Quick Read – Cipher Mining (CIFR) is up 55% year-to-date and over 500% over the past year, with roughly $11.4 billion in contracted revenue from signed data center leases including 300 MW deals with Amazon Web Services soon coming online. – Institutional investors are rotating…
om expensive megacap chip stocks like NVIDIA into lower-priced infrastructure plays that control the physical power and data center capacity hyperscalers depend on. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Cipher Mining wasn’t one of them. Get them here FREE
Megacap tech is wobbling, and money is looking for somewhere cheaper to land. With NVIDIA (NASDAQ:NVDA) pushing eye-watering multiples and software names trading like the AI build-out is already finished, the smarter rotation is happening one layer down the stack: the physical power and data center capacity that every hyperscaler is fighting over. Stocks under $30 that own that bottleneck are suddenly the most interesting trade in the room, because they offer real contracted cash flow at a fraction of the price tag of the chip kings.
With that backdrop, here is one stock trading under $30 that fits the institutional rotation into picks-and-shovels AI infrastructure. Cipher Mining (NASDAQ: CIFR) Cipher Mining (NASDAQ:CIFR), now operating as Cipher Digital, develops industrial-scale data centers leased to hyperscalers for high-performance computing workloads, after pivoting away from its bitcoin mining roots. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Cipher Mining wasn’t one of them.