Ai believer btc believer. $btdr maxi follow for follow
Athens
Joined February 2025
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Thread: $BTDR is the most asymmetric AI infrastructure setup on the Nasdaq right now. Market is still pricing it like a dying miner. Here’s the deep fundamental + technical case why that changes.
1/ $BTDR @ $7.1–7.4 ($1.9B mkt cap) sits near 52-week lows after a brutal drawdown from $25. Analyst consensus: Strong Buy, avg PT ~$22 (+200%+ upside, range $10–$35). This isn’t “hope.” It’s a contracted AI cloud backlog that just tripled while the stock got treated like a pure-play Bitcoin miner.
2/ AI Cloud is the real business now.
•Revenue backlog: ~$2.9B (up from ~$0.9B in August).
•ARR: ~$86M with 95% GPU utilization on ~4,328 GPUs (H100/H200/B200/B300/GB200/GB300).
•Pipeline: 333+ MW IT load across Malaysia, Norway, US.
Malaysia A201 alone (>70% contracted, 21.7 MW) = >$1.7B expected revenue over 5 years. A102 = >$800M. More Vera Rubin sites coming. This is sticky, high-utilization demand, not speculative hash rate.42
3/ The Norway Tydal campus is the structural floor.
16-year colocation lease with Volta (~121 IT MW) valued at ~$4.7B base term (up to ~$8B with extension).
~ $2.4M per MW annually, ~90% NOI margin, 3% escalators, electricity reimbursed, strong credit backstop. Remaining CapEx modest relative to the contracted cash flows. This is multi-year visibility that pure miners simply do not have.
4/ Self-mining is not dead—it’s the cash engine funding the pivot.
Hashrate scaled aggressively (recently 70–80+ EH/s range). September production: 1,355 BTC (+200% YoY). Vertical integration via own SEALMINER ASICs gives cost/efficiency edge. While peers fight for power and hardware, Bitdeer controls more of the stack and is converting sites from crypto to AI/HPC. Revenue growth has re-accelerated (recent quarters +47% YoY range).43
5/ Valuation is still crypto-miner depressed.
P/S ~2x on TTM revenue ~$812M while the AI backlog and contracted leases are barely in the multiple. Peers that successfully executed the AI pivot re-rated hard. $BTDR is trading at a fraction of the embedded value of the Norway + Malaysia contracts alone if they convert as guided. High insider ownership (~37%) aligns incentives.
6/ Technicals support the bounce setup.
Price near 52w low ($6.64), RSI oversold/near-oversold on daily (recent readings in the high-20s to mid-40s), well below 50/200-day MAs. High beta (~2.5+) means when the narrative flips (earnings, more offtake, GPU deployment updates, BTC strength), the move is violent. Volume spikes on positive operational updates have been large. Classic “hated, high-conviction catalyst” chart.
7/ Catalysts that can force re-rating:
•Progressive recognition of the $2.9B AI Cloud backlog into revenue (Malaysia sites energizing 2027).
•Norway lease economics flowing through.
•Further offtake on the remaining pipeline (A103, A202, US sites, Vera Rubin).
•Continued hashrate + BTC production prints.
•Next earnings (early November window).
Any one of these shifts the market from “miner with problems” to “AI infrastructure compounder.”
8/ Risks exist (execution on CapEx, financing environment, BTC volatility, past target misses). But the contracted backlog and long-duration leases have changed the risk profile versus pure miners. At ~$7 with 200%+ average analyst upside and a multi-billion AI pipeline, the asymmetry is extreme.
9/ This is the kind of setup that was obvious in $IREN at much lower prices before the AI narrative fully hit. $BTDR’s operational updates (backlog tripling, 95% util, massive leases) are the same language. Price action is noise until the fundamentals force the re-rate.
10/ NFA. Do your own work. But the data is clear: contracted AI cash flows + vertical integration + near-lows + consensus 200% upside. $BTDR is still priced like the old business. That gap closes.
atticainvest retweeted
I'm dawn serious about this.
More focus on $FET. 👀
atticainvest retweeted
🚨 Fetch.ai is partnering with @cerebral_valley alongside @GoogleDeepMind, @Meta and @MongoDB.
