WULF & GLXY Earnings, RIOT Delays, IREN CEO Comments & CLSK Production!

We map the market mood from Bitcoin’s recent trough to S&P volatility, then pressure-test the “miners to AI data centers” thesis using fresh earnings and operating updates. We break down what’s real cash performance versus accounting noise, and why power delivery and contracted HPC revenue are becoming the new north star. • Bitcoin price action and cycle patience framing • S&P all-time-high headline then intraday reversal as a volatility reminder • AMD data center gr...