I'm currently paying attention to the movements of crypto mining stocks and AI infrastructure, as many are moving significantly this morning. MARA rose 16% after a deal with Starwood to convert mining facilities into AI data centers, targeting 1 gigawatt first and then scaling up to 2.5 gigawatts. This trend has already started with several other miners who see monetization opportunities for power capacity amid the AI boom. Block increased by 20% after announcing a 40% reduction in workforce, with their Q1 guidance more optimistic than expected. However, CoreWeave dropped 12% despite revenue reaching $1.57 billion, surpassing expectations. The issue lies in their weaker Q1 guidance and much higher capex, causing investors to worry about cash burn. Their EPS was minus 0.89 versus minus 0.68 expected, a 31% gap; using GAAP standards, this is a common metric the market looks at to assess true profitability. Bitcoin remains flat around $70.93k, with limited movement. It seems the market is currently shifting between a growth story and profitability concerns in this sector.