# Huge IREN News, DMG Earnings & Top AI Stocks to Watch!

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Text version: https://stenobird.com/podcast/power-analysis-6883670/huge-iren-news-dmg-earnings-top-ai-stocks-to-watch.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-05-27T21:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19250840-huge-iren-news-dmg-earnings-top-ai-stocks-to-watch.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19250840-huge-iren-news-dmg-earnings-top-ai-stocks-to-watch.mp3
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Duration seconds: 2234

## Resource

We watch Bitcoin stall while AI infrastructure names rally, and we explain why many “miners” are now getting valued like HPC data center businesses. We also break down the biggest headlines from Iron and DMG, then connect the dots on what bottlenecks and speed to power mean for returns. • miners decoupling from Bitcoin as HPC AI infrastructure narratives take over • Micron as a reminder that supply-demand bottlenecks can drive extreme re-ratings • leaderboard recap and why ...

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## Transcript

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