Dear Reader,

Gold’s been on a tear lately.

Up almost $2,000 an ounce in the past year.

It’s caught many on Wall Street by surprise …

But not Sean Brodrick.

Right after Trump’s election, he predicted a significant event would happen …

Sending gold past $3,200.

Many laughed when he said gold was going to rise by over $1,000.

But that laughter turned to awe …

When Sean’s prediction came true within two days.

In August, he said it would soar past $4,100 in the very near future.

And it did so less than two months later.

He even said in December it would cross $5,000 early in 2026 …

Which just happened.

In fact …

Sean’s had the golden touch for more than two decades …

Calling the top and every gold bull market for over 20 years.

Now he says that gold is headed to $7,000 soon …

With $10,000 on the near horizon.

But despite the yellow metal’s white-hot run …

Sean says there’s a way to make even more than buying gold.

One that’s made savvy investors in the past as much as 31 times more …

65 times more …

Even as much as 469 times higher than just buying gold.

To learn all the critical details, click here.

Eliza Lasky, 
Weiss Ratings

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Special Report

The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords

Written by Jeffrey Neal Johnson. Date Posted: 2/6/2026. 

In Brief

• Valuation models are rapidly shifting focus from mining speed to total power capacity as energy availability becomes the primary asset for growth.
• Major operators are successfully securing long-term contracts with leading technology firms to host high-performance computing workloads.
• Strategic partnerships with hyperscalers validate the transition of legacy mining facilities into modern data centers for the digital economy.

The digital asset sector is witnessing a meaningful divergence. By the end of the first week of February, Bitcoin had corrected to roughly $62,000. In prior years, a drop of this size would have dragged down nearly every stock in the sector. Today, however, a subset of companies is decoupling from crypto volatility by executing what some call the Great Pivot — shifting from pure coin mining to powering the artificial intelligence (AI) revolution.

For investors, the critical metrics are changing. Company value is no longer measured solely by Exahash (mining speed) but increasingly by Megawatts (power capacity). The U.S. power grid is getting congested, and bringing new high-voltage transmission lines online typically takes four to six years because of regulatory and supply-chain hurdles.

The biggest scam in the history of gold markets is unwinding (Ad)

There are 90 paper gold claims for every real ounce in COMEX vaults. Ninety promises, one ounce of metal. It’s like musical chairs with 90 players and one chair. COMEX gold inventory dropped 25 percent last year alone as gold flows East to Shanghai, Mumbai, and Moscow. On March 31st, contract holders can demand delivery. When similar situations arose in the past, markets closed and rules changed. Paper holders got crushed while mining stock holders made fortunes. One stock sits at the center of this crisis.Get the full story on this opportunity now.

That creates a distinct arbitrage. Bitcoin miners already control energized, grid-connected sites. In the race to build data centers, that time-to-power advantage has become one of the most valuable assets in the industry.

Applied Digital: The North Star of Infrastructure

If the industry needs a roadmap to move from blockchain to high-performance computing (HPC), Applied Digital (NASDAQ: APLD) provides a clear blueprint. Rather than retrofitting old mining warehouses, Applied Digital designed its newest facilities from the ground up for HPC workloads.

That distinction matters. Modern AI accelerators, including the latest chips from NVIDIA (NASDAQ: NVDA), run hotter and denser than typical Bitcoin miners. Traditional air cooling—blowing fans over servers—is often insufficient for these high-density clusters. Applied Digital has invested heavily in liquid-cooling infrastructure, which is more expensive but necessary for next-generation computing.

Key investment factors:

• The backlog: That foresight has helped secure an estimated $11 billion leasing backlog.
• The model: The company operates as a hyperscale landlord, providing the physical shell, power, and cooling while tenants such as CoreWeave (NASDAQ: CRWV) install the servers.
• The risk: First-mover advantage comes with a price: the company carries a sizable debt load used to finance rapid construction.

For investors, Applied Digital is the purest infrastructure play: the potential for stable, long-term, fixed-rate revenue is large, but it requires heavy upfront spending to build tomorrow’s data centers.

The Conversion: Turning Megawatts Into Revenue

While Applied Digital pursues purpose-built sites, other large operators are demonstrating that existing mining facilities can be converted to serve Big Tech. This hybrid approach lets companies continue mining with surplus power while dedicating their most reliable energy tiers to AI customers.

Core Scientific (NASDAQ: CORZ) illustrates scale and independence. After CoreWeave’s proposed acquisition fell through in late 2025, Core Scientific stayed independent, preserving shareholder exposure to its large physical footprint. It is now the largest host of CoreWeave’s GPU fleet, effectively converting stranded power—capacity once useful only for mining—into a premium, higher-margin asset.

Similarly, IREN (NASDAQ: IREN), formerly Iris Energy, is scaling aggressively to fulfill a $9.7 billion AI cloud services agreement with Microsoft (NASDAQ: MSFT). That contract signals a move from simple hosting toward becoming a bona fide cloud infrastructure provider.

But the transition is complex. In its Feb. 5, 2026, earnings report, IREN reported revenue of $184.7 million, missing analyst expectations, and the stock fell as the market digested the costs. That episode underscores the primary risk facing the sector today: execution risk.

• Logistics: Deploying 140,000 GPUs is a logistical challenge.
• CapEx: It requires billions in upfront spending before rental revenue arrives.
• Timeline: Construction delays can lead to missed quarterly targets and market disappointment.

Although long-term deals with partners like Microsoft validate the business model, near-term execution is capital-intensive and operationally complex.

The Validation: When Big Tech Enters the Room

The most persuasive validation of the Power Pivot is the caliber of counterparties signing leases. Claiming to be AI-ready is one thing; landing contracts backed by trillion-dollar technology firms is another.

Hut 8 (NASDAQ: HUT) recently signed a 15-year, $7 billion lease for its River Bend campus. The deal is with Fluidstack and is financially backed by Google. Deals like this are definitive proof that major tech companies consider crypto miners legitimate partners for addressing the global data center shortage.

The American Bitcoin Strategy

Hut 8 has also simplified its investment narrative through corporate restructuring.

• The spin-off: It completed the spin-off of its pure-play mining operations into a subsidiary, American Bitcoin (NASDAQ: ABTC).
• The logic: The split separates the volatility of bitcoin prices from the stability of the infrastructure business.
• The result: Investors can choose exposure: American Bitcoin for higher-risk, price-sensitive crypto exposure; Hut 8 as a steadier infrastructure play generating predictable, utility-like cash flow.

A New Asset Class Emerges

The narrative around these stocks has fundamentally shifted. The investment case is no longer tied entirely to Bitcoin’s price or mining difficulty. Instead, the sector is evolving into a form of digital infrastructure real estate.

As demand for compute outpaces the world’s ability to generate and transmit energy, companies that control energized capacity hold a strategic advantage. Whether through new construction like Applied Digital, large-scale retrofits like Core Scientific and IREN, or complex deal-making like Hut 8, the objective is the same: diversify revenue and secure long-term viability.

Recent volatility — including IREN’s earnings miss and Bitcoin’s price correction — is likely short-term noise against a longer-term trend. The Great Pivot is not optional. As block rewards decline and mining difficulty rises, sustainable growth for these public companies increasingly depends on becoming the landlords who can keep the lights on for the AI economy. For investors, the key question shifts from “Where will crypto prices go?” to “Who has the power to supply the AI era?”

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