AI Infrastructure Stocks On Fire: KEEL, HUT, GLXY, FUFU & HIVE!

We break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasury accumulation, and how miners like Keel, Hive, Hut 8, and Galaxy are trying to turn power into contracted HPC revenue. • Bitcoin price momentum and why $65K matters for accumulation • Strategy and Strive treasury moves, reserves, and balance sheet signalling • SATA volatility explained through leverage and unwind mechanics • Miner heat map read-through and what the market rewards right now • Keel’s HPC pivot, transparency on permitting, and the risk of priced-in deals • Russell 3000 and Russell 2000 reconstitution effects on passive flows • BitFuFu share repurchase programme as an anti-dilution signal • Hive’s HPC revenue run-rate targets, GPU buildout, and training versus inference location limits • Hut 8 valuation assumptions tied to a potential 400MW project and power pipeline • Galaxy Helios origin story, phased capacity, PUE, and multi-gigawatt upside Let us know in the comment section below if you're holding shares in either Hive or Kiel and your current top pick in the sector. Let us know in the comments, you guys, if you want to hear more about Galaxy, if you're holding shares, so on and so forth. Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]