{"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":"KEEL Deal Analysis, Price Targets & DELL Earnings!","slug":"keel-deal-analysis-price-targets-dell-earnings","published_at":"2026-05-29T20:00:00+00:00","page_url":"https://stenobird.com/podcast/power-analysis-6883670/keel-deal-analysis-price-targets-dell-earnings","show_page_url":"https://stenobird.com/podcast/power-analysis-6883670","url":"https://www.buzzsprout.com/2355843/episodes/19262621-keel-deal-analysis-price-targets-dell-earnings.mp3","audio_url":"https://www.buzzsprout.com/2355843/episodes/19262621-keel-deal-analysis-price-targets-dell-earnings.mp3","summary":"We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that the data center build-out is accelerating. We then compare signed HPC deals across the sector and run a sensitivity model on what Keel could be worth if it lands multiple contracts while capex and labour costs rise. • Bitcoin’s short-term volatility and why miners still care even with HPC narratives • Dell’s earnings as a read-through f...","meta_description":"We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that the data…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2232,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/keel-deal-analysis-price-targets-dell-earnings/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/keel-deal-analysis-price-targets-dell-earnings.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}