# AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!

Page: https://stenobird.com/podcast/power-analysis-6883670/ai-infrastructure-lift-off-wulf-corz-slnh-iren-riot-cifr-keel
Text version: https://stenobird.com/podcast/power-analysis-6883670/ai-infrastructure-lift-off-wulf-corz-slnh-iren-riot-cifr-keel.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-05-26T17:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19243388-ai-infrastructure-lift-off-wulf-corz-slnh-iren-riot-cifr-keel.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19243388-ai-infrastructure-lift-off-wulf-corz-slnh-iren-riot-cifr-keel.mp3
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Duration seconds: 1547

## Resource

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...

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## Transcript

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