Anthony Power & Bryce McNallie

Power Analysis

#103 in Investing · 🇩🇰 #174 in Investing · 🇧🇷

About the show

Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space. Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure. Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most. New episodes dropping regularly. Subscribe and never miss a move. 🐦 Follow Anthony on X: x.com/cazenove_uk 🐦 Follow Bryce on X: x.com/McnallieM 📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK 📊 Bryce's Patreon: patreon.com/c/McNallieMoney 🌐 poweranalysis.io For information and entertainment purposes only. Not financial advice.

Newest episodes

Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings!

Nov 12, 2026 47 min

We break down a brutal risk-off day that hits Bitcoin and AI infrastructure stocks, then track the market shock from Nvidia’s CEO resignation and what it really means for the company’s fundamentals. We also dig into Nebius, Bit Digital, and Corvex earnings, plus the real-world fight over data centers and whether communities are getting the facts. • Bitcoin’s one-month drawdown, volatility risk, and why long-term holders stay patient • The disconnect between crypto and miners, then the re-correlation with big tech and AI infrastructure • Nvidia CEO resignation timeline, interim CEO plan, and board leadership changes • Share price shock, recovery attempt, and why backlog through 2027 matters • Wall Street price target cuts and upside math after the sell-off • Nebius earnings beat, 2026 guidance concerns, delayed timelines, and higher CapEx • Customer prepayments as a lever to reduce borrowing costs across neo cloud builds • Sector heat map, low-volume sell-offs, and rotation into AMD and Broadcom • Bit Digital results, colocation growth, Ethereum treasury impact, and the share buyback debate • Corvex earnings, secured megawatts, deferred revenue, GPU as a service, and token-based usage • Data center backlash versus on-the-ground benefits, tax base, jobs, and small-town realities Let us know in the comment section below what you make of today’s discussion and if you’ve made any buys or sells in the portfolio. Make sure you tune in! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

CoreWeave Earnings & Surging Demand: Top KEEL, WYFI, HIVE, DRK, GLXY & CORZ News!

Nov 11, 2026 47 min

A powerful green day across AI infrastructure and crypto-adjacent stocks follows CoreWeave’s blockbuster earnings and a shift in market mood. We connect the macro backdrop to what we’re seeing in contracted power, GPU pricing, backlog growth and the catalysts still ahead with Nebius reporting next. • Remembrance Day reflection and why service still matters • Bitcoin’s recent pullback and correlation with major indices • Broad rally across AI infrastructure names and what the heat map shows • Volatility reality check and why due diligence beats social media noise • CoreWeave’s Q3 print: revenue growth, margins and adjusted EBITDA • Backlog and demand commentary as a forward signal for AI compute • Customer prepayments and what they mean for funding and cost of capital • Asset light data centre strategy versus vertical integration at peers • Price targets from major firms and how to think about upside versus risk • Core Scientific and Galaxy as key infrastructure partners enabling delivery • DarkHorse progress, power strategy and why small caps can rerate fast • Hive and WhiteFiber targets plus what analysts are watching • Nebius earnings preview and what we need to see next Let us know in the comment section below what you make of Core Weaves results and if you're currently holding shares. Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

IPO's, Earnings & Targets: BTDR, HIVE & WYFI Earnings, IREN Price Targets, Lambda, Anthropic & OpenAI News!

Nov 10, 2026 53 min

We walk through why the market feels stuck in the red even as AI demand keeps surging, then map the catalysts we’re watching across IPOs, earnings, and policy. We connect OpenAI and Anthropic headlines to the real bottlenecks of power, GPUs, financing, and execution across AI infrastructure stocks. • Bitcoin and equity weakness setting the near-term backdrop • OpenAI financing reports, valuation chatter, and delayed IPO expectations • Anthropic staying with the Lambda agreement despite lease timing issues • Anthropic IPO details, retail allocation, and why contracts matter pre-debut • Mag 10 heat check, NVIDIA pressure, and sentiment spillover into the sector • Bitcoin miner correlation changing as companies pivot toward HPC and AI data centers • Bitdeer earnings strength, AI cloud growth, secured megawatts, and massive site pipeline • Capital intensity of GPU buildouts and why cost of capital matters • ABTC climbing the corporate Bitcoin holder rankings • Hive earnings, GPU cluster deployments, and targets for mining plus HPC revenue • Paraguay political risk discussion and Hive’s commitment to operating there • US permitting reform progress and what it could change for energy and data centers • Goldman Sachs view on AI investment staying strong and updated price targets • WhiteFiber earnings, commissioning progress, deferred revenue, and Morgan Stanley financing Let us know in the comment section below what you make of today's discussion and what moves you're making in the portfolio! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

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All episodes

The newest 50 of 725 episodes

Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings!

Nov 12, 2026 47 min

CoreWeave Earnings & Surging Demand: Top KEEL, WYFI, HIVE, DRK, GLXY & CORZ News!

Nov 11, 2026 47 min

IPO's, Earnings & Targets: BTDR, HIVE & WYFI Earnings, IREN Price Targets, Lambda, Anthropic & OpenAI News!

Nov 10, 2026 53 min

The Spy Who Loved Me? Latest NVDA, IREN, GLXY, BTDR, BTBT, SLNH & HIVE News!

Nov 9, 2026 58 min

Bitcoin drifts lower while AI infrastructure investors wrestle with power constraints, permitting politics, and a volatile tape that is punishing even the biggest tech names. We sort through the noise, sanity-check the “AI dip” thesis, and map where contracts, capital and megawatts could create the next winners. • Bitcoin’s one-month pullback, macro pressure and what would flip sentiment • Strategy’s latest Bitcoin purchase, preferred structures and dividend implications • Strive’s preferred pricing, HODL rankings and what it takes to climb the table • Miners selling Bitcoin to fund HPC, cash strength and long-duration compute deals • Norway’s grid connection pause, licensing priorities and misconceptions about water use • US bipartisan permitting reform, faster timelines and shifting more grid costs to data centres • Green day across AI infrastructure stocks, modular builds and why CapEx matters • Mega-cap tech context, Apple’s resilience and Nvidia’s drawdown • Nvidia CEO investigation headlines, board oversight and potential policy fallout on China sales • Bitdeer’s Malaysia momentum, regional expansion and AI capacity targets • Earnings calendar highlights plus Bit Digital’s NAV discount and Ethereum exposure • Morgan Stanley’s view on buying the AI dip, CapEx timing shifts and oversold setups • Riot’s Corsicana power economics, PUE math and why bottlenecks can reward ready sites • Updated price targets for AMD, CoreWeave, IREN and Terawulf, plus how analysts model value Let us know in the comment section below how your portfolio is looking and if you're making any trades over the last few sessions. Make sure you guys drop your questions if you have any for those leadership teams! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.c...

DarkHorse Technologies - CEO, Joel Block Q&A - Q3 Earnings, Sites & Strategy!

