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. 7h ago

    Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings!

    We break down a brutal risk-off day that hits Bitcoin and AI infrastructure stocks, then track the market shock from Nvidia’s CEO resignation and what it really means for the company’s fundamentals. We also dig into Nebius, Bit Digital, and Corvex earnings, plus the real-world fight over data centers and whether communities are getting the facts.  • Bitcoin’s one-month drawdown, volatility risk, and why long-term holders stay patient  • The disconnect between crypto and miners, then the re-correlation with big tech and AI infrastructure  • Nvidia CEO resignation timeline, interim CEO plan, and board leadership changes  • Share price shock, recovery attempt, and why backlog through 2027 matters  • Wall Street price target cuts and upside math after the sell-off  • Nebius earnings beat, 2026 guidance concerns, delayed timelines, and higher CapEx  • Customer prepayments as a lever to reduce borrowing costs across neo cloud builds  • Sector heat map, low-volume sell-offs, and rotation into AMD and Broadcom  • Bit Digital results, colocation growth, Ethereum treasury impact, and the share buyback debate  • Corvex earnings, secured megawatts, deferred revenue, GPU as a service, and token-based usage  • Data center backlash versus on-the-ground benefits, tax base, jobs, and small-town realities  Let us know in the comment section below what you make of today’s discussion and if you’ve made any buys or sells in the portfolio. Make sure you tune 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

  2. 1d ago

    CoreWeave Earnings & Surging Demand: Top KEEL, WYFI, HIVE, DRK, GLXY & CORZ News!

    A powerful green day across AI infrastructure and crypto-adjacent stocks follows CoreWeave’s blockbuster earnings and a shift in market mood. We connect the macro backdrop to what we’re seeing in contracted power, GPU pricing, backlog growth and the catalysts still ahead with Nebius reporting next. • Remembrance Day reflection and why service still matters  • Bitcoin’s recent pullback and correlation with major indices  • Broad rally across AI infrastructure names and what the heat map shows  • Volatility reality check and why due diligence beats social media noise  • CoreWeave’s Q3 print: revenue growth, margins and adjusted EBITDA  • Backlog and demand commentary as a forward signal for AI compute  • Customer prepayments and what they mean for funding and cost of capital  • Asset light data centre strategy versus vertical integration at peers  • Price targets from major firms and how to think about upside versus risk  • Core Scientific and Galaxy as key infrastructure partners enabling delivery  • DarkHorse progress, power strategy and why small caps can rerate fast  • Hive and WhiteFiber targets plus what analysts are watching  • Nebius earnings preview and what we need to see next  Let us know in the comment section below what you make of Core Weaves 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

  3. 2d ago

    IPO's, Earnings & Targets: BTDR, HIVE & WYFI Earnings, IREN Price Targets, Lambda, Anthropic & OpenAI News!

    We walk through why the market feels stuck in the red even as AI demand keeps surging, then map the catalysts we’re watching across IPOs, earnings, and policy. We connect OpenAI and Anthropic headlines to the real bottlenecks of power, GPUs, financing, and execution across AI infrastructure stocks.  • Bitcoin and equity weakness setting the near-term backdrop  • OpenAI financing reports, valuation chatter, and delayed IPO expectations  • Anthropic staying with the Lambda agreement despite lease timing issues  • Anthropic IPO details, retail allocation, and why contracts matter pre-debut  • Mag 10 heat check, NVIDIA pressure, and sentiment spillover into the sector  • Bitcoin miner correlation changing as companies pivot toward HPC and AI data centers  • Bitdeer earnings strength, AI cloud growth, secured megawatts, and massive site pipeline  • Capital intensity of GPU buildouts and why cost of capital matters  • ABTC climbing the corporate Bitcoin holder rankings  • Hive earnings, GPU cluster deployments, and targets for mining plus HPC revenue  • Paraguay political risk discussion and Hive’s commitment to operating there  • US permitting reform progress and what it could change for energy and data centers  • Goldman Sachs view on AI investment staying strong and updated price targets  • WhiteFiber earnings, commissioning progress, deferred revenue, and Morgan Stanley financing  Let us know in the comment section below what you make of today's discussion and what moves you're making 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

    The Spy Who Loved Me? Latest NVDA, IREN, GLXY, BTDR, BTBT, SLNH & HIVE News!

    Bitcoin drifts lower while AI infrastructure investors wrestle with power constraints, permitting politics, and a volatile tape that is punishing even the biggest tech names. We sort through the noise, sanity-check the “AI dip” thesis, and map where contracts, capital and megawatts could create the next winners.  • Bitcoin’s one-month pullback, macro pressure and what would flip sentiment  • Strategy’s latest Bitcoin purchase, preferred structures and dividend implications  • Strive’s preferred pricing, HODL rankings and what it takes to climb the table  • Miners selling Bitcoin to fund HPC, cash strength and long-duration compute deals  • Norway’s grid connection pause, licensing priorities and misconceptions about water use  • US bipartisan permitting reform, faster timelines and shifting more grid costs to data centres  • Green day across AI infrastructure stocks, modular builds and why CapEx matters  • Mega-cap tech context, Apple’s resilience and Nvidia’s drawdown  • Nvidia CEO investigation headlines, board oversight and potential policy fallout on China sales  • Bitdeer’s Malaysia momentum, regional expansion and AI capacity targets  • Earnings calendar highlights plus Bit Digital’s NAV discount and Ethereum exposure  • Morgan Stanley’s view on buying the AI dip, CapEx timing shifts and oversold setups  • Riot’s Corsicana power economics, PUE math and why bottlenecks can reward ready sites  • Updated price targets for AMD, CoreWeave, IREN and Terawulf, plus how analysts model value  Let us know in the comment section below how your portfolio is looking and if you're making any trades over the last few sessions. Make sure you guys drop your questions if you have any for those leadership teams! 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

    DarkHorse Technologies - CEO, Joel Block Q&A - Q3 Earnings, Sites & Strategy!

