Cipher Mining's 22% Surge Boosts Appeal of Options Amid Amazon, Google Deal: Options Chatter
$Cipher Mining (CIFR.US)$ attracted heavier trading in options after the developer of industrial scale data centers for bitcoin mining and high performance computing tasks saw its shares jump more than 22%.
Shares soared Monday after the company announced a $5.5 billion lease agreement with $Amazon (AMZN.US)$ Web Services over 15 years, providing turnkey space and power for artificial intelligence (AI) workloads. The company also said AI hosting contracts represent about $8.5 billion in lease payments.
More than 433,000 call and put options changed hands Monday, surpassing the high seen in late September. That landed Cipher in 10th place for the most active stock options, behind $NVIDIA (NVDA.US)$’s 2.48 million contracts, $Tesla (TSLA.US)$’s 1.68 million, $Amazon (AMZN.US)$'s 1.24 million, $Palantir (PLTR.US)$'s 999,900, $Apple (AAPL.US)$'s 627,100, $Beyond Meat (BYND.US)$'s 521,660, $SoFi Technologies (SOFI.US)$'s 518,600 and $Grab Holdings (GRAB.US)$'s 451,730 contracts.
Cipher's volume jumped from 299,380 on Friday, and almost double the 20-day average of 197,999 contracts.
Cipher will deliver 300 megawatts of capacity in 2026 under the lease agreement, helping boost the top line of the company which reported a third quarter revenue of $72 million before the market opened Monday. The company had a net loss of 1 cent per share in the three months ended Sept. 30.
The company also cited its 10-year AI hosting agreement with Fluidstack and $Alphabet-A (GOOGL.US)$'s Google. It said it has a pipeline of 3.2 gigawatt of site capacity.
“Last quarter, we discussed our aggressive aim to position Cipher ahead of the curve, anticipating where the industry is heading and aligning our strategy accordingly," CEO Tyler Page said in a press release. "Since then, we’ve delivered on that vision, executing two milestone HPC transactions, as well as our most significant pipeline addition to date.”
Share your thoughts on Cipher Mining in the comments section. Is the deal with Amazon and Google a game changer for Cipher? Let your voice be heard by voting below. And if you want to read more options column, like thisone on Amazon, Apple and Alphabet, follow me here, where you can also find my earnings stories on some of the biggest stocks.
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Luzi Ann Santos
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Former editor at Bloomberg, ex-commentary editor at Lazard. Posts aren’t investment advice. Views are just mine.
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Gunslinger45 : I have been buying at every opportunity. I got in very early and glad I did!
70593720 Gunslinger45 : what, when, where and how did you determine to get in? Are you talking about Cipher?
Gunslinger45 : I heard about CIFR & IREN from an interview on Fox Bussiness. @$9 I bought in for $1k around the first week of June same $1k for CIFR at $3.25. because they were both transitioning from BTC miners. the interview was from the Charles Payne show