Episode Details

We react to Bitcoin breaking below $59K, then zoom out to the bigger power story driving AI data centers and miner conversions. We also unpack fresh analyst price targets, a key delay at IREN’s Oklahoma site, and why execution speed is becoming the edge in HPC.

• Bitcoin weakness and what it does to miner and AI infra stocks
• Why nuclear timelines make existing miner power more valuable today
• CoreWeave’s Europe expansion and the global race for AI compute
• Heat map context, year-to-date gains, and why price alone is not a signal
• IREN Oklahoma tax abatement delay and what community process can change
• Real-world noise levels from ASIC mining versus GPU data centers
• WhiteFiber’s retrofit strategy, contract economics, and revenue ramp
• Citizens price targets, EV/EBITDA multiples, and what assumptions matter most
Let us know in the comment section below what you think of today's price targets and your outlook for Iren moving forward!

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