We track a wild day across Bitcoin and AI infrastructure stocks as earnings, new leases, and M&A reset what “Bitcoin mining” even means. We break down why the market is re-rating companies with HPC contracts and how power, build execution, and financing levers are becoming the real edge. 

• bitcoin price move and why it matters for miners 
• heat map read-through and why “deals” drive green days 
• Bitzero’s 110MW Norway GPU lease and what the numbers imply 
• Applied Digital spinning out Chronoscale to separate business models 
• Cipher earnings highlights across Barber Lake, Black Pearl, and Stingray 
• how PUE changes gross power into net compute economics 
• Odessa mining timeline as a bridge to full HPC focus 
• the $200M revolving credit facility and why it changes funding options 
• Riot’s re-rate thesis, Corsicana design changes, and single-tenant strategy 
• AMD deal expansion economics, escalators, capex per MW, and margin targets 
• Mara’s Long Ridge acquisition and why vertical power ownership matters 
• IREN buying Morantis to move toward a full stack AI cloud operator 

Take a second, smash a like button, guys. Big help to myself and the channel. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below which of these companies you're currently holding and your top pick in the space!

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