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So here's a number that got my attention.
Venture capital investment in U.S. crypto companies hit $7.9 billion last year.
Up 44% from the year before.
These are the smartest, most ruthless investors on earth.
And they're betting nearly $8 billion on blockchain.
This isn't some meme coin or flash in the pan crypto trend.
This is infrastructure.
Payment rails, settlement systems.
The digital plumbing that moves our money faster, cheaper, and safer.
The exact same thing that President Trump plans to force $382 trillion worth of financial assets onto by April of 2027.
And there's a single digital asset sitting at the center of everyone of these transactions.
It's the one token that every institution must hold to operate on this new system
Get the full breakdown on the digital infrastructure asset behind the $382T migration.
That's why BlackRock, JPMorgan, Fidelity are already accumulating this fuel now (while it's on sale).
But I don't suggest waiting until the rest of Wallstreet catches on.
By then the big gains are out the window and you could be left fighting for scraps with everyone else.
Click Here for a full report on exactly what it is and how to buy it.
Andy Howard
The Edge™ Senior Blockchain Analyst
P.S. This isn't crypto speculation. This is infrastructure with a firm deadline. See the digital fuel asset Wall Street hasn't priced in yet.
Mining For Megawatts: AMD's Billion-Dollar Grid Grab
Authored by Jeffrey Neal Johnson. Date Posted: 7/30/2026.
Key Points
- AMD has partnered with Core Scientific to secure up to 2.5 gigawatts of high-density colocation infrastructure for artificial intelligence deployments.
- The initial 530-megawatt deployment is backed by 15-year leases and could generate an estimated $14 billion in base contracted revenue for Core Scientific.
- AMD received execution-based warrants for 30 million Core Scientific shares, tying equity vesting to megawatts of IT load deployed.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Semiconductors are essentially useless without the power required to cool and operate them. As chip architects push the physical boundaries of modern processing, the primary bottleneck constraining artificial intelligence (AI) deployments is no longer fabrication capacity, but the electrical generation and highly specialized data center real estate required to house the infrastructure.
Advanced Micro Devices (NASDAQ: AMD) is directly confronting this macroeconomic headwind by vertically integrating its physical supply chain.
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Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.
Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayAMD is aggressively partnering with Core Scientific (NASDAQ: CORZ).
Core Scientific, a legacy cryptocurrency miner currently transforming its physical operations, has agreed to allocate up to 2.5 gigawatts of high-density colocation infrastructure to support end-user deployments of artificial intelligence solutions.
By converting volatile digital asset mining grids into premium computing real estate, this structural rotation could result in a valuation recalibration across the infrastructure sector.
Replacing Hash Rates With Long-Term Colocation Revenue
The foundational layer of this agreement rests on a 530-megawatt deployment across five Core Scientific sites.
Instead of relying on the cyclical model of generating digital currency, in which revenue fluctuates minute by minute based on global hash rates and asset prices, this capacity is secured through 15-year institutional lease agreements. These agreements also include three consecutive five-year extension options.
This structural shift transforms the physical footprint of a crypto miner into a long-duration, contracted-revenue platform that could produce more predictable cash flows.
For Core Scientific, this initial deployment tranche represents an estimated $14 billion in potential base contracted revenue. The financial impact of this operational pivot is evident in the Q2 2026 earnings data. Total quarterly revenue reached $164.2 million, anchored predominantly by colocation revenue, which surged to $136.7 million. That marks a significant increase from the $10.6 million in colocation revenue generated during Q2 2025.
To mitigate immediate counterparty risk during this initial rollout, the 530-megawatt capacity includes a 152-megawatt high-density colocation allocation specifically carved out for Neocloud. Neocloud will operate alongside the primary 377-megawatt lease for Advanced Micro Devices. This day-one tenant diversification provides a more stable revenue floor as Core Scientific navigates the intensive site-retrofitting process.
While Core Scientific recorded a $1.15 billion GAAP net loss for the quarter, it is crucial to note that the loss was primarily driven by noncash fair-value adjustments on outstanding warrants following recent stock-price appreciation. Adjusted EBITDA remained fundamentally healthy at $41.1 million.
