AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!

We watch a historic one day reversal rip through AI infrastructure stocks and explain why the fundamentals still point to runaway compute demand and a power bottleneck. We also break down Microsoft and Meta earnings, connect the dots to Iron and other power-first operators, and share how we trade volatility with patience and math. 

• Bitcoin rally context and why regulatory clarity matters 
• Record green day across many AI infrastructure names while weekly and monthly heat maps stay red 
• Why leverage and margin can break accounts during fast market swings 
• Upcoming earnings and interview pipeline plus how to submit questions 
• NScale acquisition as a vertical integration signal for AI cloud platforms 
• BlackRock 13G filings and what institutional positioning implies 
• Microsoft earnings strength, cloud growth, faster GPU deployment, premium pricing signals 
• Data center depreciation moving from 15 to 25 years and why that impacts margins 
• Meta revenue growth alongside margin pressure from massive AI CapEx 
• “GPU demand stays tight” commentary and why reselling compute is a real option 
• IREN Childress buildout progress, mining capacity coming offline, and true cost per megawatt 
• Our dip buys, options trades, profit taking framework, and keeping cash for value 

Let us know in the comment section below if you took advantage of yesterday's dip and how you're feeling about the account today!

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