JMConviction Buy: Core Scientific ($CORZ) Rerate Not Over. Short Term Target Price of $17On June 3rd, 2024, Core Scientific (CORZ) announced a groundbreaking deal with CoreWeave (CW), monetizing its existing data center capacity…Jul 8Jul 8
JMBitcoin Miners Pivot to AI: Hype or Reality ?As we have recently witnessed significant hype around Bitcoin miners transitioning to AI data service providers, wanted to write this…Jul 51Jul 51
JMBitcoin Miners — It’s All About the Growth & Gross Margins. Part II.With the earnings season and growth outlook for all large miners reported, our thesis holds true: the competitiveness of successful miners…May 17May 17
JMBitcoin Miners — It’s All About the Growth & Gross Margins. Part I.Bitcoin mining has transformed from a simple, niche hobby into a fiercely competitive industrial sector where growth isn’t just beneficial…May 8May 8
JMTop 3 Stellar Stocks for the Bitcoin Bull Run: $CLSK $CIFR $IRENWhy CleanSpark, Cipher and Iris are Poised to Outperform in This Cycle.Apr 41Apr 41
JMEnergy Cost of Bitcoin Mining for Fabulous 8 MinersAs previously emphasized, the cost of energy and the efficiency of the mining fleet are two fundamental columns crucial for success in…Mar 13Mar 13
JMIntroducing Fabulous 8 (Quantitative and Qualitative Ranking on Top BTC Miners)With the bitcoin mining public equity industry reaching approximately $20 billion, investors have begun to see sizeable returns…Mar 11Mar 11
JMThree Compelling Reasons Why I’ve Just Doubled Down on $CIFRIn light of recent developments surrounding Cipher Mining, my investment strategy has been reinforced by compelling short-term catalysts…Mar 6Mar 6
JMConviction Buy: Cipher Mining ($CIFR) With a Target Price of $9In light of our recent success with Cleanspark ($CLSK), which yielded an impressive 350% return, we are excited to present Cipher Mining as…Feb 27Feb 27
