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Cipher Mining : Bitcoin Miner to AI Infrastructure PowerhouseDespite a recent corrective pullback of 33.26% from its 52-week zenith of $25.52, achieved on November 5th, Cipher Mining Inc. (CIFR) is not merely weathering the storm—it is actively engineering a fundamental business transformation that has captured the intense scrutiny of Wall Street. The company, which initially carved its niche as a large-scale Bitcoin miner, is now successfully pivoting to become a formidable player in the future-facing digital infrastructure landscape. This strategic evolution, underscored by a monumental, recently expanded partnership, suggests that the company's journey is far from stalled; it may, in fact, be just beginning a new and more lucrative chapter. The Strategic Pivot: Evolving from Pure-Play Miner to Digital Infrastructure Leader Founded in 2021 and headquartered in New York, Cipher Mining established itself with a clear focus: building and operating industrial-scale facilities to mine Bitcoin. However, recognizing the immense and parallel growth in the artificial intelligence (AI) sector, the company has astutely leveraged its core competencies to expand its mission. With a market capitalization of approximately $6.6 billion, Cipher continues its Bitcoin mining operations, but it is now rapidly emerging as a developer and operator of high-performance computing (HPC) data centers. This dual-pronged strategy allows it to capitalize on the crypto cycle while simultaneously building a resilient, long-term revenue stream from the voracious demand for AI computational power. The Cornerstone Agreement: A Decade-Long, Multi-Billion Dollar Partnership with Fluidstack The primary catalyst for the recent investor fervor stems from Cipher's deepened alliance with Fluidstack, a specialist in building powerful HPC clusters for top-tier enterprise clients. While the companies initially announced a 10-year colocation partnership in September, they have significantly expanded the terms this month. The expanded agreement entails: Substantial Capacity Allocation: Cipher will add a critical 39 MW of IT load (supported by up to 56 MW of underlying capacity) to its Barber Lake HPC data center campus in Texas. Full Campus Utilization: This addition enables Fluidstack to lease the entirety of the site's massive 300 MW capacity, effectively making Cipher's Texas campus a dedicated hub for Fluidstack's AI cloud operations. The financial implications of this deal are staggering and provide unprecedented revenue visibility: Base Contract Value: The initial 10-year term is projected to generate approximately $830 million in revenue for Cipher. Extension Potential: The agreement includes two optional five-year extensions. If exercised, the total contract value could surge to approximately $2 billion. Total Lease Value: Over the entire potential lease period, the cumulative value could approach a monumental $9 billion. A Seal of Approval: Google's Billion-Dollar Backstop Adding a profound layer of credibility and financial security to the venture, technology behemoth Google (GOOG, GOOGL) has demonstrated its confidence in the partnership. To support this massive expansion, Google has increased its financial backstop of Fluidstack's lease obligations by $333 million. This elevates Google's total support to a colossal $1.73 billion. This vote of confidence from one of the world's most influential tech companies not only de-risks the project for Cipher but also enables more robust and favorable debt financing for the data center's development. Funding the Future: A Balanced Capital Strategy To bring this ambitious project to life, Cipher Mining has outlined a prudent funding strategy. The construction will be financed through a combination of project-related debt, facilitated by the strong Google backing, and an injection of approximately $118 million in additional equity. This balanced approach aims to minimize dilution for existing shareholders while leveraging the attractive debt markets to fund a high-return project. Wall Street's Verdict: Overwhelmingly Bullish The strategic shift and the landmark Fluidstack agreement have not gone unnoticed by analysts. A wave of enthusiasm is sweeping through Wall Street, solidifying Cipher's status as a compelling growth story. Strong Buy Consensus: The stock currently boasts a "Strong Buy" analyst consensus rating. Out of the 14 experts covering CIFR, a commanding ten recommend a "Strong Buy," two advocate a "Moderate Buy," and only two maintain a "Hold" rating. Price Target Upside: The average 12-month price target sits at $25.04, implying a substantial 30.8% upside from current price levels. The most optimistic forecasts are even more bullish, with a high price target of $33 suggesting a potential surge of 72%. Notably, firms like H.C. Wainwright have turned increasingly bullish, raising their price target to $30 from $25. They specifically highlighted the company's direct colocation deal with Amazon Web Services (AWS) as a major "stamp of credibility" that validates Cipher's position in the competitive HPC and AI data center market. Spectacular Year-to-Date Performance in Perspective Even after its recent pullback, Cipher's stock performance in the current year has been nothing short of extraordinary. The shares have skyrocketed 312.72% year-to-date (YTD), a rally fueled by three key drivers: Explosive growth in Bitcoin mining output. The strategic pivot into high-performance computing. The securing of major AI hosting contracts, including the flagship deal with Fluidstack. This performance becomes even more striking when contrasted with the broader market. The S&P 500 Index ( SP:SPX ), while having a strong year, has managed a far more modest gain of 15.83% over the same period, placing Cipher's 312%+ rally in a league of its own. Conclusion: Is Cipher Mining Stock a Buy Now? The critical question for investors remains: does the recent dip represent a buying opportunity or a sign of underlying weakness? The evidence suggests the former. Cipher Mining is successfully executing a transformative strategy, moving beyond the volatility of Bitcoin mining to establish itself as a critical infrastructure provider in the high-growth AI ecosystem. The $830 million to $9 billion partnership with Fluidstack, backed by Google's financial muscle, provides a decade-plus of visible, high-quality revenue. Combined with overwhelming analyst support and a proven ability to outperform the market, Cipher Mining (CIFR) presents a compelling narrative for investors seeking exposure to the convergence of blockchain and artificial intelligence infrastructure. While the stock's volatility may not be for the faint of heart, its fundamental prospects appear stronger than ever.
