Stocks · Theme
Bitcoin mining stocks · 7 research notes
7 Bitcoin miners stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 21 September 2026). Each stock's note below is dated on its own.
All 7 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksRIOTRiot PlatformsMedium Riot Platforms now has a signed 910 MW Corsicana lease worth about $28 billion on top of Rockdale and AMD, so the shares are modestly more likely than not to beat the S&P 500; permanent project debt ahead of the Morgan Stanley bridge's 31…BTDRBitdeer Technologies GroupLow Bitdeer Technologies Group is more likely to lag the S&P 500 over three months: cash of $213.7 million sits against about $1.95 billion of borrowings, and Johor slipped to 2027. Tydal Phase 1 delivery by 31 December 2026 settles whether…CLSKCleanSparkLow CleanSpark's financed Georgia data-center lease is intact, but shares are more likely to lag the S&P 500 over three months: Texas permit risk, falling targets and falling mining output weigh. The fiscal fourth-quarter report, projected for…DGXXDigi Power XLow Digi Power X's pivot from bitcoin mining to AI data center hosting is more likely to lag the S&P 500 over three months: Phase 1 of its Alabama campus entering service in December 2026 and the $200 million debt financing closing by about 11…HIVEHIVE Digital TechnologiesLow HIVE Digital Technologies' AI cloud revenue grew to $8.8 million in the quarter ended 30 September 2026, but bitcoin mining still supplied $76.0 million and the quarter's loss was $78.7 million, so the shares are more likely to lag the S&P…HUTHut 8Low Hut 8's shift from bitcoin miner to AI data-center landlord, with about $19.6 billion of contracted Beacon Point leases, is more likely to lag the S&P 500 over three months; the Texas grid decision expected around 17 December 2026 settles…MARAMARA HoldingsLow MARA Holdings is more likely to lag the S&P 500 over three months: its debt is repaid, but no artificial-intelligence tenant has signed. Management's 31 December 2026 target for two leases, which it says may slip into 2027, settles the…