Bitcoin, Big Tech, And The AI Data Center Selloff: META, IREN & HUT!

Red markets set the tone as we map the current Bitcoin cycle, the growing influence of hyperscalers, and why AI infrastructure stocks are dropping even while demand explodes. We dig into treasury-company mechanics, data center valuation per megawatt, and the execution milestones that could re-rate names like IREN and Hut 8. 

• Bitcoin cycle context, drawdowns, and why patience matters 
• Strategy and Michael Saylor updates, cash reserves, preferred shares, dividends, and mNAV 
• Strive adding bitcoin and what corporate treasury rankings signal about adoption 
• SpaceX IPO pullback dynamics and the six-month lockup effect 
• Meg 7 positioning, Apple as a sleeper compute story, and Microsoft’s relevance to infra deals 
• Sector-wide selloff in miners and AI infrastructure, plus volatility versus BTC 
• Meta’s Hyperion supercluster expansion in Louisiana and why hyperscalers chase massive campuses 
• Nebius facing local opposition and how community impact shapes AI data center builds 
• Per megawatt valuation gap between traditional data center REIT deals and miner conversions 
• IREN’s Childress Microsoft timeline, why revenues and performance will be the real proof 
• Hut 8 earnings date, contracted megawatts, and the long runway in its power pipeline 

Let us know in the comment section below your current thoughts on both Iren and Hut and if you're holding shares in either one of these stocks!

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