Power Analysis

Anthony Power & Bryce McNallie

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

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📊 Bryce's Patreon: patreon.com/c/McNallieMoney

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S1 · E669
Today · 36 min
IREN Australia Update & Latest SLNH, HIVE, BTDR & CORZ Stock News!
We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days. • Bitcoin six month view and why the base matters more than daily moves • Miner heat map volatility and how fast weekly gains can vanish • Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint • Core Scientific ERCOT batch zero approvals and the advanced large load pathway • CoreWeave and AMD contracting scale and what it implies for future capacity • Bit Digital’s price target, NAV discount, WhiteFiber exposure, and Ethereum holdings • DMG’s 50MW LOI economics, capex reality, and phased build strategy • Hive’s $1M per day run rate, GPU cloud growth, and SVP of revenue hire • Iren’s inclusion in NVIDIA’s Australia partner list and the Bundy timeline questions • Soluna’s ex Microsoft AI construction hire and why tier three builds change everything Tomorrow being Friday, newsletter wanted to remind you to pop over to the website, poweranalysis.io. We’re currently working through an update, revitalizing all of our HPC AI data on the website. So let us know if you have any input. Sign up for the newsletter! 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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S1 · E668
Yesterday · 33 min
AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & BTDR Stock News!
We walk through what is actually moving AI infrastructure stocks right now, from Bitcoin’s choppy year-to-date tape to the real drivers hiding underneath the volatility. We connect the dots between cheaper power, better cooling, ERCOT batch zero status, and the on-the-ground execution that turns megawatts into revenue. • Bitcoin’s current range and what recent stability may signal • Why daily red and green swings matter less than interconnection progress • Google’s Finland data center push and why Scandinavia attracts hyperscalers • Energy pricing, PPAs, and why Europe’s power costs can make or break projects • PUE explained with Nordic versus Texas cooling economics • Hive’s shift from mining to HPC and the Bowdoin buildout timeline • Galaxy’s batch zero results across Helios and the studied load sites • What ERCOT’s three-bucket system means for timelines and certainty • Keel’s Moses Lake partnership with Power Secure plus peak shaving economics • Why conferences can be catalysts for digital infrastructure names • Local job creation, tax benefits, and HUT 8’s teacher stipend program 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://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
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S1 · E667
Tuesday · 39 min
Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!
Markets rip higher as ERCOT Batch Zero fears fade and AI infrastructure names rebound hard. We connect Bitcoin treasury strategies, surging data center capex, and the permitting details that can unlock multi-year HPC revenue. • Bitcoin holds range and we stay long-term holders • Michael Saylor’s preferred-share approach and why USD assets matter for coverage • Strive’s daily dividend structure and continued weekly Bitcoin buying • AI infrastructure stocks bouncing after a suppressed period tied to ERCOT uncertainty • Heat map check and why broad green days change sentiment fast • All-In Summit visibility and catalysts for key names • Data center spending projections through 2030 and why deals are accelerating • AGI explained in plain terms and what it implies for compute demand • Rising rental rates for older H100 GPUs and the effect on margins • Hive’s scale gains, dual mining plus AI strategy, and community-first messaging • Canada’s data center principles and how they mirror US concerns • Batch Zero updates for IREN Sweetwater and Soluna Cati projects • Riot’s existing sites exempt from Batch Zero and what Corsicana could become • Water usage myths put in context with simple comparisons Let us know in the comment section below how you're feeling about the portfolio and your current top pick or position! 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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S1 · E666
Monday · 44 min
Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsicana LOI!
