Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU data centers. We also run through the biggest company headlines and explain why execution and contract structure matter more than narratives when volatility hits.

• treasury yields pushing higher and lifting discount rates on long-duration growth stocks
• the CapEx reality of AI data centers from per-megawatt build costs to GPU procurement timing
• how interest expense and refinancing risk show up in real dollar terms across recent deals
• the day’s tape read across key AI infrastructure names, volumes, and what we’re watching next
• upcoming earnings dates and notable recognition for smaller operators scaling into HPC
• Bitdeer’s accelerating Malaysia buildout and what it signals about Southeast Asia AI demand
• closed-loop cooling fluids, water consumption concerns, and why containment is the real risk
• Hive’s Paraguay roadmap from bitcoin mining cash flow toward an AI factory model
• Mara’s pipeline and why site selection, permitting, and long-term partnerships slow deal timing
• Iren’s response to third-party criticism and what Nvidia validation implies for performance claims
• WhiteFiber’s Continuum concept and why latency solutions can change smaller site economics

Let us know in the comment section below why do you think the AI infrastructure stocks are pulling back!

Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - powermininganalysis@gmail.com