팩터별 등급: 가치 F, 성장 F, 수익성 F, 모멘텀 C-, 추정치 수정 D. 매일 갱신되며, 섹터 내 상대 평가라 모든 사용자에게 같은 결과가 표시됩니다.
최근 토론 이슈
[호재] Cipher extended Barber Lake data center lease from 10 to 20 years, adding ~$5.2B in revenue and raising total contracted revenue above $9B. (게시물 4개)
Texas froze interconnection approvals; firm moves to behind-the-meter gas generation, bypassing grid gridlock.
첫날 +14.4% · 5일 후 -3.0%
›전개 과정 3회
2026-09-03Company announcement and multiple independent sources confirm BYOG strategy to unlock capacity
2026-09-04ERCOT's Batch Zero classification for large loads provides key regulatory support for Cipher's data center power supply, strengthening expansion outlook.
2026-09-07Texas froze interconnection approvals; firm moves to behind-the-meter gas generation, bypassing grid gridlock.
기업
Cipher Mining in talks for 477MW lease, 207MW energized; stock down 6.9%영어 원문
Lease talks progressing with some capacity live; stock under short-term pressure
첫날 -15.6% · 5일 후 -15.6%
›전개 과정 6회
2026-08-04Initial capacity delivered two months early with rent commenced; acquired option for 900MW site near San Antonio
2026-08-06Bank addresses Batch Zero delay, still expects ~2GW included; Apollo site submitted, easing pipeline uncertainty
2026-08-07Q2 call confirms early delivery, expanding data-center pipeline and project financing
2026-08-10Shares fell 5% in a day, but fundamental progress unchanged
2026-08-15IR confirms multiple projects, boosting expansion outlook
2026-08-22Lease talks progressing with some capacity live; stock under short-term pressure
기타호재
Trump Says Data Centers More Important Than Oil, CIFR in Focus영어 원문
Trump warns Texas opposing data centers is a mistake; AI bigger than internet
첫날 -5.7% · 5일 후 +4.0%
실적
실적 발표
첫날 -2.7% · 5일 후 -8.7%
실적악재
CIFR Q2 Loss Wider Than Expected, Revenue Misses영어 원문
Miss tied to BTC decommissioning; AI revenue ahead; debt mostly non-recourse project-level
첫날 -15.6% · 5일 후 -15.6%
›전개 과정 2회
2026-08-04EPS loss of $0.65 vs $0.21 est; revenue $24.8M vs $32.5M est; stock down 8%
2026-08-05Miss tied to BTC decommissioning; AI revenue ahead; debt mostly non-recourse project-level
M&A·자금조달호재
Arlington Trust Boosts CIFR Stake by 319,230.8%영어 원문
Arlington Trust lifted stake to 41,513 shares per SEC filing
첫날 -8.2% · 5일 후 -4.5%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -15.6% · 5일 후 -15.6%
실적
CIFR to Report Earnings Week of Aug 4영어 원문
Project financing completed; third-party confirms earnings release, but no financials disclosed
첫날 +8.2% · 5일 후 -32.4%
›전개 과정 2회
2026-08-02Multiple sources confirm earnings date; focus on guidance
2026-08-04Project financing completed; third-party confirms earnings release, but no financials disclosed
실적
실적 발표
첫날 -15.6% · 5일 후 -15.6%
기타호재
AI Infrastructure Stocks Rebound Sharply, CIFR Up Over 26%영어 원문
Price consolidates in $20-22 key zone with support holding
첫날 +28.1% · 5일 후 -19.6%
›전개 과정 3회
2026-07-30Multiple independent sources confirm sharp rebound in AI infrastructure stocks including CIFR, indicating sentiment reversal.
2026-08-01CIFR fell 1.48% to $22.32; multiple X users flag next week's earnings and sustained AI capex tailwinds
2026-08-03Price consolidates in $20-22 key zone with support holding
기타호재
CIFR Monthly Candle Shows High Volume & Long Lower Wick, Indicating Strong Buying Support영어 원문
Technical analysts note CIFR monthly candle has above-average volume and a long lower wick, indicating aggressive buying on dips, while Gann Square chart shows strong resistance ahead
첫날 +8.2% · 5일 후 -32.4%
실적
Amazon Q2 revenue hits $200.6B as AWS sales jump 36.7% to $42.2B영어 원문
Analysts cite combined 2026 capex of $733B for AMZN, META, MSFT & GOOGL, with Amazon noting ~3-year breakeven on AI investments, reinforcing demand thesis for AI infrastructure stocks like CIFR
첫날 -1.5% · 5일 후 -23.0%
애널리스트호재
Bernstein initiates Buy on Cipher Mining, PT $32영어 원문
KBW raises PT from $27 to $32, maintains Outperform
첫날 +5.6% · 5일 후 -12.2%
›전개 과정 6회
2026-07-23Independent analyst coverage provides new valuation reference
2026-07-25Bernstein's new report keeps CIFR PT at $32, matching initial coverage, while stock fell 10%
2026-07-25Multiple independent X accounts cite the same research note, amplifying the PT
2026-07-27New independent coverage validates 2.8GW pipeline and ERCOT Batch Zero unlock
Texas froze interconnection approvals; firm moves to behind-the-meter gas generation, bypassing grid gridlock.