We sit down with Riot Platforms CEO Jason Les to get a detailed read on Q2 execution and the company’s shift from pure Bitcoin mining toward AI data center development and long-term leasing. We dig into Rockdale expansion potential, the Corsicana LOI, ERCOT power dynamics, and how Riot plans to fund massive buildouts while managing dilution. • Q2 operational progress focused on data center development milestones • AMD capacity delivered on time and on budget as execution proof • Rockdale roadmap including existing tenants and expansion optionality • Corsicana LOI context, why timelines are uncertain, and why the site is scarce • Power buildout sequencing at Corsicana and why early interconnection de-risks delivery • ERCOT batch zero clarification and how it changes competitive dynamics in Texas • How market rents, redundancy requirements, and CapEx per megawatt are rising together • Why Riot views Bitcoin mining as a bridge to higher-value AI colocation cash flows • ESS Metron switchgear manufacturing as a supply chain advantage • Capital strategy using liquidity, interim facilities, and takeout debt to limit dilution • Workforce access near major metros and the biggest execution bottlenecks ahead Let us know in the comments section below what you thought of tonight's discussion and if you're currently holding chairs of Riot Platforms! 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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S1 · E665
Monday · 23 min
ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
We break down why ERCOT’s new batch zero screening could reshape Texas power access for AI data centers, HPC, and the crypto miners pivoting into enterprise compute. We also hit the crypto backdrop, a major reported AI contract, and the company-specific projects that look best positioned as the interconnection queue tightens. • bitcoin and ethereum momentum and why ETH outperformance matters right now • Bitdeer weekly production update, falling network difficulty and mining efficiency advantages • bit digital’s ethereum-heavy balance sheet and the shrinking discount to NAV • Crusoe’s roots in mining and the reported $13B Jane Street AI compute deal • what ERCOT batch zero is, why results are private and what can still disqualify projects • how the process affects Riot, Hut 8, Galaxy, IREN, Core Scientific and MARA site economics • Hut 8’s conditional baseload classification for Beacon Point and the next verification steps • PUCT’s 765 kV West Texas transmission plans and why they matter for Permian and compute • IREN’s senior operations hire and what it signals about Tier III and Tier IV build demands • the growing trend of sports sponsorships as these firms go mainstream Let us know in the comments section below what you think of today's discussion and how this could potentially 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
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S1 · E664
September 3 · 33 min
Huge Day: Latest IREN, KEEL, HUT, CIFR, BTDR, GLXY & Nscale News!
Bitcoin’s jump above $81K sparks a broad green day across the miners and the AI data center names we track, but we keep the focus on fundamentals rather than hype. We also connect the local politics of data centers, the IPO wave in neo-cloud compute, and the revenue math that is pulling mining companies toward HPC. • Bitcoin price strength and what support and resistance means for sentiment • Why data center “NIMBY” pushback is shifting as communities see jobs and funding • Pennsylvania project offering $10,000 resident payments tied to occupancy • Portfolio heat map moves and why many names are still red on the month • NScale and Anthropic IPO expectations and what big contract backlogs imply • Bitdeer Rockdale land expansion and the path from mining to co-location • Cipher’s lateral natural gas pipeline plan and the open questions on cost and intent • HUT 8 comments on longer GPU lifespans and the need for new capital mechanisms • Keel institutional ownership via Bank of New York Mellon and the HPC pivot • Galaxy’s expanding bank partnerships as mainstream crypto adoption accelerates • Iren analyst price targets and the ramp toward multi-billion annualized revenue Let us know in the comments section below how you're feeling about the portfolio 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
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S1 · E663
September 1 · 53 min
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q3 Earnings, LOI & Outlook!
We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Steve Ellisquew right after Q3 earnings to unpack what the quarter really says about mining economics, power costs, and cash discipline. We also dig into the Christina Lake AI co-location LOI, the realities of timelines and buildouts, and how DMG plans to stay in Bitcoin mining while scaling high-performance compute. • Q3 revenue, mining margin, and how wholesale power supports results • Why we believe Bitcoin mining remains a long-term business for DMG • Network difficulty, hash rate shifts, and opportunity as peers pivot to HPC • Secondary market ASICs, why older generations fade, and what we actually want to buy • Why “mullet mining” alongside AI is likely limited in practice • Christina Lake LOI status, why timelines are hard, and what makes the contract complex • Permitting and zoning, what is already approved at Christina Lake • Canada site pipeline and why we keep seeing inbound offers • Boardman due diligence findings and why we are waiting to close • Phased approach to 50–60MW, 2027 readiness, and supply chain constraints • Fiber connectivity, contractor capacity, and SLA-style delivery penalties • Prefabricated modular data center units and what demand looks like • How we think about valuation versus NAV, uplisting, and investor expectations • Financing options, debt structure, and when equity could make sense Take a second, smash the like button, guys. Let us know in the comments section below what you thought of DMG's 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
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S1 · E662
September 1 · 40 min
The New Compute Gold Rush: Top Anthropic, IREN, WULF, CORZ, BTDR & HUT News!
