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Power Analysis: Daily Summaries Delivered
by Anthony Power & Bryce McNallie
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. For information and entertainment purposes only. Not financial advice.
Latest Episodes
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- Today58 min
The Spy Who Loved Me? Latest NVDA, IREN, GLXY, BTDR, BTBT, SLNH & HIVE News!
Bitcoin 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 sort through the noise, sanity-check the “AI dip” thesis, and map where contracts, capital and megawatts could create the next winners. • Bitcoin’s one-month pullback, macro pressure and what would flip sentiment • Strategy’s latest Bitcoin purchase, preferred structures and dividend implications • S...
- Yesterday33 min
DarkHorse Technologies - CEO, Joel Block Q&A - Q3 Earnings, Sites & Strategy!
We 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 HPC infrastructure. We break down Dark Horse’s TVA-based power portfolio, why smaller sites can fit inference demand, and how the company thinks about community trust and financing the buildout. • Joel’s background from TradFi to Bitcoin mining leadership and major mergers • Dark Horse’s four operating ...
- 3 days ago54 min
Keel Infrastructure - CEO, Ben Gagnon Q&A - Q3 Earnings, Strategy & Outlook!
We 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 lease. We get blunt about permitting, shifting deal structures, GPU driven urgency, and how we think about risk when the market feels volatile. • Q3 operational progress across permits, engineering and commercial negotiations • Why Moses Lake is a defined product and how active construction changes tenant leverage • Planni...
- 3 days ago58 min
TeraWulf - CFO, Patrick Fleury Q&A - Q3 Earnings, Google, Fluor & Muskie Expansion!
We 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 online. We push on the hard parts investors worry about most: capex discipline, cost of capital, and how TeraWulf plans to grow without diluting shareholders. • Q3 HPC revenue momentum and what drives the step change • CB3 performance and what CB4 and CB5 mean for the revenue run rate • Why data center a...
- 3 days ago43 min
AI Data Center Earnings Roundup: IREN, WULF & DRK Earnings, GLXY, CORZ & KEEL News!
We 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 earnings and contracts that matter, from GPU pricing dynamics to power pipelines, insider buys, and the real-world constraints of building and financing capacity. • Bitcoin weakness and what it signals for risk appetite • Sector heat map, drawdowns and why a green day is not a trend • Jevons Paradox applied...
- 4 days ago1h 1m
Market Selloff: KEEL, CORZ & ABTC Earnings, RIOT, DRK, SLNH & HIVE News!
We 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 fundamentals still say about power demand and data center buildouts. We also break down fresh earnings from ABTC, Core Scientific, and Keel, plus the real Nasdaq one dollar compliance timeline that many investors get wrong. • Bitcoin’s sharp pullback and the Trump wallet sale narrative • Broad market and tech ...
- 5 days ago37 min
Riot Platforms - CEO, Jason Les Q&A - Q3 Earnings & Corsicana Lease Signed!
We 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 the Corsicana, Texas deal terms, the build plan, the financing logic, and what execution will need to look like for the market to re-rate the story. • Q3 balance sheet positioning and why cash matters for data center strategy • Selling down Bitcoin holdings to fund AI data center growth • AMD deploym...
- 5 days ago51 min
RIOT Strikes Gold & Democrats Sweep: HUT & AMD Earnings, IREN, KEEL, HIVE, WULF & WYFI News!
Midterm 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 earnings and deals from AMD, Hut 8, Riot, and others to explain why power and land keep showing up as the real moat. • Bitcoin recovery after the Binance hack and what it says about sentiment • Senate, House, and governor outcomes and why the “blue wave” matters to permitting narratives • Texas data cente...
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About 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. For information and entertainment purposes only. Not financial advice.
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