Nov 9, 2026 33 min

We sit down with Joel Block, CEO of DarkHorse Technologies, right after Q3 earnings to trace his path from fixed income trading to Bitcoin mining M&A and now a push into AI and HPC infrastructure. We break down Dark Horse’s TVA-based power portfolio, why smaller sites can fit inference demand, and how the company thinks about community trust and financing the buildout. • Joel’s background from TradFi to Bitcoin mining leadership and major mergers • Dark Horse’s four operating sites in the TVA and the shift to a hosted mining model • Why the company is rebranding around power and land as the core asset • Town halls, myth busting, and local tax revenue as the community strategy • Q3 moves to strengthen liquidity including financing, asset sales, and equipment sales • Modular and prefabricated data center design to improve speed to deployment • 2027 to 2028 timelines for bringing additional megawatts online through substation work • Tenant demand signals, portfolio style deals, and the colocation approach for GPUs • Funding options including tenant prepays, joint ventures, and infrastructure capital • Hiring data center veterans and engineering partners to execute an AI HPC transition Let us know in the comment section below what you thought of today's discussion and if you're currently holding shares of DarkHorse! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Keel Infrastructure - CEO, Ben Gagnon Q&A - Q3 Earnings, Strategy & Outlook!

Nov 7, 2026 54 min

We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack what actually moved forward after Q3 and why visible construction progress can matter as much as a signed lease. We get blunt about permitting, shifting deal structures, GPU driven urgency, and how we think about risk when the market feels volatile. • Q3 operational progress across permits, engineering and commercial negotiations • Why Moses Lake is a defined product and how active construction changes tenant leverage • Planning for change orders and designing optionality for GB300 versus Vera Rubin • Why we avoid long exclusivity and keep multiple counterparties engaged • How higher cost of capital pushes powered land and modular data center structures • The real critical path to revenue: permitting, leasing and long lead equipment • How politics shapes permitting timelines and why Pennsylvania unions change the story • Why GPU demand is driven by sunk cost and timing mismatches more than short term economics • What hyperscaler pullbacks signal and why “the juice isn’t worth the squeeze” can be rational • How selective debt markets affect financing and why pricing deals in today’s market can reduce mismatch risk Let us know in the comment section below what you think about today's discussion and if you're currently holding shares of KEEL! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

TeraWulf - CFO, Patrick Fleury Q&A - Q3 Earnings, Google, Fluor & Muskie Expansion!

Nov 6, 2026 58 min

We sit down with Patrick Fleury, CFO of TerraWulf, right after Q3 to break down what is finally starting to hit the financial statements as new AI data center capacity comes online. We push on the hard parts investors worry about most: capex discipline, cost of capital, and how TeraWulf plans to grow without diluting shareholders. • Q3 HPC revenue momentum and what drives the step change • CB3 performance and what CB4 and CB5 mean for the revenue run rate • Why data center and power infrastructure timelines create a market disconnect • Staying on budget at Lake Mariner despite electrical labor inflation • How TeraWulf thinks about balance sheet strength and funding options before equity issuance • Why investment grade counterparties and credit support matter more than hype • What the Fluor EPC partnership changes on execution risk and contracting structure • Muskie’s gigawatt scale plan, approvals and AEP coordination • Community engagement on water, noise, taxes and jobs as a core part of development If you have any additional questions, leave them below. Hit the like button. Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Data Center Earnings Roundup: IREN, WULF & DRK Earnings, GLXY, CORZ & KEEL News!

Nov 6, 2026 43 min

We map the week’s market mood across Bitcoin and high-volatility compute stocks, then focus on what actually changes the AI data center investment case. We break down the earnings and contracts that matter, from GPU pricing dynamics to power pipelines, insider buys, and the real-world constraints of building and financing capacity. • Bitcoin weakness and what it signals for risk appetite • Sector heat map, drawdowns and why a green day is not a trend • Jevons Paradox applied to GPU demand and compute pricing • Why older GPUs still earn and support longer contracts • Dark Horse expanding contracted power and exiting Bitcoin mining • Modular data center builds as a CapEx and speed advantage • Texas regulation and the case for community partnership • IREN earnings, backlog growth and margin strength • Customer design changes, timeline risk and ARR expectations • Prepaid GPU CapEx and what it does to payback periods • IREN global power pipeline and implications for scale • Analyst target cuts that still imply large upside • Insider buying at Dark Horse and Galaxy as a conviction signal • TeraWulf lease revenue, buildout roadmap and major long-term contracting • Keel targets, permitting delays and the buildout financing gap Let us know in the comment section below what you make of today's discussion and if you're currently holding any of these stocks! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Market Selloff: KEEL, CORZ & ABTC Earnings, RIOT, DRK, SLNH & HIVE News!

Nov 5, 2026 1 hr 1 min

We walk through a brutal risk-off day where Bitcoin, major indices, and AI infrastructure stocks all sell off together, then separate the fear driven headlines from what the fundamentals still say about power demand and data center buildouts. We also break down fresh earnings from ABTC, Core Scientific, and Keel, plus the real Nasdaq one dollar compliance timeline that many investors get wrong. • Bitcoin’s sharp pullback and the Trump wallet sale narrative • Broad market and tech led sell-off hitting every sector • Hyperscaler CapEx signals and why power is still the bottleneck • Lease cancellations versus new multi-billion dollar data center commitments • AI infrastructure stock carnage, volumes, and why good news can still trade down • Nasdaq listing compliance steps, deficiency letters, and reverse split realities • ABTC results, treasury growth, mining costs, and efficiency metrics • Core Scientific’s HPC ramp, contracted megawatts, and what to watch next • Keel’s cash position, permitting progress, pipeline power, and deal timing Let us know in the comments section below what you're doing in this time of downturn and if you're making any purchases, holding, or selling! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Riot Platforms - CEO, Jason Les Q&A - Q3 Earnings & Corsicana Lease Signed!

Nov 5, 2026 37 min

We sit down with Riot Platforms CEO Jason Les right after Q3 earnings to unpack the company’s shift from Bitcoin mining toward high-return AI data center leasing. We break down the Corsicana, Texas deal terms, the build plan, the financing logic, and what execution will need to look like for the market to re-rate the story. • Q3 balance sheet positioning and why cash matters for data center strategy • Selling down Bitcoin holdings to fund AI data center growth • AMD deployment progress and near-term bank financing expectations • Rockdale Frontier AI Lab build status and the investment-grade backstop plan • Corsicana 910MW powered land lease and why the structure is different • Triple net lease mechanics, base rent escalators and NOI margin implications • Capex breakdown per megawatt and why modular deployment changes risk • Delivery timeline by phase and what “speed to compute” really means • Keeping Bitcoin mining online until later phases require the power • ESS Metron and in-house engineering as an execution advantage • Texas policy and election uncertainty viewed through existing interconnections • ERCOT queue chatter, speculative projects and why sentiment stays volatile • Capital recycling model using stabilized cash flows and asset-level financing • Local hiring and community support in Rockdale and Corsicana • Expansion options at Rockdale, Corsicana and Kentucky with disciplined pipeline growth Let us know in the comment section below what you think of today's discussion and Riot's huge Corsicana announcement! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

RIOT Strikes Gold & Democrats Sweep: HUT & AMD Earnings, IREN, KEEL, HIVE, WULF & WYFI News!

Nov 4, 2026 51 min

Midterm results hit AI infrastructure stocks fast, so we sort signal from noise and map what regulation really means for data center buildouts. Then we dig into blockbuster earnings and deals from AMD, Hut 8, Riot, and others to explain why power and land keep showing up as the real moat. • Bitcoin recovery after the Binance hack and what it says about sentiment • Senate, House, and governor outcomes and why the “blue wave” matters to permitting narratives • Texas data center priorities including labor, safety, transparency, grid costs, and water concerns • Why closed loop cooling and PUE matter more than viral talking points • Market panic across Texas exposed names and why existing approvals change the risk • Power and land as the core bottleneck for AI data centers and HPC • CEO and management responses from Hive, IREN, and CoreWeave style peers on responsible development • AMD Q3 results and why data center revenue becomes the growth story • Hut 8 earnings, contract duration extension, buyback detail, and limited ERCOT exposure • Riot’s Corsicana powered land lease, phased delivery schedule, CapEx per megawatt, and no equity issuance expectation • TeraWulf’s Google credit backstop for project financing and what it signals • WhiteFiber NC2/NC3 expansion and why execution timelines matter take a second, smash the like button, guys. Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Midterms & Data Center Impact: Latest IREN, NVDA & AAPL News!

