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.
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📊 Bryce's Patreon: patreon.com/c/McNallieMoney
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Power Analysis
Latest Episodes
AI Power Plays: BTDR, GLXY, WULF & AMZN!
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 ...
AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!
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 an...
Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!
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,...
Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!
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...
Data Center Demand Surges As AI Infrastructure Players Race To Deliver!
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, fi...