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"Now, another company that reported earnings today that I think is worth covering, and I have ignored the miners for a very long time, Mara. They reported record earnings. The results marked a sharp turnaround from a $125 million loss a year earlier, helped by 64% increase in hash rate and lower power costs. So this was a huge moment for them. They're part of the AI story now. Uh Bitcoin is alive and well even though it's come down. I just want to comment. People keep asking me about Bitcoin. They said should we worry now when I have said very clearly that I believe that the worry time was the minute it crossed beneath 107. So yes, that's when it was time to worry. And really the only thing that's going to be working right now for crypto is shorts. Now, if you're interested in MARA and buying the dip, strong support at $15.50, let me know which of these companies you like the most."
The speaker presents Marathon Digital Holdings (MARA) as an attractive dip-buy candidate after reporting record earnings and a turnaround from past losses. He points to strong technical support at $15.50 and links the play to the ongoing AI narrative, signaling an actionable trade opportunity.

"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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