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Note my Miner Holdings

Note this new model includes a 10% load for HPC Miners

Those with HPC exposure are as follows

 

In addition, there are short reports out on both IREN and WULF but I do not put much credence into them. Same as all the MSTR short reports

IREN was downgraded by JPM however

 

And there is some FUD out there re WULF

 

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Comments

Gr8ful

Thank you James and team 🙏

believer

Thank you, Boss. 🔥🫡

Not Ken Speckle

If BTDR pulls off the the Sealminers… i🚀

General

What happened to clean spark holdings?? Thought that was the biggest miner position??

General

My bad James read chart wrong, see Iren position…

Erwin Masusu

A straight 10% load for HPC miners is too simple. You have to differentiate between the contracts. CORZ's CoreWeave contract is very valuable and the stock price does not reflect this fully. The other HPC contracts are far smaller.

Angle Torres

That's a generous amount of Bitdeer for it to be on the lower range.

NEOS

Why did you erase BTBT from your miners list James ?

HERENOW

DUCK me.... CLSK dropping rrrrrr. Need this one to come back in to its usual $15-$20 range