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We break down a brutal risk-off day that hits Bitcoin and AI infrastructure stocks, then track the market shock from Nvidia’s CEO resignation and what it really means for the company’s fundamentals. We also dig into Nebius, Bit Digital, and Corvex earnings, plus the real-world fight over data centers and whether communities are getting the facts.
• Bitcoin’s one-month ...
A powerful green day across AI infrastructure and crypto-adjacent stocks follows CoreWeave’s blockbuster earnings and a shift in market mood. We connect the macro backdrop to what we’re seeing in contracted power, GPU pricing, backlog growth and the catalysts still ahead with Nebius reporting next.
• Remembrance Day reflection and why service still matters
• Bitco...
We walk through why the market feels stuck in the red even as AI demand keeps surging, then map the catalysts we’re watching across IPOs, earnings, and policy. We connect OpenAI and Anthropic headlines to the real bottlenecks of power, GPUs, financing, and execution across AI infrastructure stocks.
• Bitcoin and equity weakness setting the near-term backdrop
• Op...
Bitcoin drifts lower while AI infrastructure investors wrestle with power constraints, permitting politics, and a volatile tape that is punishing even the biggest tech names. We sort through the noise, sanity-check the “AI dip” thesis, and map where contracts, capital and megawatts could create the next winners.
• Bitcoin’s one-month pullback, macro pressure and what w...
We sit down with Joel Block, CEO of DarkHorse Technologies, right after Q3 earnings to trace his path from fixed income trading to Bitcoin mining M&A and now a push into AI and HPC infrastructure. We break down Dark Horse’s TVA-based power portfolio, why smaller sites can fit inference demand, and how the company thinks about community trust and financing the buildout.