We connect the dots between Bitcoin mining, AI data centers, and the deal terms that are reshaping how “power” companies get built and financed. We weigh hype against execution by digging into real contracts, real construction progress, and the narratives driving sentiment across the sector. • Bitcoin’s longer-term range and why we avoid day-to-day noise • What makes Bitcoin mining viable now, including load balancing and utility partnerships • Market heat map pressure across HPC AI names and what insider buying can signal • Anthropic’s compute land-grab and how it ties to Hut 8’s Beacon Point economics • Bitdeer’s Malaysia capacity sold out and what contracted revenue reveals about demand • NIMBYism and data center FUD, plus why responsible development changes the story • TeraWulf’s CEO sale explained through a 10b5-1 plan and position sizing context • Core Scientific’s Texas buildout as a case study in execution • IREN’s funding, GPU financing evolution, and the three-question execution checklist Let us know in the comments section below what you thought 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
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S1 · E661
August 31 · 44 min
Latest AI Stock News: IREN, DMG & MOVE!
We walk through a choppy market tape and explain why the biggest edge in this sector is understanding power, contracts, and capital flows rather than reacting to daily price moves. We compare Bitcoin treasury strategies with the accelerating pivot from mining into AI data centers, then break down what recent headlines imply for the next two years. • Bitcoin mining viability as public miners shift toward AI and HPC margins • Bitcoin price context on a six-month view and why range stability matters • Strategy and Strive accumulation updates and what adoption still lacks • Sector heat map read-through and why volatility is structural here • DMG preview with Christina Lake power, permitting, and expansion path • Corvex (MOVE) overview including leadership hires and capacity roadmap • PIPE financing mechanics and why dilution can fund speed-to-market • IREN earnings misconceptions including depreciation and CSP deal economics Let us know in the comment section below how you're feeling about the sector as a whole 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
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S1 · E660
August 28 · 54 min
IREN FY26' Earnings Deep Dive, Outlook & Price Targets + WULF & SLNH News!
We break down IREN’s full-year earnings and map the pivot from Bitcoin mining to contracted AI cloud revenue built on power, data centers, GPUs, and software. We also talk through the macro backdrop, the sector selloff, and why contract pricing and financing terms may matter more than the day-to-day tape. • Bitcoin weekly close and what to watch next • Fed remarks from Jackson Hole and why rates hit this sector • Heat map volatility and the psychology of holding drawdowns • Insider buying at Saluna and what it signals • Terawulf analyst target context and management conviction • IREN headline numbers including $1B annualized run rate and $4B contracted run rate • Mining revenue downshift versus cloud services revenue ramp • Impairments and depreciation from decommissioned ASICs • Balance sheet growth, cash position, borrowing and ATM dilution watch • The “physical world can’t keep pace” thesis behind AI demand • Full stack integration and why IREN avoids pure colocation • Customer mix diversification across hyperscalers, labs and enterprise • Contract economics including term length, megawatt pricing and prepayments • 2026 to 2028 buildout plan across multiple geographies • Financing structure from investment-grade GPU loans to higher-rate facilities • 2027 capital requirements and the repeatable funding playbook • Wall Street price targets and the valuation gap between mining and HPC multiples Let us know in the comment section below what you thought about Iron's Call, the 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
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S1 · E659
August 27 · 36 min
DMG Earnings Analysis, Top CORZ & IREN News!
Bitcoin pushes above 80K while miners and AI infrastructure names turn the heat map green, and we connect the move to real catalysts in data center contracting and financing. We share conference notes from Hong Kong, run the numbers on a massive AI compute deal, break down Core Scientific’s credit facility, and dig into DMG’s earnings and what still needs to happen next. • Bitcoin’s trend and why short-term volatility matters less than long-term positioning • What we see and hear at Bitcoin Asia in Hong Kong and why Asian infrastructure demand is growing • Preferred shares returning to par value and what consistent buying signals to investors • Daily movers and what the heat map says about sentiment across miners and HPC names • Quincy, Washington as a counterpoint to NIMBY narratives around data centers • Anthropic and NScale’s $45B contract and what rising $ per megawatt implies for GPU hosting rates • Core Scientific’s $600M senior secured facility and why SOFR + 1.75% stands out • DMG Blockchain’s quarterly results, cost controls, balance sheet context, and the LOI still not converted • IREN’s upcoming earnings, the debate around a director’s paid subscription, and a skeptical JP Morgan price target Make sure you pop over to the website, you guys, poweranalysis.io 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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S1 · E658
August 27 · 32 min
Nvidia Earnings Shockwave, BTDR AI Updates, WYFI & SLNH News!
Nvidia’s blowout quarter becomes our roadmap for where AI infrastructure demand is heading and why “companies with power” matter more than ever. We connect the dots between GPU spending, data center buildouts, Bitdeer’s mixed mining and HPC strategy, and what we’re watching into Iron earnings. • Bitcoin range check and why we zoom out on volatility • Market heat map read across miners and AI infrastructure names • DMG moving ahead of earnings and what LOI timelines reveal • Soluna insider buying and what it signals on long-term build plans • Whitefiber NC1 commissioning progress and the path to contracted revenue • Bitdeer July production surge, hashrate growth, and fleet efficiency angles • AI cloud utilization and how fast GPU capacity is getting contracted • Norway colocation economics, PUE advantage, and renewable power positioning • Nvidia revenue, data center growth, margins, buybacks, and what it implies for the mining to HPC shift • After-hours moves, sector shorting dynamics, and what we’re tracking next week Let us know in the comments section below what you thought about NVIDIA results and what you're expecting from IREN tomorrow! 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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S1 · E657
August 25 · 40 min
Incoming Catalysts: Latest BTDR & SLNH Deal, IREN & DMGI Earnings Incoming!
Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre. • Bitcoin’s recent rally and why we prefer a steady climb • Four-year cycle overlays, resistance turning into support, and long-range price targets • Bitcoin ETF net inflows as a demand signal and what might be driving them • Regulatory momentum and why the Clarity Act matters for broader adoption • Conference takeaways from Hong Kong and the mining infrastructure meets AI theme • AI infrastructure stock heat map, 52-week ranges, and how we approach profit taking • NVIDIA earnings expectations and why data center revenue sets the tone • IREN’s CSP strategy, commissioning timelines, and bridging the ARR gap • GPU spot pricing, hyperscalers vs neo-clouds, and what that means for future contracts • DMG earnings watchlist, LOI conversion timing, and Christina Lake upside scenarios • Soluna and BitDeer’s Caty One co-mining deal and why revenue share structures matter • Mining viability in 2026, ASIC efficiency, and why joules per terahash decides margins Let us know in the comment section below how you’re feeling about the sector 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
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S1 · E656
August 24 · 26 min
Latest Site Updates at KEEL, SLNH & WULF!
