Calls
1
u/IdratherBhiking1
Reddit r/wallstreetbets
Win Rate
0.0%
return
-1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 04
$3.24
-1.5%
HIVE trades at ~$3.26, book value ~1.5, P/S ~3, with 100%+ revenue growth, net cash balance sheet, and a signed Canadian sovereign AI contract. The market still prices HIVE as a legacy bitcoin miner, ignoring its pivot to AI data centers and defense contracts, creating a valuation gap vs. peers trading at 7x+ book value. The author is aggressively buying HIVE, expecting re-rating as institutional interest grows and the Toronto data center (2.55B, operational 2027) transforms book value to ~$12.84/share. Dilution from ATM offering (up to $215M remaining), execution delays on hardware delivery or data center construction, geopolitical issues in Paraguay/Sweden, or a broader AI capex slowdown.
HIVE trades at ~$3.26, book value ~1.5, P/S ~3, with 100%+ revenue growth, net cash balance sheet, and a signed Canadian sovereign AI contract. The market still prices HIVE as a legacy bitcoin miner, ignoring its pivot to AI data centers and defense contracts, creating a valuation gap vs. peers trading at 7x+ book value. The author is aggressively buying HIVE, expecting re-rating as institutional interest grows and the Toronto data center (2.55B, operational 2027) transforms book value to ~$12.84/share. Dilution from ATM offering (up to $215M remaining), execution delays on hardware delivery or data center construction, geopolitical issues in Paraguay/Sweden, or a broader AI capex slowdown.
Crypto Miners
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u/IdratherBhiking1 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: HIVE.
