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Editor’s Note: Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose
In today’s guest essay, he explains why many of these companies are quietly becoming AI infrastructure plays — and why that shift is still in its early stages. Plus, he identifies three companies that stand to benefit.
It’s also a perfect example of the kind of market transition Jonathan and Wall Street veteran Marc Chaikin built their new Convergence system to identify before the broader market catches on. You can watch their free presentation here.
The other morning on my daily livestream, I put up a chart that made everyone watching think I’d made a mistake.
