S1E573 - Why Bitcoin Miners Are Racing Into AI: Detailed Earnings Analysis & Nebius News!
Published: May 13, 2026
Duration: 1:02:06
We step through the latest earnings from major Bitcoin miners and AI infrastructure names, then use the actual financial statements to explain why so many teams are pivoting toward high performance computing. We connect contracts, megawatts, margins, stock based pay, and balance sheet strength to the share price rerates the market is handing out.
• Bitcoin price volatility and the sector’s mixed daily tape
• Why many earnings calls gloss over the “earnings” lines
• How to read the income statement for miners and HPC builders
• What adjusted EBITDA excludes and why it can mislead
• ABTC’s Bitcoin accumu...