Power Analysis

Monster AI Data Center Deals: IREN, HUT, SLNH, RIOT & BTBT!

July 20, 2026·41 min
Episode Description from the Publisher

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. • Bitcoin and Ethereum rebound and why that mood shift matters for the sector • Bit Digital NAV discount and how treasury assets can drive value debates • MicroStrategy dividend runway...

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