In the last 2 weeks, we covered: – $FLY +60% – $OUST +46% – $TE +42% – $PL +28% – $HIVE +27% – $SHAZ +22% And much more. Follow us with notifications on. That’s how you actually catch these early.
THE AI COMPUTE ECOSYSTEM Neoclouds + Mining-to-HPC Pivots | Full Watchlist The bigger opportunity may be the infrastructure layer underneath it all: ⚡ Power 🏗️ Data centers ☁️ GPU clouds 🔁 Mining-to-HPC conversions This is where the next trillion-dollar buildout is happening. PURE NEOCLOUDS $CRWV — The benchmark neocloud. Massive backlog, enormous power footprint, and hyperscaler-level demand visibility. The scale advantage is becoming difficult to replicate. $NBIS — One of the most important emerging AI infrastructure names in Europe. GPU cloud + AI services stack still feels underappreciated relative to the catalysts forming around it. $IREN — One of the cleanest pivots from mining into high-margin HPC infrastructure. Microsoft partnership validated the thesis. $WYFI — Early-stage AI connectivity infrastructure play. Small, speculative, but positioned in the networking layer feeding AI compute demand. 🔁 MINING → HPC PIVOTS $APLD — Probably one of the most de-risked AI infrastructure pivots in the market today. Long-duration contracts changed the narrative completely. $HUT — The counterparty quality here matters. AI hosting economics now increasingly replacing pure mining dependence. $WULF — Aggressive HPC transition with major contracted revenue visibility. Power ownership becoming the core asset. $CORZ — Infrastructure already turning on. Market increasingly valuing the AI compute layer over the mining legacy. $CIFR — Clean rebrand and clearer positioning around AI infrastructure. AWS + Fluidstack relationships changed perception quickly. $RIOT — Earlier-stage pivot but substantial power footprint gives optionality if execution improves. $MARA — Largest mining balance sheet transitioning toward AI infrastructure. Treasury strategy adds another layer of optionality. $CLSK — Still mining-heavy today, but the market will likely react aggressively if a real HPC catalyst arrives. $HIVE — Quietly building AI/HPC exposure while maintaining geographic diversification advantages. $GLXY — The bridge between institutional crypto capital and AI infrastructure financing. Unique positioning. EARLY-STAGE / SPECULATIVE $KEEL — Power capacity story becoming more important than the mining narrative. Watching closely for long-duration AI leasing momentum. $SLNH — Renewable-powered AI/HPC infrastructure thesis. Small cap, volatile, but meaningful catalysts are beginning to appear. THE BIGGER THESIS → AI models need compute → Compute needs GPUs → GPUs need power + infrastructure → Power is now the scarce asset The market still underestimates how important MW ownership becomes in an AI-driven world. The next phase of the AI supercycle may not be won by the apps. It may be won by the companies controlling: ⚡ Energy 🏗️ Infrastructure ☁️ Compute capacity This is not just a software cycle anymore. It’s a physical infrastructure cycle. Not financial advice.
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.
Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze. He turned $225M into $5.5B in just 12 months. In 2025 he called out: $SNDK at $42 & is now up 3,200% $BE at $18 & is now up 1,500% $LITE at $59 & is now up 1,400% This time around for 2026 he’s bullish on: 1. $TE ~ T1 Energy 2. $IREN ~ Iren Limited 3. $HIVE ~ Hive Digital 4. $CRWV ~ CoreWeave 5. $RIOT ~ Riot Platforms 6. $CLSK ~ CleanSpark These stocks can easily be the next to 5-10x within months. Don’t miss out again…
AI infrastructure $NBIS $IREN $CIFR $CRWV $WYFI $HIVE $KEEL $DGXX $SLNH $BTDR AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” story anymore. The rotation is moving from pure GPU names into the full stack — compute, mining-to-AI conversion, energy, and neo-cloud capacity — where bottlenecks are shifting toward power, deployment speed, and data center scaling.
5 play I am Swinging 🔥 $TE — T1 Energy. US domestic solar manufacturer. Q1 revenue more than tripled to $177.6M, crushing the $95.5M consensus. EPS loss of $0.08 vs $0.11 expected. Stock ripping after Situational Awareness LP disclosed a fresh 10M share stake, joining names like Renaissance, Two Sigma, and BlackRock accumulating. 2026 production guidance maintained at 3.1–4.2 GW. Still burning cash, but momentum and institutional interest are building. High vol, high reward. $HIVE — Bitcoin miner evolving into an AI infrastructure story. Ran 40% after announcing a C$3.5B AI gigafactory project in Toronto through BUZZ HPC. 320MW planned capacity with 100,000+ GPUs. No longer just tied to BTC mining — AI narrative gaining traction. Watching continuation. $KEEL — Small cap HPC + Bitcoin mining infrastructure play. Low float, high volatility, early-stage setup. Covered by HC Wainwright. Can move aggressively with sector momentum, so position sizing matters. $SLNH — Soluna Holdings. Renewable-powered compute infrastructure. Combines wind energy assets with Bitcoin mining + AI HPC operations. Recent resale registration created selling pressure and overhang, but operationally the story remains interesting. Needs careful level watching. $VIVO — VivoPower PLC. Sovereign AI data center infrastructure play. Norway facility powered by ultra-low-cost renewable hydro energy. Positioned for AI neocloud and hyperscaler demand. Still under the radar — major tenant/news catalyst could change sentiment quickly. Not financial advice.
$HIVE 25% up PM trading
$HIVE — Dual-Engine AI Infrastructure Play $HIVE is quietly pivoting from Bitcoin miner to sovereign AI compute infrastructure, and the market hasn’t priced it in yet. Their dual-engine model — Tier-I Bitcoin mining generating operating cash flow + Tier-III AI/HPC cloud — is targeting a scale-up from $20M to $225M HPC ARR in 2026 alone , backed by 6,000 next-gen GPUs in Canada, a $200M contracted ARR target by March 2027, and 75% HPC EBITDA margins on new contracts . At ~$2.69 with a 52-week high of $10.94, the stock is deeply discounted — but the bear case is real: HPC revenue is still early, net losses remain large (mostly non-cash), and this is a pure execution story. Cantor Fitzgerald holds Overweight with a $3 PT, citing long-term AI infrastructure demand and a multi-year supply/demand imbalance.  Watch HPC ARR every quarter — that’s the only number that matters. Not financial advice.
