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We walk through why AI infrastructure stocks can drop hard even as demand for compute keeps accelerating, and why the market is starting to care more about deliverability than promises. We break down fresh signals from Blackstone, Meta, Nvidia, Galaxy, Mara, and CoreWeave that point to a sector where power, capital, and execution decide the winners.  • Bitcoin range holding while AI infrastructure tries to find a floor  • Blackstone’s view on demand versus deliverability for compute  • Why HPC data centers cost far more than Bitcoin mining builds  • GPU rental pricing rising even for older hardware  • Meta’s AI fundraising momentum and what oversubscription signals  • Nvidia investing in customers as a self-reinforcing growth loop  • Sector-wide drawdowns versus single-name weakness  • Galaxy earnings and Helios ramp schedule as execution proof  • Mara’s Vertebrae flexible load concept to monetize underused power  • CoreWeave’s Denmark expansion plus Europe power cost constraints and data sovereignty  Let us know in the comment section below what you thought of Galaxy's results and if you're currently making any moves in the portfolio! 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 - [email protected]

We walk through why AI infrastructure is perking up again while the market still punishes anything that cannot prove execution. We connect Bitcoin treasury moves, Anthropic’s IPO filing, and Elon Musk’s neo cloud critique to one question: who actually turns power and buildings into durable AI revenue.  • Bitcoin holding near $80K and the long-term scarcity backdrop  • Strategy’s preferred-share repurchases and the push to keep buying Bitcoin  • Strive’s $511M Bitcoin buy and what SATS yields below par suggest  • Anthropic IPO filing details, growth, capex, losses, and customer concentration  • AI infrastructure stock heat map, green shoots, and why the drawdown persists  • Execution risk: energization timelines, funding access, and hyperscaler-grade delivery  • Soluna cutting debt and adding operational talent to support the AI pivot  • Elon Musk on bottlenecks and why power and cooling matter more than chips  • Neo clouds versus vertically integrated models, plus TerraWulf’s response and financing strength  • IREN’s earnings date, demand signals, and Nvidia Minerva for data center ops  • Bitdeer production update and how mining cash flow can support AI build-out  Let us know in the comment section below how you're feeling about the AI infrastructure sector and if you've been making any purchases over the last few weeks! 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 - [email protected]

We sit down with Saluna Holdings CEO John Belizer to unpack the Applied Digital joint venture for Dorothy III and what it changes about scaling renewable powered AI data centers. We also get practical about lease rate math, capital stack reality, execution risk, share authorisation fears, and how Nasdaq’s $1 compliance timeline actually works.  • why Soluna picks a joint venture structure to scale AI infrastructure while reducing cash capital needs  • what Soluna contributes to Dorothy III including powered land value and behind-the-meter access to power  • how a triple net lease LOI fits the strategy and why arm’s length pricing matters  • why hyperscaler lease rates differ from neo cloud rates and how yield-on-cost drives the numbers  • how to think about GPU price upside vs stable infrastructure cash flows  • expected milestones to close the JV, finalise the lease, and target delivery in 2027  • how debt and equity typically split in data center project finance and why the equity check is the focus  • how Dorothy III could expand toward a larger multi-building campus and what that implies for KATI 2  • what adding Dan Golding to the board changes and why execution on-time and on-budget is the priority  • the difference between authorised shares and issued shares plus how the shelf and ATM are used  • what Nasdaq minimum bid rules mean in practice and the timeline before any real delisting risk  • why the Briscoe Wind Farm asset could uplift project economics and balance sheet perception  Let us know in the comments section below what you make of today's discussion and if you have any additional comments for John and the team! 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 - [email protected]

We break down the AI infrastructure sell-off and explain why we think the sector looks oversold even as demand for power and data centers keeps climbing. We rank five value plays using megawatts per market cap and pressure-test what really matters: contracts, financing, and execution.  • macro pressure hitting AI infrastructure and crypto-linked equities  • Bitcoin moving with broader indices and risk sentiment  • hyperscaler earnings showing strong revenue but CapEx fears  • fear and greed index signalling deep fear conditions  • why a 50% drawdown needs a 100% recovery  • Nebius bridge financing and what interest cost implies  • megawatt per market cap as a quick value screen  • Bitdeer overview across mining, CSP and power pipeline  • Hive execution across Paraguay, Scandinavia and Canada  • DMG LOI potential versus funding and listing constraints  • Soluna JV approach to scaling AI data center capacity  • Dark Horse microcap leverage if contracts land  Let us know in the comments section below how the portfolio is looking and if you're making any moves during this pullback! 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 - [email protected]

