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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AI Power Plays: BTDR, GLXY, WULF & AMZN!
<p>We track a wild week across Bitcoin, AI infrastructure stocks, and the HPC data center buildout, then connect the dots between volatility, forced selling, and what actually drives revenue per megawatt. We also break down Amazon’s AI-fueled AWS growth, key 13G institutional filings, and why BitDeer may be one of the most overlooked AI power plays. </p><p>• Bitcoin price action and weakening momentum after base building <br/>• Situational Awareness unwind and what 4x leverage does in volatile small caps <br/>• Citadel’s role in the block trade and why timing matters <br/>• Daily performance check across mining and HPC names pl...
AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!
<p>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. </p><p>• Bitcoin rally context and why regulatory clarity matters <br/>• Record green day across many AI infrastructure names while weekly and monthly heat maps stay red <br/>• Why leverage and margin can break accounts during fast market swings <br/>• Upcoming earnings and interview pipeline plus how to...
Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!
<p>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. </p><p>• Fed decision context and why markets sell off anyway <br/>• Bitcoin volatility and how it feeds into equity fear <br/>• Inflation pressure from data center build bottlenecks and energy costs <br/>• Why power remains the core bottleneck for HPC demand <...
Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!
<p>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. </p><p>• Bitcoin price weakness versus miner stock drawdowns <br/>• Clarity Act timing and why market structure matters <br/>• Heat map view of miners and where value is showing up <br/>• Upcoming earnings calendar and what questions to ask management teams <br/>• Hive price target upgrade and why Paraguay matter...
Data Center Demand Surges As AI Infrastructure Players Race To Deliver!
<p>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. </p><p>• Bitcoin price action and why we zoom out on volatility <br/>• Strategy preferred shares buyback, yields, and how the capital levers work <br/>• Sector heat map pullback across AI infrastructure and mining names <br/>• Data center demand growth toward 2035 and why PJM deserves more attention <br/>• ERCOT capacity, gigawatt sites, and why “ready and waiting...
Wall Street Price Targets For AI Power Plays: CIFR, RIOT, HUT & AMD!
<p>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. </p><p>• Bitcoin volatility and what it means for digital asset treasury companies <br/>• Leadership change at 21 and the challenges DATs face without durable revenue models <br/>• Google Cloud growth, operating margin expansion, and hyperscaler CapEx as a demand signal <br/>• Intel’s AI-driven turnaround narrative and what it implie...
KEEL Site Update, IREN Price Target, GLXY, WULF & CIFR News!
<p>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. </p><p>• Bitcoin’s multi year chart and why base building can take time <br/>• Senate attention on crypto conflicts and what the Clarity Act could change <br/>• Miner performance, green days, and why market caps have compressed <br/>• How contracts, delivered capa...
Power Drives The Next Bull Run: IREN, CRWV, NBIS & BTDR News!
<p>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. </p><p>• Bitcoin price strength and why risk control still matters <br/>• Google Gemini model releases and the shift toward token and usage credit pricing <br/>• Hyperscalers versus neo clouds and how bargaining power changes contract terms <br/>• Microsoft leasing capacity in Europe and why the region is a major AI mar...
Monster AI Data Center Deals: IREN, HUT, SLNH, RIOT & BTBT!
<p>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.<br/><br/>• Bitcoin and Ethereum rebound and why that mood shift matters for the sector<br/>• Bit Digital NAV discount and how treasury assets can drive value debates<br/>• MicroStrategy dividend runway and the role of USD reserves<br/>• Kimi K3 launch and what a GPU capacity pause signals...
Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire!
<p>We sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also dig into execution hiring, why owning generation changes everything in ERCOT, and how Soluna thinks about the long game where power and compute converge. </p><p>• Kati 2 LOI details and what “exclusivity” unlocks <br/>• Targeting a 100MW Phase 1 lease footprint and design alignment with tenant GPU roadmaps <br/>• Running site development, permitting, grid studies, and high voltage design in parallel <br/>• Battery...