Nov 3, 2026 33 min

We track US midterm risk and why shifting politics could change the speed and cost of AI data center buildouts. We also read the market tape from Bitcoin to big tech earnings, then pressure-test what Nvidia and operators are saying about demand, capital needs, and delivery timelines. • Bitcoin price action after the Binance hack and what resilience signals for risk appetite • Why midterm uncertainty drives volatility for AI infrastructure and data center stocks • State-level pushback on data centers tied to power, water and community cost concerns • What a Democratic sweep could mean for tax incentives and permitting without a national moratorium • The “AI compute campus” rebrand idea as backlash rises • Heat map review of the rebound day versus ugly one-month and four-month drawdowns • Apple earnings highlights and why free cash flow matters for AI strategy and capex • October AI sell-off across hyperscalers, chips and infrastructure names • The core financing problem: huge capex plans versus smaller market caps and long build timelines • Nvidia on NeoCloud demand, capital requirements and whether operators can stand on their own • Customer geography caps and compliance friction for Nvidia-based cloud contracts • Iren’s Spain licensing progress, Childress buildout visuals and what to watch in upcoming earnings Let us know in the comment section below how you think today's midterms are going to impact the market, specifically the AI sector! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Stocks Continue Slide: Latest IREN, HIVE, BTBT, BTDR & DMGI Stock News!

Nov 2, 2026 33 min

We map the week’s biggest AI infrastructure catalysts, from midterm-driven data center risk to an earnings slate that could reshape sentiment. We also connect the dots between Bitcoin’s resilience, rising GPU rental rates, and why power availability decides who wins in AI compute. • Bitcoin’s muted drawdown after the hack and what the recovery signals • Strategy and Drive balance sheet Bitcoin accumulation and funding levers • Why slow-growth brands trade at higher PEs than hyperscalers • How AI data center capex, debt, and delayed revenue pressure valuations • Midterm politics, NIMBYism, and gigawatts of capacity at risk • BitDear’s conference circuit as a source of updates and catalysts • Bit Digital’s IR hire and the market’s discount to underlying assets • DMG’s patent portfolio, security angle, and incentive grants • Hive’s GPU pricing lift and what it implies for ROI and payback • IREN’s Perplexity deal and the buildout from power to production • Earnings week schedule and why power remains the bottleneck If you're not already subscribed, McNally Money, feel free to join. Would love to hear your comments below. Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Binance Hack Shockwave: Hyperscale Earnings, BTBT, WYFI, HOST, IREN, CORZ & SLNH News!

Oct 30, 2026 45 min

A record-breaking Binance hack puts crypto security back in the spotlight, while Bitcoin’s relatively modest drop raises hard questions about market maturity and real risk. We also dig into hyperscaler earnings and the AI infrastructure spending spree, where CapEx is exploding, free cash flow is getting squeezed, and power-rich data center plays may be the long-term beneficiaries. • the Binance theft timeline, size, and why only part could be frozen • North Korea suspicions, chain analysis signals, and what remains unconfirmed • Binance using its balance sheet to make customers whole and what that implies • the real takeaway on crypto exchange security and AI-driven attack surfaces • practical storage trade-offs: exchange custody vs proxies vs self-custody • broad sell-off across Bitcoin-linked equities and AI infrastructure names • Alphabet’s surge in AI momentum alongside negative free cash flow from CapEx • Microsoft’s Azure growth, cloud performance, and massive contracted backlog • Amazon’s record margins, AWS strength, and the cost of AI investment • Strategy’s earnings distortion from Bitcoin fair-value accounting rules • WhiteFiber Continuum and what fiber-linked GPU clusters could enable • Host Digital’s approach to community engagement and why credit is tightening • Core Scientific facility outreach and why education matters locally • talent migration from hyperscalers into smaller AI infrastructure builders Let us know in the comment section below what you make of today's news from Binance and the Hyperscalers. Make sure you check out the Eric Jackson video that went out yesterday! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gma...

Hedge Fund Q&A with Eric Jackson, EMJ Capital: Top AI Picks!

Oct 29, 2026 53 min

We talk with Eric Jackson of EMJ Capital about the brutal AI infrastructure sell-off and why a real demand wave can still produce broken stocks. We compare neo cloud business models, financing choices, and what proof investors should demand before betting on the next 10x winners. • separating AI demand from company survivability • managing volatility and knowing when to step aside • comparing GPU ownership versus digital landlord models • why financing structure matters more than hype • what a Riverbend site visit reveals about execution risk • asset light scaling versus full stack control • Nvidia’s ecosystem role and the need for clearer unit economics • why delayed revenues make markets skeptical during tight credit • frameworks for timing entries without chasing the bottom • how a $2,000 Hut target is built from assumptions • what consolidation could look like across the sector Let us know in the comment section below what you thought of today's discussion and your top pick currently in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

NVDA & IREN DSX Deal: KEEL, IREN, NVDA, BTDR & HIVE Stock News!

Oct 28, 2026 52 min

We track the fastest moving stories in AI infrastructure and crypto mining, from Bitcoin’s price stability to the financing deals that could decide which operators actually scale. We also connect the dots between power markets, microgrids, and NVIDIA’s push toward factory-built data center pods that could shrink build timelines. • Bitcoin price band and why US market opens move risk assets • Daily dividend distribution shift and the real cost of transaction volume • Strategy’s Bitcoin holdings, earnings expectations, and FASB revaluation impact • Fed rate hold and what it changes for capex heavy AI data center stocks • Sector drawdowns, “green shoots,” and the credibility gap before HPC revenue arrives • Bitdeer’s SEAL miner strategy and why BlackRock’s stake matters • Host Digital visibility and how Wall Street price targets fit into due diligence • Keel’s Hydro Quebec court ruling and the stakes in data center power pricing • Microgrid growth forecasts and the looming substation equipment squeeze • Hive Digital’s GPU-backed loan terms and the Cohere cluster revenue math • Iren’s equipment financing refinance and why contract-backed collateral matters • NVIDIA DSX Pod rollout and how it could accelerate Iron’s deployment path • Hut 8 Miami headquarters expansion as a signal of industry hiring and scale Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Galaxy Q3 Shines: Latest NVDA, CRWV, MARA, HUT & ABTC News!

Oct 27, 2026 41 min

We walk through why AI infrastructure stocks can drop hard even as demand for compute keeps accelerating, and why the market is starting to care more about deliverability than promises. We break down fresh signals from Blackstone, Meta, Nvidia, Galaxy, Mara, and CoreWeave that point to a sector where power, capital, and execution decide the winners. • Bitcoin range holding while AI infrastructure tries to find a floor • Blackstone’s view on demand versus deliverability for compute • Why HPC data centers cost far more than Bitcoin mining builds • GPU rental pricing rising even for older hardware • Meta’s AI fundraising momentum and what oversubscription signals • Nvidia investing in customers as a self-reinforcing growth loop • Sector-wide drawdowns versus single-name weakness • Galaxy earnings and Helios ramp schedule as execution proof • Mara’s Vertebrae flexible load concept to monetize underused power • CoreWeave’s Denmark expansion plus Europe power cost constraints and data sovereignty Let us know in the comment section below what you thought of Galaxy's results and if you're currently making any moves in the portfolio! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Elon Slams Neoclouds: Latest Anthropic, IREN, WULF, BTDR & SLNH Stock News!

