Power Analysis

Anthony Power & Bryce McNallie
  • 4.8 (4)
  • 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. 22h ago

    AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!

    We watch a historic one day reversal rip through AI infrastructure stocks and explain why the fundamentals still point to runaway compute demand and a power bottleneck. We also break down Microsoft and Meta earnings, connect the dots to Iron and other power-first operators, and share how we trade volatility with patience and math.  • Bitcoin rally context and why regulatory clarity matters  • Record green day across many AI infrastructure names while weekly and monthly heat maps stay red  • Why leverage and margin can break accounts during fast market swings  • Upcoming earnings and interview pipeline plus how to submit questions  • NScale acquisition as a vertical integration signal for AI cloud platforms  • BlackRock 13G filings and what institutional positioning implies  • Microsoft earnings strength, cloud growth, faster GPU deployment, premium pricing signals  • Data center depreciation moving from 15 to 25 years and why that impacts margins  • Meta revenue growth alongside margin pressure from massive AI CapEx  • “GPU demand stays tight” commentary and why reselling compute is a real option  • IREN Childress buildout progress, mining capacity coming offline, and true cost per megawatt  • Our dip buys, options trades, profit taking framework, and keeping cash for value  Let us know in the comment section below if you took advantage of yesterday's dip and how you're feeling about the account today! 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

    Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!

    We react to the Fed holding rates and unpack why Bitcoin volatility and future rate expectations still trigger a brutal sell-off across AI infrastructure and miner-adjacent stocks. We then dig into what actually matters next: inflation drivers, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries.  • Fed decision context and why markets sell off anyway  • Bitcoin volatility and how it feeds into equity fear  • Inflation pressure from data center build bottlenecks and energy costs  • Why power remains the core bottleneck for HPC demand  • Core Scientific board appointment and what it signals about scaling  • Hut 8 contract economics through NOI multiples and implied valuation ranges  • How Bitcoin HODL positions can swing earnings under FASB  • Keel timeline clues from job postings and the pace of deal-making  • IREN investor relations hire and the broader talent land-grab  • What makes an HPC deal attractive: revenue per MW, cost pass-through, WACC  • Institutional interest and how we think about DMG-style upside scenarios  Let us know in the comment section below what you thought of today's headlines 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

  3. 2d ago

    Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!

    We break down why AI colocation revenue is starting to matter more than pure Bitcoin mining for public miners, even while the whole sector trades deep red. We dig into Applied Digital’s earnings surprise, Core Scientific’s earnings details, and the new AMD deal that pushes contracted capacity into gigawatt territory.  • Bitcoin price weakness versus miner stock drawdowns  • Clarity Act timing and why market structure matters  • Heat map view of miners and where value is showing up  • Upcoming earnings calendar and what questions to ask management teams  • Hive price target upgrade and why Paraguay matters  • Applied Digital’s HPC AI revenue ramp and why energisation timing drives quarterly results  • Core Scientific revenue mix, adjusted EBITDA, and how noncash warrant charges distort net income  • Core Scientific buildout progress and how billing scales with megawatts  • AMD 530MW partnership details and what 1.1GW contracted capacity means  • Data center cost breakdown per megawatt and the labour plus equipment bottlenecks  • Galaxy’s second Texas data center site and the multi-campus strategy trend  Let us know in the comment section below what you thought of today's announcement from Core Scientific 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

  4. 3d ago

    Data Center Demand Surges As AI Infrastructure Players Race To Deliver!

    We track how the AI infrastructure trade shifts from headlines to execution, where megawatts, grid regions, and build timelines decide who gets paid. We also debate co-location vs bare metal, using real company updates to show how contracts, financing, and delivery convert into durable revenue.  • Bitcoin price action and why we zoom out on volatility  • Strategy preferred shares buyback, yields, and how the capital levers work  • Sector heat map pullback across AI infrastructure and mining names  • Data center demand growth toward 2035 and why PJM deserves more attention  • ERCOT capacity, gigawatt sites, and why “ready and waiting” power matters  • Keel’s deal expectations, rerate logic, and what to watch into earnings  • WhiteFiber NC1 delivery, retrofit speed to market, and contract economics per megawatt  • Core Scientific and CoreWeave buildout progress, revenue ramp math, and why who funds capex changes margins  • AI bubble question, plus the trade-off between co-location safety and GPU ownership upside  • IREN’s three-layer stack framing: infrastructure, compute, software and services  • Soluna’s transparency, renewable power pipeline, and the market signal from notable buyers  Let us know in the comment section below which of these companies is your favorite in the space or your top pick currently 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. 6d ago

    Wall Street Price Targets For AI Power Plays: CIFR, RIOT, HUT & AMD!

