@stockswithanubhav: Read 🚨 Here is why leopard picked this specifically. His entire thesis laid out in his famous 165-page essay shows that the AI race isn't won by whoever builds the best model. It's won by whoever controls the physical infrastructure: the power, the land, the grid connections, the cooling. HIVE has all of that. Already built. Already connected. Already generating cash. The GTA price target is not priced in yet. Cantor Fitzgerald's analyst literally said his valuation does not include the full 320MW expansion. There is still more upside they have not modeled. New Brunswick has a defense angle. BUZZ is building air gapped capability targeting NORAD and Canadian federal government workloads. Government contracts are stickier and higher margin than commercial ones. HIVE raised $115 million at zero interest. They are funding expansion without paying a single dollar in interest costs. Here is another risk that was not mentioned in the reel: The exchangeable notes are a hidden dilution bomb. HIVE raised $115 million in notes that can later be converted into common shares. If the stock runs up noteholders convert and existing shareholders get diluted again on top of the 71% share count increase already happening. #investing #finance #datacenter #stockstowatch #stockswithanubhav

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Monday 01 June 2026 02:12:39 GMT