Red Day, Strong Fundamentals: Miner Co-Location Analysis CIFR, CORZ & WULF!

We walk through a red day for miners and a green runway for fundamentals, showing how analyst upgrades, AI partnerships, and long-term co-location contracts can outweigh short-term price pain. The CoreWeave bid for Core Scientific anchors a broader look at capex, margins, and strategic pivots into HPC. • market selloff context against flat Bitcoin • month-to-date gains compressing after profit taking • bullish catalysts: analyst upgrades, new partnerships, stronger boards • MARA’s strategy s...