Everything is relative. 🧡
Joined July 2021
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RIP, Coach
It’s with a heavy heart that I’m sharing the Ditka family has announced the passing of Mike Ditka this morning.
Da Coach. Hall of Famer. The heartbeat of the ’85 Bears and a Super Bowl champion. Chicago won’t be the same.
Prayers to Diana and the family.
RIP, Coach. 🐻⬇️
Here’s a statement from the family:
It is with profound sadness that we announce the passing of our beloved husband, father, grandfather, and friend, Mike Ditka. While the world knew Mike as a Hall of Fame football player, legendary coach, and leader of the Chicago Bears’ Super Bowl XX championship team, we knew him as the heart of our family. Mike will be missed beyond measure and remembered forever.
With love and gratitude, The Ditka Family
What happens to the value of DC operators that can execute and deliver capacity on time and on budget? 🤔
Excellent reverse sentiment indicators here.
Investors Are Turning Against Data Centers (Here's Why)
@profgalloway and Ed Elson break down why the data center buildout is making Wall St increasingly anxious.
Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline.
Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Scale Bar retweeted
Cipher Digital Expands Barber Lake Lease Term to 20 Years, Increasing Revenue to Over $9 Billion
· Additional 10-year term adds ~$5.2 billion of contracted revenue at Barber Lake
· In connection with change orders and continued evolution of the tenant’s design, the lease amendment establishes a phased delivery schedule for the site, with individual data halls expected to be delivered between Q4 2026 and Q1 2027
· Cipher remains on track with the revised delivery schedule
“Extending Barber Lake’s contracted life reflects the enduring value of the infrastructure we're building,” said Tyler Page, CEO. “Barber Lake was designed as a long-lived, mission-critical asset, and securing a firm commitment that extends well beyond the original lease term demonstrates the long-term utility and strategic relevance of the campus, as well as the durability of demand for hyperscale computing capacity.”
Read the full press release here: investors.cipherdigital.com/…
Scale Bar retweeted
$DCAP
The T-Strive Digital Credit Preferred Income ETF (the "Fund") is an actively managed ETF seeking current income. Under normal market conditions, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in preferred securities issued by Bitcoin treasury companies and derivatives transactions that provide exposure to those securities.
'pace the frontier' is the new 'bend the curve'
Scale Bar retweeted
Team, we can’t control the day-to-day moves in $CIFR , but I have never been more excited about what’s coming. Thank you for your patience, and apologies for the bumps. I promise we are doing everything we can to reward your support, and the future is bright.
Scale Bar retweeted
Cipher Begins Development of Lateral Pipelines to Facilitate Data Center Expansion via Bring-Your-Own-Generation
- Lateral pipelines capable of supporting up to 2.5 GW of new generation across multiple sites
- New generation expected to increase Cipher’s leasable HPC data center capacity and is a significant step toward making new power available by 2027
“Securing and delivering power is the foundation of everything we do. Bringing our own electricity generation allows us to unlock significant new capacity quickly while proactively contributing to greater grid stability in the communities in which we build our data centers,” said Tyler Page, Chief Executive Officer.
Read the full press release here: bit.ly/4dkG7z5
What this Texas poll reveals, is that data center politics is purely emotional, about something bigger than the fundamentals of the issue.
