Power Analysis
Anthony Power & Bryce McNallie
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Market Selloff & The Power Bottleneck: META, HIVE, WULF, SLNH, DMGI, IREN & ABTC!
The market sells off again, and we zoom out to explain why macro pressure and geopolitics can hit everything from the Mag 7 to bitcoin miners. We translate the AI buildout into real power numbers, then dig into why access to electricity and generation is becoming the deciding edge for hyperscalers and miners alike. • data center and AI infrastructure stocks getting hit alongside broad indices • Mag 7 year to date drawdowns and why zooming out matters • oil, diesel, and natural gas rising and the knock on effects • why higher power costs can squeeze bitcoin mining margins • AI data center capex reaching historic levels and what it means in gigawatts • AI adoption growth driving demand for compute beyond text into video and images • hyperscalers buying sites and locking up capacity with examples from Meta, Google, and Microsoft • why miners with ready power still have leverage in a power constrained market • bitcoin price pullback versus adoption progress and cycle thinking • miner stock performance and the urgency to add HPC revenue • “go ahead” contracts as the trigger for re rating HPC colocation stories • bring your own generation as a shortcut around interconnection queues • GPU depreciation versus real world lifespan and why older GPUs can stay profitable • Miner Madness standings update and what could change the leaderboard Before we get into it, take a second, smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below if you think we're going lower from here or if you think we've hit bottom. Let us know your thoughts below, you guys, on the situation with the hyperscalers, the Mag 7, Bitcoin price, where you think bottom is, and how the miners are positioned as we head into April! 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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