Definitely the best miners analysis out there! Watched twice now. And canât wait for these updates every time. So many ratios/ slides on top of daily BTC/stocks updates. Crazy how hard one can work when one likes what you do. Thanks again to James and IA team
Thank you James for your monthly miner updates, they are very helpful. I like seeing numbers and data; I can tell that you put a lot of effort in you miner videos (and your other videos as well).
James, excellent analysis (as always). However, CORZ (MC at 2.6 B) deserves a little more tailored analysis because it is in a league of its own. It has a 12 year HPC/AI contract with contracted revenue of 6.7 billion. The HPC profit margin is about 80%. Its warrant conversions will wipe out all debts and give it over 300 M in cash. The number of shares will swoon to over 400 M (from currently 258M). But the HPC contracts should give CORZ a fair market value of 5 B. Factoring into dilution, the current share price of 10 does not take into the value of its mining business. I own CLSK, BITF, HIVE and CORZ and bet that CORZ is likely to beat CLSK (at 11.8) in the next two years.
After letting your brilliant work and numbers sink in I feel comfortable having CLSK, RIOT, BITF, MARA & CIFR in my portfolio. THANK YOU, JAMES & keep crushing it!
Hey James! Im all in with WULF & IREN, but they are both at the bottom of your Unweighted average model. Should I get out of these? They have smaller market caps so Im hoping for larger multiples before I sale Spring 2025. What do you think? Should I just buy CLSK? I doubt it will more than 10X from here
Corz has paid off 260 million plus + or minus 89 million in cash they owe 318 million and raised 460 million to pay about 200 million in debt to clean the balance sheet of 11 .7 %interest rate down to 3% and will use the funds to acquire infrastructure and be able to hold the bitcoin going forward if they choose too
James keeps advising us to look forward to where the puck is headed, not where it is now. It seems to me that he is not applying this sane advice wrt to CORZ. Instead he is looking at where the puck was.
James you are 1st Place when it comes to these Miner-Ity Reports!! I've said it before that I have looked forward to these Miner videos ever since you started posting on your channel. Thank you so much for another informative Miner Segment! đ
Solar panels cost money, maintenance of panels costs money, solar panels degrade over time. All this adds to costs and most other energy sources are cheaper than that
Thank you, Captain James!! Great research, content, presentation. As usual. Appreciate your work ethic and dedication to the community!! You are invaluable!! Please bring your bull back on your table behind you. đ
James, great content as always! Thanks for putting in the extra time/effort to make the miner videos. Always love the charts and perspective on all topics
I've been watching you basically since you started you're not a conservative investor no way đ Always love the miner videos from you and talkin investing aka Tom. I would love for you to go live with him he's not influencer level just a dad who's an accountant and probably the most consistent uploader of miner content in the space.
Great assessment. I would only argue $WULF becoming debt free and their lake Mariner site for power /HPC / AI potential contract for what their value actually is. Thank you for your videos. Awesome!
Hallo James thanks for your Content . I watch your videos every day . I am in Europe and my bank in Spain does not let me buy bitcoin directly, instead I have to buy my miners. So my miner positions are underwater. Please provide some Content when to exit my positions . Thanks a lot
Would it be reasonable to think that some of these minors could reach previous all time highs again. Some have done it two bull runs in a row, is it crazy to think they could do it again?
My only concern with ROI for the CLSK jet is the fuel, maintenance, flight staff, and hanger fees have to be included on top of the $10M purchase price.
Thanks James! Very much appreciate the hard work. These reports got me into Cleanspark at an average of $2.5!!!! đ please keep it up!! Hoping to scale out over the next year to year 1/2
Definitely the best miners analysis out there! Watched twice now. And canât wait for these updates every time. So many ratios/ slides on top of daily BTC/stocks updates. Crazy how hard one can work when one likes what you do. Thanks again to James and IA team
Thank you so much! When you pursue your passion, it doesn't feel like work at all. âș
All things miners! IA is on top of things!
i try buddy, i try
â@@InvestAnswerscheck below my child
â@@InvestAnswersmy ada bag will pump sol killer found the hydra head is running .able to make unlimited heads and never had a down day .hmmmmm đ
IDK if its because these videos are rare, but these are my favorite! Thanks James!!
Unquestionably the top analysis on the globe! By far!!!
@@bottomfeeder1235 so happy to hear
Yes definitely thankful for all of the work you do on these videos + the extra time on the miner videos. You and your team are much appreciated.
