Cipher Mining Inc. (NASDAQ:CIFR) is one of the most active US stocks to buy according to analysts. On December 19, Rosenblatt lowered the firm’s price target on Cipher Mining to $25 from $33, while maintaining a Buy rating on the shares. 2025 has been a difficult year for Bitcoin miners, as high network difficulty collided with a sharp downturn in BTC prices to create a worst-case scenario for profitability. The firm also noted that pure-play miners that are solely focused on crypto face significant financ ...

Core Insights - The article discusses the shift in power supply strategies among tech giants, who are increasingly turning to aviation engines and diesel generators for emergency power due to long wait times for grid access, which can extend up to 7 years [2][6] - Companies like GE Vernova and Cummins are experiencing significant increases in demand for their power generation solutions, with GE Vernova reporting a one-third increase in orders for aviation-derived turbines [3][8] Group 1: Market Trends - There is a notable increase in orders for aviation-derived turbines as manufacturers aim to bypass the grid and provide direct power to data centers [2][3] - The demand for on-site power generation solutions is reshaping the power equipment market, with developers willing to incur higher costs to avoid delays in grid access [2][6] Group 2: Company Developments - GE Vernova is supplying aviation-derived turbines to data center developers, expected to provide nearly 1 gigawatt (GW) of power for projects involving OpenAI, Oracle, and SoftBank [3] - Cummins has sold over 39 gigawatts (GW) of power equipment to data centers this year, nearly doubling its capacity [8] Group 3: Economic and Environmental Considerations - The cost of on-site power generation is approximately double the industrial average, raising concerns about increased carbon emissions due to lower efficiency [10][11] - Regulatory changes are emerging, with suggestions to utilize existing backup generators to strengthen the grid, indicating a shift in how power generation is approached [9]

Core Insights - The AI sector is experiencing significant growth, with AI stocks poised for another rally driven by innovations like humanoid robots and autonomous vehicles [2] - Energy has emerged as a critical bottleneck for AI workloads, creating new investment opportunities in companies like IREN [3][4] Group 1: AI Market Dynamics - AI has become one of the best investment opportunities, combining rapid adoption with real revenue growth [2] - The semiconductor sector was the initial focus during the AI boom, but energy-related stocks are expected to be the next winners [3] Group 2: IREN's Position and Growth Potential - IREN is highlighted as a compelling investment due to its ability to meet the energy demands of AI workloads [3] - IREN's largest contract with Microsoft is valued at $9.7 billion over five years, providing nearly $2 billion in annual recurring revenue [9] - The company has a multi-gigawatt pipeline that supports future growth, with expectations of securing additional contracts [10] Group 3: Revenue Growth Projections - IREN aims to achieve $3.4 billion in annualized AI cloud revenue by the end of 2026, a significant increase from $16.4 million in fiscal 2025 [12][13] - The company reported $7.5 million in AI cloud revenue in the first quarter of fiscal year 2026, indicating strong growth potential [13] - IREN's ability to scale its services and meet demand is crucial for its revenue growth, as each new contract can significantly boost annual revenue [11][14]

转自：贵州日报 全国一体化算力网络国家（贵州）枢纽节点于2022年经国家发展和改革委员会等四部委批复建设，是国 家"东数西算"工程八大算力枢纽节点之一，以"数网""数纽""数链""数脑""数盾"为重点。为此，该项目 不仅在机房设置了气体灭火、二类防雷、丙类抗震等完整的物理防灾体系，还按A级数据中心配置电源 系统，将喷淋液冷与自然冷却技术融合，无需冷机，PUE（电源使用效率）可实现低于行业均值。此 外，供电、制冷、网络全链路冗余保障体系，能实现失电不停机。运维引入的区块链审计与智能调度， 能将计划外停机控制在小时级以内。 近年来，贵安新区抢抓机遇加快数据中心建设，已成为全国聚集超大型数据（算力）中心最多的地区之 一，也是全国算力规模最大、智算能力最强的地区之一。全国一体化算力网络国家（贵州）枢纽节点建 成后，将在提高数据中心网络互联互通，降低全社会算力使用成本，增强数据安全保障能力等方面提供 高可靠数据中心的示范。 本报讯（记者 王鲁铨）近日，在第二十届中国IDC产业年度大典暨数字基础设施科技展上，贵安新区的 全国一体化算力网络国家（贵州）主枢纽中心凭借在架构设计和运维管理上的突出表现，获颁高可靠数 据中心奖。 ...

Core Insights - The SEC requires companies with over $100 million in stock holdings to report these to the SEC quarterly, with public disclosures made 45 days after the quarter ends [1] - Investors often use this information to inform their own investment decisions, gaining insights into what leading investors are buying and selling [2] Company Focus: Nvidia - Nvidia is currently the world's largest company, known for its leading graphics processing units (GPUs), which provide significant insights into the AI industry [3] - Due to its substantial profits, Nvidia has begun investing in other companies with growth potential, which could present opportunities for investors [4] Investment Highlights - At the end of Q3, Nvidia held shares in six publicly traded companies, with Applied Digital and Nebius Group being particularly noteworthy for potential investments in 2026 [5] - Nvidia owns approximately 7.7 million shares of Applied Digital, representing about 2.8% of the company, which is involved in the data center construction boom [6][7] - Applied Digital's stock price increased by 238% in 2025, driven by 15-year leases with AI companies, indicating strong future potential despite current unprofitability [8]

