$CIFR - 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗪𝗼𝗿𝗹𝗱 🔋

Full Thesis Mega thread 🧵

Strap in because we are getting granular in this deep dive

Hope you all enjoy! What does $CIFR do ~

Cipher Mining Inc. operates as an industrial-scale data center construction and operations company that allocates capacity between Bitcoin mining and high-performance computing (HPC) infrastructure

Founded in 2020 through a merger with Good Works Acquisition Corp

The company currently operates five Bitcoin mining data centers in Texas with approximately 80,000 miners and an aggregate hashrate capacity of 23.5 EH/s

They also have recently made the strategic decision to become a diversified compute infrastructure provider

This transformation was catalyzed by a landmark $3 billion, 10-year AI hosting agreement with Fluidstack, backed by Google’s $1.4 billion financing guarantee, which positions Cipher to deliver 168 MW of critical IT load at its Barber Lake site

As other health insurers panic and look to readjust, $OSCR is making moves in the dark preparing for shifts and new ways of business. Here are all acquisitions $OSCR made last quarter. ‼️🟪 1.) IHC Specialty Benefits (Brokerage)

Ownership of a brokerage enables Oscar to directly cross-sell, retain, and upsell members with products that closely match consumer needs. This is strategically related to ICHRA.

“$OSCR lost 230 million dollars they are so screwed”.

“They are no longer profitable im out”.

I have been hearing this narrative for far too long and they are all wrong. Heres why📚 1.) 230 million loss due to sharp increase in medical loss ratio (MLR) to 91.1%, driven by higher market morbidity after Medicaid redeterminations and risk adjustment payables. Losses are reflected as reductions in retained earnings, not as a depletion of asset liquidity or