A bunch of their current business comes from crypto-mining, so this also has some crypto exposure. The stocks have done well over the last few years, and I believe this is mostly from the crypto boom than the AI boom
This is particular problematic given the scenario of a switch away from proof of work to proof of stake, which might happen in 1-2 years and tank crypto-mining completely.
This is particular problematic given the scenario of a switch away from proof of work to proof of stake, which might happen in 1-2 years and tank crypto-mining completely.
Good point. But that would be a much better time to buy in for long-term value.