$Mara(MARA.US) Q2 EARNINGS DOUBLE MISS 🩸
EPS: $(1.60) vs $0.26 est ❌Sales: $174.881M vs $203.668M est ❌🟥 -0.38%Write something you'd like to share with our community...
$Mara(MARA.US) Q2 EARNINGS DOUBLE MISS 🩸
EPS: $(1.60) vs $0.26 est ❌Sales: $174.881M vs $203.668M est ❌🟥 -0.38%📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Mara(MARA.US) MARA Appoints Two Independent Directors to Strengthen Energy and Data Center Expertise
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗔𝗥𝗔 appoints 𝗖𝗿𝗮𝗶𝗴 𝗛𝗮𝗿𝘁 and 𝗡𝗮𝗻𝗰𝘆 𝗡𝗼𝘃𝗮𝗸 as independent directors.➤ Appointments became effective 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭, 𝟮𝟬𝟮𝟲.➤ 𝗕𝗮𝗿𝗯𝗮𝗿𝗮 𝗛𝘂𝗺𝗽𝘁𝗼𝗻 and 𝗚𝗲𝗼𝗿𝗴𝗲𝘀 𝗔𝗻𝘁𝗼𝘂𝗻 departed the board on July 31.➤ Board remains at 𝟳 directors, with 𝟲 serving as independent directors.➤ 𝗖𝗿𝗮𝗶𝗴 𝗛𝗮𝗿𝘁 brings over 𝟮𝟱 𝘆𝗲𝗮𝗿𝘀 of energy and power experience.➤ 𝗡𝗮𝗻𝗰𝘆 𝗡𝗼𝘃𝗮𝗸 adds more than 𝟰𝟬 𝘆𝗲𝗮𝗿𝘀 of data center expertise.➤ Hart currently leads Avenue Capital Group's private power strategy.➤ Novak previously served as Chief Innovation Officer at 𝗖𝗼𝗺𝗽𝗮𝘀𝘀 𝗗𝗮𝘁𝗮𝗰𝗲𝗻𝘁𝗲𝗿𝘀.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens MARA's leadership in 𝗲𝗻𝗲𝗿𝗴𝘆, 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀, and AI infrastructure.➤ Adds expertise aligned with the company's expanding digital infrastructure strategy.➤ Reinforces MARA's focus beyond Bitcoin mining into compute and power assets.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗙𝗿𝗲𝗱 𝗧𝗵𝗶𝗲𝗹, Chairman and CEO of MARA:"The two appointments were intended to support the company's strategy combining energy, digital infrastructure and compute."𝗗𝗼𝘂𝗴 𝗠𝗲𝗹𝗹𝗶𝗻𝗴𝗲𝗿, Lead Independent Director of MARA:"The board regularly evaluates its composition to align with the company's strategy and long-term growth."• Nasdaq composite rallies, retaking a key level as AI chip stocks surge.
• $Arm(ARM.US), $Micron Tech(MU.US), and $Sandisk(SNDK.US) are among the top-performing AI chip stocks. • $Datadog(DDOG.US) stock rises as it is seen as essential for monitoring AI infrastructure. • Semiconductor stocks, including Sandisk and Micron, experience broad gains. • SpaceX's new AI model helps it compete with Google and OpenAI. $SpaceX(SPCX.US) • Bitcoin price rises as MARA Holdings announces a new Texas data center. $Grayscale Bitcoin Mini Trust ETF(BTC.US)📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Mara(MARA.US) MARA to Acquire Texas Site With Up to 2 GW Power Capacity
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐌𝐀𝐑𝐀 signed a definitive agreement to acquire a 𝐓𝐞𝐱𝐚𝐬 powered land site from HIF USA.➤ The site spans 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝟏,𝟐𝟎𝟎 𝐚𝐜𝐫𝐞𝐬 in Matagorda County, about 𝟗𝟎 miles from Houston.➤ The project is expected to provide up to 𝟏 𝐆𝐖 of grid capacity by October 2027 and 𝟐 𝐆𝐖 by April 2028.➤ MARA plans to develop the site for 𝐇𝐏𝐂 and 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐦𝐢𝐧𝐢𝐧𝐠 through Starwood Digital Ventures.➤ Phased construction is expected to begin in 𝟐𝟎𝟐𝟔, subject to regulatory approvals.➤ Upon full energization, MARA's total potential power capacity could reach approximately 𝟒.𝟖 𝐆𝐖.➤ HIF will retain a 𝐦𝐢𝐧𝐨𝐫𝐢𝐭𝐲 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 interest after executing an HPC tenant lease.➤ MARA has invested over $𝟏.𝟐 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in Texas, with the campus expected to support thousands of jobs.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Expands MARA's infrastructure to support growing 𝐀𝐈, 𝐇𝐏𝐂, and Bitcoin demand.➤ Additional power capacity strengthens MARA's long-term 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 growth strategy.➤ Large-scale energy access could enhance MARA's 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 in digital infrastructure.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "This transaction advances our strategy of securing strategically located infrastructure assets capable of supporting high-performance compute and bitcoin workloads." — 𝐅𝐫𝐞𝐝 𝐓𝐡𝐢𝐞𝐥, Chairman and CEO of MARA.➤ "We have issued a notice to proceed for construction on a switchyard to connect the site to the grid while continuing development of our advanced fuels facilities across Texas." — 𝐑𝐞𝐧𝐚𝐭𝐨 𝐏𝐞𝐫𝐞𝐢𝐫𝐚, CEO of HIF USA.$Mara(MARA.US) | 𝐂𝐢𝐭𝐢𝐳𝐞𝐧𝐬 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐌𝐀𝐑𝐀 with 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 rating, sets 𝐏𝐓 𝐚𝐭 $𝟐𝟒
Analyst initiates coverage, seeing MARA as well-positioned to be a meaningful competitor due to its large power capacity and capital-efficient HPC strategy.📈 Overnight Movers:
$Rocket Lab(RKLB.US) $Sandisk(SNDK.US) $Strategy(MSTR.US) $AST SpaceMobile(ASTS.US) $BitMine Immersion Tech(BMNR.US) $Mara(MARA.US) $Intel(INTC.US) $Micron Tech(MU.US) $Echostar(SATS.US) $Redwire(RDW.US) $Keel Infrastructure(KEEL.US) $CleanSpark(CLSK.US) $Nebius(NBIS.US) $Whitefiber(WYFI.US) $IREN(IREN.US)🌙 After-Market Earnings Recap:
