$BTBT — FinTwit mentions on Surfaced

$BTBT — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@wliangJul 9, 2026 · 3:22 PM

Yes, I know something... $WYFI Paris revenue goes live this month, which can happen at any moment now. ($160M+ contract, investment-grade customer, $NVDA GPUs, 12 months prepaid) And a few other potential catalysts… > $BTBT facility can step from $100M to $150M as buildout milestones hit > Tabar hinted at doubling the NC-1 deployment toward 80MW, doubling its size from 40MW > Nscale (NC-1 anchor tenant) just closed $900M in bank financing. De-risking the original contract makes the 80MW expansion very likely to happen Definitely not missing this wave up.

@investmentguru_Jun 18, 2026 · 10:41 AM

Staying ahead is key $IREN $CIFR $BITF $BTBT $HIVE

@wliangJun 17, 2026 · 2:35 PM

@TrendGPS $WYFI is better for pure play AI infrastructure, and less volatile asset (crypto) exposure like $BTBT. Depends on what your approach is...

@investmentguru_May 28, 2026 · 2:03 AM

THE NEOCLOUD SUPERCYCLE IS ACCELERATING The smartest money in AI just made its move — and the signal is impossible to ignore. Leopold Aschenbrenner’s Situational Awareness fund — which grew from $225M to $13.7B AUM in under 2 years — just disclosed a 5.6% stake (12.4M Class A shares) in $NBIS. This is the guy who called every major AI bottleneck years early. He doesn’t park $2B+ in a position casually. $NBIS — Nebius Group → Q1 revenue: $399M — up 684% YoY, 75% QoQ → AI cloud ARR surged to $1.9B, up 54% QoQ → Adjusted EBITDA margin: 45% in AI cloud segment → $27B, 5-year Meta deal locked in → $9.3B cash on hand after raising $6B+ YTD → Targeting 4 GW+ contracted power by year-end → Full year guidance: $3B–$3.4B revenue, $7B–$9B ARR → Selling out capacity every quarter — demand exceeds supply Aschenbrenner just validated what the fundamentals already screamed. $IREN — The Vertically Integrated Beast → $3.4B NVIDIA AI cloud contract secured → $9.7B Microsoft deal for GB300 GPUs (5-year) → $2.1B NVIDIA equity investment (30M share warrants) → Blackwell deployment at Childress, TX → ARR target raised to $4.4B → 4.5 GW total power footprint across TX, Canada, Oklahoma → $3B convertible note raise shows capital market conviction IREN isn’t a miner anymore. It’s a full-stack AI factory operator with NVIDIA and Microsoft as anchors. The NeoCloud Basket → $CRWV — CoreWeave: $99.4B backlog, 1GW+ active, pure-play benchmark → $NBIS — Nebius: hyperscaler-grade AI cloud, Aschenbrenner’s biggest bet → $IREN — Vertically integrated, power-rich, Nvidia & Microsoft backed → $APLD — Applied Digital: emerging data center player in the mix 🧠 Why This Theme Has Legs → Hyperscalers (MSFT, Meta, Google) are outsourcing GPU capacity to neoclouds at scale → Power-connected land is the new scarce resource — and neoclouds own it → Nvidia is now an equity investor in both $NBIS and $IREN — alignment is complete → The $100B+ AI capex wave flows through neoclouds before it reaches anyone else Other play - $SLNH $KEEL $BTBT $HIVE $WYFI $BTDR $CIFR The NeoCloud isn’t a trade. It’s the infrastructure layer of the AI supercycle. Not financial advice.

@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.

@bmsinvestsMay 19, 2026 · 10:57 AM

@OnlyKlans1 @bennybigbull Thank you mate. What’s management like? Seems to be a lot of frustration from how $BTBT has been handled?

@bmsinvestsMay 19, 2026 · 9:37 AM

@bennybigbull Been mostly flat so far this year, trimming into strength to diversify, roughly 10% cash atm so same thoughts as you. Think we spoke about $AVAV before too so I’m building that up. I’m looking at $WYFI. Ownership % is crazy with $BTBT. Targeting more colo w their new facility. NScale 10yr deal for ~$865m. $CBRS 5yr deal. ~$1B backlog. Need to dive deeper.

@mikebucellaMay 12, 2026 · 9:32 PM

People are bidding $WYFI as a derivative play on the $CRBRS IPO. Seems the cheaper way to create the that exposure may be $BTBT. BTBT owns ~27M WYFI shares, worth ~$706M at today’s price, while BTBT’s entire market cap is only ~$643M. So the WYFI stake alone is worth more than the whole company, before giving any credit for ~$355M of ETH. Holdco dilution risk is certainly worth considering, but if comfortable holding or buying $WYFI (not saying I am), then holding $BTBT seems like the smarter play. @matthew_sigel am I missing anything? Of course, this is 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.

@investmentguru_Feb 2, 2026 · 1:23 AM

Overnight Crypto Shockwave After the weekend drop in major cryptocurrencies, crypto-linked equities sold off hard in overnight trading: $MSTR and $MARA down ~7% $COIN down ~5% $BMNR tumbles ~15% $SBET slides ~13% $BTBT, $ARBK, $ABTS follow lower

@investmentguru_Jan 18, 2026 · 2:16 PM

$BITF $DGXX $NUAI $BTBT $HIVE — early-stage AI infrastructure plays to watch As AI scales, the real bottleneck isn’t models — it’s compute, power, and data-center infrastructure. That’s where these names come in. $BITF and $HIVE bring low-cost, scalable energy + data-center expertise, positioning themselves to pivot from pure crypto mining into AI/HPC workloads. Power efficiency matters, and they already operate at scale. $BTBT and $DGXX sit in the compute and infrastructure build-out phase, offering leverage to rising demand for AI-ready facilities as hyperscalers and enterprises race to secure capacity. $NUAI represents the next layer of AI-native infrastructure, focused on enabling more efficient deployment and utilization of AI compute. High risk, early stage — but as AI infrastructure demand accelerates, these could offer asymmetric upside for investors positioned early.

@acinvestorblogDec 19, 2025 · 9:28 AM

$WYFI $BTBT WhiteFiber and Nscale Announce 10-Year, 40 MW Colocation Agreement Representing Approximately $865 Million in Total Contract Value at NC-1 AI Data Center Campus | WhiteFiber https://t.co/PVoM4pjZVF

@investmentguru_Dec 17, 2025 · 1:37 AM

Data Centre Stocks Showing Signs of a Bottom After several days of sustained selling, data centre stocks are starting to look bottomed. Today’s end-of-day recovery was notable, suggesting that selling pressure may be easing and buyers are gradually stepping back in. $IREN $CIFR $NBIS $NUAI $BITF $BTBT

@wliangNov 7, 2025 · 6:47 PM

@botlife808 Will monitor $BTBT.