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We came across a bullish thesis on HIVE Digital Technologies Ltd. on Value investing subreddit by youngmuss666. In this article, we will summarize the bulls’ thesis on HIVE. HIVE Digital Technologies Ltd.’s share was trading at $3.25 as of January 12th. HIVE’s trailing P/E was 14.13 according to Yahoo Finance.
HIVE Digital Technologies Ltd., a technology company, engages in the building and operating data centers powered by green energy in Bermuda. HIVE continues to demonstrate strong operational execution, producing approximately 289 BTC in October 2025, up 8% month-over-month and 147% year-over-year from October 2024, averaging 9.3 BTC per day. The company’s fleet efficiency stood at a competitive 17.7 Joules per Terahash (J/TH), while its average hashrate reached 21.9 Exahash/s (EH/s), peaking at 23.6 EH/s, giving HIVE over 2% of the global Bitcoin network hashrate—a meaningful scale in an increasingly industrialized mining landscape. This production growth, combined with efficient, low-cost hydroelectric power, positions HIVE for potential revenue and cash flow upside, particularly if Bitcoin prices remain supportive.
Beyond mining, HIVE is strategically expanding into Tier III+ AI and HPC data centers through its subsidiary BUZZ High Performance Computing, including the conversion of its Swedish site to a Tier-3 HPC facility supporting roughly 2,000 NVIDIA GPUs, signaling a diversification away from pure crypto-mining risk. This dual-engine approach—Bitcoin mining plus high-performance computing—enhances both resilience and long-term growth potential.
The company’s scale, operational efficiency, and renewable energy focus also contribute to a strong ESG profile, potentially appealing to institutional investors sensitive to sustainability and regulatory considerations. Overall, HIVE represents a compelling investment case, combining rapid production growth, cost-efficient operations, network significance, and strategic diversification, with multiple levers for upside through both cryptocurrency exposure and high-performance computing expansion.
Previously we covered a bullish thesis on IREN Limited (IREN) by Industrial Tech Stock Analyst and Money Machine Newsletter in February 2025, which highlighted the company’s pivot to AI-ready, renewable-powered data centers and dual growth strategy. The company’s stock price has appreciated approximately by 286.85% since our coverage. The thesis still stands as IREN scales AI infrastructure. youngmuss666 shares a similar but emphasizes HIVE’s mining execution, fleet efficiency, and AI/HPC expansion.
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