AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!

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 Sweetwater • Applied Digital 15-year AI colocation lease and $/MW math • Core Scientific secured senior notes at 7.75% and why the rate matters • Keel Infrastructure permitting momentum at Panther Creek and Cantor upgrade • Cipher earnings date and what we want to hear on the next tenant • Power Analysis website features for tracking miners and AI data center contracts Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and your current top pick in the space. Make sure you guys let us know if you're gonna be in town. We'd love to meet up!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]