Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution
Key takeaways
- Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution 24/7 Wall St.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Cipher Mining wasn t one of them.
- With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity.
Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution 24/7 Wall St. Alex Sirois Fri, May 22, 2026 at 12:11 AM GMT+7 4 min read CIFR NVDA Quick Read Cipher Digital (CIFR) has locked in two landmark leases with AWS (15 years, $5.5B at Black Pearl) and Google/Fluidstack (10 years, $3.8B at Barber Lake), with both projects targeting October 2026 expected to generate $669-754M in average annualized net operating income.
Value investors are rotating from megacap AI software stocks into physical infrastructure plays like Cipher Digital, which offers direct exposure to the AI buildout’s power and data center bottleneck without premium valuation.
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.