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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