Episode Details

Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!

Season 1 Episode 580 Published 3 weeks ago

Description

We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting versus owning power, and ask what risks hide inside long GPU contracts.

• Bitcoin range action and why we focus on the longer view
• Corporate and ETF buying as steady demand for supply
• Hive momentum and why execution drives rerates
• Riot valuation framework using megawatts, NOI and multiples
• Nebius and Bloom Energy deal structure and $ per MW takeaway
• Soluna vertical integration at Dorothy plus balance sheet cleanup
• CleanSpark hiring to build capital markets and M&A capacity
• Hut 8 community investment as a permitting and trust strategy
• Terawulf build progress and the open question of GPU refresh costs

Let us know in the comment section below if you're holding any of these stocks and your top pick in the space currently!

Anthonys Info:

Website:

https://www.powermininganalysis.com

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch: