Strong Buy Call on MARA

13 days ago

"Lastly, lets talk about one stock that I believe is a great buy right now, and that is MARA, lovely MARA stock, ticker symbol MARA. This is a stock whose revenue is up 64% year-over-year, net income up 504% year-over-year, and diluted EPS up 355% year-over-year, yet the stock is up less than 10% year-over-year. MARA is a Bitcoin miner that is aggressively starting to stretch its wings into the AI data center space. Theyve got cheap power, global expansion, and early AI infrastructure positioning that could lead to a significant rerating. I think if MARA continues growing its AI data center business while keeping its Bitcoin mining, the valuation could be rerated multiple times higher."

The speaker delivers a bullish trade call for MARA, highlighting impressive year-over-year performance metrics and a strategic pivot from Bitcoin mining toward building AI data center capacity. The commentary underscores the low energy costs, international expansion, and potential for a significant valuation upward re-rating.

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