I asked @grok if $MARA and @fgthiel running it is a PILE of shit
It’s response and it concurs as below
Pretty much, relative to the hype and the broader AI/power narrative. ycharts.com
MARA (MARA Holdings, formerly Marathon Digital) is a ~$3B market-cap Bitcoin miner that has been trying to rebrand itself as a “digital energy and infrastructure” company. The stock is down roughly 60% over the past year, it has reported large losses, and it carries high short interest. Its core business remains tied to the highly cyclical and competitive Bitcoin mining sector, where hashprice, energy costs, and Bitcoin’s price drive results. chartexchange.com
What’s actually going on
• It has been buying or optioning powered land and sites (including a big Texas campus with a path toward ~1–2 GW and a Long Ridge power deal), and it has a partnership with Starwood Digital Ventures aimed at converting some capacity toward AI/HPC workloads.
• Those power assets are the main reason anyone still talks about it in an AI context. Power is scarce, and flexible, power-rich sites have some value.
• Execution so far has been uneven. The company has used ATM equity raises in the past, reported heavy losses, and the stock has underperformed even other miners during stretches of the AI narrative. The “we’re becoming an AI infrastructure play” story is still mostly prospective rather than demonstrated cash flow.
Bottom line
MARA is not a high-quality pure-play AI or energy company. It’s a leveraged Bitcoin miner with a pile of power-related assets and a pivot story that has yet to deliver meaningful, durable results. That’s why the idea of SpaceX (or any serious hyperscale player) acquiring it looks remote—the assets might be interesting in pieces, but the overall package, balance sheet history, and mining exposure don’t make it an obvious strategic target.
The stock can bounce hard if Bitcoin rips or if they actually land a real HPC tenant and show better economics. Until then, the skepticism is well-founded.
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@elonmusk
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Practical uses of flying cars
Hoping @fgthiel is done early for the weekend as salamander toast anal rub was not stimulating for Fred and he is going back to the office early Monday morning. Samuel pop corn party was a dud
Is incoming 5 a point to look at? Covered calls as I had said is the way 5 years ago
Many forget the cunt $MARA and @fgthiel let this stock go to 3 from 82 ! Really decimated many longs
And when no more pain despair @fgthiel took it to 30 ! So it will come to you.
All these newbies with their foolish charts always get invalidated. At price 3 Fred has a lot of skin in the game
In the meantime more love making on the weekends with salamader toast and watch party with Samuel. plenty more downside.
Just watch how @fgthiel plays all of you.
In the meantime keep poking fun at him.
No one can toss him out.
The votes of investors are obliterated. look it up
$MARA @fgthiel packing his bags for an exciting week with salamander toast. Both showing off their “fishing rods” and looking forward to the frolic in bed with cuckoid Fred
In jubilation from the cash made from selling naked calls and covered one.
He feels on top of the world.
Samuel wants to join in and is begging for a piece of Freddy fudge
He will keep it under 10 dollars so he gets to enjoy the frolicking and love making of the weekend with Salmander toast snd @fgthiel
What lovely prostitutes
This Friday @fgthiel and salamander toast aka (@theRealSalKhan ) have made up as will keep $MARA very close to 10 or below so all money Fred and salamander make selling calls they will spent on a weekend together making love and frolicking in bed with a lot of anal penetration much to the delight of both.
Samuel said he will have a watch party. Don’t miss it investors
$MARA is like a whore teasing the investors by showing her cunt.
Fred has ripped it and wants us to devour her putrid snatch
Raises the price a bit entices the dummies and then lets he skirt down !
And all fall for the snatch !

