Markets are finding their footing after Thursday's historic sell-off sent shockwaves far beyond Wall Street. Kevin Green offers his takeaways on the future of the AI infrastructure trade and weighs the possibility of yet another dead cat bounce on Friday's open. Regardless of the market's direction, KG points out that a high VIX opens the door for big moves. IREN (IREN) earnings did offer hope in a turnaround for the AI buildout with its earnings beat.