The AI infrastructure / data center hosting group continues to dominate leadership in the Nasdaq. These former Bitcoin miners that have successfully pivoted into high-performance computing and AI cloud capacity remain among the strongest performing names in the market.

Here are the current leaders to watch for actionable entries. Watch for pocket pivots, volume dry-ups, or buyable gap-up continuation. Members will receive real-time actionable updates.

**1. IREN (Iris Energy)**  
One of the top performers in the entire sector. IREN just announced a major **strategic partnership with NVIDIA**, including a **$3.4 billion** 5-year AI Cloud contract and up to **$2.1 billion** equity investment option. This is a massive credibility boost and significantly de-risks their AI pivot. The stock gapped higher on the news.

**2. CIFR (Cipher Mining)**  
Acting very well after its recent earnings beat. CIFR is making strong progress on its AI/HPC hosting model with long-term hyperscaler contracts. The stock continues to show excellent torque.

**3. CORZ (Core Scientific)**  
Showing solid relative strength with aggressive data center expansion plans. CORZ is building large-scale AI campuses and leasing capacity to hyperscalers.

**4. APLD (Applied Digital)**  
Also part of the miner-to-AI data center pivot group. The stock is more speculative but has meaningful upside if execution continues.

**Key Takeaways for Traders**  
- All four names (IREN, CIFR, CORZ, APLD) belong to the **same high-growth group**: former Bitcoin miners pivoting into AI data centers and GPU/HPC hosting.  
- This group is still one of the strongest leadership themes in the market, driven by massive hyperscaler demand.  
- We are not chasing extended names. We wait for clear pocket pivots, buyable gap-ups, volume dry-ups, or undercut & rally setups with volume confirmation.  

The highest-probability opportunities continue to come from stocks that have already proven they can lead on the upside. Stay disciplined, let price and volume tell the story, and only take setups that meet our criteria.