Mentioned
Bitcoin
BTC
-1196.48 (-1.26%)
S
93983.52
B
93983.53
Cipher Mining Inc
CIFR
-0.57 (-3.82%)
S
14.31
B
14.32
Hive Digital Technologies Ltd
HIVE
-0.35 (-9.56%)
S
3.29
B
3.30
Hut 8 Mining Corp
HUT
0.92 (2.55%)
S
36.90
B
36.92
Michael Southard
United Kingdom
1m
๐“๐‡๐„ ๐ƒ๐ˆ๐†๐ˆ๐“๐€๐‹ ๐“๐‘๐€๐๐’๐…๐Ž๐‘๐Œ๐€๐“๐ˆ๐Ž๐ There's no doubt about it, there is a transformation taking place and this narrative is the main driver of asset markets today. HIVE is a company who operate data centres used for bitcoin mining and high power compute (HPC) and their stock is up +22% today alone. We added HIVE to the portfolio in late 2024 at $2.40 a share. Today it trades for $5.50 and our overall position is up +160% and makes up ~ 2% of the portfolio. The AI sector is likely to see absolutely mammoth growth over coming months and years. We hold a significant amount of assets in chip makers, HPC (High Power Compute) and AI infrastructure companies. Are we selling? ๐๐จ๐ญ ๐ฒ๐ž๐ญ. There will be a time to reduce exposure to these companies but for now our positions are performing exactly as some of us projected so for now, we let them run. ๐‡๐จ๐ฐ ๐š๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ข๐ง ๐ญ๐ก๐ž ๐๐ข๐ ๐ข๐ญ๐š๐ฅ ๐ญ๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง? ๐Ÿ‘‡๐Ÿผ $BTC $CIFR (Cipher Mining Inc) $HIVE (Hive Digital Technologies Ltd) $HUT (Hut 8 Mining Corp)
4 Mentioned
Bitcoin
BTC
Bitcoin
Cipher Mining Inc
CIFR
Cipher Mining Inc
Hive Digital Technologies Ltd
HIVE
Hive Digital Technologies Ltd
Hut 8 Mining Corp
HUT
Hut 8 Mining Corp
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