
We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast. • Bitcoin holding above $78K and what the heat map shows • IREN pullback as a potential buy zone and what to watch in results • How an ATM raise can fund data center expansion at...
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