Power Analysis
by Anthony Power & Bryce McNallie
Latest episode
Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings!
Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings!
About this podcast
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.
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For information and entertainment purposes only. Not financial advice.
Episodes
The newest 50 of 725 episodes
- Jensen Resigns: NVDA CEO, NBIS, MOVE & BTBT Earnings! · 47 min · Season 1 Episode 719We 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…
- CoreWeave Earnings & Surging Demand: Top KEEL, WYFI, HIVE, DRK, GLXY & CORZ News! · 47 min · Season 1 Episode 718A 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…
- IPO's, Earnings & Targets: BTDR, HIVE & WYFI Earnings, IREN Price Targets, Lambda, Anthropic & OpenAI News! · 54 min · Season 1 Episode 717We 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…
- The Spy Who Loved Me? Latest NVDA, IREN, GLXY, BTDR, BTBT, SLNH & HIVE News! · 59 min · Season 1 Episode 716Bitcoin 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…
- DarkHorse Technologies - CEO, Joel Block Q&A - Q3 Earnings, Sites & Strategy! · 34 min · Season 1 Episode 715We 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…
- Keel Infrastructure - CEO, Ben Gagnon Q&A - Q3 Earnings, Strategy & Outlook! · 54 min · Season 1 Episode 714We 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…
- TeraWulf - CFO, Patrick Fleury Q&A - Q3 Earnings, Google, Fluor & Muskie Expansion! · 59 min · Season 1 Episode 713We 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…
- AI Data Center Earnings Roundup: IREN, WULF & DRK Earnings, GLXY, CORZ & KEEL News! · 43 min · Season 1 Episode 712We 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…
- Market Selloff: KEEL, CORZ & ABTC Earnings, RIOT, DRK, SLNH & HIVE News! · 1 h 1 min · Season 1 Episode 711We walk through a brutal risk-off day where Bitcoin, major indices, and AI infrastructure stocks all sell off together, then separate the fear driven headlines from what the…
- Riot Platforms - CEO, Jason Les Q&A - Q3 Earnings & Corsicana Lease Signed! · 37 min · Season 1 Episode 710We sit down with Riot Platforms CEO Jason Les right after Q3 earnings to unpack the company’s shift from Bitcoin mining toward high-return AI data center leasing. We break down…
- RIOT Strikes Gold & Democrats Sweep: HUT & AMD Earnings, IREN, KEEL, HIVE, WULF & WYFI News! · 52 min · Season 1 Episode 709Midterm results hit AI infrastructure stocks fast, so we sort signal from noise and map what regulation really means for data center buildouts. Then we dig into blockbuster…
- Midterms & Data Center Impact: Latest IREN, NVDA & AAPL News! · 33 min · Season 1 Episode 708We track US midterm risk and why shifting politics could change the speed and cost of AI data center buildouts. We also read the market tape from Bitcoin to big tech earnings…
- AI Stocks Continue Slide: Latest IREN, HIVE, BTBT, BTDR & DMGI Stock News! · 34 min · Season 1 Episode 707We map the week’s biggest AI infrastructure catalysts, from midterm-driven data center risk to an earnings slate that could reshape sentiment. We also connect the dots between…
- Binance Hack Shockwave: Hyperscale Earnings, BTBT, WYFI, HOST, IREN, CORZ & SLNH News! · 46 min · Season 1 Episode 706A record-breaking Binance hack puts crypto security back in the spotlight, while Bitcoin’s relatively modest drop raises hard questions about market maturity and real risk. We…
- Hedge Fund Q&A with Eric Jackson, EMJ Capital: Top AI Picks! · 53 min · Season 1 Episode 705We talk with Eric Jackson of EMJ Capital about the brutal AI infrastructure sell-off and why a real demand wave can still produce broken stocks. We compare neo cloud business…
- NVDA & IREN DSX Deal: KEEL, IREN, NVDA, BTDR & HIVE Stock News! · 53 min · Season 1 Episode 704We track the fastest moving stories in AI infrastructure and crypto mining, from Bitcoin’s price stability to the financing deals that could decide which operators actually…
- Galaxy Q3 Shines: Latest NVDA, CRWV, MARA, HUT & ABTC News! · 41 min · Season 1 Episode 703We walk through why AI infrastructure stocks can drop hard even as demand for compute keeps accelerating, and why the market is starting to care more about deliverability than…
- Elon Slams Neoclouds: Latest Anthropic, IREN, WULF, BTDR & SLNH Stock News! · 53 min · Season 1 Episode 702We walk through why AI infrastructure is perking up again while the market still punishes anything that cannot prove execution. We connect Bitcoin treasury moves, Anthropic’s IPO…
- Soluna Holdings - CEO, John Belizaire Q&A - Applied Digital JV, LOI Updates & Strategy! · 53 min · Season 1 Episode 701We sit down with Saluna Holdings CEO John Belizer to unpack the Applied Digital joint venture for Dorothy III and what it changes about scaling renewable powered AI data centers…
- Deep Fear And Deep Value: Latest NBIS, KEEL, DMGI, DRK, HIVE, SLNH & BTDR News! · 53 min · Season 1 Episode 700We break down the AI infrastructure sell-off and explain why we think the sector looks oversold even as demand for power and data centers keeps climbing. We rank five value plays…
- AI Infrastructure Reality Check: Latest Anthropic, IREN, SPCX, DMGI, HUT, SLNH, RIOT & APLD News! · 47 min · Season 1 Episode 699Hyperscaler-scale spending and IPO filings paint a clearer picture of where AI infrastructure demand is headed, from gigawatt compute buildouts to cloud revenue arriving at…
