IREN & CLSK Earnings Night: Deal Or No Deal???
Power Analysis

IREN & CLSK Earnings Night: Deal Or No Deal???

Feb 5, 2026
37:50
S1 · E503
-(0)

About this episode

We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing. • IREN deal speculation, timeline, and market expectations • sweetwater energization, power pricing, and client need • google revenue strength and hyperscaler capex surge • aws a100 longevity and csp ...

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Episode Details

Author
Anthony Power & Bryce McNallie
Show Type
full
Audio Format
audio/mpeg

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