Author presents a long thesis on GPUS (Hyperscale Data), citing buybacks, Bitcoin mining with Nvidia Blackwell, and a Q3 AI data-center expansion as catalysts for a turnaround.
GPUS — LONG The author is long GPUS, saying it is cheap/undervalued and that Vanguard, other institutions and the CEO are buying back stock. They expect Bitcoin to recover to all-time highs and GPUS's Nvidia Blackwell Bitcoin mining plus a Q3 Michigan data-center AI expansion to drive a profit turnaround and push shares toward $80 or higher by EOY. Stated risk: the Michigan expansion is assumed not to be delayed and the stock has a high short percentage.
- Vanguard, other institutions and the ceo is buying back the stocks.
- Cheap and undervalued I expect the next 2 quarters their EPS will either be lower or as expected and stock still should be trading around 30$ base on that information. (Bitcoin will recover and go ath within this year). GPUS mines Bitcoin with their new Blackwell from Nvda.
- Quarter 3 I think with the Michigan data center expansion into AI assuming no delay I can see a profit turnaround which can push the stock price towards 80$ or way higher by EOY.
- A high short % on this stock causes this low of a price.
This Reddit post, published January 21, 2026, features u/happyguy215 discussing GPUS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/happyguy215 · Tickers: GPUS