$MARA Holdings(MARA)$ If they already have a tenant signed, I think they're likely holding off on the announcement until $iShares Semiconductor ETF(SOXX)$ starts a bull run. That could set off a serious short squeeze, maybe even a gamma squeeze.
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- benbent·11-01The price is now sitting on the 2026-02 low zone (6.66) with support quoted at 6.62 and resistance at 8.58. That makes this a decision about whether bitcoin stabilises, not about MARA's operating quarter: with a negative forward EPS and a balance sheet tied to BTC marks, the equity is effectively a levered call on the coin plus an option on the data-centre pivot.LikeReport