Bitcoin pushes toward 80K while we map what that means for miners, treasury holders, and the stocks that still trade like pure crypto beta. We also run through major site and financing updates from TeraWulf, Whitefiber, Soluna, and Keel, with a focus on power, permits, and capital. • Bitcoin’s five day rally and why it may still be early to call a full cycle • Strategy’s preferred share repurchases and the growing USD reserve for dividends • Strive crossing par value and returning to active Bitcoin buying • Why some miners rise with Bitcoin while HPC AI pivot names decouple • TeraWulf’s 482MW Kentucky approval and why ratepayer protection matters • Whitefiber’s upsized convert, old note paydown, and funding long lead items • Soluna’s Dorothy 3 land acquisition and renewable powered AI campus optionality • Keel’s Pennsylvania permitting confidence, water scrutiny context, and Moses Lake signals • Insider buying as a sentiment and alignment marker Let us know in the comment section below what you make of today's headlines and if you're currently holding any of these companies! 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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S1 · E655
August 20 · 48 min
Bitcoin Breakout & Earnings Highlights: HUT, WULF, MARA, ABTC, BTBT, WYFI, KEEL, SLNH & HIVE!
Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews. • Bitcoin and Ethereum momentum and what it means for risk appetite • Fed minutes context and why rate sensitivity still matters • Treasury long-bond buybacks and the link to falling yields • Short liquidations and how squeezes accelerate rallies • White House crypto meeting and the September 15 procedural vote • Miners and AI infrastructure stocks reacting to crypto strength • Hut 8 contracted leases and triple net margin profile • TeraWulf power demand realities and why PUE changes economics • MARA dual-track strategy and using downtime intelligently • ABTC cost to mine metrics and fleet efficiency as survival traits • Bit Digital’s Ethereum treasury, NAV discount, and NC1 to NC3 catalysts • Keel permitting readiness and why timeline confidence matters • Soluna pipeline signals and what we watch for next • Hive’s GPU scale math and the valuation gap question Let us know in the comment section below if you're holding any of these stocks and if you've been taking advantage of this most recent dip! 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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S1 · E654
August 19 · 37 min
Pennsylvania Data Center EO, KEEL, BTDR, NBIS & WYFI News!
We break down a sharp market recovery as Bitcoin rallies and crypto-linked equities whip around on fresh ETF flow data and shifting sentiment. We also dig into how financing and politics are reshaping the AI data center and HPC trade, from convertibles to Pennsylvania’s new permitting rules. • Bitcoin price surge and why ETF inflows matter for momentum • Miner stock moves versus HPC and AI infrastructure names • Reading the heat map, 52-week ranges, and what volatility signals • Bitdeer’s Malaysia AI cloud plan, contract structure, and analyst price target • Nebius $4.5B convertible and how it funds GPUs and data center build-outs • WhiteFiber $270M convertible, dilution pressure, and expansion strategy • Pennsylvania Governor Shapiro executive order and the new local approval leverage • Keel site-by-site implications in PJM and why analysts see limited impact • Nebius Pennsylvania site timing risk under the new process • Hive valuation comparison, US market access strategy, and big GPU revenue potential Let us know in the comment section below what you thought of today's headlines and if you're taking advantage of this recent dip or adding to any positions! 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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S1 · E653
August 19 · 23 min
HIVE Digital Technologies - CEO, Aydin Kilic & Chairman, Frank Holmes Q&A - Q1 Earnings, ARR & Deals!
We break down Hive Digital’s blowout quarter and the execution behind its surge in revenue and scale. Then we dig into the $350M enterprise AI deal, why GPU compute changes the unit economics per megawatt, and how geography and regulation shape the roadmap from Paraguay to Canada and Sweden. • Q1 performance highlights including revenue scale and operating cash flow focus • Why management believes relative valuation hinges on forward revenue and EBITDA • How the Paraguay buildout delivers economies of scale in Bitcoin mining • The $350M investment grade enterprise contract and what made it possible • The Bell Canada relationship and why ready capacity matters more than hype • GPU procurement realities across major OEMs and the role of competitive availability • Progress toward the $200M ARR target plus the longer-term HPC colocation pipeline • The case for Paraguay as future HPC and AI capacity alongside mining • Political and regulatory risk in emerging markets versus tax uncertainty in Sweden • GPU versus ASIC profit density and why residual value changes the equation • Proof of concept for exporting compute over thousands of miles and why it matters Let us know in the comment section below if you're currently holding shares of Hive and what you thought about these most recent developments! 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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S1 · E652
August 18 · 47 min
Best AI Infra Picks in 2026: IREN, KEEL, HIVE, BTBT, MOVE & DUOT News!
