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Macro, AI, and Crypto: Turning the Cycle
open.substack.com/pub/guvsta…
Ronin retweeted
usually would buy more $PYR because of dip, but I dont buy anymore and I warn everyone to buy that @vulcanforged $PYR because it is only @jomoxs55 @jamiethomsonvf that sell and dumps on you to buy for 10 thousands $ christmas trees from harrods and ferrari cars
Ronin retweeted
$CIFR: Actions speak louder than words. Mike @mikealfred is obviously more bullish on $CIFR than $IREN
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Ronin retweeted
$IREN - Moved up to first place right now, closely followed by $CIFR, as I think both charts are moving very well for a possible addition to my portfolio.
We know $IREN has proven support at $35, and that it has a tendency to throw a wick down toward $30 at times, but also that those wicks get eaten up very quickly.
> so there are two layers to play here, with an exit if $30 is lost on a daily or weekly close.
The upside is stacked at $45, $50, and $55, making this a swing trade that could very well be worth a shot.
$IREN - Testing the momentum cloud once again and retracing back into the support zone that ranges from roughly $40 to $36.
Will bulls show up here again? Possibly. But with the stock ranging sideways and not breaking down or out, I'm sitting on my hands until we get a real breakout that sticks. That's the moment we leave the range and can prepare for a next move.
The only order I'm setting is around $30. If we happen to wick down there, like we've done a couple of times in the last 10 months, I'm willing to step in more or less blindly.
But until that happens, let the chart prove itself before stepping in.
Ronin retweeted
$CIFR is almost at its yearly low. It doesn’t mean it can’t go lower, algos are doing their job. But it doesn’t need CapEx to buy GPUs, it’s a landlord with Amazon and Fluidstack as tenants, and is backed by Google. It looks attractive at these levels
Ronin retweeted
$CIFR - Somewhat hanging in the balance here, as that $14.18 needs to be defended to avoid activating the magnet toward $13.
Last time we touched down around the $14 support, bulls stepped up and we got an almost 40% reversal into $19. That can happen again, but bulls need to step in again to make it happen.
Skylit heatmaps show that under $15 the magnet sits at $13, and that the $25 and $30 targets are real but only get into the action with a break and hold (acceptance) above $18.
All in all, this is going to be a big winner is what I see, but we need the entry to be solid first. Could be happening soon though, $13 is highly on watch.
$CIFR - Now my dear friend Atlas has this one cooked up with an entry at $15.50 and a stop at $15, lining up the targets at $25 and $30.
That makes this probably the setup I have the highest on watch right now, just because Atlas is a stellar champ, and if he's cooking up something with risk so defined that I only lose a bit but have the option to gain a lot, hell yes I'm taking it.
Losing $15 means we see $13, so there's that as well.
Ronin retweeted
WELLS FARGO REMAINS BULLISH ON AI/HPC DATA CENTER STOCKS INTO Q3
$CIFR: $25 PT, OVERWEIGHT
Sees Cipher with the largest qualified pipeline among the HPC/AI players, which could translate into significant upside as more pipeline assets are converted into contracted deals.
$WULF: $30 PT, OVERWEIGHT
Highlighted TeraWulf likely having enough cash on hand to fund the equity portion of both the Hawesville & Muskie, eliminating near-term needs to access the equity markets. Also favored low-latency access to key East Coast interconnection hubs.
$HUT: $175 PT, OVERWEIGHT
Sees Hut 8 as a an innovative, vertically integrated power and data center operating platform, with a high-quality base of contracted capacity that is primarily anchored by direct investment-grade credits (>70% of its contracted NOI).
$APLD: $50 PT, OVERWEIGHT
Seen as a leader in the space with a high-quality book of investment-grade tenants, a proven design and construction track record, and an industry-leading market position in North Dakota.
$CORZ: $28 PT, OVERWEIGHT
Notes that Core Scientific remains the furthest along in the sector in delivering and operating data center capacity for end customers. Labeled as the industry-leader in converting announced deals to operating MWs, although meaningful concentration with CoreWeave.
Ronin retweeted
UBS coverage initiation on $CIFR (9/22) included a Black Pearl satellite image from July 2026:
They said said the image aligns with recent management commentary that initial Phase I capacity was delivered in August, about 2 months ahead of schedule.
Forward looking: "By the end of September, Cipher is expected to deliver the full 35 MW in data hall #1 and 15 MW for network hall #1. Remaining capacity in Phase I, consisting of data halls 2 and 3 totaling 70 MW, is moving through MEP fit-out with targeted delivery at the end of October and November."
UBS believes $CIFR can double its contracted lease portfolio and become a scaled data center platform:
"We believe the company has demonstrated strong progression across its successive lease announcements with an estimated $12-14M per MW of equity value creation in recent deals."
• Remaining power pipeline is ~6x the current leased footprint, but Texas regulatory timing is the wild card.
• UBS estimates ~350 MW IT available across three sites in 2027 are likely for lease announcements as hyperscaler pre-leasing typically starts around 18 months before delivery.
• Batch Zero disclosures are a first step toward getting the market to underwrite expansion that gets little to no valuation credit as of today.
Source: UBS Initiation of Coverage AI Infrastructure (9/22/2026)
Ronin retweeted
There's not many names as interesting as $CIFR.
2027 is when the magic happens.
It's all explained below and it's free.
You just need to read it and decide for yourself.
Ronin retweeted
$CIFR - Atlas 🌍
As long as that $15.5 zone keeps getting defended, this is looking like a solid swing from the Atlas map, with $28 as the target for the coming 6 months.
> that's a potential 76% swing play, with risk clearly defined.
$CIFR (weekly) - The breakout was a bull trap — bulls couldn't hold onto the cloud, and we lost it again.
With the cloud back above our heads, the path of least resistance is downward, toward that $14-ish level.
Invalidation comes with a break and hold above the momentum cloud, aka the reclaim.
Ronin 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.
Ronin retweeted
$CIFR Ok team, we are making money on this position 📈
We are still SUPER early, we will make a lot on this one as $CIFR looks bullish to me 🚀
Make sure you are in my group to follow my every move on this position - stocktradermax.whop.site/
NEW LONG POSITION 🚨📈
Here is a free one for you all to follow, I have just gone long $CIFR buying off the $15 floor/support 🎯
This is a great zone to be a buyer of $CIFR shares, I own it, my team own it and you can follow me closer by joining my team - stocktradermax.whop.site/
I expect a strong rally in the upcoming weeks for $CIFR, We are at a strong floor which is a great position to be a buyer on 📈
Lets make some profits together team 🤝🏼
Ronin retweeted
NEW LONG POSITION 🚨📈
Here is a free one for you all to follow, I have just gone long $CIFR buying off the $15 floor/support 🎯
This is a great zone to be a buyer of $CIFR shares, I own it, my team own it and you can follow me closer by joining my team - stocktradermax.whop.site/
I expect a strong rally in the upcoming weeks for $CIFR, We are at a strong floor which is a great position to be a buyer on 📈
Lets make some profits together team 🤝🏼
Ronin retweeted
RECENT AI PRICE TARGETS & COVERAGE:
$IREN: B. Riley reiterated BUY and lowered PT from $96 to $91
$CIFR: Wells Fargo reiterated BUY and $25 PT
$CIFR: H.C. Wainwright reiterated BUY and $30 PT
$NBIS: William Blair initiated Outperform
$CRWV: William Blair initiated Outperform
$WULF: Clear Street reiterated BUY
$NUAI: Northland reiterated BUY & $12 PT