Power Analysis
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.🐦 F...
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Hut 8 Giga Deal, CORZ & RIOT News, AMD Earnings & CLSK Production!
<p>We break down why Bitcoin mining stocks are ripping even while Bitcoin is relatively steady, and why the market is rewarding power assets and signed AI data center contracts. We compare AMD’s AI-driven data center performance to what miners are promising, then pressure-test the margin claims, delivery risks, and what really drives the re-rate. <br/><br/>• Bitcoin price context and why the sector still rallies <br/>• AMD earnings as a read-through for AI data center demand <br/>• power scarcity as the bottleneck for HPC and AI infrastructure <br/>• why 75% to 100% margin claims need a reality check <br/>• penalties, delays, and const...
Cipher Earnings & IREN M&A: BITZ, RIOT & MARA News!
<p>We track a wild day across Bitcoin and AI infrastructure stocks as earnings, new leases, and M&A reset what “Bitcoin mining” even means. We break down why the market is re-rating companies with HPC contracts and how power, build execution, and financing levers are becoming the real edge. </p><p>• bitcoin price move and why it matters for miners <br/>• heat map read-through and why “deals” drive green days <br/>• Bitzero’s 110MW Norway GPU lease and what the numbers imply <br/>• Applied Digital spinning out Chronoscale to separate business models <br/>• Cipher earnings highlights across Barber Lake, Black Pearl, and Stingray...
IREN vs Nebius: Two AI Data Center Builders Facing Off Before Earnings!
<p>Bitcoin ripping higher sets the tone, then we pivot into the real question our community keeps debating: Iron or Nebius as the cleaner AI infrastructure and HPC bet. We compare market caps, revenue ramps, hyperscaler contracts, power portfolios, and the make-or-break factor of execution as earnings approach for both companies. <br/><br/>• Bitcoin strength and why miners still care <br/>• Clarity Act updates and what still has to clear <br/>• Treasury buyers and how “HODL” plays into miner valuations <br/>• Earnings calendar expectations across the mining and HPC names we track <br/>• Applied Digital bridge facility and what it signals for AI data...
Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!
<p>We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating.</p><p>• AMD lease progress and what the expansion option signals <br/>• How data center revenue ramps from tenant fit out to recurring lease income <br/>• Why SLAs and non performance penalties make operations a moat <br/>• Mining performance update and ho...
Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!
<p>We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI. </p><p>• Tether backed consolidation idea and what an integrated Bitcoin platform could look like <br/>• Elektron’s scale as a private miner and why all in cost matters more than buzzwords <br/>• Hyperscaler CapEx surge and the practical bottlenecks for new data center supply <br...
Bitcoin Conference Highlights & Latest AI News (BITZ, HUT, GLXY & SLNH)
<p>We recap day two from Bitcoin Conference Las Vegas and the biggest conversations we have on the floor, from networking with familiar names to spotting how fast the space is changing. We also connect the dots between Bitcoin volatility and the AI infrastructure buildout, including major data center updates from BitZero, Soluna, Galaxy and Hut 8. </p><p><br/>• Highlights from the BitGo area and the Satoshi Action Party <br/>• What we notice on the conference floor including media interviews and key personalities <br/>• Bitcoin pulling back during conference week and why long-term framing still matters <br/>• AI and HPC stocks selli...
Bitcoin Conference Day 1, Top News & Price Targets (CORZ, IREN, CIFR, RIOT & KEEL)
<p>We’re on the ground in Las Vegas for the Bitcoin conference and we open with a real-time read on Bitcoin’s pullback from the high 70,000s and what that volatility means for positioning. Then we zoom out to the bigger shift in crypto equities as miners lean harder into power, hosting, and HPC AI deals ahead of a packed earnings calendar. </p><p><br/>• Bitcoin’s dip during conference week and why the market still looks constructive <br/>• Strategy’s latest Bitcoin buy and what weekly supply math implies <br/>• What we see on the conference floor and why face-to-face...
AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!
<p>We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast. </p><p><br/>• Bitcoin holding above $78K and what the heat map shows <br/>• IREN pullback as a potential buy zone and what to watch in results <br/>• How an ATM raise can fund data center expansion at Sweetwater <br/>• Applied Digital 15-year AI colocation lease and $/MW math <br/>• Core Scientific secured senior...
Bulls In Full Control: IREN, ABTC, HIVE & KEEL News!!!
<p>Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel are treating AI and HPC data centers as the long-game. <br/><br/>• Bitcoin’s daily move and why miners react faster than BTC <br/>• How 24/7 trading and macro headlines shape risk appetite <br/>• Why power becomes the real product as miners add HPC <br/>• ABTC’s hash rate jump and elite joules-per-terahash efficiency <br/>•...
The Miner Re-Rating Process: IREN, CIFR, SLNH, CORZ, RIOT Valuation Metrics!
<p>We break down why Bitcoin miners pivoting to AI and HPC are getting re-rated so quickly and why signed contracts matter more than narratives. We compare Soluna’s rapid momentum with Core Scientific’s scaled buildout, then walk through the valuation and balance sheet metrics we use to keep ourselves honest.</p><p><br/>• Bitcoin holding around the $75k range and why miner stocks still swing hard <br/>• Two clear groups forming: miners with executed AI/HPC deals versus miners still waiting <br/>• Soluna as a “no contract yet” example driven by hosting growth and visible project timelines <br/>• Core Scientific’s $...
