AI Power Plays: BTDR, GLXY, WULF & AMZN!

We track a wild week across Bitcoin, AI infrastructure stocks, and the HPC data center buildout, then connect the dots between volatility, forced selling, and what actually drives revenue per megawatt. We also break down Amazon’s AI-fueled AWS growth, key 13G institutional filings, and why BitDeer may be one of the most overlooked AI power plays.

• Bitcoin price action and weakening momentum after base building
• Situational Awareness unwind and what 4x leverage does in volatile small caps
• Citadel’s role in the block trade and why timing matters
• Daily performance check across mining and HPC names plus contract highlights
• Wi-Fi and NScale momentum plus IPO chatter and partner upside
• TeraWulf 13G details and what institutional ownership signals
• Morgan Stanley’s view of undervalued capacity and the EV-to-watt lens
• Bitdeer deep dive: vertical integration, SEALMINER economics, and HPC ramp
• AI infrastructure constraints: grid timelines, labour shortages, rising build costs
• Amazon earnings takeaways: AWS AI growth, capex, and customer deployment teams

Let us know in the comment section below your top pick currently in the space?

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