S1E542 - Childress Revenue Estimates, Soluna Earnings & AI News!
Published: March 30, 2026
Duration: 44:24
We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot.
• oil and geopolitics driving real world cost pressure
• hyperscaler AI CapEx rising toward historic levels
• Nvidia profit growth as a demand signal
• big tech pullback despite strong forward expectations
• Bitcoin range action and why miners stay volatile
• ABTC growing its Bitcoin treasury as Strategy pauses
• Bitdee...