To The Moon

$Cipher Mining Inc.(CIFR)$ $IREN Ltd(IREN)$ $Amazon.com(AMZN)$ 🚀💰⚡ From Crypto Mines to AI Empires: Cipher and Iris Redefine Compute Power in a $20 Billion Surge ⚡💰🚀

The Pivot That’s Fuelling AI’s Insatiable Hunger for Energy and Speed

💡 Why I’m Betting Big on This Transformation

I’ve traded through every tech cycle from the dot-com boom to the AI revolution, and I’ve never seen an infrastructure shift quite like this. Former Bitcoin miners are being reborn as AI powerhouses. Cipher Mining ($CIFR) and Iris Energy ($IREN) aren’t just surviving the crypto winter; they’re capitalising on it. They’re now leasing out massive data-centre footprints to hyperscalers like Amazon and Microsoft.

With AI compute demand projected to double global data-centre energy use by 2030, these players control the new pipelines of digital power. This isn’t a speculative story anymore; it’s a structural transformation. To me, it resembles Palantir’s recurring-revenue evolution, but it’s anchored by gigawatts of tangible energy assets.

⚙️ Cipher Mining: Locking in Amazon’s Long-Haul Compute Dominance

I’ve tracked Cipher since it started diversifying away from Bitcoin dependence. Today, it’s delivering on that thesis. The stock sits around $22.50, up 20 % in the session following its 15-year, US $5.5 billion AWS lease for 300 MW of compute by 2026. This sits within its 1 GW Colchis JV in Texas, where Cipher holds a commanding 95 %.

That’s effectively annuity-grade revenue. Year-to-date, shares are up +425 %, and the options market confirms the speculation frenzy: 222 K calls vs 80 K puts, a 3× ratio. Weekly $21.50 strikes dominate the flow, signalling traders are chasing follow-through. Short interest sits near 16.7 % of float (about 65 million shares), a setup that could spark squeezes if AWS scales faster than expected.

Technically, I’m watching for the breakout to sustain above $18 support, with volume already 2× average. RSI at 68 signals strength without exhaustion, while MACD’s golden cross reinforces bullish momentum. A dip to $20 is my ideal add zone; a full Colchis energisation could send price toward $28–$32. Hedge funds like Bernstein are rating it Outperform with $30 targets, citing miners’ 14 GW infrastructure advantage cutting AI build-out times by 75 %.

🔋 Iris Energy: Microsoft’s GPU Rocket Fuel for Hyperscale AI

I’m even more constructive on Iris Energy. It just landed a US $9.7 billion, five-year Microsoft contract to supply Nvidia GB300 GPUs at its 750 MW Childress campus, paired with a US $5.8 billion Dell hardware deal. Microsoft prepaid 20 % upfront, which immediately improved liquidity.

At full tilt, this deal implies US $1.94 billion annualised revenue. Shares have already surged +501 % YTD, closing at $58 after another 10 % rally. Short interest stands at 17.6 % (48 million shares); a powder keg if GPU milestones hit on time.

Technically, Gann arcs show a post-breakout consolidation with RSI 65 and a widening MACD histogram. Support at $52 remains firm; I’m targeting a retest of $65 then $80 as GPU installations scale. Analysts are waking up, with Cantor Fitzgerald raising its PT to $100 and B. Riley to $74, flagging Iris’s 2.75 GW Texas grid access as the ultimate AI bottleneck advantage.

📊 Head-to-Head: Stability Versus Scalability in a Power-Starved World

Cipher’s 15-year AWS anchor screams stability; a defensive yield story with optionality; while Iris’s Microsoft GPU blitz promises aggressive scalability. One offers bond-like consistency; the other, venture-style torque. Both ride the same macro currents: falling interest rates easing capex, renewable penetration above 36 % in Texas, and global policy incentives driving AI infrastructure.

Yet power demand risk looms. The IEA projects renewables adding 450 TWh to meet data-centre growth by 2035, but grid stress remains real. Wholesale energy near hyperscale clusters has spiked 267 %. That’s why these miners-turned-AI landlords, sitting atop cheap renewable capacity, are poised to be the gatekeepers of compute.

🌍 Macro Backdrop: Energy, Policy, and the AI Arms Race

I’m monitoring how future tariffs or trade shifts could lift hardware costs, but AI’s trillion-dollar expansion easily offsets that. The entire miner class is pivoting; Bitfarms, Core Scientific, and MARA are following suit. Renewables and political backing give these firms a decisive moat. Their access to low-cost energy isn’t just an operational advantage; it’s strategic sovereignty in a power-constrained AI future.

👉❓Which Model Wins the Next Cycle?

I’m convinced we’ve reached a new investment frontier where energy is the new silicon. Both Cipher and Iris are re-rating from speculative miners to mission-critical AI utilities. But the question remains: which model proves more sustainable; Cipher’s Amazon-anchored lease stability or Iris’s Microsoft-driven GPU acceleration?

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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