Core Viewpoint - Applied Digital is positioned as a key player in the growth of artificial intelligence (AI) by designing and operating data centers that cater to the high computing demands of AI technology. The company's share price has increased by 263% in 2025, indicating strong market interest and potential for continued growth in 2026 [1]. Financial Performance - The company will release its earnings report for Q2 of the 2026 fiscal year on January 7, with a conference call scheduled for 5 p.m. ET [3]. - In Q1 of the 2026 fiscal year, Applied Digital reported revenue of $64.2 million, reflecting an 84% year-over-year increase. Analysts project an average revenue of $82 million for Q2, which, if exceeded, would suggest ongoing success in securing new deals [4]. - The company reported a net loss of $26.2 million in Q1, with negative cash flow of $82 million. There is an expectation for these figures to improve as the company aims for profitability [5]. Market Data - Applied Digital has a market capitalization of $6.7 billion, with a current share price of $24.02. The stock has experienced a 52-week range between $3.31 and $40.20 [6]. - The gross margin for the company stands at 14.46%, indicating the percentage of revenue that exceeds the cost of goods sold [6].

WhiteFiber, Inc. (NASDAQ:WYFI) is one of the AI Stocks on Market Radar. On December 19, Citizens maintained its Market Outperform rating on the stock with a $37.00 price target. Firm analysts view the recent colocation deal with Nscale a step forward in strengthening its long-term AI infrastructure positioning. The 10 year agreement with Nscale for 40MW of critical IT load, valued at about $865 million, will be delivered in two phases in 2026. WhiteFiber has already invested $150 million in the project, t ...

Cipher Mining Inc. (NASDAQ:CIFR) is one of the AI Stocks on Market Radar. On December 23, Compass Point reiterated a “Buy” rating on the stock with $28 price target. Firm analysts view Ulysses site as a strategic win for CIFR, aligned with HPC growth ambitions. Cipher Mining announced on Tuesday that it has acquired a 200MW Ulysses site in Ohio, representing its first ever acquisition outside of Texas. “Cipher Mining is busier than Santa’s helpers with this morning’s announcement of its 200MW Ulysses sit ...

Group 1: M&A Market Overview - Global mergers and acquisitions (M&A) surged in 2025, reaching approximately $4.5 trillion, which is about 50% above 2024 levels and the second-largest annual total on record [1] - The deal boom in 2025 was characterized by a high value of cash transactions, with 68 deals worth at least $10 billion, marking the highest number of megadeals in recent years [2][3] Group 2: Notable Megadeals - The largest deal involved a bidding war between Paramount and Netflix for Warner Bros. Discovery, with Netflix's equity value at $72 billion and Paramount's revised bid at $108.4 billion [4] - The second-largest deal was an $88.26 billion rail merger between Union Pacific and Norfolk Southern, announced in July [5] - Electronic Arts (EA) shareholders approved a $55 billion sale to a consortium led by Saudi Arabia's Public Investment Fund, marking a record-setting leveraged buyout in the gaming industry [5] - Kimberly-Clark's acquisition of Kenvue, valued at $40 billion, was the fourth largest deal, involving a consumer health company known for various well-known brands [6] - The fifth largest deal was the $40 billion acquisition of Aligned Data Centers by a consortium led by BlackRock's Global Infrastructure Partners, marking the largest data center transaction on record [7]

Core Viewpoint - Iron Mountain Incorporated (IRM) is currently viewed as a battleground stock, with bullish perspectives focusing on rapid growth and low AFFO multiples, while bearish views highlight concerns over high debt and AFFO calculations [1][2]. Bear Thesis - The bear thesis identifies three main reasons for the substantial drop in IRM's stock price over the past year: overvaluation, being caught in the AI selloff, and a short attack [4][7]. - The company has evolved from physical information storage to digital information management, which has led to its classification as a data center REIT, although this segment remains a small part of its business [5][6]. Financial Overview - As of September 30, 2025, IRM's total assets amounted to $20.63 billion, with current assets of $1.88 billion and total liabilities of $18.77 billion [9]. - The company has a significant operating lease liability of $2.28 billion, which is not classified as debt, as it represents long-term rental obligations rather than traditional debt [10][11]. AFFO and Earnings Adjustments - There are concerns regarding the inflation of reported AFFO, but IRM provides transparent reconciliations between GAAP and non-GAAP metrics [14][16]. - The company reported a normalized FFO of $276.89 million for Q3 2025, reflecting an 18.7% year-over-year increase [22]. - True AFFO is estimated to be approximately $320 million lower than reported AFFO, leading to an adjusted AFFO per share of $4.00 for 2025 [27][25]. Growth and Valuation - IRM has demonstrated strong growth across various business segments, with pricing power in its legacy records information management business contributing to its growth [28][31]. - Analysts project continued strong growth through 2028, with total revenue guidance for 2025 set between $6.79 billion and $6.94 billion, representing a year-over-year increase of approximately 12% [26][34]. - The current valuation shows IRM trading at 14X forward AFFO and 16X trailing AFFO, which may be undervalued given its growth rate [38][39]. Market Position - IRM's data center builds are expected to yield high returns, with cash on cash IRRs in the low double digits, supporting the company's growth strategy [31][36]. - The information management business is considered robust, with clients reliant on data retrieval services, providing IRM with continued pricing power [36].