Do you think the market is overhyping stocks like IREN and Cipher Digital and Terawulf? I've read that their transition to providing power will work, but possibly only in the short term until hyperscalers sustain their own power and won't need power for these companies. In other words, IREN and Cipher are already priced in and the only way to go is down once hyperscalers build their own supplies. Would appreciate your thoughts as to whether these companies are good long-term investments. Thanks, submitted by /u/Silver-Iron8016 [link] [comments]