Filtered library · Theme
bitcoin-miners theme · 13 dossiers
Dossiers in the bitcoin-miners theme cluster — 13 names moving on shared catalysts.
All dossiersIREN
freshIREN Limited
Neocloud re-rate has fully round-tripped: $33.62 close 7/17, -42% in 30 days, late-May Microsoft breakout base surrendered. Contracts intact ($9.7B MSFT, prepaid tranches) but Q3 AI revenue was only $17.3M vs a $3.4B ARR ambition, and…
WULF
freshTeraWulf Inc.
Bitcoin-miner-to-HPC re-rate confirmed by Anthropic's 20-year ~$19B lease (2026-07-06); theme ACCELERATING and cluster-confirmed (Hut 8's $9.8B deal, 2026-07-20). A ~$3.5B financing overhang, the NY hyperscale moratorium aimed at Lake…
GLXY
Galaxy Digital Inc.
Legacy crypto-financials name re-rating to AI-data-center landlord: Phase I ~200MW at the Helios campus was delivered to CoreWeave on 2026-07-06, turning the ~$4.5B/15-yr lease from promise into live contracted revenue while shares still…
HUT
Hut 8 Corp.
Bitcoin-miner-to-AI-datacenter-landlord re-rate is now financed fact ($4.25B IG notes 6/4, ~$16.8B contracted backlog), but the momentum leg rolled from ~$127 to ~$105 as peers WULF/IREN captured the marquee Anthropic tenant deals (7/6)…
RIOT
Riot Platforms, Inc.
BTC-to-AI-landlord re-rating is structurally intact — AMD $311M/50MW Rockdale lease, $33.2M Q1 data-center revenue, Citi reiterated Buy/PT $28 on 2026-07-08 — but the miner complex rolled over on a Q2 crypto rout and "fresh AI-pivot…
CLSK
CleanSpark, Inc.
Spring's binary resolved bullish: CleanSpark signed a $6.6B, 20-year Georgia data-center lease (2026-07-14) with an unnamed "global technology company," converting the BTC-miner-to-AI-infrastructure pivot from speculation into contracted…
BTDR
freshBitdeer Technologies Group
Spring miner-to-AI re-rate has fully unwound: BTDR lost the $15 shelf to $12.56 (2026-07-09) as AI-cloud ARR plateaued at ~$69M for a 2nd month. A signed-but-not-effective Tydal colocation lease (2026-06-29) and a $36M Nevada plant are the…
CRCT
freshCricut, Inc.
Hardware-to-platform crossover: Q2 2026 Platform revenue $85.0M (+5%) now exceeds Products $71.3M (-22%), and shares gapped +22.9% on 2026-08-05. The fuel was non-recurring — $20.3M IEEPA tariff refunds plus a $6.4M reserve release; the…
DJT
freshTrump Media & Technology Group Corp.
Fusion pivot is the leg: the 2025-12-18 all-stock TAE Technologies merger (>$6B, ~50/50 fully diluted) is what's actually being bought, while the crypto-treasury leg was terminated 2026-08-07. The S-4 was still unfiled as of 2026-08-05,…
HIVE
freshHIVE Digital Technologies Ltd.
BTC-miner→AI-compute re-rating has its first blue-chip proof — BUZZ HPC's $220M Bell/Cohere sovereign-AI GPU deal (~$70M ARR) on top of $35M contracted ARR — but the stock stalled ~$3.79 below its early-June highs as BTC bled ~45-50% off…
KEEL
Keel Infrastructure Corp.
Former Bitfarms miner→AI/HPC-datacenter pivot has rolled over: June's push to ~$6.14 into Citizens' $10 initiation retraced to a ~$4.975 ref by 07-06, losing the $5.00 convert shelf and drifting toward the $4.00–4.20 base. Still zero…
MARA
MARA Holdings, Inc.
AI/HPC power-buildout re-rate is the leg being bought — the 2026-07-09 HIF deal adds up to 2 GW in Texas, lifting potential capacity toward ~4.8 GW — but the golden-cross base fully round-tripped to ~$11.4 as analysts cut across the board…
TMC
TMC the metals company Inc.
The deep-sea-mining reshoring leg is broken: TMC has cut through the $3.93 prior 52-week low to a fresh $3.57 low near $3.74, roughly -67% from the $11.35 high, with no bid and no near-term catalyst. The decisive NOAA license decision is…