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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S1 · E703
Yesterday · 41 min
Galaxy Q3 Shines: Latest NVDA, CRWV, MARA, HUT & ABTC News!
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
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S1 · E702
Monday · 52 min
Elon Slams Neoclouds: Latest Anthropic, IREN, WULF, BTDR & SLNH Stock News!
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
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S1 · E701
Friday · 53 min
Soluna Holdings - CEO, John Belizaire Q&A - Applied Digital JV, LOI Updates & Strategy!
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 - powermininganalysis@gmail.com
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S1 · E700
Thursday · 53 min
Deep Fear And Deep Value: Latest NBIS, KEEL, DMGI, DRK, HIVE, SLNH & BTDR News!
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
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S1 · E699
October 21 · 46 min
AI Infrastructure Reality Check: Latest Anthropic, IREN, SPCX, DMGI, HUT, SLNH, RIOT & APLD News!
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
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S1 · E698
October 20 · 53 min
AI Infrastructure Stocks In A Pullback: Top BTDR, CORZ, HIVE, HOST, HUT, IREN, SLNH, WYFI Stock News!
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
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S1 · E697
October 19 · 48 min
Relief Rally? Latest IREN, GLXY, APLD, WULF, BTBT, BTDR, HUT & HOST Stock News!
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
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S1 · E696
October 17 · 55 min
AI Infrastructure Meltdown: Latest IREN, KEEL, CRWV, RIOT, HUT, WULF & GLXY Stock News!
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
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S1 · E695
October 16 · 44 min
AI Stocks Ready to Rally: Latest SLNH, MOVE, WULF, CRWV, CORZ & KEEL Stock News!
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
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S1 · E694
October 15 · 52 min
How Low Can AI Infrastructure Stocks Go: Latest KEEL, BTBT, CRWV, GLXY, RIOT & CORZ News!
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.com Business Inquiries: Email - powermininganalysis@gmail.com
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S1 · E693
October 14 · 1 hr 4 min
AI Selloff Explained: Top IREN, HUT, WULF, DMGI, GLXY, CORZ, WYFI, HIVE & SLNH News!
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.com Business Inquiries: Email - powermininganalysis@gmail.com
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S1 · E692
October 13 · 32 min
When AI Infrastructure Stocks Sell Off: Top BTBT, WULF, BTDR, DRK, HUT, ABTC, GLXY, APLD & IREN Stock News!
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
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S1 · E691
October 10 · 46 min
New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News!
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
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S1 · E690
October 9 · 40 min
Analyze This: ABTC, HUT, DMG, WYFI, BTDR, SLNH, HIVE, MARA & IREN Stock News!
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
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S1 · E689
October 8 · 46 min
AI Stocks Selling Off: APLD, IREN, KEEL, BTBT, CRWV, DRK, MOVE, HUT & SLNH News!
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
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S1 · E688
October 6 · 1 hr 1 min
Top 5 Co-Lo Deals: Latest WYFI, BTDR, WULF, GLXY, HUT, DRK & RIOT News!
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
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S1 · E687
October 6 · 30 min
TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR, WULF, GLXY & BTBT Stock News!
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
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S1 · E686
October 2 · 33 min
Execution Is The Edge: Top HUT, CORZ, DMG, RIOT, WULF, IREN, CRWV, MARA, BTDR, GLXY, BTBT & APLD Stock News!
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
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S1 · E685
October 1 · 46 min
Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News!
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
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S1 · E684
September 30 · 38 min
Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token Factory Launch!
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
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