    We walk through the clearest AI demand signals of the week and connect them to updated Wall Street price targets across chips, hyperscalers, and AI infrastructure players. We also pressure-test the business models behind the headlines by digging into cost of capital, co-location versus CSP risk, and what upcoming earnings could reveal.  • Bitcoin volatility and what it means for digital asset treasury companies  • Leadership change at 21 and the challenges DATs face without durable revenue models  • Google Cloud growth, operating margin expansion, and hyperscaler CapEx as a demand signal  • Intel’s AI-driven turnaround narrative and what it implies for compute demand  • GPU versus CPU dynamics as training shifts toward inference and agentic AI  • AMD price target increase and how Wall Street is modelling future AI revenue  • Mining and AI infrastructure stock pullbacks, market caps, and the week’s heat map  • DMG and Riot developments, including power expansion logic and option value at Rockdale  • Galaxy’s Helios financing, interest rate context, and what drives different borrowing costs  • Why co-location often looks more predictable than CSP today  • Earnings calendar and what we want to learn from management teams  Let us know in the comment section below how you're feeling about the sector 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

  6. Jul 22

    KEEL Site Update, IREN Price Target, GLXY, WULF & CIFR News!

    We zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming earnings calendar so you can track catalysts without getting whipsawed by day to day noise.  • Bitcoin’s multi year chart and why base building can take time  • Senate attention on crypto conflicts and what the Clarity Act could change  • Miner performance, green days, and why market caps have compressed  • How contracts, delivered capacity, and credibility drive valuation versus “power on paper”  • OpenAI’s massive capex ambition and why talent migration matters in AI infrastructure  • Earnings season watchlist for Cipher, TeraWulf, and Galaxy  • Galaxy’s 8-K and the plan to finance a Texas AI data centre campus  • Hut 8 analyst targets and what expanded coverage signals for HPC pivots  • IREN’s updated revenue outlook, price target upside, and the Horizon commissioning timeline  • Keel’s Scrubgrass ordinance, local scrutiny, and long dated 2028 to 2029 build path  • Jim Cramer’s Keel comments and why we still rely on our own research  Let us know in the comment section below what you think of today's headlines 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

  7. Jul 21

    Power Drives The Next Bull Run: IREN, CRWV, NBIS & BTDR News!

    We watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates from Nebius, CoreWeave, Iren, and a data-packed Bitdeer production report.  • Bitcoin price strength and why risk control still matters  • Google Gemini model releases and the shift toward token and usage credit pricing  • Hyperscalers versus neo clouds and how bargaining power changes contract terms  • Microsoft leasing capacity in Europe and why the region is a major AI market  • Miner stock heat map and how fast sentiment flips after a pullback  • Deal value per megawatt trends and why power remains the bottleneck  • Nebius with Nvidia involvement and what it signals for the sector  • CoreWeave downgrade context and what could change the narrative  • Iren Horizon One progress and what commissioning means before handover  • Bitdeer June production highlights, self-mining versus co-mining, and expanding AI ARR  • Bitdeer Malaysia lease plan and the timeline toward next-gen Nvidia GB systems  Let us know in the comment section below how you're feeling about the sector 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

  8. Jul 20

    Monster AI Data Center Deals: IREN, HUT, SLNH, RIOT & BTBT!

    AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and the governance and risk details that can make or break returns. • Bitcoin and Ethereum rebound and why that mood shift matters for the sector • Bit Digital NAV discount and how treasury assets can drive value debates • MicroStrategy dividend runway and the role of USD reserves • Kimi K3 launch and what a GPU capacity pause signals about AI adoption • AI infrastructure stocks snap back after a sharp pullback and what to watch next • DMG strategic investments in applied AI plus options and RSU incentives • IREN RSU controversy and a shareholder letter pushing for stronger guardrails • Soluna momentum from the Cody 2 LOI and a new $4 coverage initiation • Hut 8 Beacon Point 1GW campus economics and what the lease implies for valuation • Iren’s $2.8B contract win, ARR raise, and the importance of customer prepayments • Why co-location risk differs from GPU performance risk in AI contracts Let us know in the comment section below what you thought about today's news from IREN & HUT! 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
4 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
    640
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis