$BTDR

Bitdeer Technologies Group

$BTDR

Bitdeer Technologies Group

Past 12mo:42mentions9voices

All voices1 call since Jun 2026show all

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@investmentguru_Jun 7, 2026 · 8:28 PM

$BTDR + $TE — Two of the Most Compelling Setups of 2026 | Buy the Dips These two names sit at the intersection of AI infrastructure and domestic energy — and meaningful pullbacks are loading zones, not exit signals. On $BTDR: Q1 2026 revenue hit $188.9M vs. $70.1M a year ago , and AI Cloud ARR surged 105% month-over-month to ~$43M in March — that’s not a trend, that’s an inflection. The 180 MW Tydal Data Center in Norway is being developed as the country’s largest AI data center, purpose-built for Nvidia’s latest Vera Rubin technology , with multiple U.S. sites in active colocation negotiations — 3 GW of global energy capacity gives them infrastructure moat few can match. On $TE (T1 Energy): the stock is up 80%+ YTD and has 11x’d over the last 12 months , yet the thesis is still early. T1 just acquired KORE Power for $32M to directly target the data center infrastructure market , and management is targeting $375–$450M Adjusted EBITDA in 2027 as the G2 Austin facility ramps — with 45X domestic manufacturing tax credits as a potential re-rating catalyst. Both names are volatile, high-conviction, and early-stage by nature. Pullbacks are the opportunity. Not financial advice.

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About this stock

$BTDR was mentioned 41 times over the past 12 months by 9 distinct FinTwit voices, with the first mention appearing on 2025-12-17. The most recent mention occurred on 2026-07-07. @investmentguru_ (InvestmentGuru) dominated discussion with 24 mentions, followed by @itsmichaelluu (Michael | Hypermarkets) and @midascabal (Midas) each with 5 mentions. The dominant discussion category was long research, reflecting fundamental analysis of the company's position in the market.

Across the latest posts, $BTDR appeared consistently within thematic portfolios focused on NeoCloud infrastructure and AI compute capacity. @investmentguru_ positioned $BTDR alongside other NeoCloud stocks including $NBIS, $CIFR, $CRWV, $IREN, $DGXX, $KEEL, $HIVE, and $APLD, emphasizing these positions as part of long-term infrastructure thesis building around artificial intelligence demand. The discourse reflected analysis of market cycles and valuation opportunities rather than short-term trading signals.

AI-generated from tracked posts · updated Jul 8, 2026