Oct 26, 2026 52 min

We walk through why AI infrastructure is perking up again while the market still punishes anything that cannot prove execution. We connect Bitcoin treasury moves, Anthropic’s IPO filing, and Elon Musk’s neo cloud critique to one question: who actually turns power and buildings into durable AI revenue. • Bitcoin holding near $80K and the long-term scarcity backdrop • Strategy’s preferred-share repurchases and the push to keep buying Bitcoin • Strive’s $511M Bitcoin buy and what SATS yields below par suggest • Anthropic IPO filing details, growth, capex, losses, and customer concentration • AI infrastructure stock heat map, green shoots, and why the drawdown persists • Execution risk: energization timelines, funding access, and hyperscaler-grade delivery • Soluna cutting debt and adding operational talent to support the AI pivot • Elon Musk on bottlenecks and why power and cooling matter more than chips • Neo clouds versus vertically integrated models, plus TerraWulf’s response and financing strength • IREN’s earnings date, demand signals, and Nvidia Minerva for data center ops • Bitdeer production update and how mining cash flow can support AI build-out Let us know in the comment section below how you're feeling about the AI infrastructure sector and if you've been making any purchases over the last few weeks! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Soluna Holdings - CEO, John Belizaire Q&A - Applied Digital JV, LOI Updates & Strategy!

Oct 23, 2026 53 min

We sit down with Saluna Holdings CEO John Belizer to unpack the Applied Digital joint venture for Dorothy III and what it changes about scaling renewable powered AI data centers. We also get practical about lease rate math, capital stack reality, execution risk, share authorisation fears, and how Nasdaq’s $1 compliance timeline actually works. • why Soluna picks a joint venture structure to scale AI infrastructure while reducing cash capital needs • what Soluna contributes to Dorothy III including powered land value and behind-the-meter access to power • how a triple net lease LOI fits the strategy and why arm’s length pricing matters • why hyperscaler lease rates differ from neo cloud rates and how yield-on-cost drives the numbers • how to think about GPU price upside vs stable infrastructure cash flows • expected milestones to close the JV, finalise the lease, and target delivery in 2027 • how debt and equity typically split in data center project finance and why the equity check is the focus • how Dorothy III could expand toward a larger multi-building campus and what that implies for KATI 2 • what adding Dan Golding to the board changes and why execution on-time and on-budget is the priority • the difference between authorised shares and issued shares plus how the shelf and ATM are used • what Nasdaq minimum bid rules mean in practice and the timeline before any real delisting risk • why the Briscoe Wind Farm asset could uplift project economics and balance sheet perception Let us know in the comments section below what you make of today's discussion and if you have any additional comments for John and the team! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - p...

Deep Fear And Deep Value: Latest NBIS, KEEL, DMGI, DRK, HIVE, SLNH & BTDR News!

Oct 22, 2026 53 min

We break down the AI infrastructure sell-off and explain why we think the sector looks oversold even as demand for power and data centers keeps climbing. We rank five value plays using megawatts per market cap and pressure-test what really matters: contracts, financing, and execution. • macro pressure hitting AI infrastructure and crypto-linked equities • Bitcoin moving with broader indices and risk sentiment • hyperscaler earnings showing strong revenue but CapEx fears • fear and greed index signalling deep fear conditions • why a 50% drawdown needs a 100% recovery • Nebius bridge financing and what interest cost implies • megawatt per market cap as a quick value screen • Bitdeer overview across mining, CSP and power pipeline • Hive execution across Paraguay, Scandinavia and Canada • DMG LOI potential versus funding and listing constraints • Soluna JV approach to scaling AI data center capacity • Dark Horse microcap leverage if contracts land Let us know in the comments section below how the portfolio is looking and if you're making any moves during this pullback! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Infrastructure Reality Check: Latest Anthropic, IREN, SPCX, DMGI, HUT, SLNH, RIOT & APLD News!

Oct 21, 2026 46 min

Hyperscaler-scale spending and IPO filings paint a clearer picture of where AI infrastructure demand is headed, from gigawatt compute buildouts to cloud revenue arriving at scale. We connect earnings, price targets, and new joint ventures to the realities of power, financing, and community impact that decide which platforms actually win. • Bitcoin strength and how it lifts correlated names • Strive preferred dividend products and sustainability questions • SpaceX earnings breakdown, AI segment growth, capex intensity, compute projections • Analyst price target shift and what it implies about future gigawatts • Portfolio rotation debates, sentiment drawdowns, and timing vs fundamentals • Anthropic draft S-1, compute commitments, customer concentration, risk factors • Market heat map view, oversold narratives, and “have we hit the bottom?” • DMG Christina Lake LOI expanding, megawatt economics, phased buildout funding • Core Scientific facility stats on water, noise, jobs, and local cost protections • Hut 8 operating culture, first-principles decision making, accountability • Iren Europe Spain campus, sovereign AI and data residency, Nvidia DSX references • Soluna and Applied Digital joint venture structure and why it matters for funding Let us know in the comment section below what you make of today's discussion and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Infrastructure Stocks In A Pullback: Top BTDR, CORZ, HIVE, HOST, HUT, IREN, SLNH, WYFI Stock News!

Oct 20, 2026 53 min

We walk through a choppy day for AI infrastructure and crypto-adjacent stocks, then zoom in on which companies are actually converting power into delivery, contracts, and credible timelines. Along the way we break down buybacks, board upgrades, redundancy design, and why local grid politics can redirect billions in AI data center investment overnight. • Bitcoin range action and why many stocks now trade on HPC narratives • Heat map reality check across five-day, one-month, and year-to-date performance • BitDeer mining strength, rising hash rate, GPU utilisation, and expanding AI cloud backlog • Core Scientific’s turnaround, megawatt delivery pace, and what differentiation looks like • Hive Digital’s community education efforts and the long-run ripple effects • Host Digital’s $15M share buyback, contract economics, and undervaluation debate • HUT 8’s build-out progress and what execution looks like at scale • IREN’s Berlin demo as a test of full-stack CSP claims • Soluna AGM takeaways, board additions, authorised share count, and dilution concerns • WhiteFiber redundancy strategy and why SLAs make or break trust • Anthropic project pushback, grid constraints, and NScale’s potential second mega-deal Let us know what your thoughts are today, specifically on the HOST buyback! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Relief Rally? Latest IREN, GLXY, APLD, WULF, BTBT, BTDR, HUT & HOST Stock News!

Oct 19, 2026 48 min

We size up whether today’s green is a real turn or a temporary bounce by tracking Bitcoin, miner performance, and the AI infrastructure headlines moving the tape. We also dig into what matters most right now for AI data centers: power, execution, and who is quietly buying. • Bitcoin trading range and the recurring market open dip • Strategy and Strive updates on Bitcoin accumulation and balance sheet mechanics • Larry Fink’s view that AI risk is supply shortages not a bubble • Heat map reality check on miner and HPC stock drawdowns • Bitdeer weekly production and the mining-to-AI pivot • Sam Tabar’s Ethereum thesis for machine-to-machine settlement • Applied Digital insider buying as a confidence signal • Galaxy bull case and the Helios power opportunity • Host Digital’s focus on co-location and execution of energised megawatts • Hut 8 solar interconnection speculation and why we want confirmation • Iren’s Real Madrid sponsorship and the shareholder debate on priorities • UK data center delays at NScale and what customer concentration implies • TeraWulf positioning versus neo clouds and why credit support matters Let us know in the comments section below if you feel the bottom is in and if you've been taking advantage of this recent pullback! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Infrastructure Meltdown: Latest IREN, KEEL, CRWV, RIOT, HUT, WULF & GLXY Stock News!

