AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and the governance and risk details that can make or break returns.
• Bitcoin and Ethereum rebound and why that mood shift matters for the sector • Bit Digital NAV discount and how treasury assets can drive value debates • MicroStrategy dividend runway and the role of USD reserves • Kimi K3 launch and what a GPU capacity pause signals about AI adoption • AI infrastructure stocks snap back after a sharp pullback and what to watch next • DMG strategic investments in applied AI plus options and RSU incentives • IREN RSU controversy and a shareholder letter pushing for stronger guardrails • Soluna momentum from the Cody 2 LOI and a new $4 coverage initiation • Hut 8 Beacon Point 1GW campus economics and what the lease implies for valuation • Iren’s $2.8B contract win, ARR raise, and the importance of customer prepayments • Why co-location risk differs from GPU performance risk in AI contracts
Let us know in the comment section below what you thought about today's news from IREN & HUT!
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