Core Insights - OFA Group has successfully completed application testing for its next-generation intelligent building platform QikBIM, with commercial launch milestones set for early 2026 [1][2] - The QikBIM platform is expected to be a core technology pillar for OFA's future operations, supporting long-term revenue growth [2][3] - The RWA platform is also progressing well, with an official launch scheduled for January 26, 2026, aimed at enabling compliant, data-driven digital representation of real-estate assets [6][8] QikBIM Platform - QikBIM is a cloud-based intelligent building platform designed to support the full lifecycle of architectural and real-estate assets through high-precision data modeling and artificial intelligence [3] - The platform has passed all internal testing requirements for architectural and structural functions and is set to enter commercial operation on January 15, 2026 [2][3] - QikBIM serves as a "technical truth engine," transforming design and construction data into verifiable, finance-ready facts, enhancing investor trust and compliance [5] RWA Platform - The RWA platform is designed to digitally represent real-estate assets with enhanced transparency and financial functionality, with testing progressing smoothly [4][6] - The integration of AI valuation capabilities from QikBIM into the RWA platform enhances its functionality and supports secondary market liquidity [5] - The official launch of the RWA platform is a significant milestone in OFA's strategy to expand global market access through technology innovation [6][8] Leadership Statement - Larry Wong, CEO of OFA Group, emphasized the company's ability to execute complex technology initiatives, highlighting the completion of a sustainable and scalable foundational platform [7]

Group 1 - Terawulf Inc. (NASDAQ:WULF) is recognized as a top bitcoin mining stock, with a Buy rating from Rosenblatt Securities analyst Chris Brendler, who has set a target price of $20, indicating a potential upside of over 62% [1] - As of December 24, the stock has yielded nearly 118% in 2025, with all 10 analysts covering the stock assigning Buy ratings and a 1-year average price target of $21.73, suggesting an upside potential of 76.5% [2] - The company announced a significant update regarding its financial and strategic position, revealing that Flash Compute LLC issued $1.3 billion in senior secured notes to support its infrastructure operations, with a maturity in 2030 and an interest rate of 7.25% [3] Group 2 - Terawulf Inc. operates in the digital asset technology sector, focusing on bitcoin mining and high-performance computing, with a commitment to sustainability through energy-efficient data centers powered by 90% zero-carbon energy [4]

Core Insights - Mara Holdings Inc. is experiencing significant analyst attention, with price target adjustments reflecting market conditions and company performance [1][2] Financial Performance - In Q3 2025, Mara Holdings reported a 92% revenue increase to $252.4 million, up from $131.6 million in the same period last year [2] - The company achieved a net income of $123.1 million, or $0.27 per diluted share, compared to a net loss of $124.8 million in Q3 2024 [2] Bitcoin Metrics - The company's hash rate increased by 64% year-over-year to 60.4 exahash per second (EH/s) [3] - Mara Holdings mined 2,144 Bitcoin during the quarter, with total holdings growing by 98% to nearly 53,000 Bitcoin [3] - The average cost of energy per Bitcoin mined was $39,235, with a 15% reduction in daily cost per petahash year-over-year [3] Company Overview - Mara Holdings operates as a digital asset technology company in the US and Europe, providing technology solutions for data center operations [4]

Core Insights - TeraWulf Inc. is transitioning from pure Bitcoin mining to High-Performance Computing (HPC) infrastructure to mitigate profitability challenges in the Bitcoin mining sector [2][3] Financial Performance - In Q3 2025, TeraWulf reported a GAAP revenue increase of 6% quarter-over-quarter, reaching $50.6 million, driven by $7.2 million in HPC lease revenue [2] - Bitcoin mining production decreased by 22% to 377 tokens, but adjusted EBITDA improved by 25% to $18.1 million, indicating a shift towards higher-margin HPC business [2] - The company reported a significant GAAP net loss of $455 million, compared to a loss of $18.4 million in the previous quarter [3] Strategic Developments - TeraWulf closed over $4.2 billion in transactions, including $3.2 billion in senior secured notes and $1.025 billion in convertible notes, to fund its expansion [3] - A 10-year agreement with Google is expected to generate $670 million in average annual revenue, supporting the expansion of the Lake Mariner facility [3] - The annual target for new HPC signings has been increased from 100 MW to a range of 250 to 500 MW, supported by a joint venture with FluidStack and Google for the Abernathy HPC campus in Texas [4]

Core Viewpoint - MARA Holdings, Inc. (NASDAQ:MARA) is considered one of the best US stocks to buy under $20, with a consensus 1-year median price target of $26, indicating an upside potential of over 134% [1] Analyst Ratings and Price Targets - As of November 24, JPMorgan reaffirmed its Overweight rating on MARA but reduced the price target from $20 to $13 due to a decline in bitcoin prices and a decrease in share count [2] - Clear Street lowered its price target on MARA from $18 to $16 while maintaining a 'Hold' rating, citing a nearly 13% reduction in revenue guidance for 2025-27 and a 25% adjustment in EBITDA [3] - Cantor Fitzgerald also revised its price target down to $21 from $30, while keeping an 'Overweight' rating, reflecting the recent decline in Bitcoin prices [4] Company Performance - MARA Holdings reported a 370% positive surprise in EPS for the third quarter, with actual revenue slightly exceeding expectations [4] - The company is transitioning from an asset-light miner to a vertically integrated operator, which is viewed as a sound strategy, although it is considered to be about a year behind its peers in execution [3] Company Overview - MARA Holdings, Inc. is a Florida-based digital asset technology company with operations in the United States and Europe, founded in 2010, and specializes in technology solutions to enhance data center operations [5]