Hyperscaler-scale spending and IPO filings paint a clearer picture of where AI infrastructure demand is headed, from gigawatt compute buildouts to cloud revenue arriving at scale. We connect earnings, price targets, and new joint ventures to the realities of power, financing, and community impact that decide which platforms actually win.  • Bitcoin strength and how it lifts correlated names  • Strive preferred dividend products and sustainability questions  • SpaceX earnings breakdown, AI segment growth, capex intensity, compute projections  • Analyst price target shift and what it implies about future gigawatts  • Portfolio rotation debates, sentiment drawdowns, and timing vs fundamentals  • Anthropic draft S-1, compute commitments, customer concentration, risk factors  • Market heat map view, oversold narratives, and “have we hit the bottom?”  • DMG Christina Lake LOI expanding, megawatt economics, phased buildout funding  • Core Scientific facility stats on water, noise, jobs, and local cost protections  • Hut 8 operating culture, first-principles decision making, accountability  • Iren Europe Spain campus, sovereign AI and data residency, Nvidia DSX references  • Soluna and Applied Digital joint venture structure and why it matters for funding  Let us know in the comment section below what you make of today's discussion and your current top pick in the space! 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 - [email protected]

We walk through a choppy day for AI infrastructure and crypto-adjacent stocks, then zoom in on which companies are actually converting power into delivery, contracts, and credible timelines. Along the way we break down buybacks, board upgrades, redundancy design, and why local grid politics can redirect billions in AI data center investment overnight.  • Bitcoin range action and why many stocks now trade on HPC narratives  • Heat map reality check across five-day, one-month, and year-to-date performance  • BitDeer mining strength, rising hash rate, GPU utilisation, and expanding AI cloud backlog  • Core Scientific’s turnaround, megawatt delivery pace, and what differentiation looks like  • Hive Digital’s community education efforts and the long-run ripple effects  • Host Digital’s $15M share buyback, contract economics, and undervaluation debate  • HUT 8’s build-out progress and what execution looks like at scale  • IREN’s Berlin demo as a test of full-stack CSP claims  • Soluna AGM takeaways, board additions, authorised share count, and dilution concerns  • WhiteFiber redundancy strategy and why SLAs make or break trust  • Anthropic project pushback, grid constraints, and NScale’s potential second mega-deal  Let us know what your thoughts are today, specifically on the HOST buyback! 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 - [email protected]

We size up whether today’s green is a real turn or a temporary bounce by tracking Bitcoin, miner performance, and the AI infrastructure headlines moving the tape. We also dig into what matters most right now for AI data centers: power, execution, and who is quietly buying.  • Bitcoin trading range and the recurring market open dip  • Strategy and Strive updates on Bitcoin accumulation and balance sheet mechanics  • Larry Fink’s view that AI risk is supply shortages not a bubble  • Heat map reality check on miner and HPC stock drawdowns  • Bitdeer weekly production and the mining-to-AI pivot  • Sam Tabar’s Ethereum thesis for machine-to-machine settlement  • Applied Digital insider buying as a confidence signal  • Galaxy bull case and the Helios power opportunity  • Host Digital’s focus on co-location and execution of energised megawatts  • Hut 8 solar interconnection speculation and why we want confirmation  • Iren’s Real Madrid sponsorship and the shareholder debate on priorities  • UK data center delays at NScale and what customer concentration implies  • TeraWulf positioning versus neo clouds and why credit support matters  Let us know in the comments section below if you feel the bottom is in and if you've been taking advantage of this recent pullback! 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 - [email protected]

We break down the brutal sell-off in AI infrastructure and HPC data center stocks and explain why the broader market still looks strong by comparison. We also dig into debt, financing strategies, GPU pricing, and the latest Wall Street price targets to figure out what is fear, what is real risk, and what could be opportunity.  • Bitcoin price check and why miners still care about the trend  • S&P 500 and hyperscaler strength versus AI infrastructure weakness  • Friday’s reversal after a brief rally and what new lows signal  • Why the sector is selling off across names, not just one ticker  • Rising build costs per megawatt and what that means for funding  • Co-location versus CSP economics and the capital required  • How debt and interest expense create a dangerous timing gap  • GPU rental rate increases as a potential offset to higher inputs  • Riverbend site observations and the HUT 8 long-term bull case  • Analyst price targets for HUT 8, CoreWeave and Galaxy  • Downgrades for Riot, Wulf and Keel plus LOIs versus signed deals  • IREN financing concerns, prepayments, and the debate over risk  Let us know in the comments section below how you're feeling about the portfolio, if you've been making any purchases, and your highest conviction play or top pick in the space currently! 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 - [email protected]

