Power Analysis

Anthony Power & Bryce McNallie
  • 4,8 (4)
  • ĐẦU TƯ
  • HẰNG NGÀY

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. 1 NGÀY TRƯỚC

    HIVE Digital Technologies - CEO, Aydin Kilic Q&A - 320MW AI Gigafactory!

    We sit down with Ayden Kilic, CEO of Hive Digital Technologies, to break down the 320 megawatt gigafactory announcement and why it could reshape Hive’s path in AI infrastructure. We dig into the revenue math, the financing approach, and why long term contracts matter as much as the GPUs themselves.  • what a 320MW “gigafactory” means in practical GPU terms  • why this is positioned as a major Canadian HPC and sovereign AI build  • how a conservative colocation case maps to ARR and total contract value  • the capex reality of building tier three data centers and filling them with GPUs  • the near term plan to scale GPU cloud ARR and what needs to line up  • why the market rewards 3-year and 5-year contracts over residual value stories  • CSP versus colocation optionality when you own and operate the facilities  • how a zero coupon convertible and capped call can reduce dilution  Let us know in the comment section below if you're currently holding shares of Hive and what you thought about these recent announcements! 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

    13 phút

  2. 1 NGÀY TRƯỚC

    HPC AI Bubble Check: Nvidia, Nebius, Anthropic & SpaceX News!

    AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contracts stack up across the sector. We connect NVIDIA earnings, neo cloud pricing moves, and the miner to HPC pivot to answer one question honestly: where are the real bubble signals, if any?  • HPC AI sector update and why we’re not seeing classic bubble signs  • Bitcoin correlation fading as miners reposition toward AI infrastructure  • Heat map read on who has contracts and who is still waiting  • Keel napkin math on megawatts, compute, NOI and potential rerate  • Nebius rate increase and what higher GPU pricing implies for new deals  • The lock-in versus wait dilemma for CSP and colocation contracts  • Anthropic revenue growth, profitability expectations and enterprise adoption  • Power as the bottleneck and why existing energy access matters  • SpaceX capacity payments and what they signal about scarcity pricing  • Applied Digital contracted capacity milestones and long dated take or pay leases  • NVIDIA data center growth, margins, guidance, buybacks and dividends as demand proof  Let us know in the comments section below how you’re feeling about the AI space as a whole and your top pick 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

    29 phút

  3. 2 NGÀY TRƯỚC

    Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!

    We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting versus owning power, and ask what risks hide inside long GPU contracts.  • Bitcoin range action and why we focus on the longer view  • Corporate and ETF buying as steady demand for supply  • Hive momentum and why execution drives rerates  • Riot valuation framework using megawatts, NOI and multiples  • Nebius and Bloom Energy deal structure and $ per MW takeaway  • Soluna vertical integration at Dorothy plus balance sheet cleanup  • CleanSpark hiring to build capital markets and M&A capacity  • Hut 8 community investment as a permitting and trust strategy  • Terawulf build progress and the open question of GPU refresh costs  Let us know in the comment section below if you're holding any of these stocks 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

    36 phút

  4. 3 NGÀY TRƯỚC

    AI Power Plays Making Moves: HIVE, IREN, SLNH, MARA & ABTC!

    We track how Bitcoin miners are evolving into AI and HPC infrastructure companies as conferences, GPU markets, and corporate announcements all point to the same demand wave. We connect the dots across Strategy’s Bitcoin accumulation, shifting miner economics, and a growing pipeline of multi year data center contracts.  • takeaways from the AIM Summit in London and why AI dominates the room  • why miners keep exploring HPC for predictable long term revenue  • Strategy’s latest Bitcoin buying pace and the path toward one million BTC  • the claim that Bitcoin ownership in the US now outpaces gold  • GPU spot pricing jump and why older GPUs can price above newer ones  • how longer GPU lifespans change payback periods and data center economics  • mining stock performance, correlation to Bitcoin, and Core Scientific buildout updates  • ABTC’s Bitcoin treasury growth, fleet efficiency, and “mine cheaper than buy” approach  • the reality of cheap ASIC pricing versus rising public company overhead  • Hive and BuzzHPC’s 320MW sovereign AI infrastructure plan near Toronto  • MARA’s Long Ridge Energy financing milestone and what it adds to the platform  • Soluna’s timeline signals and why 2027 is becoming the target year  • IREN’s acquisition of Awaken and the importance of brand as the AI push scales  Let us know in the comments section below what did you think on today's headlines? Also, let us know if you want to see an IREN podcast! 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

    48 phút

  5. 3 NGÀY TRƯỚC

    Soluna Holdings - CEO, John Belizaire & CFO, Michael Picchi Q&A - Q1 Earnings & AI Strategy!

