Who mentions $HIVE most on Surfaced?

@midascabal (Midas) mentions $HIVE most — 48 mentions in the past 12 months.

When was $HIVE first mentioned on Surfaced?

The earliest tracked mention of $HIVE in the Surfaced archive was on Nov 3, 2025.

How many voices track $HIVE?

14 FinTwit voices have mentioned $HIVE 107 times in the past 12 months.

What kind of voices mention $HIVE most?

$HIVE is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

107

mentions

voices

$HIVE

HIVE Digital Technologies

$HIVE

HIVE Digital Technologies

Past 12mo:107mentions14voices

All voices8 calls since May 2026show all

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About this stock

$HIVE has been discussed by 14 distinct FinTwit voices over a 12-month period from November 2025 to July 2026, accumulating 107 total mentions. The most-active voice discussing the ticker is @midascabal (Midas) with 48 mentions, followed by @investmentguru_ (InvestmentGuru) with 37 mentions. The remaining 12 voices contribute 22 mentions collectively, with @bmsinvests and @itsmichaelluu each posting 4 times about $HIVE. The dominant discussion category centers on long research analysis.

AI-generated from tracked posts · updated Aug 16, 2026

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Recent calls

8 calls

@jasonl_capitalJul 7, 2026 · 12:56 PM

8. $HIVE - HIVE Digital Technologies $30M in AI cloud contracts signed through their BUZZ HPC platform. Targeting $140M in annual recurring revenue. 540MW renewable energy footprint across Canada, Sweden, and Paraguay. 100MW hydroelectric data center commissioning Q3 2026. https://t.co/C8KJYZRxJS

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@investmentguru_Jun 25, 2026 · 6:37 PM

$HIVE HIVE Digital raises $100 million to fund GPU purchases and data center expansion

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@investmentguru_Jun 22, 2026 · 2:35 PM

$HIVE HIVE Digital Technologies reports successful AI training trial using Paraguay-based GPUs

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@investmentguru_Jun 18, 2026 · 10:37 AM

$HIVE 10% up PM Bell AI Fabric, Cohere, Hypertec and BUZZ HPC announce landmark deal to advance sovereign AI in Canada https://t.co/TBCOBkBQHc

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@dustinhuntwnMay 22, 2026 · 2:37 AM

Look at $KEEL (formerly Bitfarms). They literally rebranded their entire company, dumped their Bitcoin mining roots, and their stock is up ~75% YTD purely on the promise of a 2.2 GW pipeline and aiming to sign 3 tech leases by the end of the year. They are losing money on paper, but the market is heavily pricing in their AI future. Between $HIVE's 33% rip on an unbuilt 2027 gigafactory and $KEEL's total identity shift, the trend is clear: Wall Street is treating power pipelines like gold, and they want explicit AI infrastructure plays. $CLSK has arguably the best, most operational, highest-quality data center capacity in Texas and Georgia right now. But by staying quiet and focusing purely on the fundamentals instead of screaming 'AI infrastructure' from the rooftops, they are letting peers with far weaker immediate cash flows hijack the valuation multiples.

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@midascabalMay 19, 2026 · 3:21 AM

Leopold Aschenbrenner gave us the next $SNDK with $TE and $HIVE.

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@investmentguru_May 18, 2026 · 11:43 AM

$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.

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@michaelsikandMay 18, 2026 · 11:36 AM

Leopold Aschenbrenner JUST added two new positions under $1B MC. $SHAZ - Australian neocloud and GPU cloud play. Market cap roughly $897M. IPO'd on NASDAQ in February 2026 at $30, raising $125M led by Oaktree and Two Seas. Q1 print showed over $2.2 billion in total contracted value and an exit 2026 run rate target of at least $470 million. Anchored by a $1.25B five year ESDS deal and a $950M five year Asia Pacific contract, both ramping Q3 and Q4 2026. Capacity guidance was raised from 70MW to 100MW for 2026 and early 2027. $350M convertible just raised for GPU procurement. $HIVE - Bitcoin miner pivoting hard into AI and HPC. Market cap around $581M. Runs green powered data centers in Canada, Sweden, and Paraguay, posted 290% YoY hashrate growth and over 2% of the global Bitcoin network. Just launched a purpose built AI cloud platform in Paraguay called BUZZ, raised $75M in exchangeable notes in April for AI and data center expansion, and got TSX listing approval this month. Thesis is cheap renewable power plus existing infra as a real option on a miner rerate into neocloud. Cheap power plus GPUs outside the US is where the alpha lives?

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