Episode
AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
- Podcast
- Power Analysis
- Published
- May 26, 2026
- Duration seconds
- 1547
- Processing state
not_requested
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Summary
We watch AI infrastructure and ex-Bitcoin miner stocks rip higher while Bitcoin itself plays a smaller role in the price action. We connect the dots between megawatts, index inclusion, and real execution updates from Core Scientific and TeraWulf. • Bitcoin mining sensitivity fading as power shifts toward HPC and AI hosting • Old watchlist prices versus today’s re-rate across major public names • Heat map read of sector breadth and why Soluna stands out • Russell 3000 i...