Wall Street Price Targets For AI Power Plays: CIFR, RIOT, HUT & AMD!

We walk through the clearest AI demand signals of the week and connect them to updated Wall Street price targets across chips, hyperscalers, and AI infrastructure players. We also pressure-test the business models behind the headlines by digging into cost of capital, co-location versus CSP risk, and what upcoming earnings could reveal. 

• Bitcoin volatility and what it means for digital asset treasury companies 
• Leadership change at 21 and the challenges DATs face without durable revenue models 
• Google Cloud growth, operating margin expansion, and hyperscaler CapEx as a demand signal 
• Intel’s AI-driven turnaround narrative and what it implies for compute demand 
• GPU versus CPU dynamics as training shifts toward inference and agentic AI 
• AMD price target increase and how Wall Street is modelling future AI revenue 
• Mining and AI infrastructure stock pullbacks, market caps, and the week’s heat map 
• DMG and Riot developments, including power expansion logic and option value at Rockdale 
• Galaxy’s Helios financing, interest rate context, and what drives different borrowing costs 
• Why co-location often looks more predictable than CSP today 
• Earnings calendar and what we want to learn from management teams 

Let us know in the comment section below how you're feeling about the sector and your top pick in the space! 

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