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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https://www.powermininganalysis.com

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https://twitter.com/cazenove_uk

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https://www.patreon.com/Cazenove_UK

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https://twitter.com/McnallieM

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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?

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

We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest pressure points, from financing and bond yields to valuation metrics like 52-week lows and net asset value, then land on what we think investors should do next.

• Bitcoin’s recent range, long-term buying mindset, and why one day does not matter
• Strive’s rapid Bitcoin accumulation, preferred shares mechanics, and the race up the public company holdings list
• AI infrastructure names selling off across the board, market caps compressing, and correlation breaking versus Bitcoin
• Heat map and 52-week low analysis, why contracts take 12 to 36 months to energise, and why execution timing matters
• Dollar cost averaging in practice, why timing the bottom is unrealistic, and how fast these stocks can rebound
• Cost of capital as the key headwind, CoreWeave bond yields, and what credit markets signal about risk
• Anthropic’s reported revenue growth and IPO plans, OpenAI comparisons, and what that means for risk appetite
• Keel and the Allentown data centre story, what is and is not binding, and why permitting and site control matter
• Net asset value as a downside reference, Bit Digital’s Ethereum holdings, and what a NAV discount can imply
• Analyst price targets for Galaxy, Riot, and Core Scientific, plus the upside case tied to contract expansion
• Land, power & shell strategy, potential M&A scenarios, and why we think patience beats panic

Let us know in the comment section below if you’re making any purchases today and if you still have conviction in the AI infrastructure space!

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