THE MINING POD: JPMorgan Says Buy These Bitcoin Mining Stocks

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Business News, Daily News, News, Tech News

4.7 • 698 Ratings

🗓️ 7 October 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

JPMorgan analysts weigh in on price targets for IREN, CLSK, MARA, RIOT, and CIFR in a recent research note. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 Luxor, Leaders In Bitcoin Mining and Compute Power! Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS. Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Transcript

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0:00.0	Which Bitcoin mining stocks should you avoid?
0:03.0	Which should you buy?
0:43.5	J.P. Morgan tells you everything you need to know in a little bit that you don't about some of the biggest Bitcoin miners that are pivoting to AI and HPC. This is the mining pod brought to you by CleanSpark. We are going to be going over a recent research note from J.P. Morgan on some of the hottest Bitcoin mining stocks pivoting to AI and HPC. we're going to be giving you some of our takes and JP Morgan's takes on which ones are favorable and which ones you might want to downgrade a little bit. But first, a quick word from our sponsors and don't forget to click below for the Beddak's giveaway. Guys, there is a serious problem right now in Bitcoin mining and we need to talk about it. You need to pay attention to this. Bitcoin miners are identifying as AI companies and people keep mis-sectoring them because they say, well, look, your infrastructure is clearly for Bitcoin mining. What do you
0:48.4	want me to do about it? I'm going to tell you what you need to do. You need to call F-box,
0:52.9	the leading digital infrastructure company
0:56.0	with all-encompassing cooling solutions. F-box designs industry-leading, air, hydro, and emerging
1:01.6	cooling systems for Bitcoin mining and AI and HBC data centers. I want to highlight that.
1:06.0	If you're a Bitcoin miner who needs to bridge the gap, if you're pivoting or doing hybrid
1:10.0	operations, they can build
1:11.6	cooling solutions and infrastructure for both your Bitcoin mining and your AI and HBC operations.
1:17.7	And they have an in-house API that lets you monitor it from the web or on mobile.
1:22.2	So go to www.fbox.f.com.com.com backslash contact to learn how FBOx can help you optimize your digital infrastructure today.
1:32.7	The future of Bitcoin and digital assets isn't being decided on the sidelines. It's being forged right here in Texas.
1:40.1	This October, the North American Blockchain Summit returns.
1:43.8	NABS is a leading industry summit for Bitcoin, digital assets, and emerging technologies.
1:49.0	Over two days, global leaders, industry experts, and innovators convene, October 9th and 10th.
1:55.1	From groundbreaking regulation to the next generation of technology, the conversations here set the tone for the entire industry.
2:01.2	This is where investors, founders, executives, and public officials connect. Not just to talk,
2:07.7	but to build. NABs 2025 will occur in Dallas, Texas, the hub of all things digital assets.
2:14.1	Everything's bigger in Texas, and Bitcoin's future is no exception.
2:18.2	If you're building on chain, investing in future technologies or shaping public policy, this is where you need to be.
2:25.2	The conversations that happen at NABs don't just stay in the room. They move the industry forward.
	...

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