It’s primetime for Bitcoin “miners” with AI optionality. Hyperscalers are desperately trying to secure capacity. Neoclouds don’t have any physical infrastructure which makes them vulnerable. And a number of financial institutions want a slice of the pie. Mad scramble. Enjoy it.

Oracle $ORCL CEO Safra Catz: "As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years."

Absolute insane AI demand read from Oracle

Love seeing $HUT talk about a paradigm shift in Power & Infra: moving to long-term commercial contracts, not just “power for power’s sake.” Now they’re collaborating early with partners to build fully fitted digital/HP solutions.

Hyperscalers are about to be in a full scale scramble to secure power. I think I can hear the pens gliding across the signature blocks as I type. $IREN $CIFR $HUT $WULF

American Bitcoin ($8.46B) is worth almost 3X, HUT 8's ($3B) market cap, after being spun out last week. It would be too wild for them to turn around and buy their own parent co, but would it be far fetched for them to buy another pub miner? Why not CleanSpark? For $2.7B, you get:

$HUT - Hut 8 Price Target Raised to $33 from $25 at BTIG BTIG raised the firm’s price target on Hut 8 to $33 from $25 and keeps a Buy rating on the shares as part of a broader research note on crypto mining names. The firm is accounting for the 1.5GW of potential pipeline growth

$HUT - WE HAVE LIFTOFF!! Folks finally seeing sum of parts worth much more than Market Cap. BOOM...🤝

Microsoft just signed a deal worth more than the GDP of some countries. And it’s all about AI infrastructure. Let’s talk about it 👇 $MSFT $HUT Hut 8

One of four longer-term targets hit on $HUT so far.

"WE ARE NOT JUST WATCHING THE AI REVOLUTION, WE ARE WATCHING THE INFRASTRUCTURE REVOLUTION THAT MAKES AI POSSIBLE, AND HUT 8 IS POSITIONED PERFECTLY AT THAT INTERSECTION." $HUT

Oracle just signed a $300 billion deal with OpenAI for 4.5 GW of capacity. $HUT valuation today is just $3.3 Billion and currently has 1 GW under management + 3.1 GW under exclusivity + 7.7 GW under due diligence HUT might be the cheapest AI/HPC play out there!!

8/ - Hut 8 - $HUT - The Shadowmaker Power: 1.02 GW live, ~90% contracted. Mining: ~7–8 EH/s. ~7 EH/s per GW; much capacity leased to hosting/HPC. Growth: +1.53 GW under construction (4 U.S. sites). Context: Massive 10.6 GW pipeline (1.5 GW dev, 1.25 GW exclusive, 6.8 GW

$1M HUT 8 YOLO Update - Up $287k in 5 trading days. $100 $HUT 8 this cycle is not a meme.

Another banger $HUT $ABTC

Don’t chase a dream house or a dream car. Just lose yourself in your work until you forget you’re working at all. Build stuff. Develop people and companies. Learn how to lead. Learn how to invest. Then, one day, you will be able to afford anything you want but no longer care.

SpacBobby Now do one for companies where the CEO takes next to no salary and paid almost exclusively in performance based bonuses while having the majority of their net worth in company shares like Asher Genoot at $HUT

Kamahsutra Visionary Investments I’m actually showing $HUT has the most asymmetrical upside, even above that of $GLXY. You are correct and I agree with your assessment after doing further research. The risk/reward looks compelling and I plan to initiate a position if it pulls back and retests the breakout.

⚡How does $HUT 8 have a 1GW Texas data center in the DEVELOPMENT STAGE—and we know nothing about it?