    We talk with Saluna Holdings CEO John Belizaire and new CFO Michael Picchi right after Q1 earnings about how the company plans to scale from Bitcoin hosting into AI and HPC data centers through 2026 and beyond. We break down what vertical integration really means when you own the wind farm, the grid connection, and the site roadmap to get from design to an energized AI campus.  • Q1 highlights including revenue growth, megawatts under management, and the shift toward hosting revenue  • Why Bitcoin hosting demand persists and how it funds AI pre-development work  • Briscoe Wind Farm acquisition and what vertical integration adds beyond a low power rate  • How Soluna “stacks” revenue across hosting, demand response, and power sales during curtailment  • KATI 2 phase-one plan including schematic design, detailed design, customer proposals, and lease negotiations  • Future-proofing AI data centers for heavier GPUs and changing chip generations  • Capital formation realities for billion-dollar builds including debt vs equity expectations  • Key bottlenecks ahead including MEP supply constraints, labor availability, and worker housing  • Community engagement playbook and addressing water concerns with closed-loop cooling design  • Dorothy 3 sequencing and applying KATI 2 learnings across the pipeline  Let us know in the comment section below what you thought of Soluna 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

    59 phút

  6. 15 THG 5

    Bitdeer - VP of Capital Markets, Haris Basit & Tesh Dahya Q&A - Q1 Earnings, AI & Mining!

    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

    27 phút

  7. 15 THG 5

    Bit Digital Earnings & IREN News: Top AI Stocks to Watch Now!

    Bitcoin chops under $80K while miners sell off, but we stay focused on the bigger trend and the forces quietly tightening supply. We unpack the regulation tailwinds, the earnings details behind Bit Digital’s pivot, and why IREN’s new financing could reshape the HPC buildout race. • Bitcoin’s weekly range and why we keep buying through volatility • Clarity Act progress and why regulatory clarity matters for Bitcoin and Ethereum • Why “crypto crime” talking points ignore on-chain traceability and cash realities • Saylor’s 15,466 BTC week and what that means versus new supply • Miner stock drawdowns and how Friday options flows can amplify moves • Bit Digital’s strategic asset shift toward Ethereum staking and WhiteFiber HPC growth • Revenue run-rate expectations and the coming impact of new co-location capacity • IREN’s $3B convertible notes terms plus cap call dilution protection • What that capital could fund for GPUs, data centers, and a Sweetwater-scale buildout • Why some CEOs give firm deal timelines while others stay noncommittal Let us know in the comment section below how you're feeling going into next week and your top pick currently 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

    30 phút

  8. 14 THG 5

    WhiteFiber & Bitdeer Earnings, BitFufu News Update!

    Bitcoin rebounds above $80,000 as institutional access expands and Washington edges toward clearer crypto rules. We break down miner results from BitDeer and WhiteFiber, plus BitFuFu’s production headwinds, to see how the Bitcoin mining sector is turning into an AI HPC and data center story.  • Bitcoin’s move back into the $80K range, key catalysts behind the rally  • Charles Schwab rolling out spot crypto access, what large AUM platforms change for adoption  • Clarity Act progress, why regulation can unlock broader participation  • Strategy’s rapid Bitcoin accumulation, what it implies about supply versus demand  • Strive’s competing yield product, the push toward daily dividend structures  • Heat map check-in across miners, reflections on recent management interviews  • BitFuFu April operational report, outage impacts and contract decisions, continued HODL growth  • Bitdeer Q1 earnings, revenue surge, expanding AI cloud ARR, power portfolio optionality, SEAL miner efficiency gains  • WhiteFiber Q1 earnings, co-location growth, NC1 timeline, Hyperbolic agreement, supply chain constraints for data centers  • Why HPC revenue depends on delivery, margin expectations versus reality, questions we keep pressing in interviews  Let us know in the comments section below if you're currently holding shares of either Bitdeer or WhiteFiber and what you thought of their results. Sign up for the weekly newsletter at poweranalysis.io 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

    30 phút
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Xếp Hạng & Nhận Xét

4,8
/5
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Anthony Power & Bryce McNallie
  • Năm hoạt động
    2024 - 2026
  • Tập
    588
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2026 Power Analysis
  • Trang web chương trình
    Power Analysis

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