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!

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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!

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We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving into HPC data centre operators, with efficiency, financing, and contract structure deciding who wins.

• Bitcoin price update and what a higher baseline means for mining names
• Quick scan of sector stock performance and volatility
• Applied Digital securing up to 1GW in Finland and why Scandinavia matters
• Dark Horse doubling contracted power in the TVA region and the permitting reality
• Co-location versus CSP trade-offs including risk, complexity, and payback period
• Colo market growth forecasts and why rising GPU prices lift lease rates
• Why revenue per megawatt can mislead without capex, PUE, and cost of capital
• Top five deal breakdowns: WhiteFiber, Galaxy, Riot, TeraWulf, Bitdeer
• Hut 8 Louisiana groundbreaking and how pass-through structures change margins

Let us know in the comment section below what you thought of today's discussion and your top pick among the five!

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We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing.

• Bitcoin price check and what quarter close means for reported digital asset gains
• Preferred share mechanics and how they shape Bitcoin buying capacity
• Market heat map read-through and why volatility can mask execution
• Amazon’s data center community spend and the political risk of moratoriums
• Token2049 preview and Bit Digital’s Ethereum-focused treasury strategy
• White House AI Tsar announcement and what a superintelligence task force signals
• Core Scientific’s local site visit and the on-the-ground reality of modern facilities
• Bitdeer production trends and using mining cashflows to fund AI plans
• Hive Buzz HPC scaling and the economics of large GPU deployments
• TeraWulf Muskogee update with 1 GW contracted power and potential path to 2 GW

Let us know in the comments section below if you're currently holding shares of TerraWolf and what you thought about today's update!

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Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts.

• Bitcoin price action into option expiration day
• Year-to-date Bitcoin ETF inflows versus the June and July outflow streak
• Miner and AI infrastructure stock heat map and what a green day really fixes
• Applied Digital scaling leased AI capacity at Polaris Forge
• Galaxy Helios and the case for near-zero GPU vacancy rates
• Core Scientific’s shift from mining toward HPC revenue
• IREN construction progress plus liquid cooling groundwork
• DMG’s conference meetings to convert an LOI into a signed deal
• Terawulf’s execution focus and financing discipline from investor Q&A themes
• Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling
• Price targets and key catalysts for CoreWeave, Bitdeer, and MARA

Let us know in the comment section below how the portfolio is looking today and your current top pick in the space!

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We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling.

• Bitcoin strength and what it signals for proxies
• 10-year Treasury yield spike and how it hits consumer spending
• Higher yields raising the cost of debt for AI infrastructure companies
• Why contracted backlog and blue-chip counterparties matter most
• FTC probe, AI safety pledges, and the speed of model releases
• The scale of AI capex compared with prior infrastructure revolutions
• Corvex as an emerging compute and security-focused data center story
• Power demand shortfalls and the long-lease path toward REIT-like trading
• GPU price inflation and why CSP and co-location economics improve
• Micron earnings, HBM expansion, and what it implies for NVIDIA demand
• Street price targets for MU, CoreWeave, and NVIDIA

Smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and if you're making any purchases at these levels!

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Patreon:

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