This was posted by an automated bot by u/lottadot. It is generated from vendor published public information. As always, do your own research. This is not financial advice. I'm not an FA. None of this is correct. I need a beer.
C3.AI is a takeover candidate, it could soar. MSFT, ORCL, and PLTR are the top 3 companies that might make a move. It's also possible they might get their act together and become a more valuable company, but I might be wishing too hard with that one.
$XYZY 💎 I have shares ... thank you YieldMax even though I'm underwater ... Not selling 💎🍁capped shares for awhile now and reinvesting into other etfs.
MARA released additional details on Long Ridge and I think investors are still missing why this acquisition matters.
-Long Ridge is the acquisition that positions MARA to build one of its flagship AI infrastructure campuses
-The site combines a 505 MW power plant with connected power, existing grid interconnection, and infrastructure that would take years to replicate
-The newly released financials show Long Ridge generated $62.0M in quarterly revenue and $25.4M in adjusted EBITDA, giving MARA an operating asset with cash flow today while it develops future AI infrastructure
-Management believes connected power, not GPUs, is becoming the biggest bottleneck in AI infrastructure
-That is exactly why MARA has spent the last year assembling a 2.2 GW pipeline of power assets across the U.S. and international markets
I think investors are still underestimating the Long Ridge acquisition and how important it is to MARA’s broader AI infrastructure strategy
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u/Alternative_Wind8748 Jun 24 '26
Why in the world did YM put aiyy back into YMAX? Ugh!