Shawarma Capital

Shawarma Capital

$CIFR: Eleven Billion In Leases, Nineteen Million In Revenue, And The One Asset Nobody Else Can Copy

The most hyped stock on fintwit is a ten billion dollar company at an all time high. Strip the rocket emojis and underneath sits the one thing I actually hunt, a physical powerhouse.

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Shawarma Capital
Jun 25, 2026
∙ Paid

Position disclosure: I have no position in CIFR and have never owned it. Shawarma Capital, June 25, 2026. CIFR is $26.22 against Tuesday's close, off 5.1 percent on the session and roughly 12 percent below the all-time high it printed last week. This post is research synthesis, not investment advice. The full disclaimer is at the bottom.

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