Part of the group of miners seeing increased interest due to AI data center power demands.

Rebranding to Cypher Digital and cutting Bitcoin hash rate by 51% to prioritize AI focus.

Datacenter-related play facing potential headwinds from sector-wide concerns over capital expenditure and leverage.

Aggressively buying to repurpose facilities for AI data centers.

Mentioned as a data center play that was up 14% on the day, benefiting from the strong momentum in the sector.

The stock being down around 10% is viewed as 'absolute nonsense' and part of an indiscriminate sell-off, implying it is unfairly punished.

Mentioned as a comparable for valuing Galaxy Digital's data center expansion based on its existing leases.

Identified as a company that could benefit from Meta's need for partners in its massive data center infrastructure build-out.

Up 12.5%; its strong performance is linked to the rising price of Bitcoin and the prospect of lower energy input costs.

Has already signed a deal with AWS FluidStack and Google, but the speaker believes the market has 'evaporated' the value created by this partnership.