Episode Details

We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast. 

• Bitcoin holding above $78K and what the heat map shows 
• IREN pullback as a potential buy zone and what to watch in results 
• How an ATM raise can fund data center expansion at Sweetwater 
• Applied Digital 15-year AI colocation lease and $/MW math 
• Core Scientific secured senior notes at 7.75% and why the rate matters 
• Keel Infrastructure permitting momentum at Panther Creek and Cantor upgrade 
• Cipher earnings date and what we want to hear on the next tenant 
• Power Analysis website features for tracking miners and AI data center contracts 

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