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. 2d ago

    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

  2. 3d ago

    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

  3. 4d ago

    Power & Compute: IREN, KEEL, GLXY, HUT, ABTC, HIVE, SLNH & WYFI News!

    We track the biggest AI infrastructure headlines of the day, from Bitcoin’s latest move to how power, megawatts, and contracts are driving the next leg of data center growth. We connect the dots across miners turning into HPC operators, major site buildouts, and a new networking breakthrough that could link separate campuses into one AI supercluster.  • Bitcoin price action and what the one month trend suggests  • Mining stock heat map and why daily volatility changes behaviour  • Why we focus on fundamentals over day trading swings  • Hive’s mining margin sensitivity at different Bitcoin prices  • Paraguay hydro power strategy and the pivot toward higher margin HPC  • Hut 8 Riverbend construction progress and local community benefits  • Galaxy Helios transition from mining to AI campus scale  • Helios phased capacity handover economics and revenue math  • IREN Sweetwater expansion, Oklahoma development, and GPU deployment  • Keel’s index inclusion and what it can mean for capital raising  • Soluna and MetroBlocks JV structure, LOI dynamics, and Texas compliance  • TeraWulf prepaid variable forward sale explained in plain terms  • WhiteFiber Continuum commercial launch and supercluster implications  Let us know in the comment section below what your top pick is 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. 5d ago

    Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL, BTBT & MOVE Stock News!

    We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward.  • Bitcoin strength and why we stay long-term holders  • AI infrastructure stock heat map and what the 52-week ranges signal  • Abbott’s permitting pause, the TCEQ role, and the political pressure behind it  • ERCOT Batch Zero explained: surveys, verification, deadlines, and penalties  • Why behind the meter data centers are no longer a workaround  • How supply delays can raise the value of existing energized power sites  • Mara’s geographic diversification and the Long Ridge Ohio power acquisition  • Corvex’s AI factory expansion plan plus token and security product lines  • Keel’s Moses Lake progress signals through hiring and site buildout  • Bit Digital’s strategic asset framing and the Ethereum plus AI intersection  Let us know in the comment section below what you think of Governor Abbott's move and how you think this could impact your 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

  5. 6d ago

    Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL, RIOT, HUT & BTDR Stock News!

    Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI.  • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto  • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD assets used  • Strive Asset Management accumulation pace, treasury ranking goals, cost basis context  • Financial Times report on residual value guarantees, SPVs, cheaper debt and contingent liability risk  • Heat map read on AI infrastructure and miner equities, portfolio recovery toward prior highs  • Nscale IPO filing, energized megawatts versus contracted pipeline, valuation comparison to peers  • Mega contract math using Anthropic and Iron examples, capex requirements and funding pressure  • Bit Digital NAV discount narrowing, Ethereum balance sheet exposure and WYFIstake  • Bitdeer weekly mining output, hash rate scale, vertical integration on ASICs, AI revenue ramp  • Hut 8 Riverbend lease terms, NOI profile, commissioning timeline, expansion potential and build cost  • Riot Platforms leadership hire as AI and HPC operations professionalise  • All-In Summit takeaways, local hiring and training theme, Moses Lake site activity, AI on global leaders’ agenda  Let us know in the comment section below how you're feeling about Bitcoin and the AI 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

  6. Sep 18

    Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!

    Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers.  • Bitcoin move toward $81K and why it matters for miners  • HODL trends across top holders and what’s changed lately  • How higher BTC prices can support HPC capex and financing  • AI infrastructure heat map and the week’s big movers  • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed  • Inference growth and why location and latency start to matter more  • DMG and WhiteFiber as examples of smaller-site readiness  • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate  • Morgan Stanley’s Mara target change and why analysts want signed deals  • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside  • Iren’s message on execution, delivery control, and rising $/MW deal rates  Let us know in the comment section below how you're feeling about the space currently and your top pick 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

  7. Sep 17

    GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News!

    GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better.  • Bitcoin’s current trading range and what weekends typically look like for volatility  • Heat map reversal across AI infrastructure names and what the “flip” suggests  • Bitdeer’s August production jump, energized hashrate growth, and why difficulty trends matter  • Bitdeer’s expanding AI HPC footprint, GPU deployment, utilization, and ARR progression  • Malaysia, Norway, and Bhutan updates as signals of active AI data center development  • TeraWulf initiation with a $30 target, NAV framing, and what AFFO per share implies  • Insider buying as a confidence signal and how we treat it in our process  • Keel’s community engagement playbook and why permitting strategy is part of the moat  • Moses Lake construction progress and what it could mean for first contract timing  • Galaxy named a founding validator on ARC and why that matters for on-chain finance infrastructure  • Nebius GPU rate hikes, demand signals, and the impact on Jensen’s 1 GW revenue claim  • GPU lifespan extending beyond depreciation schedules and why residual values stay elevated  • CoreWeave reiteration at $250 and the shift toward faster CapEx payback economics  • New York’s proposed per-megawatt fee and how policy can reshape project returns  Let us know in the comment section below what you thought 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. Sep 16

    Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News!

    We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines.  • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment  • AI infrastructure heat map and why volatility keeps rising  • Hive BuzzHPC and Procogia partnership plus the push for Canadian sovereign compute  • Hut 8 Beacon Point build start and what megawatt economics really cost  • NVIDIA gigawatt AI factory math including Blackwell B200 GPU assumptions  • Revenue per megawatt reality check across hyperscalers, neoclouds, and shorter-term contracts  • Interest rates, SOFR-linked debt, and why financing risk hits before revenues arrive  Let us know in the comment section below what you thought about today's rate decision and how you think this is going to impact the sector moving forward! 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
    686
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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