Filtered library · Theme
bitcoin-mining theme · 2 dossiers
Dossiers in the bitcoin-mining theme cluster — 2 names moving on shared catalysts.
All dossiersHIVE
HIVE Digital Technologies Ltd.
BTC-miner→AI-compute re-rating is now live: ~2026-06-01 BUZZ HPC unveiled a 320 MW Greater Toronto AI gigafactory (100k+ GPUs, $660M ARR target by 2028) on $35M contracted ARR, triggering an analyst-raise cluster (B. Riley $8, Cantor $4.60…
Special situation gpu-cloud-neoclouds btc-miner-ai-pivot
catalyst · →
MARA
MARA Holdings, Inc.
Bitcoin-miner-to-AI/HPC pivot, but the diversification bounce just round-tripped: MARA gave back the entire $12.44→$15.29 May rally and closed ~$12.32 (2026-06-05, -11.7%) on a Q1 double-miss while BTC broke $62K. No accelerating leg…
Special situation bitcoin-mining bitcoin-miner-ai-pivot
catalyst · →