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Strong Analyst Support and Funding Boost Cipher Mining Inc. (CIFR)’s Outlook

Cipher Mining Inc. (NASDAQ:CIFR) is one of the best stocks to buy and hold for the next 6 months. On February 9, Morgan Stanley initiated coverage of Cipher Mining Inc. (NASDAQ:CIFR) with an Overweight rating and a $38 price target.

According to the investment bank, Cipher Mining is one of the Bitcoin mining companies well-positioned to benefit from a pivot to data centers. The investment bank expects Bitcoin companies with established data centers to naturally attract infrastructure investors who value long-term, stable cash flows. Consequently, Morgan Stanley compares Cipher Mining’s business model to data center REITs that trade at 20X EV/FY1 EBITDA.

Meanwhile, on February 4, the company’s wholly owned subsidiary, Black Perl Compute LLC, completed a $2 billion 6.125% senior secured note due 2031. The unit is to use net proceeds from the offering to finance the construction costs of the Black Pearl Facility, a high-performance computing data center in Texas. It will also use $232.5 million to reimburse Cipher Mining for its prior equity contribution.

Cipher Mining Inc. (NASDAQ:CIFR) constructs and operates industrial-scale data centers in the U.S. for Bitcoin mining, while rapidly pivoting to become a major developer of high-performance computing (HPC) infrastructure for Artificial Intelligence (AI). The company, which is pivoting to hybrid operations, generates revenue from mining and long-term hosting deals.

While we acknowledge the potential of CIFR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CIFR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 11 Best High Return Penny Stocks to Buy Right Now and 10 High-Growth Low PE Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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