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bitcoin: Archive

Ethan Feller

6 Major Investment Themes Shaping 2026

The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.

Subhasish Mukherjee

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

Subhasish Mukherjee

CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?

CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.

Zacks Equity Research

Strategy's Bitcoin Accretion Continues: Is the Momentum Durable?

MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.

Zacks Equity Research

TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk?

WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.

Subhasish Mukherjee

Reasons to Hold MSTR Stock Despite a 50% Decline in 3 Months

Shares of Strategy plunge nearly 50% in 3 months, but massive Bitcoin holdings, preferred securities funding and a discounted valuation support a case to hold.

Aniruddha Ganguly

Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop

Here, we discuss three stocks, HOOD, FIGR and CRCL, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.

Subhasish Mukherjee

WULF vs. RIOT: Which Bitcoin Miner Stock Is the Smarter Investment?

Riot Platforms' large-scale mining base, AI data-center buildout and lower valuation give it an edge over TeraWulf's higher-risk expansion.

Subhasish Mukherjee

Is CleanSpark Stock a Buy, Sell or Hold at a P/E Multiple of 49.26X?

CLSK's premium valuation faces pressure as Bitcoin volatility, falling production and early-stage AI ambitions cloud earnings visibility.

Subhasish Mukherjee

Cipher Mining Soars 297% in 6 Months: Buy, Sell or Hold the Stock?

CIFR is up 297% in six months as it pivots from bitcoin mining to hyperscaler-backed AI infrastructure with long-term contracts.