$ZoomInfo Tech(GTM.US) $Blink Charging(BLNK.US) $Bakkt(BKKT.US) $Simon Property(SPG.US) $AST SpaceMobile(ASTS.US) $Quantum Computing(QUBT.US) $Surf Air Mobility(SRFM.US) $Rigetti Computing(RGTI.US) $Archer Aviation(ACHR.US) $Hims & Hers Health(HIMS.US) $Plug Power(PLUG.US) $Mara(MARA.US) $CleanSpark(CLSK.US)$Mara(MARA.US) Brutal Double Miss 🩸
EPS: $(3.31) vs $(1.69) estREV: $174.614M vs $179.152M est🟥 -3.96%Week 3 - Investing is Not a Casino: Steady Wins the Race 🥂
#My Portfolio Health Check
As we wrap up Week 3, the overall "health" of my portfolio remains robust. My account is currently up +18% YTD (Jan to May 2026). I have successfully exited my MARA position via a Sell Call, locking in profits and freeing up capital. I am holding 51% in cash reserves. While some might find this conservative, I find it strategic. It gives me the "substitution bench" strength I need when a real opportunity arises.
As Warren Buffett famously teaches, there is no right or wrong in the market—only disciplined and undisciplined. I am here to invest, not to gamble. I don't chase pumps, and I don't panic on dumps.
My "Football Team" is playing exactly how I coached them. I’m ignoring the "flashy" stocks that are rocketing elsewhere, that’s their game, not mine. I will continue to hold my core positions and stick to my routine. When the market provides a genuine opening, I’ll be ready to strike. For now, I'm just enjoying the steady growth.
Stability is my greatest edge. Fu~yoo🥂
@Bridge Buzz SG
$Mara(MARA.US) is quite impressive, adding this small cap company now for high gains.
Talk about divergence... 👀 $Mara(MARA.US)
$Mara(MARA.US) To roll or to relax 🤔
MARA dipped below my strike price, and it got me thinking. Should I Roll the position (extending it by 20 days and raising the strike by two levels), or just let it expire?
This is the struggle of checking the screen too often. When you stare at the 1-minute chart, every small dip feels like a big decision. It made me realize: Are the best investors those who simply stop looking?
When we over-analyze, we tend to over-trade. My original plan was to let the "Circle" (Wheel Strategy) play out. Rolling can capture more premium, but it also ties up capital for longer.
I’m leaning towards staying disciplined. If I get assigned, I move to Sell Puts. If not, I keep the premium and go again. Sometimes the best "trading" move is to close the app and let the math do the work. Patience over panic.
Wish all investors in Longbridge Karching 🥂
@Bridge Buzz SG
$Mara(MARA.US) My MARA Sell Call (Strike $11, Expiring May 1st) is coming right down to the wire. With the stock currently trading around 11.50 , the position is slightly ITM.
I’m perfectly fine with my shares being called away at price 11. If they are, I’ll walk away with a solid capital gain plus the premium I collected. There’s no "loss" here—just a successful exit at a predetermined profit target.
I view my trades as a continuous circle. If I’m assigned and the shares are sold, I will immediately flip the script and start Sell Put to earn more premium while waiting for a better entry price to buy the shares back. It’s all about consistent cash flow and disciplined entries/exits. Stay mechanical, keep the circle moving.
@Bridge Buzz SG
Week 1 - Long Term Conviction: The "Eyes Shut" Strategy
#My Portfolio Health Check
Looking at my current Top 5 holdings, the plan is simple: 3 to 5 years of conviction. In a market full of noise, I’ve decided to "stop listening, stop looking, and stop worrying" about short-term fluctuations.
My portfolio is heavily anchored in leaders like MARA, AXP, and UNH. I’m not here to trade the daily chop. My focus is on the long-term structural growth of these companies. Whether it's the digital asset infrastructure or healthcare dominance, I’m betting on the "inevitability" of their business models.
@Bridge Buzz SG
$Mara(MARA.US)
🚀soon..buy buy buy
Bitcoin sneezed and $Mara(MARA.US) caught a breakout
Source: TrendSpider
$Mara(MARA.US)
The market did indeed have a strong session. MARA Holdings closed at $9.50 (+6.03%) yesterday, April 8, 2026, outperforming the broader market as it pivots its business model toward AI infrastructure.
Given the current high Implied Volatility (IV) of around 93%, selling calls can be an effective way to harvest high premiums, though it comes with specific risks in a volatile stock like MARA.
$Mara(MARA.US)
The market is "dancing" with high energy today. High excitement = High Implied Volatility (IV), which makes call premiums juicy. I’m looking for an opportunistic strike price to Sell a Call. Every dollar of premium collected today acts as a direct discount on my original purchase price. Even if the stock doesn't move, I'm lowering my "break-even" point.
*This is not investment advice *
@Bridge Buzz SG