@RavenKlaison Thanks, but I was referring to the pod cast where the poster said that he just finished covering several topics including chlorine dioxide together with the others. I thought he integrated everything into one protocol. Would love to hear his presentation on those. Thank you.
Why I recently bought $HIVE ๐
I bought HIVE Digital Technologies because it is no longer just another Bitcoin miner. It is becoming a dual-engine company:
> scaled, cash-generating hashrate on one side and a rapidly contracting GPU cloud.
> HPC business on the other.
The market still prices it mostly as the first thing. I think that gap is the opportunity.
The catalyst that made me act was the August 17 announcement:
โข BUZZ HPC signed a five-year, $350 million AI cloud deal with an investment-grade enterprise customer.
That is 2,016 Nvidia Blackwell Ultra GPUs at the Merritt, B.C. hydro-powered site. It adds roughly $70 million in annualized revenue and lifts contracted GPU-cloud ARR to about $180 million. Management is still targeting $200 million by year-end 2026. Combined with the earlier Bell AI Fabric and Cohere contract, they have already locked in most of that number with multi-year deals instead of short-term spot capacity.
That matters because the quality of the revenue is changing. Mining funded the build-out. FY2026 revenue hit $298 million, up 158 percent, after they nearly quadrupled hash rate. Those cash flows, plus convertible notes and customer prepayments, are paying for GPUs and data-center conversion instead of endless equity dilution. High-margin contracted ARR (management talks 75 percent-plus EBITDA on the GPU side) is the piece the market has been slow to re-rate.
I also like the infrastructure edge.
Hydro power, closed-loop liquid cooling, and existing sites in Canada, Sweden, and Paraguay give them cheaper, cleaner electrons than many U.S. peers fighting for the same megawatts. They have more pipeline (Boden colo LOI, GTA campus talk) if they execute.
Risks are real โ ๏ธ Bitcoin price still drives a large part of current revenue, execution on GPU deployment and financing is not guaranteed, and the stock is volatile.
I did not buy it as a pure BTC proxy. I bought it because the AI contracts are now large enough, long enough, and high-quality enough that the company can start looking like an infrastructure name instead of just a miner. If they convert contracted ARR into recognized revenue on schedule, the multiple should follow. That is the bet and that's also why my allocation is under 1%.
$IBRX Novartis paused eight autoimmune CAR T trials after three deaths. Alternative immune approaches just got more attention. @Grok, does this strengthen the ANKTIVA thesis?
The mRNA Gold Rush: Why Moderna's "Cancer Vaccine" Hype Will Get Challenged
Mega-dose weekly mRNA part of toxic chemotherapy, however with rapid FDA approval, Intismeran poised to saddle patients with massive costs, tumor resistance, and accumulating long term safety concerns. URL TheFocalPoints. @McCulloughFund@moderna_tx
$MRNA VS $IBRX
most are gung-ho on #moderna cancer vaccine. what if more investors get to know #anktiva which is already approved and earning revenues already?
note: moderna uses mRNA tech which has had lots of problems and hasn't fully addressed them yet. IBRX does NOT use it.
MRNA CANCER VACCINES
Professor Fukushima, Japan's most senior oncologist:
"Genetic vaccines are totally unacceptable. The introduction of transgenes into the human body is gene therapy. How can this be considered acceptable for creating vaccines? If you encapsulate mRNA in nanoparticles and administer it you only get off target effects starting from the ovaries, to the brain, liver, spleen and bone marrow. The biggest problem is going to the bone marrow, the reproductive organs like the ovaries and then every possible organ."
Moderna added $44 billion in market value in one trading day on the melanoma announcement.
The press release contains no hazard ratio, no confidence interval, and no patient counts.
I went looking for what it left out.
https://t.co/RJeaCdJdHO
$IBRX vs $MRNA
IBRX ($8.6B) more advanced stage/commercialization
MRNA ($69.6B) went up 100%+ while IBRX just rose a few %.
Imagine if new eyeballs suddenly find a hidden gem in this sector. #short#squeeze ???
MRNA CANCER VACCINES
Professor Fukushima, Japan's most senior oncologist:
"Genetic vaccines are totally unacceptable. The introduction of transgenes into the human body is gene therapy. How can this be considered acceptable for creating vaccines? If you encapsulate mRNA in nanoparticles and administer it you only get off target effects starting from the ovaries, to the brain, liver, spleen and bone marrow. The biggest problem is going to the bone marrow, the reproductive organs like the ovaries and then every possible organ."
$IBRX vs $MRNA
some comparisons to consider.
notable consideration. MRNA is individualized while IBRX #anktiva is off-the-shelf. more time/cost to produce for MRNA compared to IBRX.
#anktiva addresses low ALC and can be applied in many cases.
*generated through gemini query