Power Analysis
Anthony Power & Bryce McNallie
Podcast
Episodes
Listen, download, subscribe
Top AI Stocks to Watch in 2026: SLNH, BTDR, CIFR & IREN!
We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna energizes Kati, Bitdeer rockets to 63 EH and primes AI conversions, while Cipher and IREN line up repeatable, capital-smart deals. • Bitcoin range stabilising after sharp drop • Miner heat map trends and HPC winners • Soluna’s Kati Phase 1 energisation and wind-first model • Modular design, behind-the-meter strategy, speed to power • Hosting economics as hedge against hashprice swings • Bitdeer’s self-mining surge and SEAL miner roadmap • GPU deployments and AI site conversions across regions • Capex choices: tiered facilities versus hybrid retrofits • Cipher’s rinse-and-repeat playbook for AI co-location • IREN’s Sweetwater build, multi-gigawatt optionality, stronger terms • Hyperscaler capex wave, software FUD rebuttal, demand outlook Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comments section below if you're holding any of these four companies and your outlook as we move into 2026! 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
Power Analysis RSS Feed