첫날 +14.4% · 5일 후 -3.0%
›전개 과정 3회
2026-09-03Company announcement and multiple independent sources confirm BYOG strategy to unlock capacity
2026-09-04ERCOT's Batch Zero classification for large loads provides key regulatory support for Cipher's data center power supply, strengthening expansion outlook.
2026-09-07Texas froze interconnection approvals; firm moves to behind-the-meter gas generation, bypassing grid gridlock.
기업
Cipher Mining in talks for 477MW lease, 207MW energized; stock down 6.9%영어 원문
Lease talks progressing with some capacity live; stock under short-term pressure
첫날 -15.6% · 5일 후 -15.6%
›전개 과정 6회
2026-08-04Initial capacity delivered two months early with rent commenced; acquired option for 900MW site near San Antonio
2026-08-06Bank addresses Batch Zero delay, still expects ~2GW included; Apollo site submitted, easing pipeline uncertainty
2026-08-07Q2 call confirms early delivery, expanding data-center pipeline and project financing
2026-08-10Shares fell 5% in a day, but fundamental progress unchanged
2026-08-15IR confirms multiple projects, boosting expansion outlook
2026-08-22Lease talks progressing with some capacity live; stock under short-term pressure
기타호재
Trump Says Data Centers More Important Than Oil, CIFR in Focus영어 원문
Trump warns Texas opposing data centers is a mistake; AI bigger than internet
첫날 -5.7% · 5일 후 +4.0%
실적
실적 발표
첫날 -2.7% · 5일 후 -8.7%
실적악재
CIFR Q2 Loss Wider Than Expected, Revenue Misses영어 원문
Miss tied to BTC decommissioning; AI revenue ahead; debt mostly non-recourse project-level
첫날 -15.6% · 5일 후 -15.6%
›전개 과정 2회
2026-08-04EPS loss of $0.65 vs $0.21 est; revenue $24.8M vs $32.5M est; stock down 8%
2026-08-05Miss tied to BTC decommissioning; AI revenue ahead; debt mostly non-recourse project-level
M&A·자금조달호재
Arlington Trust Boosts CIFR Stake by 319,230.8%영어 원문
Arlington Trust lifted stake to 41,513 shares per SEC filing
첫날 -8.2% · 5일 후 -4.5%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -15.6% · 5일 후 -15.6%
실적
CIFR to Report Earnings Week of Aug 4영어 원문
Project financing completed; third-party confirms earnings release, but no financials disclosed
첫날 +8.2% · 5일 후 -32.4%
›전개 과정 2회
2026-08-02Multiple sources confirm earnings date; focus on guidance
2026-08-04Project financing completed; third-party confirms earnings release, but no financials disclosed
실적
실적 발표
첫날 -15.6% · 5일 후 -15.6%
기타호재
AI Infrastructure Stocks Rebound Sharply, CIFR Up Over 26%영어 원문
Price consolidates in $20-22 key zone with support holding
첫날 +28.1% · 5일 후 -19.6%
›전개 과정 3회
2026-07-30Multiple independent sources confirm sharp rebound in AI infrastructure stocks including CIFR, indicating sentiment reversal.
2026-08-01CIFR fell 1.48% to $22.32; multiple X users flag next week's earnings and sustained AI capex tailwinds
2026-08-03Price consolidates in $20-22 key zone with support holding
기타호재
CIFR Monthly Candle Shows High Volume & Long Lower Wick, Indicating Strong Buying Support영어 원문
Technical analysts note CIFR monthly candle has above-average volume and a long lower wick, indicating aggressive buying on dips, while Gann Square chart shows strong resistance ahead
첫날 +8.2% · 5일 후 -32.4%
실적
Amazon Q2 revenue hits $200.6B as AWS sales jump 36.7% to $42.2B영어 원문
Analysts cite combined 2026 capex of $733B for AMZN, META, MSFT & GOOGL, with Amazon noting ~3-year breakeven on AI investments, reinforcing demand thesis for AI infrastructure stocks like CIFR
첫날 -1.5% · 5일 후 -23.0%
애널리스트호재
Bernstein initiates Buy on Cipher Mining, PT $32영어 원문
KBW raises PT from $27 to $32, maintains Outperform
첫날 +5.6% · 5일 후 -12.2%
›전개 과정 6회
2026-07-23Independent analyst coverage provides new valuation reference
2026-07-25Bernstein's new report keeps CIFR PT at $32, matching initial coverage, while stock fell 10%
2026-07-25Multiple independent X accounts cite the same research note, amplifying the PT
2026-07-27New independent coverage validates 2.8GW pipeline and ERCOT Batch Zero unlock
