

Power Analysis
Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!
Feb 4, 2026
28:50
S1 · E502
-(0)
About this episode
Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals. • Bitcoin slide and cycle vs super-cycle debate • Retail capitulation vs institutional accumulation • AI circular revenue fears and software resilience • AMD strength vs share price drop • Nvidia CEO view that software...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg