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#ATG 🙌 #BOP 🚀 Nation Update❤️️
Hi, I’m Paul Mampilly.
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Dean: This Is Not a Drill 🚨
There’s no denying it — new leadership is emerging in the artificial intelligence (AI) business.
But this transition is going unnoticed by most investors since these stocks aren’t the flashy type that the media push.
I covered two of these companies riding the AI wave yesterday:
And today, you get another chance to get in on one of these positions! 👇
The Writing’s on the Wall ✍️
We’ve already seen Google increase its stake in Bitcoin USD (BTC-USD) miner TeraWulf Inc. (Nasdaq: WULF) to $3.2 billion as it expands into AI hosting.
Then, BTC miner Iren Limited (Nasdaq: IREN) announced the expansion of its AI cloud hosting business.
And now, we’re seeing BTC miner MARA Holdings Inc. (Nasdaq: MARA) make its move:
MARA 0.00%↑ recently acquired a 64% majority stake in Exaion, which specializes in data centers and AI infrastructure.
But here’s the thing — MARA 0.00%↑ hasn’t performed too hot compared to smaller miners in its industry, down 5% on the year.
Typically, as BTC makes highs, miners follow . . .
But that couldn’t be further from the truth for MARA 0.00%↑ — once a high-flier, turned stagnant.
But in my view, this is the perfect setup — especially as it expands into a lucrative and hot industry — for it to break out.
Not to mention that it has a high short interest of 28.88%, demonstrating that few investors are pricing in its expansion into AI:
And based on its recent earnings, $MARA could be in for a repricing soon.
Is MARA 0.00%↑ Undervalued? 🤔
In its second quarter earnings (Q2), MARA 0.00%↑ reported revenue of $238.5 million, up 64% year over year (YoY).
This increase in revenue is likely due to BTC — the underlying asset it mines — appreciating in value.
While many investors think BTC has topped, we believe it could see increased demand should the Federal Reserve cut rates.
That’s bullish for crypto miners considering that Fed Chair Jerome Powell, historically hawkish in recent months, signaled that he may cut rates soon:
Its BTC holdings also increased 170% YoY to 49,951 BTC, representing $5.65 billion — nearly eclipsing its $5.9 billion market cap!
Should BTC make new highs, MARA 0.00%↑ could be bid up as its holdings appreciate.
Back for Round 2 🥊
We closed this stock for a big gain in the past, and we’re back for round 2!
Results not guaranteed.
The same setup that favored it in the past is back:
✅ Pessimism and impatience growing in the crypto market (correlated via BTC)
✅ Company’s overlooked, and its stock is underperforming
✅ Reporting strong growth and expanding
✅ High short interest (28.88%)
But today, MARA 0.00%↑ also has exposure to one of the hottest trends: AI!
currently hold it in our momentum-driven Gold Tier model portfolio at a 41% open gain!
But with so many potential tailwinds at its back, we’ll continue to hold.
MARA 0.00%↑ is just one of many opportunities we’re bullish on in our Gold Tier model portfolio.
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#OGI100: Thursday, August 28, 2025
The #OGI100 is up 0.17% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dan shares an overlooked insurance stock. 💰Stay tuned!
Tuesday’s Livestream Was 🔥
A huge thank you to everyone who joined Paul Mampilly’s Masterclass livestream on Tuesday! 🎉
What a great turnaround and a ton of fun —It was amazing to connect with so many of you.
We hope you enjoyed it as much as we did!
Here's what some attendees had to say:
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What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.
Yes, Dean - MARA looks quite undervalued. Been in MARA for quite a while and just bought the 12/19 20 calls to see if I might make a dollar or two.