Thx a ton... I'm heavy on CLSK!
Thank you James for your monthly miner updates, they are very helpful. I like seeing numbers and data; I can tell that you put a lot of effort in you miner videos (and your other videos as well).
James, excellent analysis (as always). However, CORZ (MC at 2.6 B) deserves a little more tailored analysis because it is in a league of its own. It has a 12 year HPC/AI contract with contracted revenue of 6.7 billion. The HPC profit margin is about 80%. Its warrant conversions will wipe out all debts and give it over 300 M in cash. The number of shares will swoon to over 400 M (from currently 258M). But the HPC contracts should give CORZ a fair market value of 5 B. Factoring into dilution, the current share price of 10 does not take into the value of its mining business. I own CLSK, BITF, HIVE and CORZ and bet that CORZ is likely to beat CLSK (at 11.8) in the next two years.
đThank you very much James!! đđ»đđ»
You bet!
After letting your brilliant work and numbers sink in I feel comfortable having CLSK, RIOT, BITF, MARA & CIFR in my portfolio. THANK YOU, JAMES & keep crushing it!
MINER-ITY REPORT haha very clever and funny. Cool pic too. Love that movie. Thank you mate!
No problem đ
Loved it. Thanks for doing such a huge mountain of work. Much appreciated.
this one is a heavy lift but worth it once a month
@@InvestAnswers totally. Tysm
@@InvestAnswers yeah thanks James
Hey James! Im all in with WULF & IREN, but they are both at the bottom of your Unweighted average model. Should I get out of these? They have smaller market caps so Im hoping for larger multiples before I sale Spring 2025. What do you think? Should I just buy CLSK? I doubt it will more than 10X from here
CLSK is best. Wulf is a dark horse
You get a good costprice for CLSK right now
Thank you, James and IA! Canât imagine how much effort goes into acquiring, analyzing and reporting this data.
Thanks James & Team
More Miner Coverage - Awesome back to being a fan JAmes
Thanks for all that effort. You didnât mention how most miners are down about 30% in the last few months. Opportunity?
Another brilliant update James, thankyou. Your incredible devotion to your investor family is always much appreciated
Love these videos James!! Thank you for hard work! No one but you dives into these miners like you. Much appreciated!
I appreciate that!
Awesome as Always đ
Thank you so much đ
Favorite series, thanks for all the free alpha research đș
Glad you enjoy it!
great content
Thank you James, you are a star đđđŻ
So Amazing that you shorted CLSK at $20 and now you are telling us that. You can also remind us how you bought IREN at the top.
Always look forward to the miner analysis, thank you!
Sooooo much Alpha. Appreciate you James thanks
Great information James đŠ
Glad it was helpful!
Are you still invested in CLSK? đȘđ»
Why does it matter?
Yes he is
Corz has paid off 260 million plus + or minus 89 million in cash they owe 318 million and raised 460 million to pay about 200 million in debt to clean the balance sheet of 11 .7 %interest rate down to 3% and will use the funds to acquire infrastructure and be able to hold the bitcoin going forward if they choose too
James keeps advising us to look forward to where the puck is headed, not where it is now. It seems to me that he is not applying this sane advice wrt to CORZ. Instead he is looking at where the puck was.
Much appreciated James and IA team!
Thanks!
You are so welcome my pleasure
Love the show James! But no BTBT this time?đ
everything changes.... as every metric changes
@@InvestAnswers are you saying it was below your radar?
James you are 1st Place when it comes to these Miner-Ity Reports!! I've said it before that I have looked forward to these Miner videos ever since you started posting on your channel. Thank you so much for another informative Miner Segment! đ
Thanks James that was great
If electricity is major cost donât miners buy desert land cheap and build solar farm for cheap power?
âŠthere are cheaper ways thoâ ; )
The grid is the most obvious answer. Storage needs to lead to larger amounts of electricity.
So far countries have been reluctant to connect renewable energy to their grids. The power is not being used. Crazy.
Solar panels cost money, maintenance of panels costs money, solar panels degrade over time. All this adds to costs and most other energy sources are cheaper than that
Yay fellow Aussies!!!
Thank you, Captain James!! Great research, content, presentation. As usual. Appreciate your work ethic and dedication to the community!! You are invaluable!! Please bring your bull back on your table behind you. đ
While not able to access miner stocks currently, I love these vids for what they teach about company analysis.
đ€đđ€
Glad you like them!
Thx so much for your hard work and knowledge. It's was about 3 years since I discovered your channel. I've learned a lot.
Why is Bit Digital, BTBT, not on any of the charts and graphs?
Maybe it is time to short it ? :)
James, great content as always! Thanks for putting in the extra time/effort to make the miner videos. Always love the charts and perspective on all topics
Great analysis as always James
No MIGI James, porque?
Thank you James! Outstanding quality as always!âïž
Amazing and tireless work, James...wow. đȘ
As a company, I understand why they do HPC/AI. But as a swing trader, I want these stocks to stay correlated to bitcoin...
This report was golden
Much love
I've been watching you basically since you started you're not a conservative investor no way đ
Always love the miner videos from you and talkin investing aka Tom. I would love for you to go live with him he's not influencer level just a dad who's an accountant and probably the most consistent uploader of miner content in the space.
Damn that was long overdue ⊠yay, thanks James!
@@the1stmage it is a beast to produce
@@InvestAnswersi know. I really appreciate it. Hope you can automate some of it to help you unload some work items
these are the best segments of channel!
Thank you James. Amazing insight into the miners from all aspects. Massive amount of effort must go into each review đ
Thank you,, James!
Great assessment. I would only argue $WULF becoming debt free and their lake Mariner site for power /HPC / AI potential contract for what their value actually is. Thank you for your videos. Awesome!
Thanks James
also⊠hey IA-James! I DO like your (un)politics! Hugely! (âŠas well as your absolutely sublime investment answers!)
James is the best miner analyst!
Hey James, you continue to be the best. Please outline the delutions numbers so new investors dont get burned like I did.
Hallo James thanks for your Content . I watch your videos every day . I am in Europe and my bank in Spain does not let me buy bitcoin directly, instead I have to buy my miners. So my miner positions are underwater. Please provide some Content when to exit my positions . Thanks a lot
Thank you for all the work that you and the team put into this, James! These miner videos are most helpful indeed.
This is pure alphaâŠ. I wouldnât even think to look at most of these metrics let alone analyze in extreme detail⊠thank you jamesâ€
Hey James, instead of cash, or in addition, consider doing (cash+current $BTC bags) / debt ?
Best miner analysis anywhere. Has been for years. Aces
didnt wolf paid all dept??
Very good! Is MIGI dead?
Would it be reasonable to think that some of these minors could reach previous all time highs again. Some have done it two bull runs in a row, is it crazy to think they could do it again?
Great work James and team! Much appreciated guys!
Been waiting for this vid. Great vid đ
Thanks James, one of your most important video updates â€
Amazing data James.. Analysis at it's finest. Thank you.
Thanks James for another superb video, great info, superb analysis , Iâm hooked on your show !
James, I think I like your political ideas a lot, and I enjoy your info even more. Stand for what you believe and thanks for your time.
Thank you James. Great video as usual. I appreciate the amount of work you and your team put into this.
Yes do these once a month, thank you James
Do these models take curtailment payments into account? Iâm thinking like what riot does where they shut off miners to get power credits
Love the work! Thank you đ
Fabulous report IA Team! đ
My only concern with ROI for the CLSK jet is the fuel, maintenance, flight staff, and hanger fees have to be included on top of the $10M purchase price.
The best CZcamsr
Hi james, i really appreciate your work. Do you have any statistics about DMGI?
Excellent content! Thank you James
So I should sell bitdeer for bit farms? Already got clean spark.
Cant wait for the next one!
I love these minerity reports.
Creative graffics. Very creative Monsieur!
James saying "stonks" made my day đ
Thanks James! Very much appreciate the hard work. These reports got me into Cleanspark at an average of $2.5!!!! đ please keep it up!! Hoping to scale out over the next year to year 1/2
Ill be all out by April 2025. Scaling out in February and March. Summer wrecks crypto
Thanks for the alpha mr James , quick question:are you still holding clsk ?
Amazing info J as always đȘ thank you appreciatedđȘ
Sol killer found ada now has unlimited tps !!!!!!
Thank you for this video!!!
Thanks for this brilliant update
What cold wallets do you recommend?
This site is special. Alpha every minute.
so humbled
Any SOL updates @james. Loads of fud around etf removals etc. thanks in advance
Yey! Finally! A miner update đ
How do you think projects like nosana will fare with the hpc craze going on?
Outstanding James, thanks!
Which cold wallet do you use?
hey - IA-James! That was Wow! Nobody else anywhere!
Finally jumped back into MSTR. This one is a long hole for me.