Episode Details
| Title | On the Margin: Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury |
|---|---|
| Date | 11/11/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $AIHPC - The AI and high-performance computing sector is experiencing massive demand and investment, with potential bottlenecks in power and infrastructure creating opportunities.
- “Hundreds of billions flowing into AI demand and chip investments. These billions of dollars of chips are sitting there idle. Right? I'm exaggerating a bit, but a lot of them are with little space to plug them in.” - Josh (0:00)
- “NVIDIA is now coping much better from a supply chain standpoint, but the problem is where are you gonna plug your chips in?” - Josh (1:14:13)
- 🟢 $NVDA - 🔒
- 🟢 $DATACENTER - 🔒
- 🟢 $ENERGY - 🔒
Bearish:
- 🔻 $BTCMINERS - 🔒