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just saw cipher digital popped 9% on some new data center deal they announced. pretty solid move for a company getting into that infrastructure space. sounds like they locked in a hyperscale tenant which is apparently the kind of contract that actually matters in that sector.
kinda interesting how ciphers and other data center plays keep making headlines lately. everyone's talking about AI infrastructure needs and all that, so maybe there's real momentum there? the deal structure seems legit from what i can tell.
anyway, if you're tracking ciphers or similar plays in the infrastructure space, this might be worth watching. not financial advice obviously, just noticing the pattern. you guys holding any of these positions?