Large institutions are using the sell-off pressure from index exclusions to acquire mining stocks

MSCI may remove Marathon Riot's mining stocks from the index next month, resulting in a sell-off pressure of 11.6 billion...

Some mining companies have already transitioned to AI data centers,

such as CoreWeave's collaboration, with stock prices rebounding several times from bear market lows, attracting institutional investors.

BlackRock's high-priced acquisitions of similar infrastructure are based on a positive outlook for soaring AI computing demand, proving that these assets are indeed valuable.

Top smart money like Citadel is also positioning itself in CORZ early, buying at low points.

With the opportunities presented by the AI computing transition, significant highs and lows are approaching.

Compared to infrastructure, AI computing is much more valuable than BTC mining.

To emphasize the key point: the potential for mining companies to transition to AI computing is enormous, but the market still undervalues them based on old mining logic,

and the short-term sell-off pressure from index exclusions has ironically created an excellent buying window for them.

It feels like the sell-off pressure is their big gift.

Do you think this wave of mining transitioning to AI can take off?

A reminder to everyone, if excluded, can the market withstand it?