Oct 17, 2026 55 min

We break down the brutal sell-off in AI infrastructure and HPC data center stocks and explain why the broader market still looks strong by comparison. We also dig into debt, financing strategies, GPU pricing, and the latest Wall Street price targets to figure out what is fear, what is real risk, and what could be opportunity. • Bitcoin price check and why miners still care about the trend • S&P 500 and hyperscaler strength versus AI infrastructure weakness • Friday’s reversal after a brief rally and what new lows signal • Why the sector is selling off across names, not just one ticker • Rising build costs per megawatt and what that means for funding • Co-location versus CSP economics and the capital required • How debt and interest expense create a dangerous timing gap • GPU rental rate increases as a potential offset to higher inputs • Riverbend site observations and the HUT 8 long-term bull case • Analyst price targets for HUT 8, CoreWeave and Galaxy • Downgrades for Riot, Wulf and Keel plus LOIs versus signed deals • IREN financing concerns, prepayments, and the debate over risk Let us know in the comments section below how you're feeling about the portfolio, if you've been making any purchases, and your highest conviction play or top pick in the space currently! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Stocks Ready to Rally: Latest SLNH, MOVE, WULF, CRWV, CORZ & KEEL Stock News!

Oct 16, 2026 44 min

AI infrastructure and power stocks finally show “green shoots” after weeks of relentless selling, and we lay out why the reversal and the volume look different this time. We connect macro pressure from a hot PPI print to real project economics, then sanity-check the tape with oversold RSI, analyst targets, and what institutions may be doing behind the scenes. • sector wide sell-off context and why it feels extreme for holders • PPI, yields and rate-cut odds as headwinds for long-duration growth stocks • why higher financing costs raise cost per megawatt for AI data center builds • midday reversal and unusually high volume as a potential bottom signal • oversold RSI levels and the idea that sellers eventually run out • institutional ownership versus retail flows in the biggest trading days • TeraWulf management messaging on execution, balance sheet and capital access • Morgan Stanley, BTIG, Bank of America, Deutsche Bank and Cantor price targets discussed • capital-raising levers including ATMs and convertibles plus what they mean for dilution and flexibility • Moses Lake construction progress as a tangible check on project momentum at KEEL • upcoming earnings dates and why they may reset sentiment Let us know in the comment section below if you think the bottom's in? Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

How Low Can AI Infrastructure Stocks Go: Latest KEEL, BTBT, CRWV, GLXY, RIOT & CORZ News!

Oct 15, 2026 52 min

We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest pressure points, from financing and bond yields to valuation metrics like 52-week lows and net asset value, then land on what we think investors should do next. • Bitcoin’s recent range, long-term buying mindset, and why one day does not matter • Strive’s rapid Bitcoin accumulation, preferred shares mechanics, and the race up the public company holdings list • AI infrastructure names selling off across the board, market caps compressing, and correlation breaking versus Bitcoin • Heat map and 52-week low analysis, why contracts take 12 to 36 months to energise, and why execution timing matters • Dollar cost averaging in practice, why timing the bottom is unrealistic, and how fast these stocks can rebound • Cost of capital as the key headwind, CoreWeave bond yields, and what credit markets signal about risk • Anthropic’s reported revenue growth and IPO plans, OpenAI comparisons, and what that means for risk appetite • Keel and the Allentown data centre story, what is and is not binding, and why permitting and site control matter • Net asset value as a downside reference, Bit Digital’s Ethereum holdings, and what a NAV discount can imply • Analyst price targets for Galaxy, Riot, and Core Scientific, plus the upside case tied to contract expansion • Land, power & shell strategy, potential M&A scenarios, and why we think patience beats panic Let us know in the comment section below if you’re making any purchases today and if you still have conviction in the AI infrastructure space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney...

AI Selloff Explained: Top IREN, HUT, WULF, DMGI, GLXY, CORZ, WYFI, HIVE & SLNH News!

Oct 14, 2026 1 hr 4 min

We map the AI infrastructure sell-off from late June through today and explain why prices can fall hard even when contracts, pipelines, and long-term demand for megawatts look strong. We also share what we’re buying, what catalysts we need next, and which headlines suggest AI colocation revenue is finally hitting an inflection point. • Bitcoin price range, scarcity dynamics, and dollar cost averaging discipline • Heat map breakdown, 52-week ranges, and why the group looks oversold • June 22 as the sentiment peak and why we keep benchmarking it • Six drivers of the drawdown: Treasury yields above 5%, rate hike fears, geopolitical tension, China-US tariffs, US midterms, and risk-off flows into small caps • Deal delivery reality: LOIs, long-lead equipment, phased buildouts, and the need for signed contracts as catalysts • Short interest levels across the sector and why volatility cuts both ways • Portfolio drawdowns across retail and institutional holders, plus how we think about conviction and position management • HUT 8 Riverbend expansion potential and why transparent financing matters • TeraWulf messaging on funding and dilution sensitivity • Renewables curtailment data and why AI can monetize stranded power • WhiteFiber on AI reliability, SLAs, cooling headroom, and workload-level performance • Core Scientific billing progress, AI revenue ramp, and analyst price targets • Galaxy upgrades and the scale of the Helios opportunity • Iren updates: Australia expansion, AGM proposals, and field intel on site activity Let us know in the comment section below if you've been taking advantage of this recent pullback and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney....

When AI Infrastructure Stocks Sell Off: Top BTBT, WULF, BTDR, DRK, HUT, ABTC, GLXY, APLD & IREN Stock News!

Oct 13, 2026 32 min

We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what actually moves these names next: earnings proof, contract performance, and whether the market finally prices in HPC revenue and margins. • Bitcoin pulls back and banding levels matter for sentiment • Strategy and Strive treasury buys plus preferred share dynamics • Heat map check-in with broad red tape action and standout movers • Why the sector sells off despite permits, contracts, and revenue per megawatt • Earnings season as the next catalyst with miners still bridging to HPC AI revenue • SLAs, payment mechanisms, and the risk of non-performance clawbacks • Bit Digital’s shift from Bitcoin to Ethereum plus staking and balance sheet angles • Dark Horse TVA site updates including water use, zoning, and community process • Bitdeer production strength and Malaysia campus expansion toward 350 MW capacity • Hut 8 Louisiana community impact with tax revenue and local infrastructure claims • Iren developments including Anthropic client chatter and the Mirantis software layer • Analyst price targets for Applied, Galaxy Digital, ABTC, and TeraWulf Let us know in the comments section below if you're adding to any of your positions and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News!

