We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital.

• Bitcoin price action and why slower climbs help adoption
• Strategy reserve build and what it signals for balance sheet resilience
• Sector heat map read on miners versus HPC pivot names
• Insider buying at Bitdeer plus Keel leadership buying patterns
• Hive Digital earnings split between Bitcoin mining and HPC revenue
• Sweden VAT provision and how to think about one-off charges
• Hive’s $350M AI cloud contract using NVIDIA Blackwell Ultra GPUs
• Simple NVL72 rack explanation and implied $ per GPU hour math
• Cantor Fitzgerald price target logic and the path to higher ARR
• Paul Tudor Jones buying Mara and Druckenmiller adding Iren, Bitdeer, Riot & Hut 8
• Riot’s Morgan Stanley term loan details and why cost of capital matters
• WhiteFiber’s North Carolina expansion and the retrofit-first data center playbook

Let us know in the comments section below if you’re holding any of these stocks and your current top pick in the sector!

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