Power Analysis

Anthony Power & Bryce McNallie
  • 4.8 (6)
  • Investing
  • Updated 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. 7h ago

    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

  2. 1d ago

    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

  3. 2d ago

    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

  4. 2d ago

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

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

  5. 3d ago

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

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

  6. 4d ago

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

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

  7. Sep 25

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

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

  8. Sep 25

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

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

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Ratings & Reviews

4.8
out of 5
6 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
    692
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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