Devs, join us for AIE Code Summit 2026 Hackathon 2026 on November 7 and solve frontier AI engineering problems with next-gen Fetch.ai’s agentic intelligence.
Build. Launch. Search. Discover. Optimise. All within one interoperable ecosystem powered by asi1.ai + Agentverse.ai.
Register here → cerebralvalley.ai/e/aie-code…
atticainvest retweeted
With all the deals that have been signed in the past few months and the amount of bitcoin that $BTDR has mined this quarter, we are due for absolute blowout earnings.
Just got out of a call with @BitcoinAIGuy
He just said „buckle up”
Then hung up
Guacamole candles loading guys
Few
🚀
And guess what runs on guacamole?
Deers
$btdr
atticainvest retweeted
$btdr is in another league when kt comes to btc mining . Clsk is nothing
atticainvest retweeted
Thread: $BTDR is the most asymmetric AI infrastructure setup on the Nasdaq right now. Market is still pricing it like a dying miner. Here’s the deep fundamental + technical case why that changes.
1/ $BTDR @ $7.1–7.4 ($1.9B mkt cap) sits near 52-week lows after a brutal drawdown from $25. Analyst consensus: Strong Buy, avg PT ~$22 (+200%+ upside, range $10–$35). This isn’t “hope.” It’s a contracted AI cloud backlog that just tripled while the stock got treated like a pure-play Bitcoin miner.
2/ AI Cloud is the real business now.
•Revenue backlog: ~$2.9B (up from ~$0.9B in August).
•ARR: ~$86M with 95% GPU utilization on ~4,328 GPUs (H100/H200/B200/B300/GB200/GB300).
•Pipeline: 333+ MW IT load across Malaysia, Norway, US.
Malaysia A201 alone (>70% contracted, 21.7 MW) = >$1.7B expected revenue over 5 years. A102 = >$800M. More Vera Rubin sites coming. This is sticky, high-utilization demand, not speculative hash rate.42
3/ The Norway Tydal campus is the structural floor.
16-year colocation lease with Volta (~121 IT MW) valued at ~$4.7B base term (up to ~$8B with extension).
~ $2.4M per MW annually, ~90% NOI margin, 3% escalators, electricity reimbursed, strong credit backstop. Remaining CapEx modest relative to the contracted cash flows. This is multi-year visibility that pure miners simply do not have.
4/ Self-mining is not dead—it’s the cash engine funding the pivot.
Hashrate scaled aggressively (recently 70–80+ EH/s range). September production: 1,355 BTC (+200% YoY). Vertical integration via own SEALMINER ASICs gives cost/efficiency edge. While peers fight for power and hardware, Bitdeer controls more of the stack and is converting sites from crypto to AI/HPC. Revenue growth has re-accelerated (recent quarters +47% YoY range).43
5/ Valuation is still crypto-miner depressed.
P/S ~2x on TTM revenue ~$812M while the AI backlog and contracted leases are barely in the multiple. Peers that successfully executed the AI pivot re-rated hard. $BTDR is trading at a fraction of the embedded value of the Norway + Malaysia contracts alone if they convert as guided. High insider ownership (~37%) aligns incentives.
6/ Technicals support the bounce setup.
Price near 52w low ($6.64), RSI oversold/near-oversold on daily (recent readings in the high-20s to mid-40s), well below 50/200-day MAs. High beta (~2.5+) means when the narrative flips (earnings, more offtake, GPU deployment updates, BTC strength), the move is violent. Volume spikes on positive operational updates have been large. Classic “hated, high-conviction catalyst” chart.
7/ Catalysts that can force re-rating:
•Progressive recognition of the $2.9B AI Cloud backlog into revenue (Malaysia sites energizing 2027).
•Norway lease economics flowing through.
•Further offtake on the remaining pipeline (A103, A202, US sites, Vera Rubin).
•Continued hashrate + BTC production prints.
•Next earnings (early November window).
Any one of these shifts the market from “miner with problems” to “AI infrastructure compounder.”
