AI infrastructure and power stocks finally show “green shoots” after weeks of relentless selling, and we lay out why the reversal and the volume look different this time. We connect macro pressure from a hot PPI print to real project economics, then sanity-check the tape with oversold RSI, analyst targets, and what institutions may be doing behind the scenes.

• sector wide sell-off context and why it feels extreme for holders
• PPI, yields and rate-cut odds as headwinds for long-duration growth stocks
• why higher financing costs raise cost per megawatt for AI data center builds
• midday reversal and unusually high volume as a potential bottom signal
• oversold RSI levels and the idea that sellers eventually run out
• institutional ownership versus retail flows in the biggest trading days
• TeraWulf management messaging on execution, balance sheet and capital access
• Morgan Stanley, BTIG, Bank of America, Deutsche Bank and Cantor price targets discussed
• capital-raising levers including ATMs and convertibles plus what they mean for dilution and flexibility
• Moses Lake construction progress as a tangible check on project momentum at KEEL
• upcoming earnings dates and why they may reset sentiment

Let us know in the comment section below if you think the bottom's in?

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