비트코인 채굴자 → AI 데이터 센터

Bitcoin Miners → AI Data Centers THE DAILY --- H.E.A.T. Torching Wall Street’s Obsolete Playbook. Delivered straight to your inbox 5 days a week. Subscribe Home Posts Bitcoin Miners → AI Data Centers Bitcoin Miners → AI Data Centers Aug 27, 2025 Wall Street’s 60/40 formula was born in 1952 — the same year as the first credit card. A lot has changed since. That’s why we created a new approach — The --- H.E.A.T. Formula — to empower investors to spot opportunities, think independently, make smarter (often contrarian) moves, and build real wealth. Table of Contents 🔥 Here’s What’s Happening Now 🧠 Thesis in Focus: Bitcoin Miners → AI Data Cente … 📈 Stock Corner 📬 --- In Case You Missed It 🤝 Before You Go Some Ways I Can Help 🔥 Here’s What’s Happening Now The big news of the day was Trump firing Fed governor Cook, which has never happened in the history of the Fed and had people talking about Fed independence. Markets shrugged it off and continued to rally. Get Ready for the End of Fed Independence -WSJ Today is NVDA earnings after the close. It makes up about 8% of the S&P 500 so it’s going to be important one way or the other. Still think crypto is the most interesting area of the market right now. Bitcoin continues to look like a short, while Ethereum continues it’s move towards $5k…… Matt Tuttle to Newsmax: Ethereum Poised for Record High www.newsmax.com/newsmax-tv/matt-tuttle-crypto-ethereum/2025/08/26/id/1223991 This morning we take a deep dive into the Bitcoin miners. 🧠 Thesis in Focus: Bitcoin Miners → AI Data Centers Here are the overlooked ways to play AI, crypto and quantum trends, says this tech investor-MarketWatch ❝ Jackson also likes the prospects of two bitcoin miners, Iren IREN and Cipher Mining CIFR , as data-center plays to profit from the continued growth in artificial-intelligence demand. Bitcoin miners already have been running data centers and have the land and power connections that can naturally transition to AI use. Bitcoin miners already run large-scale, high-density computing facilities with: Land access Cheap, secured power contracts Cooling and rack infrastructure Operational experience running 24/7 compute AI data center demand is exploding, particularly for GPU clusters. Hyperscalers like $MSFT, $META, $GOOG, $AMZN — along with private players like CoreWeave — are racing to deploy capacity. The conversion logic : Miners can reallocate or expand existing facilities to run GPUs instead of ASICs This avoids the multi-year process of acquiring land, permits, and utility interconnects Partnering with AI cloud companies could instantly monetize existing fixed assets at higher margins than current Bitcoin mining First-Order Winners These are the direct beneficiaries if this pivot trend accelerates. Ticker Company Why It Wins $IREN Iren Public miner with scale, grid access, and an investor-friendly pivot narrative $CIFR Cipher Mining Large power capacity in U.S. with expansion optionality $APLD Applied Digital Already executed an AI hosting deal with CoreWeave $CRWV CoreWeave (private for now) Gains instant capacity through partnerships or acquisitions of miners $NVDA Nvidia Any new AI facility = more GPU demand Second-Order Winners These aren’t miners, but they benefit from the infrastructure shift. Power & Cooling Infrastructure : $VRT (Vertiv), $MOD (Modine) — suppliers of thermal management and electrical distribution for dense GPU clusters. Energy & Power Providers : Utilities with high data center exposure like $VST (Vistra) and $NEE (NextEra) if miners build out AI capacity in their service areas. Real Estate & Land Leases : Industrial REITs with data center-adjacent zoning could benefit from consolidation deals. AI Cloud Partners : $ORCL (Oracle), $MSFT (Azure) — both expanding AI hosting footprint and could partner with miners to accelerate deployment. Potential Losers Pure-Play Bitcoin Miners Without Pivot : Those that stay exclusively in crypto mining could underperform peers who tap into AI demand, especially if BTC price stalls. Hosting-Only Miners Serving Crypto : They may see client attrition if crypto miners they host convert to AI compute instead. Legacy Data Center Builders (EPCs) : $FLR (Fluor), $J (Jacobs) — may lose some AI buildout business if miners bypass traditional EPC timelines by repurposing facilities. Strategic Considerations Screen Miners by Power Contracts Capacity, cost/kWh, and flexibility of power sourcing will determine pivot viability. Look for Early Partnerships First movers like Applied Digital/CoreWeave are seeing outsized repricing — track for new deal announcements. Trade the Spread Potential long miners with credible AI pivot plans vs short miners with no plan and weaker balance sheets. Watch for M&A Hyperscalers or AI cloud companies may outright acquire miners with prime facilities to shortcut buildouts. Bottom Line : The pivot of Bitcoin miners into AI data center providers could be one of the more overlooked second-order plays on the AI infrastructure boom. Early movers have already re-rated, but many miners are still priced on BTC sensitivity, creating an asymmetric opportunity if they announce credible AI capacity deals. Please register for our next webinar: The Investment Strategy Wall Street Hopes You Never Discover Wednesday August 27, 2-3pm EST -Why the 60/40 strategy is dead and what to do instead -Why covered call strategies suck, and what may be much better - How to use AI to uncover today and tomorrow's hottest themes - 4 unknown edges that still exist in today's market - How to set up your portfolio for asymmetrical returns - Little-known asset class that has limited risk and potentially unlimited returns - 4 ways to hedge your portfolio that don't include bonds Click Below to Register The Investment Strategy Wall Street Hopes You Never Discover register.gotowebinar.com/register/2624613869727898967 📈 Stock Corner Today’s stock is Trump Media and Technology (DJT)….. The stock popped above the 50 day moving average yesterday on this news….. Trump’s Media Company Launches New Business to Buy Billions in Niche Crypto Coin -WSJ They are making some bold moves into asset management and crypto (we are going to be involved in at least some of it). It will be interesting to see how it goes, I have said before that I don’t think conservatives invest based on their values. If I’m wrong there could be a lot of upside here. 📬 --- In Case You Missed It We talk to Marcos Milla about options based ETFs…. FYI, Marcos doesn’t own covered call ETFs…. — # (# ) 🤝 Before You Go Some Ways I Can Help ETFs : The Antidote to Wall Street Inside HEAT: Our Monthly Live Call on What Wall Street Doesn’t Want You To Know Financial HEAT Podcast https://www.youtube.com/@TuttleCap Freedom from the Wall Street Hypocrisy Tuttle Wealth Management: Your Wealth Unshackled Advanced HEAT Insights: Matt’s Inner Circle, Your Financial Edge All rights reserved. Keep Reading No posts found View more caret-right 0