AI infrastructure and power stocks finally show “green shoots” after weeks of relentless selling, and we lay out why the reversal and the volume look different this time. We connect macro pressure from a hot PPI print to real project economics, then sanity-check the tape with oversold RSI, analyst targets, and what institutions may be doing behind the scenes.  • sector wide sell-off context and why it feels extreme for holders  • PPI, yields and rate-cut odds as headwinds for long-duration growth stocks  • why higher financing costs raise cost per megawatt for AI data center builds  • midday reversal and unusually high volume as a potential bottom signal  • oversold RSI levels and the idea that sellers eventually run out  • institutional ownership versus retail flows in the biggest trading days  • TeraWulf management messaging on execution, balance sheet and capital access  • Morgan Stanley, BTIG, Bank of America, Deutsche Bank and Cantor price targets discussed  • capital-raising levers including ATMs and convertibles plus what they mean for dilution and flexibility  • Moses Lake construction progress as a tangible check on project momentum at KEEL • upcoming earnings dates and why they may reset sentiment  Let us know in the comment section below if you think the bottom's in? 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 - [email protected]

We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest pressure points, from financing and bond yields to valuation metrics like 52-week lows and net asset value, then land on what we think investors should do next.  • Bitcoin’s recent range, long-term buying mindset, and why one day does not matter  • Strive’s rapid Bitcoin accumulation, preferred shares mechanics, and the race up the public company holdings list  • AI infrastructure names selling off across the board, market caps compressing, and correlation breaking versus Bitcoin  • Heat map and 52-week low analysis, why contracts take 12 to 36 months to energise, and why execution timing matters  • Dollar cost averaging in practice, why timing the bottom is unrealistic, and how fast these stocks can rebound  • Cost of capital as the key headwind, CoreWeave bond yields, and what credit markets signal about risk  • Anthropic’s reported revenue growth and IPO plans, OpenAI comparisons, and what that means for risk appetite  • Keel and the Allentown data centre story, what is and is not binding, and why permitting and site control matter  • Net asset value as a downside reference, Bit Digital’s Ethereum holdings, and what a NAV discount can imply  • Analyst price targets for Galaxy, Riot, and Core Scientific, plus the upside case tied to contract expansion  • Land, power & shell strategy, potential M&A scenarios, and why we think patience beats panic  Let us know in the comment section below if you’re making any purchases today and if you still have conviction in the AI infrastructure space! 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 - [email protected]

We map the AI infrastructure sell-off from late June through today and explain why prices can fall hard even when contracts, pipelines, and long-term demand for megawatts look strong. We also share what we’re buying, what catalysts we need next, and which headlines suggest AI colocation revenue is finally hitting an inflection point.  • Bitcoin price range, scarcity dynamics, and dollar cost averaging discipline  • Heat map breakdown, 52-week ranges, and why the group looks oversold  • June 22 as the sentiment peak and why we keep benchmarking it  • Six drivers of the drawdown: Treasury yields above 5%, rate hike fears, geopolitical tension, China-US tariffs, US midterms, and risk-off flows into small caps  • Deal delivery reality: LOIs, long-lead equipment, phased buildouts, and the need for signed contracts as catalysts  • Short interest levels across the sector and why volatility cuts both ways  • Portfolio drawdowns across retail and institutional holders, plus how we think about conviction and position management  • HUT 8 Riverbend expansion potential and why transparent financing matters  • TeraWulf messaging on funding and dilution sensitivity  • Renewables curtailment data and why AI can monetize stranded power  • WhiteFiber on AI reliability, SLAs, cooling headroom, and workload-level performance  • Core Scientific billing progress, AI revenue ramp, and analyst price targets  • Galaxy upgrades and the scale of the Helios opportunity  • Iren updates: Australia expansion, AGM proposals, and field intel on site activity  Let us know in the comment section below if you've been taking advantage of this recent pullback and your current top pick in the space! 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 - [email protected]

