Sammy

Be Happy 😃

[Sammy @_Sammy_O_]

❤️

[samurai @Samurai__Stock]

Started a new position this morning: $HIVE

Today, the market still primarily values HIVE as a Bitcoin mining company.

But I think investors may be underestimating the potential value of its AI/HPC business: BUZZ HPC.

HIVE currently operates ~440MW of global energy and data center infrastructure, with management targeting expansion toward ~540MW by the end of 2026.

The company has also discussed a broader multi-gigawatt land and power opportunity pipeline.

The Bitcoin mining business still drives the vast majority of current revenue and cash flow:
• Mined 2,311 BTC in 2025
• Mining roughly 9–10 BTC per day currently

What makes the story interesting to me is that HIVE is using cash flow from its mining operations to help fund its AI/HPC expansion.

A lot of AI infrastructure and “neo-cloud” companies are heavily reliant on debt and dilution to build out compute capacity. HIVE still has dilution risk, but its balance sheet is not as debt-heavy as many peers.

The real thesis for me is BUZZ HPC.

Management has discussed scaling toward ~11,000 GPUs deployed for AI cloud infrastructure, alongside major HPC revenue growth targets over the next 1–2 years.

BUZZ HPC entered 2026 around a ~$20M ARR run-rate, with management targeting roughly ~$200M ARR as deployments scale.

Current partnerships and infrastructure relationships involving Bell Canada and Dell Technologies are early signs of traction.

And what do hyperscalers keep telling us every quarter?

“We are compute constrained.”

That’s the opportunity.

If HIVE successfully executes the HPC transition, I think the market eventually stops valuing it purely as a Bitcoin miner and starts valuing it more like an AI infrastructure / compute platform.

If execution fails, then the stock likely remains just another mining name tied to BTC prices.

To me, this is essentially two businesses inside one company:

Bitcoin Mining
• Existing cash flow engine
• Funds HPC expansion
• Provides infrastructure & power footprint already in place

BUZZ HPC
• The primary reason I started the position
• AI/HPC compute infrastructure business
• Significant upside if deployment targets are achieved
• A future hyperscaler contract could materially change the valuation framework very quickly

As always, this is not financial advice. DYOR.

What are your thoughts on this company? Drop them down below.

[Elon Musk @elonmusk]

Neuralink is restoring speech to those who have lost the ability to speak

[Elon Musk @elonmusk]

True

[Trader Brian Jones @MasterBJones]

After hours trading tip.
Do not chase small cap Chinese stocks or buy drops.

[Sammy @_Sammy_O_]

@michaeljburry $GME

[Mini_Tradez @Mini_Tradez]

75 likes in 5 minutes and I’ll drop it

So much knowledge

[Elon Musk @elonmusk]

Tesla built the most advanced lithium refinery in the world and it is very clean

[Bloomberg @business]

Trump expected to direct his administration to move to reclassify marijuana as a less dangerous drug, according to people familiar with the matter https://t.co/ipQHLXjopj

[Wall St Engine @wallstengine]

$MSOS | President Trump is planning an order that would direct federal agencies to reclassify marijuana as a Schedule III drug, putting it in the same category as some common prescription painkillers and easing federal restrictions on cannabis and its derivatives.

Source: WaPo

[Sammy @_Sammy_O_]

$BULL 🥰

[Prof @TheProfInvestor]

This WeBull chart is Wild.

IF W happens. Every bull dream will come true.

$BULL

[Donald Trump Jr. @DonaldJTrumpJr]

Big things coming for @GrabAGun — One of the most exciting pro-2A companies out there. Stay tuned $CLBR. HUGE for American patriots who love the 2nd Amendment!!! $PEW

[kristen shaughnessy @kshaughnessy2]

$TRNR

Interactive Strength Calls Out The Market Manipulation In Its Stock.

From Their FAQ's

"WHAT ARE YOU DOING TO COUNTER MARKET MANIPULATION LIKE NAKED SHORT SELLING?

THE TRADING VOLUMES IN TRNR STOCK CAN’T BE REAL AS IT’S MANY MULTIPLES OF THE FREE-TRADING FLOAT.

Today is the third day during February when more than 50 million shares have traded in a day.

This just highlights the many other times in the recent past when every share outstanding appears to have been traded more than 10 times in a single day.

We have heard from many of our shareholders that they believe that this trading dynamic reflects an illegal “naked short.”

If correct, this would harm all of us and our interests, as defending the share price is critical to our long-term plans.

We have not been able to explain this volume and we are investigating the possible reasons for it, which include speaking with the Nasdaq Market Intelligence desk and possibly the Securities and Exchange Commission (SEC)...."

https://t.co/MVGttelVRT

@FlyEaglesFly529 @ham59591shorts

[Sammy @_Sammy_O_]

@yolajeancar @MdBreathe How do you take it? What do you take it for?

[TheBull @TheBull_Stocks]

$BSLK Golden Arrow Sponsor, LLC took 37.9% stake on 12/31/2024

[Sammy @_Sammy_O_]

$SDST 🧐

[TheBull @TheBull_Stocks]

$SDST was trading $28 few month ago
With Today's big letter agreement with Sumitomo news, I am expecting a nice reversal 🧐

[Temu @shoptemu]

Shop your favorite items on Temu at low prices with great discounts.

[Sammy @_Sammy_O_]

@MasterBJones Lmfa

[Elon Musk @elonmusk]

Kamala hates Christians

[Leading Report @LeadingReport]

BREAKING: A federal judge has ruled that Arizona’s Democratic Secretary of State, Adrian Fontes, cannot certify the results of the 2024 election if any counties withhold certification due to allegations of fraud.