Sweat Equity: Deploying Megawatts for Shares
Execution risk in the data center space remains heavily tied to capital expenditures. Transitioning sites from rudimentary mining operations to high-density colocation facilities requires significant capital investment, as evidenced by Core Scientific's recent $797.5 million in quarterly capital expenditures.
To align AMD’s potential equity participation with the capacity covered by the partnership, the agreement employs an intricate equity mechanism. AMD received market-priced warrants to purchase 30 million shares of Core Scientific common stock at a strike price of $23.47 per share. These warrants do not vest arbitrarily. They operate on a strict, execution-based schedule, unlocking 12,222 shares for every megawatt of critical IT load successfully deployed.
Tying equity realization directly to physical deployment enables semiconductor developers to secure essential operating environments for hardware such as the Instinct GPU and EPYC CPU lines without absorbing the full cost of the infrastructure build-out upfront.
From an investor perspective, this mechanism helps de-risk Core Scientific's heavy capital requirements while accelerating deployment and vertical integration for AMD.
The 2028 Power Play
While the initial leases establish a future deployment base beginning in 2027, the broader market signal lies in the expansion framework.
The agreement charts a pathway to a maximum of 2.5 gigawatts, relying on a formalized reservation right for an additional 1,925 megawatts of infrastructure.
Advanced Micro Devices holds the right to exercise this expansion option through Dec. 28, 2028.
Reserving the right to lease nearly two gigawatts of future capacity acts as a strategic macro hedge against escalating global power grid bottlenecks. Building a new 500-megawatt data center from scratch can take years because of grid interconnection, permitting, equipment procurement and construction requirements. Bitcoin miners already have much of the necessary electrical infrastructure, including substations, industrial transformers and high-voltage transmission lines, enabling rapid retrofitting.
The broader semiconductor sector continues to navigate deep-ultraviolet lithography supply chain constraints and elevated valuation multiples.
AMD is currently experiencing pre-earnings consolidation near $430, trading at a trailing price-to-earnings ratio approaching 140 ahead of the August earnings call.
Analysts currently expect AMD to report earnings per share (EPS) of $1.14 on $10.5 billion in revenue. In this environment of elevated expectations, guaranteed energy access commands a substantial institutional premium.
Why Legacy Crypto Grids Command Premiums
The commercial viability of repurposing cryptocurrency infrastructure is moving swiftly from a speculative narrative to a contracted baseline revenue stream.
Precedent-setting infrastructure conversions of similar scale are currently modeled at 80% to 85% profit margins on annualized colocation GAAP revenue.
Applying those margin profiles to a $14 billion contracted-revenue backlog fundamentally changes the valuation mechanics of Core Scientific, which currently trades at roughly 18 times sales.
The market is slowly pricing in this reality, as evidenced by the recent 8.3% drop in short interest for Core Scientific during the first half of July. However, short interest remains at about 20% of the float. Institutional positioning points toward an aggressive repricing of future cash flows, and analysts are issuing updated price targets in the $25 to $38 range.
Options flow data for AMD also indicates highly concentrated institutional positioning ahead of its Aug. 4 earnings release, with the $500-strike calls heavily weighted. This suggests market confidence in AMD's strategic direction despite routine insider selling.
A sum-of-the-parts valuation may reveal overlooked value in distressed or undervalued digital asset mining companies. When legacy crypto grids are viewed through the lens of secured energy access and equipped with existing substations and commercial power purchase agreements, they begin to look less like speculative hardware plays and more like highly strategic real estate.
Investors may want to add transitioning infrastructure providers to their watchlists, as secured energy access could provide a runway for sustained margin expansion regardless of broader cryptocurrency volatility.
Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth
Submitted by Leo Miller. Article Posted: 8/5/2026.
Key Points
- Meta Platforms beat revenue estimates in Q2, but legal and severance expenses drove a steep EPS miss and pressured investor sentiment.
- Analysts cut price targets after the report, but most still remain bullish, with no Sell ratings tracked.
