Dear Reader,

I picked Nvidia in 2017….

Before it jumped as high as 3,852%…

And I just revealed the exact day this AI boom will end.

Click here to see it.

And if you’re wondering how that’s possible…

Well, I’m using an investment secret that correctly predicted the end of every major boom over the last century…

It predicted the end of the roaring 20s boom on October 31st of 1929… right before the great depression crash…

It predicted the end of the Reagan Bull Market in the 1980s on September 1st of 1987… right before the black Monday crash…

It predicted the end of the dotcom boom on February 1st 2000…

It predicted the end of the housing bubble bull market on January 2nd 2008…

And it predicted the end of the Post-Financial Crisis Recovery in February 3rd 2020… right before the Covid crash…

This same investment secret…

Is now pointing to the exact day this AI boom will end (click here to see it.)

Stay sharp,

JC Parets, CMT
Founder, TrendLabs

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Bonus Story from MarketBeat Media

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

Reported by Jeffrey Neal Johnson. Article Posted: 2/6/2026. 

At a Glance

• 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 experiencing a significant divergence. As of the end of the first week of February, Bitcoin has corrected to roughly $62,000. In prior years, a drop this size would have dragged down nearly every stock in the space. Today, however, a subset of companies is decoupling from crypto market volatility by executing what industry participants call the Great Pivot—shifting from pure coin mining to powering the artificial intelligence (AI) revolution.

For investors, the key metrics are changing. Company value is less about Exahash (mining speed) and more about Megawatts (power capacity). The U.S. power grid is increasingly congested, and bringing new high-voltage transmission lines online typically takes four to six years because of regulatory and supply-chain constraints.

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That creates a distinct arbitrage: many 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 moving from blockchain to high-performance computing (HPC), Applied Digital (NASDAQ: APLD) is the blueprint. Rather than retrofitting older mining warehouses, Applied Digital designed its newest facilities specifically for HPC from the ground up.

That distinction is technical but crucial. Modern AI accelerators, including the latest chips from NVIDIA (NASDAQ: NVDA), impose much higher thermal and power densities than Bitcoin miners. Traditional air cooling often cannot handle these high-density clusters. Applied Digital has therefore invested heavily in liquid-cooling infrastructure—more costly up front, but necessary for next-generation compute.

Key investment factors:

• The backlog: This foresight has produced an estimated $11 billion leasing backlog.
• The model: Applied Digital acts 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 advantage comes with cost: the company carries significant debt used to finance rapid construction.

For investors, Applied Digital represents the purest play on the infrastructure thesis: the potential for stable, fixed-rate revenue is large, but it requires heavy spending today to build the “factory” of tomorrow.

The Conversion: Turning Megawatts Into Revenue

While Applied Digital focuses on purpose-built sites, other large operators show 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 stable energy tiers to AI customers.

Core Scientific (NASDAQ: CORZ) is a prime example of scale and independence. After the proposed acquisition by CoreWeave was terminated in late 2025, Core Scientific remained independent—allowing shareholders to retain exposure to its vast physical footprint. It is now the largest host for CoreWeave’s GPU fleet, effectively converting stranded power (previously useful only for mining) into a premium, high-margin asset.

Similarly, IREN (NASDAQ: IREN), formerly Iris Energy, is scaling aggressively to meet a $9.7 billion AI cloud services pact with Microsoft (NASDAQ: MSFT). That contract signals a move from simple hosting toward becoming a true technology cloud provider.

But the transition has friction. In its Feb. 5, 2026 earnings report, IREN reported revenue of $184.7 million, below analyst expectations, and the stock faced immediate pressure as the market digested the costs.

That highlights the primary risk in this sector right now: execution risk.

• Logistics: Deploying hundreds of thousands of GPUs is a complex logistical undertaking.
• CapEx: It requires billions in upfront spending before consistent revenue arrives.
• Timeline: Construction and deployment delays can lead to missed quarterly targets and investor disappointment.

While a long-term deal with Microsoft validates the business model, the earnings miss is a reminder that the pivot is capital-intensive and operationally complex.

The Validation: When Big Tech Enters the Room

Perhaps the clearest validation of the Power Pivot is the caliber of counterparties signing leases. It’s one thing for miners to claim they are AI-ready and another to have contracts backed by trillion-dollar technology firms.

Hut 8 (NASDAQ: HUT) recently secured a 15-year, $7 billion lease agreement for its River Bend campus. The deal is with FluidStack and is financially backed by Google. This agreement is strong evidence that major tech companies view crypto miners as legitimate partners in addressing the global data center shortage.

The American Bitcoin Strategy

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

• The spin-off: The company completed the spin-off of its pure-play mining operations into a subsidiary, American Bitcoin (NASDAQ: ABTC).
• The logic: This separates Bitcoin-price exposure from the stability of the infrastructure business.
• The result: Investors can now choose their exposure: American Bitcoin for higher-risk, higher-reward crypto-price exposure, and Hut 8 for a steadier infrastructure play with predictable, compounding cash flow similar to a utility.

A New Asset Class Emerges

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

As demand for computational power outstrips the world’s ability to generate and transmit energy, companies that control access to power hold a strategic advantage. Whether through purpose-built 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 survival.

Recent market moves—IREN’s earnings volatility and Bitcoin’s correction—are likely short-term noise within a longer-term signal. The Great Pivot is not optional. As block rewards decline and mining difficulty rises, the sustainable path for many public miners is to become the landlords of the AI economy. For investors, the question is less about where crypto prices go next and more about which companies can reliably keep the lights on for the AI era.

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