# AI Infrastructure Stocks On Fire: KEEL, HUT, GLXY, FUFU & HIVE!

Page: https://stenobird.com/podcast/power-analysis-6883670/ai-infrastructure-stocks-on-fire-keel-hut-glxy-fufu-hive
Text version: https://stenobird.com/podcast/power-analysis-6883670/ai-infrastructure-stocks-on-fire-keel-hut-glxy-fufu-hive.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-06-22T20:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19386302-ai-infrastructure-stocks-on-fire-keel-hut-glxy-fufu-hive.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19386302-ai-infrastructure-stocks-on-fire-keel-hut-glxy-fufu-hive.mp3
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JSON: https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/ai-infrastructure-stocks-on-fire-keel-hut-glxy-fufu-hive
Duration seconds: 2418

## Resource

We break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasury accumulation, and how miners like Keel, Hive, Hut 8, and Galaxy are trying to turn power into contracted HPC revenue. • Bitcoin price momentum and why $65K matters for accumulation • Strategy and Strive treasury moves, reserves, and balance sheet signalling ...

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## Transcript

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