Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT & SLNH Stock Analysis! episode artwork

EPISODE · Sep 24, 2025 · 36 MIN

Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT & SLNH Stock Analysis!

from Power Analysis · host Anthony Power & Bryce McNallie

The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the expanding AI market, despite Bitcoin trading below its all-time highs.• Hive Digital Technologies has reached 20 exahash and aims for 25 exahash by US Thanksgiving• Nine Bitcoin mined daily with 55% mining margin and impressive 233% year-to-date growth• OpenAI, Oracle, and SoftBank expanded the Stargate initiative with five new data centers• $500 billion investment committed for 10 gigawatts of data center capacity by end of 2025• Miners with Texas operations seeing significant stock appreciation as hyperscaler partnerships grow• Riot Platforms positioned strongly with massive facilities in Corsicana and Rockdale• Soluna Holdings experiencing dramatic share price recovery with Texas-focused expansion• Cipher Mining's energized 300MW capacity at Black Pearl and Barbara Lake offers flexibility• Iren developing the massive Sweetwater hub with potential for 600,000 next-generation GPUs• Every megawatt taken off the market increases the value of remaining available power capacityLet us know in the comments which of these stocks you think will be next to land a hyperscaler co-location contract.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys 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]

The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the expanding AI market, despite Bitcoin trading below its all-time highs. • Hive Digital Technologies has reached 20 exahash and aims for 25 exahash by US Thanksgiving • Nine Bitcoin mined daily with 55% mining margin and impressive 233% year-to-date growth • OpenAI, Oracle, and SoftBank expanded the Stargate initiative with five new data centers ...

NOW PLAYING

Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT & SLNH Stock Analysis!

0:00 36:39

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Power Analysis?

This episode is 36 minutes long.

When was this Power Analysis episode published?

This episode was published on September 24, 2025.

What is this episode about?

The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the expanding AI market, despite Bitcoin trading below its all-time highs.• Hive Digital Technologies...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Power Analysis episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!