Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!

We react to the Fed holding rates and unpack why Bitcoin volatility and future rate expectations still trigger a brutal sell-off across AI infrastructure and miner-adjacent stocks. We then dig into what actually matters next: inflation drivers, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries. • Fed decision context and why markets sell off anyway • Bitcoin volatility and how it feeds into equity fear • Inflation pressure from data center build bottlenecks and energy costs • Why power remains the core bottleneck for HPC demand • Core Scientific board appointment and what it signals about scaling • Hut 8 contract economics through NOI multiples and implied valuation ranges • How Bitcoin HODL positions can swing earnings under FASB • Keel timeline clues from job postings and the pace of deal-making • IREN investor relations hire and the broader talent land-grab • What makes an HPC deal attractive: revenue per MW, cost pass-through, WACC • Institutional interest and how we think about DMG-style upside scenarios Let us know in the comment section below what you thought of today's headlines and your top pick in the sector currently!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]