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 EBITDA claims, GPU CapEx realities, Childress bui…
Published on 1 week, 1 day 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 to one gigawatt, why Rockdale stays productive, a…
Published on 1 week, 4 days 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 build shaping the week. Analysts raise targets as…
Published on 1 week, 4 days 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 megawatt is replacing exahash as the metric that …
Published on 1 week, 5 days 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 Scientific, TeraWulf, and CleanSpark. The theme is cont…
Published on 1 week, 6 days 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 JV signals for valuation. Analyst upgrades, Core …
Published on 2 weeks 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 ABTC’s treasury buy, Hive’s exahash surge and AI buil…
Published on 2 weeks, 1 day 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’s $38B data center push, Jane Street’s 13G filing…
Published on 2 weeks, 4 days 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 vote math, FASB effects on HODLers, and whether HPC …
Published on 2 weeks, 5 days 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 contracts can outweigh short-term price pain. The Co…
Published on 2 weeks, 6 days ago