Oct 10, 2026 46 min

We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run the valuation math on Frontier labs and connect it to the on-the-ground reality of data center build timelines, supply chain lead times, and contract economics. • Bitcoin check-in from Token2049 and why sentiment does not always move price • OpenAI and Anthropic revenue run-rates, IPO timing and what valuation multiples imply for public comps • IREN megawatt ramp, Microsoft Horizon delivery cadence and why execution photos matter • TSMC earnings and what AI chip demand signals for the broader AI supply chain • Weekly heat map, sector pullback context and how we approach buying during weakness • Dark Horse partnerships in the Tennessee Valley Authority region and what “right-sized” sites look like • Hive supply chain infographic and the real lead times for switchgear, transformers and gas turbines • Host Digital overview, reverse merger details and the economics of a long-term take-or-pay lease • Why markets misprice data centers when permitting, power access and build approach differ • TeraWulf financing approach, cost per megawatt inflation and aligning incentives with insiders • Riot Platforms on local economic impact, schools and the case for data center education • Morgan Stanley price targets, implied upside and what needs to happen next for laggards Let us know in the comment section below if you're making any purchases at these levels and your current top pick in the sector! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Analyze This: ABTC, HUT, DMG, WYFI, BTDR, SLNH, HIVE, MARA & IREN Stock News!

Oct 9, 2026 40 min

Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU data centers. We also run through the biggest company headlines and explain why execution and contract structure matter more than narratives when volatility hits. • treasury yields pushing higher and lifting discount rates on long-duration growth stocks • the CapEx reality of AI data centers from per-megawatt build costs to GPU procurement timing • how interest expense and refinancing risk show up in real dollar terms across recent deals • the day’s tape read across key AI infrastructure names, volumes, and what we’re watching next • upcoming earnings dates and notable recognition for smaller operators scaling into HPC • Bitdeer’s accelerating Malaysia buildout and what it signals about Southeast Asia AI demand • closed-loop cooling fluids, water consumption concerns, and why containment is the real risk • Hive’s Paraguay roadmap from bitcoin mining cash flow toward an AI factory model • Mara’s pipeline and why site selection, permitting, and long-term partnerships slow deal timing • Iren’s response to third-party criticism and what Nvidia validation implies for performance claims • WhiteFiber’s Continuum concept and why latency solutions can change smaller site economics Let us know in the comment section below why do you think the AI infrastructure stocks are pulling back! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Stocks Selling Off: APLD, IREN, KEEL, BTBT, CRWV, DRK, MOVE, HUT & SLNH News!

Oct 8, 2026 46 min

We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs. • Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims • Why institutional access, ETFs, and banks matter for the next crypto leg • Nvidia connected Lambda funding and IPO timeline chatter • Market close recap and why share prices feel disconnected from fundamentals • Applied Digital Q1 earnings, revenue growth, and the path to operating leverage • CoreWeave expansion news, India entry, and analyst price target updates • Micron’s massive upside case framed through free cash flow and demand • HUT 8 Riverbend groundbreaking details and what energization timing implies • Dark Horse site expansion visuals and why small caps can surprise • Keel’s “timeline to power” advantage and why idle GPUs force aggressive leasing • Corvex focus on productive megawatts and infrastructure coordination • Soluna behind-the-meter renewables, Maestro OS, and faster interconnection paths • Iren job postings, Alberta breadcrumbs, and the semi-analysis back-and-forth Let us know in the comment section below how you're feeling about the portfolio and if you're making any ads or buys at these levels! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Top 5 Co-Lo Deals: Latest WYFI, BTDR, WULF, GLXY, HUT, DRK & RIOT News!

Oct 6, 2026 1 hr 1 min

We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving into HPC data centre operators, with efficiency, financing, and contract structure deciding who wins. • Bitcoin price update and what a higher baseline means for mining names • Quick scan of sector stock performance and volatility • Applied Digital securing up to 1GW in Finland and why Scandinavia matters • Dark Horse doubling contracted power in the TVA region and the permitting reality • Co-location versus CSP trade-offs including risk, complexity, and payback period • Colo market growth forecasts and why rising GPU prices lift lease rates • Why revenue per megawatt can mislead without capex, PUE, and cost of capital • Top five deal breakdowns: WhiteFiber, Galaxy, Riot, TeraWulf, Bitdeer • Hut 8 Louisiana groundbreaking and how pass-through structures change margins Let us know in the comment section below what you thought of today's discussion and your top pick among the five! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR, WULF, GLXY & BTBT Stock News!

Oct 6, 2026 30 min

We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing. • Bitcoin price check and what quarter close means for reported digital asset gains • Preferred share mechanics and how they shape Bitcoin buying capacity • Market heat map read-through and why volatility can mask execution • Amazon’s data center community spend and the political risk of moratoriums • Token2049 preview and Bit Digital’s Ethereum-focused treasury strategy • White House AI Tsar announcement and what a superintelligence task force signals • Core Scientific’s local site visit and the on-the-ground reality of modern facilities • Bitdeer production trends and using mining cashflows to fund AI plans • Hive Buzz HPC scaling and the economics of large GPU deployments • TeraWulf Muskogee update with 1 GW contracted power and potential path to 2 GW Let us know in the comments section below if you're currently holding shares of TerraWolf and what you thought about today's update! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Execution Is The Edge: Top HUT, CORZ, DMG, RIOT, WULF, IREN, CRWV, MARA, BTDR, GLXY, BTBT & APLD Stock News!

Oct 2, 2026 33 min

Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts. • Bitcoin price action into option expiration day • Year-to-date Bitcoin ETF inflows versus the June and July outflow streak • Miner and AI infrastructure stock heat map and what a green day really fixes • Applied Digital scaling leased AI capacity at Polaris Forge • Galaxy Helios and the case for near-zero GPU vacancy rates • Core Scientific’s shift from mining toward HPC revenue • IREN construction progress plus liquid cooling groundwork • DMG’s conference meetings to convert an LOI into a signed deal • Terawulf’s execution focus and financing discipline from investor Q&A themes • Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling • Price targets and key catalysts for CoreWeave, Bitdeer, and MARA Let us know in the comment section below how the portfolio is looking today and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News!

Oct 1, 2026 46 min

We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. • Bitcoin strength and what it signals for proxies • 10-year Treasury yield spike and how it hits consumer spending • Higher yields raising the cost of debt for AI infrastructure companies • Why contracted backlog and blue-chip counterparties matter most • FTC probe, AI safety pledges, and the speed of model releases • The scale of AI capex compared with prior infrastructure revolutions • Corvex as an emerging compute and security-focused data center story • Power demand shortfalls and the long-lease path toward REIT-like trading • GPU price inflation and why CSP and co-location economics improve • Micron earnings, HBM expansion, and what it implies for NVIDIA demand • Street price targets for MU, CoreWeave, and NVIDIA Smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and if you're making any purchases at these levels! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token Factory Launch!

Sep 30, 2026 38 min

We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume open-weight models without running clusters. We dig into what “secure AI” actually means at the infrastructure layer, why confidential compute matters, and how Corvex thinks about token economics, enterprise adoption, and financing growth. • Seth’s background in HPC, large-scale ML systems, and enterprise platforms • Corvex’s AI factory roadmap from current capacity to multi-site megawatt expansion • Why Corvex targets long-term take-or-pay offtake instead of by-the-minute GPU rentals • How AI factory, Token Factory, and assured AI security capabilities fit together • The difference between protecting customer IP and broader model safety concerns • Confidential compute and securing model weights, training data, and inference traffic • Upcycling existing data centers to reduce community friction and accelerate deployment • Capex realities for AI data centers and planning for changing power standards • Token Factory launch details, open-weight models, and zero data retention posture • How Corvex plans to finance growth through people, prepayments, debt, and recent funding Let us know in the comment section below if you’ve heard of Corvex before and what you thought about today’s press release! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

White House AI Summit Meets OpenAI Dev Day: Top MOVE, BTDR & CORZ News!

