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11 sats \ 2 replies \ @Bell_curve 1 Jul \ on: Bitcoin Miners — It’s All About the Growth & Gross Margins. Part I. bitcoin
John Melnick, an investor and commentator on Bitcoin mining stocks, has recommended three US-focused mining companies that he believes will outperform during the current Bitcoin bull run: $CLSK, $CIFR, and $IREN[1][3][4]. He cites their focus on getting the best deals in the US, having operational control, and having low energy costs as key factors that will drive their outperformance compared to miners scrambling for foreign destinations[5].
Melnick has analyzed the growth projections and 10Q filings of large miners, and he believes $IREN has the most upside potential, followed by $CIFR and $CLSK[2]. He is a proponent of public Bitcoin mining companies that prioritize operations in the US over expanding to foreign countries[5].
Sources
[1] John Melnick (@BTCStcoksInvest) / X https://twitter.com/BTCStcoksInvest
[2] John Melnick (@BTCStocksInvest) / X https://x.com/BTCStocksInvest
[3] John Melnick (@BTCStocksInvest) / X https://twitter.com/BTCStocksInvest
[4] John Melnick (@BTCStockslnvest) / X https://twitter.com/BTCStockslnvest
[5] John Melnick - X https://x.com/BTCStocksInvest/status/1801288208379982283