- Meta’s AI spending is raising the bar for future growth, making non-advertising catalysts like compute sales, model monetization and subscriptions increasingly important.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Meta Platforms (NASDAQ: META)’ Q2 earnings distinctly disappointed investors, as demonstrated by the stock’s 8% decline after the report.
Wall Street analysts did not react well to the report either, with many substantially lowering their price targets afterward.
Sell these "safe" blue chips immediately (Ad)
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.
Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayThese reductions were also more significant than those following past earnings reports.
However, analysts have not abandoned this Magnificent Seven giant by any means, with most still pointing to substantial upside ahead.
Meta’s Q2 Report: The Good, the Bad, and the Ugly
Meta managed to beat sales estimates in Q2, with revenue rising 28% year-over-year (YOY). Despite the beat, there were few positive aspects to Meta’s report beyond its revenue growth.
Meta posted a steep earnings-per-share (EPS) miss, driven largely by legal issues that surfaced earlier in 2026, resulting in a multibillion-dollar expense. To make matters worse, the firm had to pay the piper for its recent layoffs, incurring more than $1 billion in severance expenses that also put substantial downward pressure on EPS. Although adjusting for these expenses makes Meta’s EPS performance look far less disappointing, they still represent real costs to the company.
The company indicated that substantial legal expenses could persist in the future, noting that its youth-related legal issues could result in a material loss.
The negatives did not end there. The midpoint of Meta’s revenue guidance also came in below expectations, an outcome that is particularly unfavorable given the firm’s massive AI spending. Additionally, Meta beat sales estimates by the smallest margin among the hyperscalers in Q2.
Meta continues to grow at a rate of more than 25% year over year, which is strong for a company of its size. However, with such substantial AI spending helping drive this growth, the market is unlikely to give the firm the benefit of the doubt when key metrics fall short. Analyst price targets indicate that sell-side analysts may also be reducing how much leeway they are willing to give Meta.
Meta Price Targets Take a Big Hit
The MarketBeat consensus price target for Meta sits near $790, a figure that implies significant upside of more than 30%. However, the picture looks less aggressive when measured against analyst targets updated after the company’s report. Other current target averages sit closer to the mid-$700s, implying upside in the high-20% range rather than the low-30% range.
This follows substantial target cuts from analysts after Meta’s report. Based on MarketBeat’s historical data, the average price target decreased by more than 10%, marking a bigger decline than the shares themselves. Some of the most bullish analysts on Meta cut their price targets by more than $100. This includes Rosenblatt and Susquehanna. Rosenblatt previously had a $1,015 target on Meta but lowered it by 13% to $883. Susquehanna’s decrease was even more drastic, with its target falling 28% from $900 to $650.
Analysts have often moved their price targets along a trajectory similar to Meta’s post-earnings price action. However, in many of these instances, price target movements have been relatively favorable, rising more when Meta gains and falling less when it declines.
It is noteworthy that the percentage decrease in targets was slightly greater than the decline in the shares. This indicates a greater deterioration in analyst sentiment after the report compared with past quarters. Still, analyst ratings provide some solace, with Meta having 39 Buy, eight Hold and zero Sell ratings.
The Waiting Game for Non-Advertising Growth Catalysts Continues
The market holds Meta to a high standard, especially regarding growth, as its AI investments are intended to provide additional tailwinds. At this point, it is becoming increasingly difficult for Meta to justify its AI spending based on advertising growth alone. The firm needs alternative catalysts to restore confidence among many investors.
The good news is that Meta is in the process of pulling additional growth levers, although many of these initiatives are in their early stages and have yet to produce results. This includes the potential sale of its excess compute to third parties experiencing strong demand for their AI services.
Additionally, Meta is working to monetize its Muse Spark 1.1 model, which was released in July. This is the first time Meta will attempt to monetize a model directly through token sales. Meta is expanding access to Muse Spark 1.1 through popular model-distribution channels such as OpenRouter.
Lastly, Meta recently released subscription offerings that could drive meaningful growth if they gain significant adoption among Facebook and Instagram users.
There is still reason for optimism around Meta stock. However, investors should weigh the legal risks surrounding the company, as well as the possibility that its non-advertising growth may take substantial time to materialize.
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