Power Analysis

We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital.  • Bitcoin price action and why slower climbs help adoption  • Strategy reserve bui...

We close out the week by mapping the biggest AI infrastructure headlines across Iren, Soluna, Core Scientific, and Riot, plus what Bitcoin’s range-bound tape means for miners right now. We also dig into how megawatts, contracts, and financing discipline are driving fresh Wall Street price targets and investor positioning. • Bitcoin holding the $60K range and what “base building” could signal  • Gr...

We sit down with Soluna Holdings CEO John Belizaire right after Q2 earnings to unpack what is driving revenue growth, project momentum, and the company’s shift into AI data center infrastructure. We also get specific on why behind-the-meter power in Texas can move faster than traditional grid interconnections and what it takes to finance and execute billion-dollar AI campuses.  • Q2 financial high...

We walk through Keel’s Q2 results and why the reported numbers can look misleading while the company exits Bitcoin mining and builds AI data center infrastructure. We also break down what actually drives lease timing, power value, permitting confidence, and financing discipline as 2027 capacity becomes scarce.  • Q2 highlights framed as proof of transition execution  • Why quarterly earnings can u...

We sit down with Sam Tabar to unpack Q2 earnings and the execution details behind WhiteFiber’s colocation and cloud GPU momentum, from NC1 billing to multi-year contract wins. We also press on Bit Digital’s NAV discount, capital allocation options like buybacks, and how Ethereum exposure becomes productive through staking.  • WhiteFiber Q2 performance across colocation and cloud services  • NC1 mo...

We track a rebound day for HPC and mining-pivot stocks while Bitcoin hangs around the $63,000 range and the market keeps discounting strong fundamentals. We break down neo cloud earnings and explain why power, contract structure, and cash-based metrics matter more than the daily tape.  • Bitcoin price action around US market hours and the Clarity Act watch  • Why strong deal headlines can fade fas...

We break down why AI data center contracts are starting to matter more than day to day Bitcoin price action for the best miners. We go deep on Riot Platforms earnings, the Anthropic lease, and what a full Corsicana deal could mean for valuation and future catalysts.  • Bitcoin pulling back while miner stocks hold up better than expected  • Volatility, weak mining revenues, and why “green shoots” m...

We break down the latest Bitcoin volatility, the market-wide selloff in mining and AI infrastructure stocks, and why power access is now the real competitive moat. Then we dig into Bitdeer’s and Keel’s earnings, comparing their financial results with their very different paths toward HPC and AI data center revenue.  • Bitcoin price pressure and why we avoid day-to-day chart obsession  • Strategy’s...

We sit down with ABTC’s Michelle Tankimovich right after Q2 earnings to break down record Bitcoin production, steady margins, and what it means to keep building a treasury during price drawdowns. We also unpack sats per share, fair value accounting noise, and the strategic choices ABTC is making ahead of the halving and the next cycle.  • Q2 highlights including 930+ Bitcoin mined and reserve grow...

We sit down with MARA CEO Fred Thiel right after earnings to unpack the company’s shift from a pure Bitcoin miner to a powered land and data center developer focused on AI and HPC. We push on what truly constrains growth, how Texas grid policy affects timelines, and what investors should watch as leases and joint ventures turn power into long-term cash flow.  • Q2 results in context of Bitcoin pri...

We break down fresh earnings from MARA and CleanSpark while tracking Bitcoin’s price action and why miners are being valued more like power and AI infrastructure platforms. The big question is whether power portfolios, Texas approvals, and signed data center leases can offset weak mining economics and restore investor confidence.  • Bitcoin price context and why it still drives sentiment for minin...

We walk through TeraWulf’s Q2 progress with CFO Patrick Fleury, focusing on Lake Mariner execution, lease economics, and why liquidity is a competitive weapon in AI data center buildouts. We also dig into power as the true bottleneck, how utility partnerships work, and what needs to happen for growth to scale without breaking timelines or returns.  • CB3 coming online and beginning to earn rent re...

We sit down with HUT 8 CEO Asher Genoot right after Q2 earnings to unpack the new data center leases, the financing behind them, and why repeatability matters more than hype. We also dig into Texas scrutiny and local pushback, plus how we think about long-term trust with tenants when AI demand is ripping higher. • Q2 earnings highlights including three leases and contracted capacity scale • Projec...

We map the market mood from Bitcoin’s recent trough to S&P volatility, then pressure-test the “miners to AI data centers” thesis using fresh earnings and operating updates. We break down what’s real cash performance versus accounting noise, and why power delivery and contracted HPC revenue are becoming the new north star.  • Bitcoin price action and cycle patience framing  • S&P all-time-h...

We walk through a packed earnings week where Bitcoin price stability masks major shifts in AI data center deals, grid constraints, and how miners are trying to turn power into predictable cash flow. We break down what Cipher and Hut 8 report, why Texas pausing new data center approvals matters, and how new contracts from names like Bitdeer and IREN reshape valuation.  • Bitcoin price range and why...

Bitcoin steadies near the mid $60Ks while AI infrastructure demand accelerates, pushing power, build timelines, and cloud backlog to the center of the trade. We connect custody headlines, miner stock volatility, and earnings-season catalysts to one big idea: the bottleneck is deliverable compute powered by real megawatts. • Bitcoin price range context and why we zoom out • Coldcard breach and the...

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 growth, key 13G institutional filings, and why BitDeer may be one of the most overlooked AI power plays.  • Bitcoin price action and weakening momentum afte...

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 and other power-first operators, and share how we trade volatility with patience and math.  • Bitcoin rally context and why regulatory clarity matters  • Reco...

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, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries.  • Fed dec...

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 the new AMD deal that pushes contracted capacity into gigawatt territory.  • Bitcoin price weakness versus miner stock drawdowns  • Clarity Act timing and...

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, financing, and delivery convert into durable revenue.  • Bitcoin price action and why we zoom out on volatility  • Strategy preferred shares buyback, yields,...

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 trea...

We zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming earnings calendar so you can track catalysts without getting whipsawed by day to day noise.  • Bitcoin’s multi year chart and why base building can take...

We watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates from Nebius, CoreWeave, Iren, and a data-packed Bitdeer production report.  • Bitcoin price strength and why risk control still matters  • Google Gemini...

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 Digi...