Episode Details
Back to EpisodesAI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
Description
We watch AI infrastructure and ex-Bitcoin miner stocks rip higher while Bitcoin itself plays a smaller role in the price action. We connect the dots between megawatts, index inclusion, and real execution updates from Core Scientific and TeraWulf.
• Bitcoin mining sensitivity fading as power shifts toward HPC and AI hosting
• Old watchlist prices versus today’s re-rate across major public names
• Heat map read of sector breadth and why Soluna stands out
• Russell 3000 inclusion as a catalyst for persistent index buying
• Core Scientific board appointment and what it signals for data center execution
• TeraWulf’s Kentucky gigawatt development plan and the long lead time reality
• Lake Mariner progress and the Schneider Electric infrastructure announcement
• Trade discipline and taking profits during fast sector rallies
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