Power Analysis

Wall Street Price Targets For AI Power Plays: CIFR, RIOT, HUT & AMD!

July 24, 2026·40 min
Episode Description from the Publisher

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. • Bitcoin volatility and what it means for digital asset treasury companies • Leadership change at 21 and the challenges DATs face without durable ...

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