EPISODE · Feb 25, 2026 · 30 MIN
Hut 8 Earnings Analysis & Top AI Stock News!
from Power Analysis · host Anthony Power & Bryce McNallie
Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math.• hash price near 30 dollars and miner margin pressure• NVIDIA earnings as bellwether for AI infrastructure• CoreWeave funding and Core Scientific updates• mixed miner performance and Saluna above 1 dollar• Bitfarms permits, US redomicile, and Keel Infrastructure rebrand• Hut 8’s 1.02 GW under management and 8.5 GW pipeline• veteran energy hires and delivery capability• 15‑year FluidStack agreement and 99 percent NOI structure• Vega design with 180 kW rack density• Q4 and full‑year numbers and hodl volatility• why HPC contracts can stabilize cash flows• what to watch next from ABTC, MARA, Riot, and peersHit the like button, subscribe to McNallie Money, and tell us what you thought of Hut 8’s call today!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
Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math. • hash price near 30 dollars and miner margin pressure • NVIDIA earnings as bellwether for AI infrastructure • CoreWeave funding and Core Scientific updates • mixed miner performance and Saluna above 1 dollar • Bitfarms permi...
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Hut 8 Earnings Analysis & Top AI Stock News!
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