Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI infrastructure bets such as $IREN $NUAI $CIFR $RIOT.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Leopold Aschenbrenner’s Situational Awareness just sold most of its public holdings to Citadel after 4x leverage met a bad month, despite a 439% return in H1 2026. The biggest positions $NBIS $SHAZ $BE $CRWV bounced hard on the news. Full timeline inside.
Is $NUAI the Picasso sitting in a garage sale, as some profound $IREN investors are claiming? Let’s take a look at the company’s fundamentals and do valuation modelling.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
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.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
$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?
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
