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Want to evaluate a hyperscaler deal beyond the headline number? Ziven built a valuation tool that treats companies as data center landlords to reveal the real economics. We used $CLSK鈥檚 $6.6B colocation deal to show how that translates into shareholder value.
$MSTR just sold 3,588 BTC and many are calling it the top. But this only represents 0.42% of their total Bitcoin holdings, while the remaining stack is still worth about 179% of the company's market cap. Panic selling or smart capital management?
Marvell $MRVL has gone from a sub-$100 stock to north of $300 since Jensen Huang called it "the next trillion-dollar company", and now everyone's hunting for his next hint. The most useful thing he left on stage was a map.
Same data, new home at Ziven.io. Here's everything you need to know.
You don't need to own $SPCX, or even follow the company, for this IPO to hit your portfolio. The largest listing in history is sending volatility waves across the broader market, and many investors may not be prepared for the ripple effects.
$IREN secured 96% of the $5.81bn GPU capex for its Microsoft contract at a low single-digit all-in financing cost. This was enabled by by the Microsoft lease itself and carries investment-grade credit rating.
Leopold Aschenbrenner just took Situational Awareness LP from $255M to $13.7B in only six quarters. His Q1 2026 filing dropped and one new move stands out as especially sharp. Full breakdown of what he鈥檚 doing with AI infrastructure stocks here 馃憞
If your investment thesis centers on hash rate growth and Bitcoin accumulation, traditional Bitcoin mining equities are no longer the clearest proxy for that exposure. The Omnes Mining Note is the first product I鈥檝e seen that effectively closes this gap.
Hyperscaler contracts have moved from a sideshow to the main story for public miners, but the announcements are scattered across press releases and 8-Ks. We've built a single tracker that surfaces every deal and the economics that matter.
The U.S. scores just 0.56 while Oman leads at 0.75. A survey of 48 industry participants reveals where #BitcoinMining is actually thriving, and where conditions are tightening.
Public companies now hold over 1.1 million BTC, 6.5 million ETH, and 17.6 million SOL - but the buying peaked near all-time highs. With Bitcoin down 41%, corporate accumulation has slowed dramatically. We break down 6 months of treasury flows across $BTC, $ETH, and $SOL.
Public Bitcoin miners are pivoting to AI/HPC data centers, so we built a live tracker to compare operating, under development, and pipeline capacity.
