Track Energy Portfolios with New AI & HPC Data Center Page
Public Bitcoin miners are pivoting to AI/HPC data centers, so we built a live tracker to compare operating, under development, and pipeline capacity.
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The Acceleration of AI/HPC Integration
HPC/AI exposure drove miner valuations in 2025. The next phase will separate execution from narratives, and that's where re-ratings will diverge. $IREN $APLD $CIFR $WULF $HUT
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The Next Phase of Bitcoin Mining
馃帶 We turned our annual Bitcoin mining report into a podcast that covers mining economics, AI/HPC valuations and more...
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Investor Sentiment Updates: Institutions Reposition in Bitcoin Mining
Institutions increased positions in Bitcoin miners during first 9 months of 2025, with $IREN, $APLD, $CIFR, and $RIOT leading gains in holder numbers and capital flows.
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2025 Bitcoin Mining Stock Performance: A Clear Market Preference
In 2025, $IREN, $APLD, and $CIFR led the Bitcoin mining sector, each delivering >200% 1-year returns. But the bigger story sits beneath the leaderboard: the market clearly favored certain types of companies over the past year.
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Bitcoin Miners Pivot to AI: The Great Mining Exodus or Evolution? With Nico Smid
With miners redirecting power to AI datacenters, what does it mean for Bitcoin? Nico Smid & Hayden Otto unpack hashrate trends, hybrid mining models, stranded energy plays, and why the AI pivot may make Bitcoin mining more decentralized than ever.
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TeraWulf Eyes 250-500 MW of New HPC Signings Annually
$WULF targets 250-500 MW of new HPC signings each year, and still plans to mine Bitcoin through at least the end of 2026.
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SLNH Up 94% in a Single Day - Is Soluna the Next IREN?
SLNH has an over 1 GW pipeline, on par with BITF, but a market cap just a fraction of the size. With an up to $100M credit facility for data center buildout, could Soluna be a baby IREN in the making?
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Bitfarms Stock Rallied 72.86% Last Week - Time to Re-Rate?
BITF has taken off and the momentum isn鈥檛 fading. Is there a development the market鈥檚 quietly pricing in? Or is it time to re-rate the stock altogether?
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Investor Sentiment Updates on Bitcoin Mining Stocks: Institutions Bet Big on IREN, CIFR, CORZ, APLD, MARA
Institutions increased positions in Bitcoin miners during H1 2025, with IREN, CIFR, CORZ, APLD, and MARA leading gains in holder numbers and capital flows.
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Breakdown: Applied Digital's $11 Billion HPC Hosting Deal with CoreWeave
Applied Digital's $11B HPC deal puts it in the same league as Core Scientific and TeraWulf. But is the market sleeping on it?
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Decoding WhiteFiber鈥檚 IPO: Bit Digital鈥檚 AI Infrastructure Arm Steps Into the Spotlight
WhiteFiber, Bit Digital鈥檚 (BTBT) HPC/AI subsidiary, just launched its IPO under WYFI. I dug into the filings to break down key details and what it means for both companies.