Podcast Episodes
Back to SearchIREN’s $9.7B Leap With Microsoft: IREN & MSFT Deal Analysis!
Season 1 Episode 422
Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack…
4 months ago
Riot Platforms CEO Jason Les Q&A - Q3 Earnings & Data Center Expansion!
Season 1 Episode 421
We break down Riot’s record Q3 and the strategy shift that turns low-cost power into high-value data centers. Jason Les explains how Corsicana scales…
4 months ago
Earnings Season For Bitcoin Miners: Core, Riot & The HPC Pivot!
Season 1 Episode 420
We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana…
4 months ago
Core Scientific Votes Down CoreWeave Deal & Valuation per MW Analysis!
Season 1 Episode 419
We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per…
4 months ago
Miner Deep Dive: MARA, DMGI, WULF, CLSK & CORZ!
Season 1 Episode 418
We break down how top Bitcoin miners are shifting into AI and HPC to squeeze more value from every megawatt, with deep dives on MARA, DMG, Core Scien…
4 months ago
AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)
Season 1 Episode 417
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed…
4 months ago
Latest Macro & Miner News from ABTC, HIVE & CORZ!
Season 1 Episode 416
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABT…
4 months ago
Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!
Season 1 Episode 415
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle…
4 months, 1 week ago
What To Expect From IREN, RIOT & MARA Earnings!
Season 1 Episode 414
Markets snap back as miners rally, and we line up the catalysts shaping upcoming earnings from IREN, RIOT, and MARA. We dig into Core Scientific’s vo…
4 months, 1 week ago
Red Day, Strong Fundamentals: Miner Co-Location Analysis CIFR, CORZ & WULF!
Season 1 Episode 413
We walk through a red day for miners and a green runway for fundamentals, showing how analyst upgrades, AI partnerships, and long-term co-location co…
4 months, 1 week ago