Power Analysis

Anthony Power & Bryce McNallie
  • 4.9 (8)
  • Investing
  • Daily

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.

  1. 8h ago

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

    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

  2. 1d ago

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

    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

  3. 2d ago

    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

  4. 3d ago

    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

  5. 6d ago

    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

  6. Oct 22

    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

  7. Oct 21

    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

  8. Oct 20

    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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Ratings & Reviews

4.9
out of 5
8 Ratings

About

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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    711
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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