22 (100 Day MA) and more support below at ~17 to 18 (50 week and 200 day MA).

Smells like an overblown panic and sell off - a buying opportunity here at such levels.

I am seriously considering to start a meaningful position here should prices continue to selloff, provided that they continue to execute flawlessly.

CIFR PUT

08-05 03:41

US20260814 19.0

Side	Price \| Filled	Realized P&L
Sell Open	1.00 10Lot(s)	-117.00% Holding

Cipher Mining Inc.

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Comments

YumZoay
08-05
YumZoay
20.22 still matters here. Panic might be pricing the miss, not the HPC pivot — you trusting that October ramp yet?

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Extrapolated annually to about ~1 billion in run rate.</p>\n<p>Technicals remains unchanged with price closing above support level at 20.22 (100 Day MA) and more support below at ~17 to 18 (50 week and 200 day MA).&nbsp;</p>\n<p>Smells like an overblown panic and sell off - a buying opportunity here at such levels.&nbsp;</p>\n<p>I am seriously considering to start a meaningful position here should prices continue to selloff, provided that they continue to execute flawlessly.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/OPT/CIFR 20260814 19.0 PUT\">$CIFR 20260814 19.0 PUT$&nbsp;</a><p>Sold another round of puts for CIFR after prices come crashing down on a double miss on earnings today.&nbsp;</p>\n<p>The numbers look bad at first glance but behind them lies the speed of execution by having advanced the buildout and conversion of their BTC mining operations at Black Pearl to a HPC site, translating their stream of volatile revenue (from BTC mining - volatile BTC prices and network difficulty) to more a predictable one.&nbsp;</p>\n<p>Remaining Odessa site is continuing with self mining of BTC till ~July 2027</p>\n<p>Another of their HPC site at Barber Lake is also expecting to generate revenue from October onwards, it will meaningfully bump up the implied quarterly recognized revenue and contribute to their total annualized run rate of the HPC sites, leading to exponential growth in their revenue. Extrapolated annually to about ~1 billion in run rate.</p>\n<p>Technicals remains unchanged with price closing above support level at 20.22 (100 Day MA) and more support below at ~17 to 18 (50 week and 200 day MA).&nbsp;</p>\n<p>Smells like an overblown panic and sell off - a buying opportunity here at such levels.&nbsp;</p>\n<p>I am seriously considering to start a meaningful position here should prices continue to selloff, provided that they continue to execute flawlessly.&nbsp;</p></body></html>","text":"$CIFR 20260814 19.0 PUT$ Sold another round of puts for CIFR after prices come crashing down on a double miss on earnings today. The numbers look bad at first glance but behind them lies the speed of execution by having advanced the buildout and conversion of their BTC mining operations at Black Pearl to a HPC site, translating their stream of volatile revenue (from BTC mining - volatile BTC prices and network difficulty) to more a predictable one. 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