The next wave of opportunities in Bitcoin is no longer in the price itself, but in the underlying computing power and energy infrastructure.

If you want to seize this wave, these directions are worth paying attention to:

**Revaluation of Chip and Mining Leaders**

AMD-supported HPC transition strategies, players with the lowest-cost electricity configurations in the US, verified large-scale HPC operations combined with cheap energy, companies with clearer balance sheets and US expansion plans, and mining companies holding Bitcoin assets as leverage tools—all are being re-priced. There are also roles focused on capital and infrastructure bridging.

**Tool and Infrastructure Directions**

Supply chain companies related to electricity and data centers are also benefiting in this cycle.

**High-Risk, High-Reward Targets**

Small-cap mining companies are more volatile, and positions should be adjusted according to risk tolerance.

The core logic is simple: the combination of AI + mining + energy is reshaping the entire ecosystem. Those who can most efficiently integrate these three elements will win the next cycle.