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.
$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.
Keep reading with a 7-day free trial
Subscribe to Shawarma Capital to keep reading this post and get 7 days of free access to the full post archives.


