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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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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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!

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We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what actually moves these names next: earnings proof, contract performance, and whether the market finally prices in HPC revenue and margins.

• Bitcoin pulls back and banding levels matter for sentiment
• Strategy and Strive treasury buys plus preferred share dynamics
• Heat map check-in with broad red tape action and standout movers
• Why the sector sells off despite permits, contracts, and revenue per megawatt
• Earnings season as the next catalyst with miners still bridging to HPC AI revenue
• SLAs, payment mechanisms, and the risk of non-performance clawbacks
• Bit Digital’s shift from Bitcoin to Ethereum plus staking and balance sheet angles
• Dark Horse TVA site updates including water use, zoning, and community process
• Bitdeer production strength and Malaysia campus expansion toward 350 MW capacity
• Hut 8 Louisiana community impact with tax revenue and local infrastructure claims
• Iren developments including Anthropic client chatter and the Mirantis software layer
• Analyst price targets for Applied, Galaxy Digital, ABTC, and TeraWulf

Let us know in the comments section below if you're adding to any of your positions and your current top pick in the space!

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We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run the valuation math on Frontier labs and connect it to the on-the-ground reality of data center build timelines, supply chain lead times, and contract economics.

• Bitcoin check-in from Token2049 and why sentiment does not always move price
• OpenAI and Anthropic revenue run-rates, IPO timing and what valuation multiples imply for public comps
• IREN megawatt ramp, Microsoft Horizon delivery cadence and why execution photos matter
• TSMC earnings and what AI chip demand signals for the broader AI supply chain
• Weekly heat map, sector pullback context and how we approach buying during weakness
• Dark Horse partnerships in the Tennessee Valley Authority region and what “right-sized” sites look like
• Hive supply chain infographic and the real lead times for switchgear, transformers and gas turbines
• Host Digital overview, reverse merger details and the economics of a long-term take-or-pay lease
• Why markets misprice data centers when permitting, power access and build approach differ
• TeraWulf financing approach, cost per megawatt inflation and aligning incentives with insiders
• Riot Platforms on local economic impact, schools and the case for data center education
• Morgan Stanley price targets, implied upside and what needs to happen next for laggards

Let us know in the comment section below if you're making any purchases at these levels and your current top pick in the sector!

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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:

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We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs.

• Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims
• Why institutional access, ETFs, and banks matter for the next crypto leg
• Nvidia connected Lambda funding and IPO timeline chatter
• Market close recap and why share prices feel disconnected from fundamentals
• Applied Digital Q1 earnings, revenue growth, and the path to operating leverage
• CoreWeave expansion news, India entry, and analyst price target updates
• Micron’s massive upside case framed through free cash flow and demand
• HUT 8 Riverbend groundbreaking details and what energization timing implies
• Dark Horse site expansion visuals and why small caps can surprise
• Keel’s “timeline to power” advantage and why idle GPUs force aggressive leasing
• Corvex focus on productive megawatts and infrastructure coordination
• Soluna behind-the-meter renewables, Maestro OS, and faster interconnection paths
• Iren job postings, Alberta breadcrumbs, and the semi-analysis back-and-forth

Let us know in the comment section below how you're feeling about the portfolio and if you're making any ads or buys at these levels!

Anthonys Info:

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https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

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https://twitter.com/McnallieM

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Merch:

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Website:

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Business Inquiries:

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