    We sit down with Joel Block, CEO of DarkHorse Technologies, right after Q3 earnings to trace his path from fixed income trading to Bitcoin mining M&A and now a push into AI and HPC infrastructure. We break down Dark Horse’s TVA-based power portfolio, why smaller sites can fit inference demand, and how the company thinks about community trust and financing the buildout.  • Joel’s background from TradFi to Bitcoin mining leadership and major mergers  • Dark Horse’s four operating sites in the TVA and the shift to a hosted mining model  • Why the company is rebranding around power and land as the core asset  • Town halls, myth busting, and local tax revenue as the community strategy  • Q3 moves to strengthen liquidity including financing, asset sales, and equipment sales  • Modular and prefabricated data center design to improve speed to deployment  • 2027 to 2028 timelines for bringing additional megawatts online through substation work  • Tenant demand signals, portfolio style deals, and the colocation approach for GPUs  • Funding options including tenant prepays, joint ventures, and infrastructure capital  • Hiring data center veterans and engineering partners to execute an AI HPC transition  Let us know in the comment section below what you thought of today's discussion and if you're currently holding shares of DarkHorse! 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. 5d ago

    Keel Infrastructure - CEO, Ben Gagnon Q&A - Q3 Earnings, Strategy & Outlook!

    We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack what actually moved forward after Q3 and why visible construction progress can matter as much as a signed lease. We get blunt about permitting, shifting deal structures, GPU driven urgency, and how we think about risk when the market feels volatile. • Q3 operational progress across permits, engineering and commercial negotiations • Why Moses Lake is a defined product and how active construction changes tenant leverage • Planning for change orders and designing optionality for GB300 versus Vera Rubin • Why we avoid long exclusivity and keep multiple counterparties engaged • How higher cost of capital pushes powered land and modular data center structures • The real critical path to revenue: permitting, leasing and long lead equipment • How politics shapes permitting timelines and why Pennsylvania unions change the story • Why GPU demand is driven by sunk cost and timing mismatches more than short term economics • What hyperscaler pullbacks signal and why “the juice isn’t worth the squeeze” can be rational • How selective debt markets affect financing and why pricing deals in today’s market can reduce mismatch risk Let us know in the comment section below what you think about today's discussion and if you're currently holding shares of KEEL! 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. 6d ago

    TeraWulf - CFO, Patrick Fleury Q&A - Q3 Earnings, Google, Fluor & Muskie Expansion!

    We sit down with Patrick Fleury, CFO of TerraWulf, right after Q3 to break down what is finally starting to hit the financial statements as new AI data center capacity comes online. We push on the hard parts investors worry about most: capex discipline, cost of capital, and how TeraWulf plans to grow without diluting shareholders.  • Q3 HPC revenue momentum and what drives the step change  • CB3 performance and what CB4 and CB5 mean for the revenue run rate  • Why data center and power infrastructure timelines create a market disconnect  • Staying on budget at Lake Mariner despite electrical labor inflation  • How TeraWulf thinks about balance sheet strength and funding options before equity issuance  • Why investment grade counterparties and credit support matter more than hype  • What the Fluor EPC partnership changes on execution risk and contracting structure  • Muskie’s gigawatt scale plan, approvals and AEP coordination  • Community engagement on water, noise, taxes and jobs as a core part of development  If you have any additional questions, leave them below. Hit the like button.  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. 6d ago

    AI Data Center Earnings Roundup: IREN, WULF & DRK Earnings, GLXY, CORZ & KEEL News!

    We map the week’s market mood across Bitcoin and high-volatility compute stocks, then focus on what actually changes the AI data center investment case. We break down the earnings and contracts that matter, from GPU pricing dynamics to power pipelines, insider buys, and the real-world constraints of building and financing capacity.  • Bitcoin weakness and what it signals for risk appetite  • Sector heat map, drawdowns and why a green day is not a trend  • Jevons Paradox applied to GPU demand and compute pricing  • Why older GPUs still earn and support longer contracts  • Dark Horse expanding contracted power and exiting Bitcoin mining  • Modular data center builds as a CapEx and speed advantage  • Texas regulation and the case for community partnership  • IREN earnings, backlog growth and margin strength  • Customer design changes, timeline risk and ARR expectations  • Prepaid GPU CapEx and what it does to payback periods  • IREN global power pipeline and implications for scale  • Analyst target cuts that still imply large upside  • Insider buying at Dark Horse and Galaxy as a conviction signal  • TeraWulf lease revenue, buildout roadmap and major long-term contracting  • Keel targets, permitting delays and the buildout financing gap  Let us know in the comment section below what you make 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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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
    725
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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