We break down the brutal sell-off in AI infrastructure and HPC data center stocks and explain why the broader market still looks strong by comparison. We also dig into debt, financing strategies, GPU pricing, and the latest Wall Street price targets to figure out what is fear, what is real risk, and what could be opportunity.

• Bitcoin price check and why miners still care about the trend
• S&P 500 and hyperscaler strength versus AI infrastructure weakness
• Friday’s reversal after a brief rally and what new lows signal
• Why the sector is selling off across names, not just one ticker
• Rising build costs per megawatt and what that means for funding
• Co-location versus CSP economics and the capital required
• How debt and interest expense create a dangerous timing gap
• GPU rental rate increases as a potential offset to higher inputs
• Riverbend site observations and the HUT 8 long-term bull case
• Analyst price targets for HUT 8, CoreWeave and Galaxy
• Downgrades for Riot, Wulf and Keel plus LOIs versus signed deals
• IREN financing concerns, prepayments, and the debate over risk

Let us know in the comments section below how you're feeling about the portfolio, if you've been making any purchases, and your highest conviction play or top pick in the space currently!

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