We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what actually moves these names next: earnings proof, contract performance, and whether the market finally prices in HPC revenue and margins.  • Bitcoin pulls back and banding levels matter for sentiment  • Strategy and Strive treasury buys plus preferred share dynamics  • Heat map check-in with broad red tape action and standout movers  • Why the sector sells off despite permits, contracts, and revenue per megawatt  • Earnings season as the next catalyst with miners still bridging to HPC AI revenue  • SLAs, payment mechanisms, and the risk of non-performance clawbacks  • Bit Digital’s shift from Bitcoin to Ethereum plus staking and balance sheet angles  • Dark Horse TVA site updates including water use, zoning, and community process  • Bitdeer production strength and Malaysia campus expansion toward 350 MW capacity  • Hut 8 Louisiana community impact with tax revenue and local infrastructure claims  • Iren developments including Anthropic client chatter and the Mirantis software layer  • Analyst price targets for Applied, Galaxy Digital, ABTC, and TeraWulf  Let us know in the comments section below if you're adding to any of your positions and your current top pick in the space! 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 - [email protected]

We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run the valuation math on Frontier labs and connect it to the on-the-ground reality of data center build timelines, supply chain lead times, and contract economics.  • Bitcoin check-in from Token2049 and why sentiment does not always move price  • OpenAI and Anthropic revenue run-rates, IPO timing and what valuation multiples imply for public comps  • IREN megawatt ramp, Microsoft Horizon delivery cadence and why execution photos matter  • TSMC earnings and what AI chip demand signals for the broader AI supply chain  • Weekly heat map, sector pullback context and how we approach buying during weakness  • Dark Horse partnerships in the Tennessee Valley Authority region and what “right-sized” sites look like  • Hive supply chain infographic and the real lead times for switchgear, transformers and gas turbines  • Host Digital overview, reverse merger details and the economics of a long-term take-or-pay lease  • Why markets misprice data centers when permitting, power access and build approach differ  • TeraWulf financing approach, cost per megawatt inflation and aligning incentives with insiders  • Riot Platforms on local economic impact, schools and the case for data center education  • Morgan Stanley price targets, implied upside and what needs to happen next for laggards  Let us know in the comment section below if you're making any purchases at these levels and your current top pick in the sector! 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 - [email protected]

Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU data centers. We also run through the biggest company headlines and explain why execution and contract structure matter more than narratives when volatility hits.  • treasury yields pushing higher and lifting discount rates on long-duration growth stocks  • the CapEx reality of AI data centers from per-megawatt build costs to GPU procurement timing  • how interest expense and refinancing risk show up in real dollar terms across recent deals  • the day’s tape read across key AI infrastructure names, volumes, and what we’re watching next  • upcoming earnings dates and notable recognition for smaller operators scaling into HPC  • Bitdeer’s accelerating Malaysia buildout and what it signals about Southeast Asia AI demand  • closed-loop cooling fluids, water consumption concerns, and why containment is the real risk  • Hive’s Paraguay roadmap from bitcoin mining cash flow toward an AI factory model  • Mara’s pipeline and why site selection, permitting, and long-term partnerships slow deal timing  • Iren’s response to third-party criticism and what Nvidia validation implies for performance claims  • WhiteFiber’s Continuum concept and why latency solutions can change smaller site economics  Let us know in the comment section below why do you think the AI infrastructure stocks are pulling back! 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 - [email protected]

We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs.  • Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims  • Why institutional access, ETFs, and banks matter for the next crypto leg  • Nvidia connected Lambda funding and IPO timeline chatter  • Market close recap and why share prices feel disconnected from fundamentals  • Applied Digital Q1 earnings, revenue growth, and the path to operating leverage  • CoreWeave expansion news, India entry, and analyst price target updates  • Micron’s massive upside case framed through free cash flow and demand  • HUT 8 Riverbend groundbreaking details and what energization timing implies  • Dark Horse site expansion visuals and why small caps can surprise  • Keel’s “timeline to power” advantage and why idle GPUs force aggressive leasing  • Corvex focus on productive megawatts and infrastructure coordination  • Soluna behind-the-meter renewables, Maestro OS, and faster interconnection paths  • Iren job postings, Alberta breadcrumbs, and the semi-analysis back-and-forth  Let us know in the comment section below how you're feeling about the portfolio and if you're making any ads or buys at these levels! 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 - [email protected]