{"podcast":{"title":"Power Analysis","slug":"power-analysis-6883670","podcast_index_feed_id":6883670,"rss_url":"https://rss.buzzsprout.com/2355843.rss","website_url":"https://www.youtube.com/c/McNallieMoney","image_url":"https://storage.buzzsprout.com/ymev7iv4sst4t76ibkaxgzmws3uf?.jpg","author":"Anthony Power & Bryce McNallie","episode_count":626,"summary":"Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space. Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure. Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most. New episodes dropping regularly. Subscribe and never miss a move. 🐦 Follow Anthony on X: x.com/cazenove_uk 🐦 Follow Bryce on X: x.com/McnallieM 📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK 📊 Bryce's Patreon: patreon.com/c/McNallieMoney 🌐 poweranalysis.io For information and entertainment purposes only. Not financial advice.","last_synced_at":"2026-07-09T08:18:04.529333+00:00","page_url":"https://stenobird.com/podcast/power-analysis-6883670"},"episode":{"title":"HPC AI Bubble Check: Nvidia, Nebius, Anthropic & SpaceX News!","slug":"hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news","published_at":"2026-05-21T16:00:00+00:00","page_url":"https://stenobird.com/podcast/power-analysis-6883670/hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news","show_page_url":"https://stenobird.com/podcast/power-analysis-6883670","url":"https://www.buzzsprout.com/2355843/episodes/19217133-hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news.mp3","audio_url":"https://www.buzzsprout.com/2355843/episodes/19217133-hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news.mp3","summary":"AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contracts stack up across the sector. We connect NVIDIA earnings, neo cloud pricing moves, and the miner to HPC pivot to answer one question honestly: where are the real bubble signals, if any? • HPC AI sector update and why we’re not seeing classic bubble signs • Bitcoin correlation fading as miners reposition toward AI infrastructure ...","meta_description":"AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contracts st…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1723,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/power-analysis-6883670/hpc-ai-bubble-check-nvidia-nebius-anthropic-spacex-news.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}