HIVE - Hive Digital Technologies

Combines Bitcoin mining with AI infrastructure, reported 158% revenue growth for fiscal year ended March 31, 2026. Secured a $220M GPU cloud contract involving Nvidia Grace Blackwell. Average 12-month price target $6.95 implies 145% upside; highest target $10 implies 252% upside. High volatility due to Bitcoin exposure and capital-intensive AI expansion.

Fell 35% in 3 days, no demand.

Presenter describes HIVE as one of the more recognizable names in digital infrastructure, highlighting its aggressive AI expansion including a $3.1M investment to convert a facility into a 50MW AI factory. Notes the growing importance of sovereign AI and HIVE's strategy combining power, fiber, and GPUs.

Aggressively transitioning from crypto mining to AI data center infrastructure. Four-fold expansion of liquid-cooled AI data center capacity from 4MW to 16.6MW. Powered by renewable energy providing cost advantage. Strategic partnership with AMC Robotics for AI-driven robotics. Market still prices it as crypto company; narrative shift to AI infrastructure could drive significant upside.

Transforming from Bitcoin mining to high-performance data center operator; December 2025 Bitcoin production of 306 BTC, nearly triple YoY; expanding renewable energy capacity with 100MW hydro in Paraguay by Q3 2026; revenue surged to $87.3M from $22.6M YoY; Rosenblatt maintains buy rating with $6.50 price target; high-beta play on AI infrastructure and digital assets with potential upside approaching 185%