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0:00 Introduction
00:40 Mining Companies Analyzed
01:48 Miner Performance Last Month CLSK Wins
02:41 IA Top and Bottom Model – Bull Run Underway
03:19 Miner Hashrate YTD – up 500% in 800 Days
03:42 Miner Net Flows – Selling Some but note All
04:29 IA ENGINE TIME
04:38 Playing with Scenarios – if CLSK goes to $70
06:03 Coincidentally – MC of $MARA was $8bn Nov ‘21
06:37 If All do an 11 X – Total Miner Market Cap = 83b
07:27 Stock Dilution Last 1 Year
09:04 Stock Dilution Last 2 Years
09:46 New IA Miner Heatmap
10:36 Remember – this space is a moving target
11:00 New IA Composite Score – Equal Weightings
12:17 New IA Composite Score
12:45 Winner
13:02 Second Place
13:04 Third Place
27 Comments
Next level intro and as always-very thoughtful analysis. Such a great time to be in the market and in the ia family.
As always Thank you James and team for the Miner updates. Perfect timing with the recent move. Miike
Hey James when you'll be releasing 10 ways of Tesla valuation video?
Would you address HUT merger briefly
Great info as always James. 😀
Great analysis, James! 👏
Love these mining updates!!!
Excellent work my friend
I’m stoked. My holdings are CLSK, RIOT, BITF, HUT8 and BTBT.
Hi James, I've said this several times over the years but there is an important metric you need to add (in my opinion) to your analysis in general but specifically to your composite score: expected hashrate/market cap. Rapid growers like RIOT and MARA have been consistently underrated in your analyses because you penalize them for their debt and dilution (as well you should) but do not reward them for their massive outstanding orders and future hashrate, which tends to exceed those of most other miners. Just my two cents, thanks as always for everything you do
Been in CleanSpark for awhile thanks to your TA. Thanks James…
…..and still like 2021….we'll make way more money on Mara than any other miner in 2024/25.
Even $MIGI is up over 21% this week 😃
Truth
🧡
Thank you James and team 👍👍👍👍👍
James is so influential he has become a market maker and FOES IT FOR FREE. I love it.
Thanks – these are my favorite. You hit the nail on the head with CLSK. But for some reason ever since I've been watching your model always ranks MARA towards the bottom and it always does pretty well.
Early one today, good stuff
Thanks James.
Starting allocating to CLSK and BITF this week, plan to hold to 2025
James you are the best man!! Started a position in CLSK at the bottom when you called it out as the top pick and it’s completely smashed my expectations. Cheers!
james , even the video was awesome, you really need to get some sleep :'D
Thanks James for the shoutout! Great video as always.
Great data information as always James. 👍
Another thumbs up for you James. Appreciate the surprise early video.
On Paul Barron's interview of Sue (Hut 8 CIM) earlier in the week, he mentioned that with the new acquisition Hut 8 would have 3% of AI XXX power versus 1% for Render. Begs the question why render is 3X of Hut 8
Miners ❤️ ordinals