HIVE's dual engine thesis just printed.
In FY2026:
✅ Hashrate quadrupled
✅ Enterprise GPU business reached $35M ARR
✅ 13.3% annual return on invested capital
✅ Green energy across Canada, Sweden, and Paraguay
People are fucking dumb to sell a single share of $HIVE they literally gave us 5billion MC target based on MOUs why the fuck would you sell a single share
$HIVE down 11% today on a Q4 Bitcoin price miss. The AI infrastructure roadmap didn’t change. $660M ARR target. Bell Canada partnership. Toronto Gigafactory funded. Sometimes Mr Market gives you a second entry. $HIVE
$HIVE just laid out a clear path from $35M to $660M ARR on their earnings call. Two large GPU deals being finalized. Bell Canada partnership exclusive. Funding already in place. Watching for definitive contracts. $HIVE
$HIVE
Capital structure confirmed:
$115M 0% notes confirmed
Capped call at $4.92 (125% premium over April 16 price) confirmed
No new dilution announced
$HIVE
The big numbers:
HPC ARR: $35M contracted → targeting $660M by 2028
Bell B200 cluster live May 2026 at $2.90/GPU-hour (32% above plan)
Toronto 320 MW: land acquired (CAD $58M), H2 2027 target, $360M ARR at full operation
Global power capacity: 440 MW operational
@JonkooTrades I dont think its worth it at the moment , the company is quite old and they sold a lot to raise capital, AEHR comparison moved it from 6/7 to 20 but actual business doesnot reflect it