Ziven Weekly Brief - W29 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Latest
How to Evaluate Hyperscaler Colocation Deals: A Simple Way to Look Beyond Headline Numbers
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’s $6.6B colocation deal to show how that translates into shareholder value.
Ziven Weekly Brief - W28 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Analysis
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Michael Saylor's Strategy Sold 3,588 Bitcoin in Largest Sale Ever. Is it a Bearish Signal?
$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?
Ziven Weekly Brief - W27 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W26 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W25 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
AI
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Hunting the Next Marvel? Jensen Huang Already Shared Clues on One Slide
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.
BitcoinMiningStock.io Is Now Ziven.io
Same data, new home at Ziven.io. Here's everything you need to know.
Analysis
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SpaceX IPO Is 4x Oversubscribed, But What Happens to the Rest of Market
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.
Bitcoin Mining Stocks Weekly - W23 26
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
IREN
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IREN's $3.65B Financing: The Customer Is the Collateral
$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.