EPISODE · May 26, 2026 · 25 MIN
AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
from Power Analysis · host Anthony Power & Bryce McNallie
We watch AI infrastructure and ex-Bitcoin miner stocks rip higher while Bitcoin itself plays a smaller role in the price action. We connect the dots between megawatts, index inclusion, and real execution updates from Core Scientific and TeraWulf. • Bitcoin mining sensitivity fading as power shifts toward HPC and AI hosting • Old watchlist prices versus today’s re-rate across major public names • Heat map read of sector breadth and why Soluna stands out • Russell 3000 inclusion as a catalyst for persistent index buying • Core Scientific board appointment and what it signals for data center execution • TeraWulf’s Kentucky gigawatt development plan and the long lead time reality • Lake Mariner progress and the Schneider Electric infrastructure announcement • Trade discipline and taking profits during fast sector rallies 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 how you're feeling about the sector in general and your top pick in the space. If you guys want any behind the scenes looks at our trades, at our portfolios, make sure you sign up for the members only power play!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
What this episode covers
We watch AI infrastructure and ex-Bitcoin miner stocks rip higher while Bitcoin itself plays a smaller role in the price action. We connect the dots between megawatts, index inclusion, and real execution updates from Core Scientific and TeraWulf. • Bitcoin mining sensitivity fading as power shifts toward HPC and AI hosting • Old watchlist prices versus today’s re-rate across major public names • Heat map read of sector breadth and why Soluna stands out • Russell 3000 i...
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AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
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