Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!

We break down why AI colocation revenue is starting to matter more than pure Bitcoin mining for public miners, even while the whole sector trades deep red. We dig into Applied Digital’s earnings surprise, Core Scientific’s earnings details, and the new AMD deal that pushes contracted capacity into gigawatt territory. • Bitcoin price weakness versus miner stock drawdowns • Clarity Act timing and why market structure matters • Heat map view of miners and where value is showing...