AI data center leases now power bitcoin miner stocks, Compass Point
Compass Point's framework values miners as landlords, and APLD, WULF and CIFR are trading below the rental income their signed AI contracts already lock in.
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Compass Point's framework values miners as landlords, and APLD, WULF and CIFR are trading below the rental income their signed AI contracts already lock in.
Bitcoin miners are riding a powerful re-rating wave as Wall Street reprices their infrastructure assets from pure-play…