Filtered library · Theme
Bitcoin miners stocks · 7 dossiers
7 Bitcoin miners stocks moving on the same story, each with a dated research dossier: thesis, kill line and next catalyst.
DormantLast worked 21 September 2026, 42 days ago; the research counts a theme as current for 14 days.
All 7 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiersBTDRBitdeer Technologies GroupLowBitdeer Technologies Group has $2.9B of contracted AI-cloud backlog, but the shares closed at $7.92 on 28 October 2026 and revenue from the new Malaysian sites starts only in 2027. The third-quarter report (~10 November 2026, est.) settles…CLSKCleanSpark, Inc.LowCleanSpark's Georgia data-center lease is financed and intact, but the shares closed at $7.77 on 26 October 2026 as mining output and estimates fall; the December fiscal-year report shows whether mining can carry the company until 2027…DGXXDigi Power X Inc. Subordinate Voting SharesLowDigi Power X's pivot from bitcoin mining to AI data center hosting depends on its Alabama Phase 1 entering service in December 2026; the shares closed at $2.43 on 27 October 2026, and Q3 results and the $200 million financing close settle…HIVEHIVE Digital Technologies Ltd.LowHIVE Digital Technologies' pivot from bitcoin mining to AI cloud computing is not yet rewarded: the shares closed at $2.03 on 21 October 2026, 66.3% below the 52-week high. The fiscal Q2 report, expected mid-November, settles it by showing…HUTHut 8 Corp.LowHut 8's move from bitcoin mining to AI data-center landlord rests on signed leases and long-dated financing, but the shares fell through the prior invalidation level; the 4 November 2026 third-quarter report decides whether revenue and the…MARAMARA Holdings, Inc.LowMARA Holdings still trades as a leveraged bitcoin miner with no signed AI tenant, and the shares closed at $7.09 on 27 October 2026, 63.8% below the 52-week high. The third-quarter report, expected near 5 November 2026, and the 31 December…RIOTRiot Platforms, Inc.LowRiot Platforms' roughly $9.8 billion of contracted Texas AI data-center leases have not stopped the slide to $12.81, and a $573 million bridge loan due 31 December 2026 lacks disclosed permanent financing. The 4 November 2026 third-quarter…