$BTBT

@investmentguru_May 23, 2026 · 11:14 AM

Crypto & AI Compute Watchlist — 5 Names Worth Knowing $BTBT | $HIVE | $KEEL | $SLNH | $AIB All riding the same macro wave: Bitcoin cycle + AI compute demand + energy infrastructure. But not all are built equal. 👇 $BTBT → Strategic pivot: exiting Bitcoin mining, going all-in on Ethereum infrastructure + AI/HPC → Approved by the Ethereum Foundation to purchase ETH directly — staking for protocol-native yield  → Majority stake in WhiteFiber (WYFI) valued at ~$322M as of March 2026 — the AI/HPC arm  → Q1 revenue $27.9M, driven by cloud, colocation, and ETH staking as legacy mining winds down  → Net losses driven largely by non-cash digital asset mark-to-market — not operational collapse → Story stock transitioning into infrastructure — patience required $HIVE → Green energy miner turned AI infrastructure operator → Partnered with Bell Canada to deliver sovereign NVIDIA AI infrastructure for Canada  → Revenue up 285% YoY in Q2 — explosive top-line growth  → Negative gross margins (-12.9%) — scale is happening but profitability not yet → Positive operating cash flow of ~$45.9M for latest quarter despite headline net losses — non-cash charges distorting the picture  → Momentum name — ran ~50% in weeks, but fundamentals need to catch up $KEEL → Redomiciled from Canada to US, rebranded from Bitfarms → Keel Infrastructure → Pivoting from Bitcoin mining to AI-focused data center development → $533M in liquidity as of May 2026 — strong war chest to fund site development  → Zoning secured at Panther Creek, Sharon, and Moses Lake — near-term sites advancing  → Q1 revenue fell 22% YoY to $37M, operating loss widened to $98M  — legacy mining drag pre-transition → Chardan initiated Buy, highlighting HPC and AI pivot alongside Galaxy Digital and Riot  → Pre-revenue AI story — the land, permits, and capital are there but execution risk is real $SLNH → Green data centers powered by owned renewable energy — unique vertical integration model → Q1 revenue +58% YoY to $9.4M — fourth consecutive quarter of sequential growth  → Closed $53M acquisition of 150 MW Briscoe Wind Farm — now owns the power feeding Project Dorothy  → Dorothy 1A, Dorothy 2, and Kati 1 all operational — AI expansion at Kati 2 underway → Net loss widened to $17.9M — heavy stock-based comp inflating opex → ~29M share resale registration = meaningful float overhang  — watch dilution risk → Micro-cap with a genuinely differentiated thesis: own the wind, sell the compute $AIB → Newly public via reverse merger, began trading NYSE American under $AIB on March 17, 2026  → Q1 revenue $4.9M, up 9% YoY — but swung to a net loss as energy costs crushed gross margin to ~12% from 27%  → Signed LOI of over $400M for a 20 MW AI infrastructure deployment  — massive if it executes → Two material weaknesses disclosed in internal controls — early-stage governance risk  → $71M market cap — pure speculative micro-cap at this stage Not financial advice.

@investmentguru_Apr 18, 2026 · 9:34 PM

20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework $KULR Advanced thermal management and battery systems for space, aerospace, AI data centers, and defense. Revenue grew 51% year-over-year in 2025 to $16M+. A five-year preferred battery supply agreement with Caban Energy was locked in January 2026. The company is also expanding into counter-UAS directed energy systems. Micro-cap with real government-grade technology and growing commercial contracts across critical infrastructure. $BTBT One of the world’s largest Ethereum treasury companies with $532M+ in ETH on its balance sheet. FY2025 revenue reached $113.6M as the company redirected capital from legacy bitcoin mining into ETH infrastructure and AI compute through its WhiteFiber subsidiary. Current ratio of 6.4x signals a surprisingly solid balance sheet for a crypto-adjacent name. Two analysts carry Strong Buy ratings with a $6 price target — nearly 3x from current levels around $1.52. Pure play on Ethereum + AI compute convergence. $EVER EverQuote runs an AI-powered insurance marketplace that connects consumers to carriers at scale. Revenue grew approximately 41% year-over-year in the first nine months of 2025, with the company targeting $1B+ in annual revenues long term. Carries a Zacks #1 Strong Buy rating with 2026 EPS estimates up 19% year-over-year. One of the few profitable growth names on this list — and one of the most overlooked AI-native fintech plays in the small-cap universe. $HLIT Harmonic builds the video delivery software and cable access infrastructure powering next-generation streaming and broadband networks. The company has delivered consecutive earnings beats, carries growing exposure to the AI live sports streaming TAM, and maintains a sticky enterprise customer base across major cable and telco operators. A steady compounder in an infrastructure layer most retail investors ignore entirely. $RXRX Recursion is building the operating system for AI-native drug discovery — using machine learning to decode biology at industrial scale. Backed by Roche-Genentech and Bayer, the company is advancing multiple clinical programs while building the world’s largest biological dataset. Pre-revenue in the traditional sense, but a platform-defining company that sits at the intersection of two of the most powerful forces in science: AI and pharmaceuticals. $ADUR Aduro’s proprietary Hydrochemolytic™ process converts waste plastics into valuable oils and fuels without combustion. The NGP pilot plant completed commissioning and moved to active operating campaigns in early 2026, while the Chemelot industrial site in the Netherlands was selected for the first-of-a-kind commercial facility. Cash position strengthened to CAD $39.4M after a U.S. offering. A commercial licensing MOU was signed in March 2026. Pre-revenue — but the plant is real, the process works, and the catalysts are building. $GFAI Guardforce AI deploys AI-powered security and surveillance robots across Asia-Pacific facilities, with expanding capabilities in facility management and autonomous monitoring. This is the highest-risk name on this list — ultra micro-cap with limited liquidity — but it sits at the convergence of physical AI and security automation, both of which are decade-long growth trends. Position sizing discipline is essential here. $AEYE AudioEye provides an AI-powered digital accessibility platform that helps businesses comply with ADA and WCAG regulations automatically. As global digital accessibility laws tighten across the U.S., EU, and beyond, the total addressable market expands without any additional sales effort needed. Recurring SaaS revenue model with improving unit economics, growing enterprise validation, and a regulatory tailwind that compounds every year.

@investmentguru_Apr 18, 2026 · 2:16 PM

20 Small Cap Stocks Across 20 Sectors — A 5-Year Framework $CIFR — AI Data Centers $BKSY — Space AI / Earth Intelligence $SOUN — Voice AI $RXRX — AI Drug Discovery $POET — Photonics $QS — Solid state battery $BTBT — Crypto + AI Infrastructure $SATL — Sovereign Satellites $SPIR — Space Data $KULR — Energy Storage $SERV — Delivery Robotics $ZETA — AI powered marketing $EVER — Insurtech $PATH — Enterprise automation $ABCL — AI drug discovery $GFAI — AI Security Robotics $ONDS — Defense Autonomy $AEYE — Accessibility SaaS $ADUR — Clean Tech $INFQ — Quantum Computing I will share short description and my favourite from this list later.