RJ Hamster
Nvidia CEO Issues Bold Tesla Call
A message from our partners at Brownstone Research
Editor’s Note: Tech legend Jeff Brown — the same man who picked Tesla before it soared 2,150% — says while everyone thinks Elon’s empire is crumbling, there’s a $25 trillion revolution brewing that could 10X Tesla’s past success. Click here to see what he uncovered or read more below…
Dear Reader,
While everyone obsesses over Tesla’s car sales plummeting…
Jensen Huang — CEO of Nvidia and arguably the most powerful man in AI — just made a stunning declaration about Tesla’s future.
He said Tesla’s work on what I call “Manifested AI” could be part of a “multi-trillion-dollar future industry.”
Think about that for a second…
This is the man who built the $4 trillion company that brought forward every major AI breakthrough of the past decade.
He doesn’t throw around trillion-dollar predictions lightly.
And yet…
Nvidia’s CEO is telling everyone exactly what I’ve been saying for years now.
While most people think Tesla is just another electric car company…
The truth is: Tesla is the most valuable AI company in the world.
And right now…
Tesla is about to prove it by shocking the world with their BIGGEST AI breakthrough yet…
One that will allow AI to “escape” out of your computer screen…
Manifest itself here in the real physical world…
All while sparking a 25,000% growth market virtually overnight.
The best part of all?
I discovered how you can get in on this brand new 25,000% growth market, with a little-known stock that is 168 times SMALLER than Nvidia itself.
Click here now for my full report.
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Exclusive Story from MarketBeat
The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords
Reported by Jeffrey Neal Johnson. Article Published: 2/6/2026.
What You Need to Know
- 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 undergoing a major divergence. As of the end of the first week of February, Bitcoin has corrected to roughly $62,000. Previously, a drop of this size would have crippled most stocks in the sector. Yet a specific subset of companies is decoupling from crypto-market volatility. These operators are executing the Great Pivot — shifting from mining digital coins to powering the artificial intelligence (AI) revolution.
For investors, the key metrics are changing. Valuation is no longer just about Exahash (mining speed); it is now also about Megawatts (power capacity). The U.S. power grid is increasingly congested, and bringing new high-voltage transmission lines online can take four to six years because of regulatory hurdles and supply-chain constraints.
How the Rich Retire (Ad)
While President Trump’s official salary is $400,000 per year… his tax returns reveal he’s been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn’t touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies…Discover how to invest in the fund Trump uses to collect this income >>
That creates a distinct arbitrage. Bitcoin miners already own energized, grid-connected sites. In the race to build data centers, this 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 for transitioning from blockchain to High-Performance Computing (HPC), Applied Digital (NASDAQ: APLD) provides one. Rather than retrofit old mining warehouses, Applied Digital designed its newest facilities specifically for HPC applications from the ground up.
That distinction matters. Modern AI chips — including the latest generations from NVIDIA (NASDAQ: NVDA) — run significantly hotter than Bitcoin mining rigs. Traditional air cooling is often insufficient for these high-density GPU clusters. Applied Digital has invested heavily in liquid-cooling infrastructure, a costlier but necessary technology for next-generation computing.
Key investment factors:
- The backlog: That foresight has secured them an estimated $11 billion leasing backlog.
- The model: They act as a hyperscale landlord, providing the physical shell, power, and cooling while tenants like CoreWeave (NASDAQ: CRWV)install the expensive servers.
- The risk: First-mover advantages come with a cost. The company carries a sizable debt load used to finance rapid construction.
For investors, Applied Digital is a pure play on the infrastructure thesis: the potential for long-term, fixed-rate revenue is large, but it requires heavy spending now to build the “factory” of tomorrow.
The Conversion: Turning Megawatts Into Revenue
While Applied Digital builds new sites, other operators are proving that existing mining facilities can be converted to serve Big Tech. This hybrid model lets companies continue mining with surplus power while dedicating their most stable energy tiers to AI clients.
Core Scientific (NASDAQ: CORZ) is an example of scale and independence. After the proposed acquisition by CoreWeave was terminated in late 2025, Core Scientific remained independent, allowing shareholders to retain the full upside of its massive physical footprint. It has become the largest host for CoreWeave’s GPU fleet, effectively turning stranded power — energy capacity previously only useful for mining — into a premium, high-margin asset.
Similarly, IREN (NASDAQ: IREN), formerly Iris Energy, is aggressively scaling to meet a $9.7 billion AI cloud services pact with Microsoft (NASDAQ: MSFT). That contract signals a shift from simple hosting to becoming a genuine cloud technology provider.
But the transition is not frictionless. In its earnings report released Feb. 5, 2026, IREN reported revenue of $184.7 million, missing analyst expectations. The stock fell under immediate pressure as the market digested the costs.
This highlights the sector’s primary near-term risk: execution.
- Logistics: Deploying 140,000 GPUs is an enormous logistical challenge.
- CapEx: It requires billions in upfront capital before revenue begins to flow.
- Timeline: Construction delays can lead to missed quarterly targets and strained cash flows.
While long-term deals like the Microsoft contract validate the business model, IREN’s earnings miss is a reminder that the pivot is capital-intensive and operationally complex.
The Validation: When Big Tech Enters the Room
The most persuasive validation of the power pivot is the quality of the counterparties signing leases. A miner claiming to be AI-ready is credible only when the leases are backed by major technology firms.
Hut 8 (NASDAQ: HUT) recently secured a 15-year, $7 billion lease agreement for its River Bend campus with Fluidstack, a deal financially backed by Google. That arrangement is strong evidence that large tech companies view crypto miners as important partners in addressing the global data-center shortage.
The American Bitcoin Strategy
Hut 8 has also simplified its investment narrative via corporate restructuring.
- The spin-off: It completed the separation of its pure-play mining operations into a subsidiary, American Bitcoin (NASDAQ: ABTC).
- The logic: This isolates Bitcoin price volatility from the more stable infrastructure business.
- The result: Investors can choose exposure: American Bitcoin for high-risk, high-reward crypto price exposure, and Hut 8 as a steadier infrastructure play that aims to generate predictable, compounding cash flow similar to a utility.
A New Asset Class Emerges
The investment narrative for these stocks has shifted. Returns are no longer solely tied to Bitcoin’s price or mining difficulty. The sector is evolving into a form of digital infrastructure real estate.
As demand for compute outstrips the world’s ability to generate and transmit energy, companies that control immediate access to power hold a strategic advantage. Whether through new construction like Applied Digital, large-scale retrofitting like Core Scientific and IREN, or complex deal-making like Hut 8, the objective is the same: diversify revenue and secure long-term survival.
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 diminish and network difficulty rises, the sustainable path for many public miners is to become the landlords of the AI economy. For investors, the question is no longer only where crypto prices go next, but who has the power to keep the lights on for the AI era.
Thank you for subscribing to StockReport.com, our daily newsletter that highlights a new stock each day.
This email message is a paid advertisement for Brownstone Research, a third-party advertiser of StockReport.com and MarketBeat.
If you need help with your account, feel free to contact our team at contact@stockreport.com.
If you no longer wish to receive email from StockReport.com, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC dba StockReport.com.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103. U.S.A..