We track a whiplash day where Bitcoin pushes higher while miner and AI infrastructure names slide, then zoom out to the real drivers: contracts, megawatts, balance sheets, and valuation gaps. We also add new tickers to the watchlist, pressure-test bullish price targets, and end by sanity-checking how a potential Anthropic mega-IPO could reshape M&A and perceived counterparty risk across the space. • Bitcoin price action versus red miner tape and what it signals for sentiment • Why volatility, shorting, and positioning can suppress share prices despite improving fundamentals • Bit Digital’s NAV discount, Ethereum holdings, staking yield, and WhiteFiber stake dynamics • Megawatt deal economics and why $2M per MW becomes a key benchmark • Hive price targets, contracted revenue ramp, and the longer-term Paraguay HPC option • Corvex (MOVE) earnings, confidential computing angle, and reserve capacity contract structure • Duos Technologies (DUOT) earnings highlights, liquidity, and the $500M 55MW hosting agreement • Cantor price target framing and what needs to happen for upside to show up in the stock • Insider open-market buying at Keel and why deal timing matters less than 15-year duration • Anthropic IPO scale, what it could validate for large leases, and why M&A math gets weird fast • IREN’s Mirantis acquisition consideration breakdown and what to watch in upcoming results Let us know in the comment section below if you’re currently holding any of the stocks discussed and your 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
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S1 · E651
August 17 · 35 min
Earnings, Deals & Targets: HIVE, WYFI, MARA, IREN, RIOT, BTDR & KEEL!
We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital. • Bitcoin price action and why slower climbs help adoption • Strategy reserve build and what it signals for balance sheet resilience • Sector heat map read on miners versus HPC pivot names • Insider buying at Bitdeer plus Keel leadership buying patterns • Hive Digital earnings split between Bitcoin mining and HPC revenue • Sweden VAT provision and how to think about one-off charges • Hive’s $350M AI cloud contract using NVIDIA Blackwell Ultra GPUs • Simple NVL72 rack explanation and implied $ per GPU hour math • Cantor Fitzgerald price target logic and the path to higher ARR • Paul Tudor Jones buying Mara and Druckenmiller adding Iren, Bitdeer, Riot & Hut 8 • Riot’s Morgan Stanley term loan details and why cost of capital matters • WhiteFiber’s North Carolina expansion and the retrofit-first data center playbook Let us know in the comments section below if you’re holding any of these stocks 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
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S1 · E650
August 14 · 44 min
Megawatts, Deals & Price Targets: IREN, CORZ, KEEL, WYFI, WULF & SLNH!
We close out the week by mapping the biggest AI infrastructure headlines across Iren, Soluna, Core Scientific, and Riot, plus what Bitcoin’s range-bound tape means for miners right now. We also dig into how megawatts, contracts, and financing discipline are driving fresh Wall Street price targets and investor positioning. • Bitcoin holding the $60K range and what “base building” could signal • Green close across AI infrastructure names and why volatility attracts shorts and day traders • Hive earnings timing and upcoming management check-ins • WhiteFiber’s capital formation playbook, dilution control, and the refinance flywheel • Keel’s deal confidence, permitting transparency, and why 15-year terms matter more than exact dates • Soluna’s revenue mix shift, cash position, EBITDA trend, and 6.3GW pipeline context • Core Scientific’s Polaris acquisition economics and why $/MW matters • Iren’s Horizon 1 delivery to Microsoft and what Nvidia Exemplar status validates • Price target updates for WiFi, Hut, TeraWulf, and Riot and the assumptions behind them Let us know in the comment section below what you thought of this week's interviews 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
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