Core Viewpoint - MARA Holdings Inc. is recognized as a promising long-term investment in the cryptocurrency sector, with a recent Hold rating and a price target of $23 from Bernstein [1]. Financial Performance - In Q3, MARA Holdings reported a significant revenue increase of 92% year-over-year, reaching $252 million, driven by a 98% surge in Bitcoin holdings to 52,850 from 26,747 [2]. - The company returned to profitability with a net income of $123 million, or $0.27 per share, a notable recovery from a net loss of $125 million, or $0.42 per share, in the same quarter last year [3]. - Adjusted EBITDA soared by 1,671% to $395.6 million, highlighting the company's strong financial turnaround [3]. Strategic Expansion - MARA Holdings is expanding into the global artificial intelligence market through an investment in Exaion, which operates secure, low-carbon cloud data centers, enhancing its digital energy offerings and creating high-margin cash flow opportunities [4]. - The company is evolving from a Bitcoin mining operation to a digital infrastructure provider, leveraging its energy and data center capabilities for AI applications [5]. Company Overview - MARA Holdings, Inc. specializes in Bitcoin mining and related digital infrastructure, operating data centers for Bitcoin mining and holding a substantial Bitcoin treasury while addressing energy and data center challenges [6].

Core Insights - MARA Holdings Inc. is expected to report third-quarter financials with a projected earnings per share of $0.11, a significant improvement from a loss of $0.32 per share in the same quarter last year [2] - The company is anticipated to announce quarterly revenue of $250.70 million, nearly double the revenue reported in the same quarter last year [2] Financial Performance - In the previous quarter, MARA reported revenue of $238.5 million, surpassing analyst estimates of $218.45 million [3] - The earnings per share for the last quarter was $1.84, exceeding street estimates of a loss of $0.36 per share [3] Market Indicators - The Moving Average Convergence Divergence (MACD) indicator has flashed a "Sell" signal for MARA, while the Commodity Channel Index (CCI) has indicated a "Buy" signal [4][5] - The Bull Bear Power indicator remains "Neutral," suggesting a balance between buyers and sellers in the market [5] Stock Performance and Projections - For the quarter ending September 30, MARA shares increased by over 16% [6] - The consensus price target for MARA is $20.11, with the highest forecast set at $30 by Cantor Fitzgerald, indicating a potential upside of 53.43% from the current price [6] - In pre-market trading, MARA shares are down 1.59% after closing 2.87% higher at $18.27 during the previous trading session, with a year-to-date gain of 8.94% [7] Growth Metrics - The stock has exhibited a very high growth score, reflecting its historical expansion in earnings and revenue across multiple periods [8]

Group 1 - MARA Holdings Inc. is recognized as a stock with significant upside potential and is considered an industry leader in network capacity [1][2] - Guggenheim initiated coverage of MARA Holdings with a Neutral rating, indicating a balanced risk and reward at current share levels due to its strong correlation with Bitcoin price movements [2] - The company operates as a digital asset technology firm in the US and Europe, providing solutions to optimize data center operations, including liquid immersion cooling and firmware for Bitcoin miners [3] Group 2 - On the same day Guggenheim initiated coverage, MARA Holdings also received a Hold rating from Mizuho Securities [2] - There is a noted need for strategic clarity regarding the company's direction, which is a factor in the current investment outlook [2]

Group 1 - TeraWulf Inc. has been identified as a stock with significant upside potential, with B. Riley raising its price target to $22 from $14 and maintaining a Buy rating [1] - B. Riley increased its 2026 earnings estimates by an average of 5% due to rising demand for power and data center capacity [1] - Citizens JMP also raised TeraWulf's price target to $18 from $13, citing intensified demand for traditional space and power, as well as increased demand for GPU-as-a-Service [2] Group 2 - TeraWulf operates as a digital asset technology company in the US, providing miner hosting services to third-party entities [3]

Group 1 - TeraWulf Inc. (NASDAQ:WULF) is a digital asset technology company focused on developing and managing bitcoin mining facilities [1] - Jim Cramer advised against investing in TeraWulf, suggesting that investors should sell the stock due to its low quality [1] - Cramer noted a significant short position in TeraWulf, indicating that 31% of the stock is shorted, but he lacks conviction in recommending it as a buy [1] Group 2 - The article suggests that certain AI stocks may offer greater upside potential and carry less downside risk compared to TeraWulf [1] - There is a mention of a free report on undervalued AI stocks that could benefit from Trump-era tariffs and the onshoring trend [1]