- AI Infrastructure Stocks In A Pullback: Top BTDR, CORZ, HIVE, HOST, HUT, IREN, SLNH, WYFI Stock News! · 53 min · Season 1 Episode 698We walk through a choppy day for AI infrastructure and crypto-adjacent stocks, then zoom in on which companies are actually converting power into delivery, contracts, and…
- Relief Rally? Latest IREN, GLXY, APLD, WULF, BTBT, BTDR, HUT & HOST Stock News! · 48 min · Season 1 Episode 697We size up whether today’s green is a real turn or a temporary bounce by tracking Bitcoin, miner performance, and the AI infrastructure headlines moving the tape. We also dig…
- AI Infrastructure Meltdown: Latest IREN, KEEL, CRWV, RIOT, HUT, WULF & GLXY Stock News! · 55 min · Season 1 Episode 696We break down the brutal sell-off in AI infrastructure and HPC data center stocks and explain why the broader market still looks strong by comparison. We also dig into debt…
- AI Stocks Ready to Rally: Latest SLNH, MOVE, WULF, CRWV, CORZ & KEEL Stock News! · 44 min · Season 1 Episode 695AI infrastructure and power stocks finally show “green shoots” after weeks of relentless selling, and we lay out why the reversal and the volume look different this time. We…
- How Low Can AI Infrastructure Stocks Go: Latest KEEL, BTBT, CRWV, GLXY, RIOT & CORZ News! · 52 min · Season 1 Episode 694We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest…
- AI Selloff Explained: Top IREN, HUT, WULF, DMGI, GLXY, CORZ, WYFI, HIVE & SLNH News! · 1 h 4 min · Season 1 Episode 693We map the AI infrastructure sell-off from late June through today and explain why prices can fall hard even when contracts, pipelines, and long-term demand for megawatts look…
- When AI Infrastructure Stocks Sell Off: Top BTBT, WULF, BTDR, DRK, HUT, ABTC, GLXY, APLD & IREN Stock News! · 33 min · Season 1 Episode 692We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what…
- New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News! · 47 min · Season 1 Episode 691We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run…
- Analyze This: ABTC, HUT, DMG, WYFI, BTDR, SLNH, HIVE, MARA & IREN Stock News! · 40 min · Season 1 Episode 690Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU…
- AI Stocks Selling Off: APLD, IREN, KEEL, BTBT, CRWV, DRK, MOVE, HUT & SLNH News! · 46 min · Season 1 Episode 689We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major…
- Top 5 Co-Lo Deals: Latest WYFI, BTDR, WULF, GLXY, HUT, DRK & RIOT News! · 1 h 1 min · Season 1 Episode 688We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving…
- TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR, WULF, GLXY & BTBT Stock News! · 30 min · Season 1 Episode 687We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true…
- Execution Is The Edge: Top HUT, CORZ, DMG, RIOT, WULF, IREN, CRWV, MARA, BTDR, GLXY, BTBT & APLD Stock News! · 34 min · Season 1 Episode 686Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure…
- Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News! · 46 min · Season 1 Episode 685We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center…
- Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token Factory Launch! · 38 min · Season 1 Episode 684We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume…
- White House AI Summit Meets OpenAI Dev Day: Top MOVE, BTDR & CORZ News! · 27 min · Season 1 Episode 683We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real…
- AI Takes The Hot Seat: IREN, KEEL, BTDR, MOVE, CORZ, RIOT, Crusoe & Anthropic News! · 52 min · Season 1 Episode 682We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also…
- The AI Infrastructure Money Trail: DMG, ABTC, HUT, IREN, BTDR, SLNH, RIOT & MARA News! · 38 min · Season 1 Episode 681We track the biggest AI infrastructure headlines of the week, from Bitcoin treasury maneuvering to Nvidia’s record buyback and what it signals about long-term GPU demand. We also…
- AI Infrastructure Market Pulse: CORZ, CRWV, HUT, IREN, SLNH & KEEL News! · 33 min · Season 1 Episode 680We 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…
- IREN - CCO, Kent Draper Q&A - FY26' Earnings, Strategy & Outlook! · 56 min · Season 1 Episode 679We 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…
- Power & Compute: IREN, KEEL, GLXY, HUT, ABTC, HIVE, SLNH & WYFI News! · 44 min · Season 1 Episode 678We 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…
- Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL, BTBT & MOVE Stock News! · 43 min · Season 1 Episode 677We 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…
- Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL, RIOT, HUT & BTDR Stock News! · 36 min · Season 1 Episode 676Bitcoin 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…
- Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News! · 42 min · Season 1 Episode 675Bitcoin’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…
- GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News! · 51 min · Season 1 Episode 674GPU 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…
- Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News! · 25 min · Season 1 Episode 673We 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…
- Clarity Act Shockwave: Latest DMGI, MARA, RIOT, HIVE & CORZ Stock News! · 37 min · Season 1 Episode 672We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the…
- Crypto Clarity & AI Panic: Latest IREN, GLXY, BTDR & SLNH Stock News! · 51 min · Season 1 Episode 671Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI…
- AI Power Plays: Latest IREN, KEEL, BTBT & WULF Stock News! · 44 min · Season 1 Episode 670Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down…
