S1E565 - IREN vs Nebius: Two AI Data Center Builders Facing Off Before Earnings!

Bitcoin ripping higher sets the tone, then we pivot into the real question our community keeps debating: Iron or Nebius as the cleaner AI infrastructure and HPC bet. We compare market caps, revenue ramps, hyperscaler contracts, power portfolios, and the make-or-break factor of execution as earnings approach for both companies. 

• Bitcoin strength and why miners still care 
• Clarity Act updates and what still has to clear 
• Treasury buyers and how “HODL” plays into miner valuations 
• Earnings calendar expectations across the mining and HPC names we track 
• Applied Digital bridge facility and what it signals for AI data...