Operates Bitcoin mining and digital-asset infrastructure, running data centers and energy-focused computing facilities in North America, including high-performance and AI compute hosting.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Daniel Loeb / Third Point | 42 | New buy | 869,563 | $40,791,200 | 2.0% |
| Bridgewater | 55 | New buy | 245,659 | $11,523,860 | 0.1% |
| Louis Bacon / Moore | 56 | Trimmed -4% | 723,000 | $33,915,930 | 0.7% |
“$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute …” post →
| Date | Tweet |
|---|---|
| 2026-07-20T17:18:38 | $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does lo… → · 1694 likes · 417,836 views |
| 2025-12-17 | $HUT has just signed a new Triple lease deal with Anthropic through Fluidstack for at least 245 MW and up to 2,295MW capacity. The deal is valued at $7 Billion over 15 years with $GOOGL backstopping the deal. Hut8 is up 25.28% on the news and now trades at a $3.98B market cap https://t.co/50O28EsJ… → · 119 likes · 57,793 views |
| 2025-10-27 | The Neocloud thesis aged well. 1 month later: $CRWV 120.34 → 135.64 (+12.7%) $NBIS 107.70 → 126.49 (+17.5%) $WULF 10.63 → 13.69 (+28.8%) $IREN 41.68 → 64.69 (+55.2%) $CIFR 11.47 → 20.70 (+80.4%) $BITF 2.54 → 4.51 (+77.6%) $WYFI 22.83 → 36.52 (+59.9%) $GRRR 19.90 → 16.95 (−14.8%) $SLNH 2.75 → 2.8… → · 310 likes · 388,803 views |
| Report | Date | Stance |
|---|---|---|
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.