FWIW here's  an AI generated

    Posted by kalkgrun on 7th of Oct 2025 at 09:05 am

    FWIW here's  an AI generated miner update.  These have all run so much it's hard to see another huge move next year.  HUT is esp interesting since they hold the majority of ABTC


    Rank Company Market Cap (≈) AI / HPC Execution Certainty AI Leverage (Impact Potential) Risk Level EV/EBITDA (’26E) 12–18M Upside Potential Summary
      IREN (Iris Energy) $2.5B High– GPUs deployed, Nvidia partner, live AI cloud High Low–Med ~9× +60–100% Best-executed pivot; AI revenue already real; top-tier management
      BITF (Bitfarms) $1.4B Med–High– T5 JV, $300M Macquarie loan, AI build in PA Very High Med ~6× +80–150% Low-cost power, scalable Panther Creek HPC; top upside if delivered
    CIFR (Cipher Mining) $2.0B High– $3B Fluidstack AI hosting contract Med–High Low–Med ~10× +40–70% Locked-in revenue; stable, low-risk AI exposure
    HUT (Hut 8) $1.6B Med– HPE deal, Coatue investment, Riverbend pipeline High Med–High ~7× +70–120% Financed for AI buildout; longer path to execution
      CORZ (Core Scientific) $2.2B Med–High– AI/HPC retrofit, CoreWeave hosting High High ~8× +60–100% Rebuilt balance sheet, massive scale; execution & debt risk
      RIOT (Riot Platforms) $3.2B Low–Med– exploring AI hosting at Corsicana Med Low ~11× +20–40% Defensive large-cap miner; optional AI catalyst
      HIVE (Hive Digital) $600M Med– running GPUs for AI & rendering Med–High Med–High ~5× +80–120% Early mover in hybrid model; needs scale to matter
      BTBT (Bit Digital) $450M Med– building Enovum HPC arm Med Med–High ~5× +60–110% Smaller scale but clean structure; good optionality
      BTDR (Bitdeer Technologies) $1.0B Med– AI cloud push, Nvidia ties Med Med–High ~8× +40–80% Strong tech leadership; geopolitical exposure
      MARA (Marathon Digital) $5.0B Low– only early-stage AI talk Low–Med Low ~12× +10–30% Biggest brand; least pivoted yet; high baseline valuation

    Quick Take

    • Core AI Leaders (Real Execution): IREN, BITF, CIFR 

    • High Torque (Beta Plays): BITF, HUT, HIVE

    • Stability / Defensive Exposure: CIFR, RIOT, MARA

    • Turnaround Potential: CORZ, BTBT

    This basket is on fire

    Posted by kalkgrun on 10th of Oct 2025 at 09:51 am

    This basket is on fire today.  HUT + 8 CIFR +9 WULF +12 BITF +15 RIOT + 6 IREN + 6

    Sold the rest of my

    Posted by mastermind on 10th of Oct 2025 at 10:43 am

    Sold the rest of my CIFR and trimmed some BITF. These guys are getting pretty extended. 

    Picked up IREN puts just

    Posted by shellson2 on 10th of Oct 2025 at 10:46 am

    Picked up IREN puts just now.

    Nice summary!

    Posted by jared95 on 7th of Oct 2025 at 09:11 am

    Nice summary!

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