Power Analysis
Anthony Power & Bryce McNallie
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IREN & CLSK Earnings Night: Deal Or No Deal???
We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing. • IREN deal speculation, timeline, and market expectations • sweetwater energization, power pricing, and client need • google revenue strength and hyperscaler capex surge • aws a100 longevity and csp model implications • bitcoin price slide, hash price low, difficulty outlook • fear and greed at 11 and miner margin stress • HIVE growth, pledge strategy, and fleet efficiency • BitFuFu hosting resilience and efficiency gains • debt financing trends and secured notes appetite • hpc ai focus and how miners shift from exahash to power Let us know in the comment section below how you're feeling about this widespread pullback and what you expect in terms of a deal tonight from Iron or Clean Spark! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
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