Podcast Episodes
Back to SearchHuge IREN News, DMG Lands LOI & NVDA GTC Updates!
Season 1 Episode 590
We track how AI infrastructure demand is pushing “miner” stocks higher even as Bitcoin pulls back, and we pressure-test whether this decoupling is re…
1 week, 2 days ago
KEEL Deal Analysis, Price Targets & DELL Earnings!
Season 1 Episode 589
We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that the…
1 week, 5 days ago
BitFuFu - VP of IR, Charley Brady Q&A - Q1 Earnings & 2026 Outlook!
Season 1 Episode 588
We sit down with BitFuFu VP of Investor Relations Charley Brady right after Q1 earnings to separate the real operating story from the accounting nois…
1 week, 5 days ago
AI Infrastructure Price Targets: IREN, RIOT, BTDR & DMGI!
Season 1 Episode 587
We step back from day to day Bitcoin noise and focus on why AI infrastructure and HPC data center deals are driving real rerates across former miners…
1 week, 6 days ago
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!
Season 1 Episode 586
We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Stephen Eliscu right after Q2 earnings to unpack how they keep mining costs com…
1 week, 6 days ago
Huge IREN News, DMG Earnings & Top AI Stocks to Watch!
Season 1 Episode 585
We watch Bitcoin stall while AI infrastructure names rally, and we explain why many “miners” are now getting valued like HPC data center businesses. …
2 weeks ago
AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
Season 1 Episode 584
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 …
2 weeks, 1 day ago
Deals, Deals & More Deals: WYFI, RIOT, BITZ, KEEL & HIVE!
Season 1 Episode 583
We track the market setup for bitcoin and crypto equities, then zoom in on the financial engineering and treasury tactics that can quietly boost valu…
2 weeks, 2 days ago
HIVE Digital Technologies - CEO, Aydin Kilic Q&A - 320MW AI Gigafactory!
Season 1 Episode 582
We sit down with Ayden Kilic, CEO of Hive Digital Technologies, to break down the 320 megawatt gigafactory announcement and why it could reshape Hive…
2 weeks, 6 days ago
HPC AI Bubble Check: Nvidia, Nebius, Anthropic & SpaceX News!
Season 1 Episode 581
AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contrac…
2 weeks, 6 days ago