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bitcoin-miners theme · 11 dossiers
Dossiers in the bitcoin-miners theme cluster — 11 names moving on shared catalysts.
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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 (AMD Rockdale $311M/50MW/10yr lease, $33.2M Q1 data-center revenue) is structurally intact and BTIG lifted its target to $40 on 2026-06-25 but a crypto-wide selloff has rolled the whole miner complex over and…
CLSK
CleanSpark, Inc.
BTC-miner-to-AI-infrastructure pivot is stalling: the Meta Sandersville lease is still unsigned ~5 weeks after the 2026-06-08 "in talks" report, June BTC output slipped to 614 (from 671), and shares slid into early July. A signed Meta…
KEEL
Keel Infrastructure Corp.
Bitfarms-reborn miner→AI/HPC-datacenter pivot has re-accelerated: stock reclaimed the $5 convert-selloff shelf and ran back to ~$6 on Citizens' 06-24 Market Outperform/$10 PT (first mark above the prior $5.50 Street cap) and…
MARA
MARA Holdings, Inc.
Bitcoin-miner-to-AI/HPC pivot is re-accelerating as its own narrative: MARA flashed a golden cross (6/23) and rallied ~20% off the June low to ~$14.70 while BTC sits ~50% below its ATH, with Citizens initiating Market Outperform/$24 (6/24)…
BTDR
Bitdeer 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…
HIVE
HIVE 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…
NSIT
Insight Enterprises, Inc.
Genuine VAR margin-mix turnaround (Q1 GM +240bps, cloud GP +35%) but a derivative AI play hardware GP guided flat, sales +1%, and ~$110 already trades above the ~$100 analyst average after a rejected double off the lows. Range-bound and…
TMC
TMC the metals company Inc.
Deep-sea-mining reshoring leg has rolled over: TMC lost the $5.00 shelf and is retesting the $3.93 52-week low (~$4.37) as the theme cools. The real driver is now a far-dated NOAA license decision (end-Q1 2027), and a 2026-07-31 TMCR…
XTLB
XTL Biopharmaceuticals Ltd.
Delisting binary resolved to the survive side: EGM passed 2026-06-29, Psyga psilocybin reverse-merger closed 2026-06-30, delinquent 20-F filed, Nasdaq listing held. ADS popped ~+90% intraday to ~$2.70 (~$6.4M cap). Now an illiquid…