NASDAQ:CIFRLong
by KalaGhazi
EVGO - Divergence bullishThe EVGO ticker was oversold a week ago. Now it is starting to recover with average volume. Some indicators suggest that this stock will rise strongly in the near future: - Divergence pattern. - The recent major low on the chart is higher than the previous low. - RSI shows a bullish signal. - MACD also shows a bullish signal. The current price is below all the MA20/50/200 lines. It will likely need one more reason to break out soon. The price closed on 11/28/2025: $3.24 (Entry). Price target: $3.69 / $4.14 / $5.18 Stop loss: $3.08 IMO, amateur trader. Good luck!
NASDAQ:EVGOLong
by haboston
Is $SOFI gunning for $37?Is NASDAQ:SOFI gunning for $37? After a few months consolidating between the $25 and $32 levels, Sofi appears to be ready to have upward momentum as the MACD is showing a bull cross. Assuming the market selloff in high beta is taking a prolonged pause, I see this name gradually climbing based on their future growth prospects as a platform based financial innovation and banking company. Idea would invalidate on a weekly close below $28. I would put a stop at $27.5 if tailing. Best of luck of tailing.
NASDAQ:SOFILong
by ridethemwaves
A Double Top in MSFT has just appeared.The weekly chart of Microsoft (MSFT) is showing a potential Double Top formation, a classic sign that bullish momentum might be losing strength . 🔹 Bullish Scenario: As long as the price stays above the blue neckline , the uptrend remains intact. Buyers are still in control, and a clear breakout above the recent highs could trigger a move into new all-time highs. 🔹 Bearish Scenario: If the price breaks below the neckline , it could confirm the Double Top setup and open the door for short opportunities. NASDAQ:MSFT is standing at a critical decision point, will the stock continue its strong rally, or is this the first sign of exhaustion before a larger pullback? 💬 What do you think, are we about to see another breakout, or is the beginning of a deeper correction?
NASDAQ:MSFTShort
by TopChartPatterns
Broadcom: The Sleeping Giant Awakens— The New Leader in AIBroadcom is no longer the quiet infrastructure company it used to be. In 2025, AVGO has transformed into a direct AI compute powerhouse, and the chart is reflecting this shift with powerful clarity. Chart Reading — AVGO AVGO has reclaimed its April 7th key angle—the foundational 1-degree / 1-dollar-per-day trendline that defined the entire advance of 2025. Regaining this angle places the stock back inside places it in a much stronger position especially as it closes into all-time highs and also closing weekly above 400$ The Business Shift Driving the Move Broadcom is now at the center of the AI boom because: Google’s TPU/XPU adoption has pushed AVGO into custom AI compute. Hyperscalers want cheaper, more efficient, in-house AI silicon. AVGO now controls AI networking + AI compute, not just one layer. This shift expands Broadcom’s market dramatically and accelerates future earnings. AVGO is no longer just a networking company — it’s now a core AI hardware provider, offering hyperscalers a cheaper, efficient alternative to NVIDIA’s chips. Gemini 3 Pro proved that the world’s most advanced language model doesn’t need to run exclusively on NVDA hardware. Forecast AVGO now carries the potential for materially higher prices as the next AI wave unfolds. A clear structural path has unfolded toward $450–$500. Its breakout has already allowed it to outperform both the S&P 500 and the semiconductor sector from the October 28th top to now—a key signal of emerging leadership. If current momentum holds, Broadcom is positioned not only to participate in the next AI advance, but to lead it, becoming one of the primary drivers of the cycle heading into 2026.
NASDAQ:AVGO
by Nana-Hermes
Palantir $230 soon...Palantir has had a huge year, running from the low-80s in January to a peak around 207 in early November before a sharp post-earnings flush into the 150s. The recent selloff looks more like a high-volume reset in a strong primary uptrend than the start of a full top. I’m looking for a reclaim of 200 and a possible extension toward 230 into year-end. Fundamentals / Narrative Q3 2025: revenue grew ~63% Y/Y, with U.S. commercial revenue up 121% Y/Y. Management raised full-year 2025 revenue guidance to ~53% growth and guided Q4 to stay in the 60%+ range. Street now expects 2025 EPS around 0.52, so PLTR is expensive but no longer a “no-earnings” story – it’s becoming a high-growth, profitable AI infrastructure name. Pullback from 207 to the 150s was triggered by valuation fears and profit-taking, not a breakdown in the underlying business. Price is now back near prior breakout areas from late summer / early fall. Big picture: the AI spending cycle and Palantir’s commercial ramp are still intact; the stock is just digesting a parabolic move. Technical View (1D) Trend / Structure Primary trend is still up: higher highs and higher lows on the 1D/1W despite the recent drop. Price wicked into a strong demand zone around the mid-150s (prior consolidation + horizontal support) and bounced. Short-term price is in a falling channel / wedge from the 207 high. We’re currently testing the upper side of that downtrend line. RSI Daily RSI washed out, then bounced and is now sitting just above 50. That tells me downside momentum has cooled and we’re back to neutral / slightly bullish momentum rather than deeply overbought or oversold. MACD MACD is still below zero, but the red histogram bars are starting to contract and the lines are beginning to flatten. That is classic “selling pressure is fading” behavior after a hard flush – good backdrop for a squeeze if price breaks the short-term downtrend. Levels I’m watching Support: 155–160 area (recent swing low zone). Lose this with volume and the idea is wrong for me. First upside targets: 190–200 (prior breakdown area and psychological level). Stretch target: 220–230 zone, which lines up with a measured move from the current pullback plus extension above the prior 207 high. Trade Idea / Plan (how I’m thinking about it) Bias: Bullish as long as price holds above the recent lows in the mid-150s. Invalidation: A daily close below that demand zone (roughly 150–155) would tell me the market wants a deeper retrace, and I’d step aside. Upside path: Break and hold above the short-term downtrend line. Reclaim 190–200 (fills the post-earnings gap area). If momentum and volume stay strong, an extension toward 220–230 into year-end is on the table. My rough probabilities (not financial advice) Purely my subjective view based on trend, volatility and how far we are from the highs: Retest 200+ at some point before EOY: ~50–60% Hit 230 (new high / extension) before EOY: ~25–35% Break below recent lows in the 150s and invalidate this bull idea: ~30–40% In other words, I think a move back toward 200 is more likely than not, and a 230 squeeze is possible but not my “base case” – it needs clean technical follow-through and a friendly macro tape. This is just my personal analysis and game plan for PLTR, not financial advice. Size and risk accordingly. If you liked this breakdown, feel free to follow me here on TradingView for more PLTR / AI names, and check out my bio for all my links!
NASDAQ:PLTRLong
by seboptions
1
$BMNR Weekend analysis - Nov 30th, 2025.AMEX:BMNR bounced hard after hitting $24.33 on Nov 21, climbing almost 44% in just a week. After a solid move, it then tapped the anchored VWAP from the 10/24 pivot (35.34–36.61) which might act as a resistance for now For the move to continue, the price needs to reclaim the upper AVWAP band around 36.56. If it does, the next target I’m watching is 46.31. The MACD also confirmed a bullish crossover on Friday, which supports further upside. On the downside, if the stock closes below the 200D SMA at 29.21, the setup becomes invalid for me.
AMEX:BMNR
by zaidriaz992
1
$CLSK Weekend analysis - Nov 30th, 2025NASDAQ:CLSK has been on a tear. After strong earnings last week, it broke out of the ascending triangle, filled the 14.3 - 14.9 gap, and ripped almost 34% in just two days. It did hit the resistance which was the lower band of the anchored VWAP from the 10/15 pivot (around 15.6) and pulled back a bit. For the move to continue, the price needs to reclaim that AVWAP level and close above $16.24 - which also aligns with the 50D SMA ($15.84). If it clears that zone, I think we could see the next leg up toward 20.58.
NASDAQ:CLSK
by zaidriaz992
$IREN Weekend analysis - Nov 30th, 2025NASDAQ:IREN got rejected at the anchored VWAP from the 5/11 pivot (around 51.46–53.63) after bouncing off the previous S/R zone. For the upside move to continue, the price needs to get back above that AVWAP area and the 50DMA (54.85) - both levels line up nicely. If it can reclaim and close above that zone, the next leg up could target 65.8 - 68.3. MACD is curling up and looks close to a bullish crossover, which supports the idea of more upside. If price holds above the AVWAP on a reclaim, that’s where I might look for an entry.
NASDAQ:IREN
by zaidriaz992
GAP | This Retailer Has Potential | LONGGap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.
NYSE:GAPLong
by DivergenceSeeker
USB | This Regional Bank May POP Higher ! | LONGU.S. Bancorp operates as a bank holding company, which offers financial services including lending and depository services, cash management, foreign exchange and trust and investment management. The firm also offers mortgage, refinance, auto, boat and RV loans, credit lines, credit card services, merchant, bank, checking and savings accounts, debit cards, online and mobile banking, ATM processing, mortgage banking, insurance, brokerage and leasing services. The company was founded on April 2, 1929, and is headquartered in Minneapolis, MN.
NYSE:USBLong
by DivergenceSeeker