$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?

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.

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.

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.

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.

More than 50% of Leopold Aschenbrenner’s Situational Awareness holdings are concentrated in computer memory, with $SNDK and $MU dominating the portfolio.

Hi Paul, I work with AI to get it done but it goews over my head. May be You are somebody knows what to do with this: Title: Retropex DATUM Gateway #pow:0.4.1:17 — Stratum interface is shown as local but miners cannot reach it I am trying to use Retropex…

Hi Paul, I work with AI to get it done but it goews over my head. May be You are somebody knows what to do with this: Title: Retropex DATUM Gateway #pow:0.4.1:17 — Stratum interface is shown as local but miners cannot reach it I am trying to use Retropex…

Hi Paul, I work with AI to get it done but it goews over my head. May be You are somebody knows what to do with this: Title: Retropex DATUM Gateway #pow:0.4.1:17 — Stratum interface is shown as local but miners cannot reach it I am trying to use Retropex…

The Fed is hiking, margin debt is up 39% YoY, and the power names keep rallying: $CIFR +10.17%, $WULF +5.55%, $CORZ +5.42%

Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.

This is going to be a stab in the dark because I have not seen it mentioned here. I’m testing my DATUM gateway with Convoy in pool mode but I cant seem to get it working. The gateway is #pow:0.4.1:23 from mempool.guide repository I am using MRR and HashGG…