Sep 30, 2026 26 min

We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real catalysts: White House AI policy signals, OpenAI Dev Day pricing, and new approaches to tokenized GPU usage that could reshape how inference gets billed and secured. • Bitcoin’s one month setup and what higher highs imply • AI infrastructure stock pullbacks and day range volatility • Heat map takeaways and why correlation with Bitcoin is weakening • White House “superintelligence” framing and the voluntary AI agreement • OpenAI Dev Day highlights including Dots and the paused Astra launch • The new $500 per month Pro tier and what token speed changes • Tokenization as a likely shift from subscriptions to pay per use • Corvex Token Factory and zero data retention secure inference • Core Scientific’s local community impact around Marble Canyon • Bitdeer Malaysia expansion with takeoff commitments and backlog growth Let us know in the comment section below what you thought of today's discussion and your current top pick or favorite in the sector! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Takes The Hot Seat: IREN, KEEL, BTDR, MOVE, CORZ, RIOT, Crusoe & Anthropic News!

Sep 29, 2026 51 min

We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also unpack the sudden industry-wide focus on AI safety, plus the IPO chatter and project updates shaping the next wave of data center buildouts. • Bitcoin’s long-term chart and the challenge of holding through cycles • Token2049 in Singapore and Ethereum’s relative strength • Mining and AI-adjacent stocks fading from early green and what low volume signals • White House AI meeting and the push for regulation and safety • OpenAI launch timing, safety checks, and what Dev Day signals • Nvidia open agent safety platform and why “kill switch” thinking is spreading • Anthropic IPO rumours, growth math, and why power becomes the constraint • Crusoe’s Texas expansion, megawatt scale, workforce needs, and non-evaporative cooling • Core Scientific’s transition from bankruptcy history to HPC delivery timelines • Corvex PIPE resale registration mechanics and data center expansion targets • Keel Scrubgrass community process, permitting, phased build reality, and land needs • Riot price target update plus key industry conferences and ecosystem momentum Let us know in the comment section below how the portfolio is faring today and what you thought of the discussion! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

The AI Infrastructure Money Trail: DMG, ABTC, HUT, IREN, BTDR, SLNH, RIOT & MARA News!

Sep 28, 2026 38 min

We track the biggest AI infrastructure headlines of the week, from Bitcoin treasury maneuvering to Nvidia’s record buyback and what it signals about long-term GPU demand. We also map the power, site, and financing catalysts shaping miners as they pivot toward high performance computing and AI data centers. • Bitcoin price action and shifting Bitcoin dominance • Strategy’s latest Bitcoin purchase and STRC preferred buybacks • Strive’s preferred-share-driven accumulation strategy and rapid growth • Nvidia’s 150B buyback and why it matters for EPS and AI confidence • Broad red tape on miner equities despite relatively steady Bitcoin • DMG Christina Lake site breakdown including firm vs non-firm power and fiber • Soluna and Bitdeer expanding the Kati 1 co-mining deployment • ABTC’s site portfolio including Vega and Salt Creek under Hut 8 hosting • Hut 8’s revolving credit facility terms and a new 130 price target • MARA’s 100M deposit tied to a contemplated 2GW Texas buildout • Riot repaying Coinbase and unlocking previously pledged Bitcoin holdings Let us know in the comments section below what you think of today's discussion and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Infrastructure Market Pulse: CORZ, CRWV, HUT, IREN, SLNH & KEEL News!

Sep 25, 2026 33 min

We break down a red finish for AI infrastructure stocks while tracking the biggest execution signals across Bitcoin, miners, and high performance computing data centers. We also dig into community pushback, mega financing moves, and why rankings can miss the nuance of what operators are actually delivering. • Bitcoin weekly move and what the weekend could bring • Broad sell-off across miners and AI infrastructure names and what changed versus midweek strength • Saluna hiring community engagement leadership to address NIMBY concerns and improve two-way education • Core Scientific appointing a Chief Commercial Officer as the sector scales enterprise sales and delivery • CoreWeave’s $4.2B convertible note details and what it implies for expansion and dilution management • Hut 8’s Poolin bankruptcy asset purchase and the potential price per megawatt implications • SemiAnalysis ClusterMAX controversy around IREN and Kent Draper’s explanation of managed services testing • Keel’s Scrubgrass community Q&A, permitting realities, and local economic impact projections Let us know in the comments section below what you thought of yesterday's interview, today's discussion, and your top pick in the sector currently! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

IREN - CCO, Kent Draper Q&A - FY26' Earnings, Strategy & Outlook!

Sep 25, 2026 56 min

We sit down with IREN's Chief Commercial Officer Kent Draper to unpack the numbers, the contracts, and the on-the-ground constraints shaping the AI data center race. We dig into pricing, financing, and execution proof points that could determine who earns hyperscaler-style economics as demand keeps outpacing supply. • full year highlights, new multi-year customer contracts and renewals • contracted ARR path toward $4B tied to 2026 capacity and what that implies for 2027 • market pricing trends for three-year terms versus short-term capacity close to deployment • $2.8B non-investment grade GPU financing, customer prepayments, and what it means for dilution • $25B to $30B capex programme breakdown, GPU versus data center spend and funding options • Mirantis acquisition, managed services, orchestration and the path to on-demand and inference revenue • Microsoft Horizon delivery learnings, repeatable templates and future-proofing for new GPU types • Texas grid context, secured power at Sweetwater and why interconnection timelines matter • Europe and Australia expansion timing, sovereign AI demand drivers and regional customer pull • permitting, community scrutiny, renewable energy posture and low-water cooling design choices • execution bottlenecks beyond power, supply chain constraints, labour and vertical integration • ClusterMax commentary, Prince George retrofit context and resiliency improvements Let us know in the comment section below what you thought of today's discussion and if you're currently holding shares of IREN! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Power & Compute: IREN, KEEL, GLXY, HUT, ABTC, HIVE, SLNH & WYFI News!

Sep 23, 2026 44 min

We track the biggest AI infrastructure headlines of the day, from Bitcoin’s latest move to how power, megawatts, and contracts are driving the next leg of data center growth. We connect the dots across miners turning into HPC operators, major site buildouts, and a new networking breakthrough that could link separate campuses into one AI supercluster. • Bitcoin price action and what the one month trend suggests • Mining stock heat map and why daily volatility changes behaviour • Why we focus on fundamentals over day trading swings • Hive’s mining margin sensitivity at different Bitcoin prices • Paraguay hydro power strategy and the pivot toward higher margin HPC • Hut 8 Riverbend construction progress and local community benefits • Galaxy Helios transition from mining to AI campus scale • Helios phased capacity handover economics and revenue math • IREN Sweetwater expansion, Oklahoma development, and GPU deployment • Keel’s index inclusion and what it can mean for capital raising • Soluna and MetroBlocks JV structure, LOI dynamics, and Texas compliance • TeraWulf prepaid variable forward sale explained in plain terms • WhiteFiber Continuum commercial launch and supercluster implications Let us know in the comment section below what your top pick is in the space currently! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL, BTBT & MOVE Stock News!

Sep 22, 2026 43 min

We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward. • Bitcoin strength and why we stay long-term holders • AI infrastructure stock heat map and what the 52-week ranges signal • Abbott’s permitting pause, the TCEQ role, and the political pressure behind it • ERCOT Batch Zero explained: surveys, verification, deadlines, and penalties • Why behind the meter data centers are no longer a workaround • How supply delays can raise the value of existing energized power sites • Mara’s geographic diversification and the Long Ridge Ohio power acquisition • Corvex’s AI factory expansion plan plus token and security product lines • Keel’s Moses Lake progress signals through hiring and site buildout • Bit Digital’s strategic asset framing and the Ethereum plus AI intersection Let us know in the comment section below what you think of Governor Abbott's move and how you think this could impact your portfolio! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL, RIOT, HUT & BTDR Stock News!

Sep 21, 2026 36 min

Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI. • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD assets used • Strive Asset Management accumulation pace, treasury ranking goals, cost basis context • Financial Times report on residual value guarantees, SPVs, cheaper debt and contingent liability risk • Heat map read on AI infrastructure and miner equities, portfolio recovery toward prior highs • Nscale IPO filing, energized megawatts versus contracted pipeline, valuation comparison to peers • Mega contract math using Anthropic and Iron examples, capex requirements and funding pressure • Bit Digital NAV discount narrowing, Ethereum balance sheet exposure and WYFIstake • Bitdeer weekly mining output, hash rate scale, vertical integration on ASICs, AI revenue ramp • Hut 8 Riverbend lease terms, NOI profile, commissioning timeline, expansion potential and build cost • Riot Platforms leadership hire as AI and HPC operations professionalise • All-In Summit takeaways, local hiring and training theme, Moses Lake site activity, AI on global leaders’ agenda Let us know in the comment section below how you're feeling about Bitcoin and the AI sector! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!

Sep 18, 2026 41 min

Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers. • Bitcoin move toward $81K and why it matters for miners • HODL trends across top holders and what’s changed lately • How higher BTC prices can support HPC capex and financing • AI infrastructure heat map and the week’s big movers • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed • Inference growth and why location and latency start to matter more • DMG and WhiteFiber as examples of smaller-site readiness • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate • Morgan Stanley’s Mara target change and why analysts want signed deals • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside • Iren’s message on execution, delivery control, and rising $/MW deal rates Let us know in the comment section below how you're feeling about the space currently and your top pick in the portfolio! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News!

Sep 17, 2026 50 min

GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better. • Bitcoin’s current trading range and what weekends typically look like for volatility • Heat map reversal across AI infrastructure names and what the “flip” suggests • Bitdeer’s August production jump, energized hashrate growth, and why difficulty trends matter • Bitdeer’s expanding AI HPC footprint, GPU deployment, utilization, and ARR progression • Malaysia, Norway, and Bhutan updates as signals of active AI data center development • TeraWulf initiation with a $30 target, NAV framing, and what AFFO per share implies • Insider buying as a confidence signal and how we treat it in our process • Keel’s community engagement playbook and why permitting strategy is part of the moat • Moses Lake construction progress and what it could mean for first contract timing • Galaxy named a founding validator on ARC and why that matters for on-chain finance infrastructure • Nebius GPU rate hikes, demand signals, and the impact on Jensen’s 1 GW revenue claim • GPU lifespan extending beyond depreciation schedules and why residual values stay elevated • CoreWeave reiteration at $250 and the shift toward faster CapEx payback economics • New York’s proposed per-megawatt fee and how policy can reshape project returns Let us know in the comment section below what you thought of today's discussion and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https:...

Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News!

Sep 16, 2026 24 min

We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines. • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment • AI infrastructure heat map and why volatility keeps rising • Hive BuzzHPC and Procogia partnership plus the push for Canadian sovereign compute • Hut 8 Beacon Point build start and what megawatt economics really cost • NVIDIA gigawatt AI factory math including Blackwell B200 GPU assumptions • Revenue per megawatt reality check across hyperscalers, neoclouds, and shorter-term contracts • Interest rates, SOFR-linked debt, and why financing risk hits before revenues arrive Let us know in the comment section below what you thought about today's rate decision and how you think this is going to impact the sector moving forward! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Clarity Act Shockwave: Latest DMGI, MARA, RIOT, HIVE & CORZ Stock News!

Sep 15, 2026 36 min

We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the financing reality behind AI data centers and HPC conversions. • Bitcoin pullback ahead of the Clarity Act vote and what the market is signalling • Why a failed vote delays a durable digital asset framework and tokenization roadmap • Fed meeting expectations and how higher rates hit capex-heavy AI infrastructure • Inflation context with oil and gas prices and geopolitical pressure • AI infrastructure and Bitcoin miner heat map, volatility, and why fundamentals matter • Core Scientific on data center site selection and scaling, plus contracted megawatts with CoreWeave and AMD • What we learn from the HC Wainwright conference and how we gather CEO insights • DMG Christina Lake LOI update, firm vs non-firm power, PUE assumptions, capex math, and a 2027 timeline • Hive Buzz HPC board appointment and why capital markets depth helps scaling • MARA baseload vs studied load definitions and what it means for HPC monetization • Riot Rockdale culture, local hiring, and the real-world community impact of large power sites • WhiteFiber hints at a September 23 announcement and what to watch next Let us know in the comments section below what your thoughts were on today's discussion and your current top pick in the space! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

Crypto Clarity & AI Panic: Latest IREN, GLXY, BTDR & SLNH Stock News!

Sep 14, 2026 50 min

Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI slowdown uproar and ask whether safety concerns change anything about the massive demand for compute, power, and data center capacity. • Bitcoin price move and what it signals for risk assets • Strategy repurchasing preferred shares plus treasury position and Bitcoin holdings • Strive’s SATA performance and weekly Bitcoin accumulation strategy • What the Crypto Clarity Act procedural vote actually does and why 60 votes matter • Why regulatory clarity could boost confidence in crypto markets globally • Red day market check, miner and infra stock volatility, and catalyst week setup • Bitdeer’s Malaysia A202 facility details, megawatts secured, and AI cloud pipeline growth • Galaxy investor relations hire, Helios campus scale, and a $28 price target note • Saluna’s Dorothy site baseload status and the path toward HPC conversion • Anthropic’s call to pace frontier AI, plus support from OpenAI and Elon Musk • Skepticism on incentives, IPO timing, geopolitics, and the China angle • Iren’s response: demand already exceeds buildable compute, plus updated price targets Let us know in the comment section below which side of this debate you’re on and your top pick in the space currently! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

AI Power Plays: Latest IREN, KEEL, BTBT & WULF Stock News!

Sep 11, 2026 43 min

Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down what’s really driving demand for megawatts, why execution beats narratives, and where the next catalysts may land across Texas power, hyperscaler buildouts, and crypto treasuries. • bitcoin price spike and why volatility cuts both ways • CPI print, core inflation pressure and what it implies for rates • AI infrastructure stock heat map and why the group rallies anyway • Ethereum breaking 2,600 and what it means for Bit Digital’s strategy • NAV discount versus premium and how it changes the treasury flywheel • Microsoft’s 38GW compute target, CapEx trajectory and 25 year leases • ERCOT batch zero classifications across major Texas sites and pipelines • Keel’s non ERCOT advantage, permits progress and expected deal timing • IREN’s Goldman conference takeaways focused on commissioning and cash flow • rising AI compute pricing per megawatt and what shorter contracts signal • TeraWulf on CNBC: demand strength, longer deal duration and NIMBY myths Let us know in the comment section below your current top pick in the space and why! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com

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Podcast details

Created by: Anthony Power & Bryce McNallie
Status: Active
Latest episode: Nov 12, 2026
Episodes: 725
Release period: Daily
Avg. episode length: 40 min
Explicit: No
Language: English

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