8/ Risks exist (execution on CapEx, financing environment, BTC volatility, past target misses). But the contracted backlog and long-duration leases have changed the risk profile versus pure miners. At ~$7 with 200%+ average analyst upside and a multi-billion AI pipeline, the asymmetry is extreme.
9/ This is the kind of setup that was obvious in $IREN at much lower prices before the AI narrative fully hit. $BTDR’s operational updates (backlog tripling, 95% util, massive leases) are the same language. Price action is noise until the fundamentals force the re-rate.
10/ NFA. Do your own work. But the data is clear: contracted AI cash flows + vertical integration + near-lows + consensus 200% upside. $BTDR is still priced like the old business. That gap closes.
atticainvest retweeted
Don’t miss this analysis on $btdr💯
$iren $cifr $nbis $nvda $sndk $mu $wulf $amzn $goog ai Iran trump
Thread: $BTDR is the most asymmetric AI infrastructure setup on the Nasdaq right now. Market is still pricing it like a dying miner. Here’s the deep fundamental + technical case why that changes.
1/ $BTDR @ $7.1–7.4 ($1.9B mkt cap) sits near 52-week lows after a brutal drawdown from $25. Analyst consensus: Strong Buy, avg PT ~$22 (+200%+ upside, range $10–$35). This isn’t “hope.” It’s a contracted AI cloud backlog that just tripled while the stock got treated like a pure-play Bitcoin miner.
2/ AI Cloud is the real business now.
•Revenue backlog: ~$2.9B (up from ~$0.9B in August).
•ARR: ~$86M with 95% GPU utilization on ~4,328 GPUs (H100/H200/B200/B300/GB200/GB300).
•Pipeline: 333+ MW IT load across Malaysia, Norway, US.
Malaysia A201 alone (>70% contracted, 21.7 MW) = >$1.7B expected revenue over 5 years. A102 = >$800M. More Vera Rubin sites coming. This is sticky, high-utilization demand, not speculative hash rate.42
3/ The Norway Tydal campus is the structural floor.
16-year colocation lease with Volta (~121 IT MW) valued at ~$4.7B base term (up to ~$8B with extension).
~ $2.4M per MW annually, ~90% NOI margin, 3% escalators, electricity reimbursed, strong credit backstop. Remaining CapEx modest relative to the contracted cash flows. This is multi-year visibility that pure miners simply do not have.
4/ Self-mining is not dead—it’s the cash engine funding the pivot.
Hashrate scaled aggressively (recently 70–80+ EH/s range). September production: 1,355 BTC (+200% YoY). Vertical integration via own SEALMINER ASICs gives cost/efficiency edge. While peers fight for power and hardware, Bitdeer controls more of the stack and is converting sites from crypto to AI/HPC. Revenue growth has re-accelerated (recent quarters +47% YoY range).43
5/ Valuation is still crypto-miner depressed.
P/S ~2x on TTM revenue ~$812M while the AI backlog and contracted leases are barely in the multiple. Peers that successfully executed the AI pivot re-rated hard. $BTDR is trading at a fraction of the embedded value of the Norway + Malaysia contracts alone if they convert as guided. High insider ownership (~37%) aligns incentives.
6/ Technicals support the bounce setup.
Price near 52w low ($6.64), RSI oversold/near-oversold on daily (recent readings in the high-20s to mid-40s), well below 50/200-day MAs. High beta (~2.5+) means when the narrative flips (earnings, more offtake, GPU deployment updates, BTC strength), the move is violent. Volume spikes on positive operational updates have been large. Classic “hated, high-conviction catalyst” chart.
7/ Catalysts that can force re-rating:
•Progressive recognition of the $2.9B AI Cloud backlog into revenue (Malaysia sites energizing 2027).
•Norway lease economics flowing through.
•Further offtake on the remaining pipeline (A103, A202, US sites, Vera Rubin).
•Continued hashrate + BTC production prints.
•Next earnings (early November window).
Any one of these shifts the market from “miner with problems” to “AI infrastructure compounder.”
8/ Risks exist (execution on CapEx, financing environment, BTC volatility, past target misses). But the contracted backlog and long-duration leases have changed the risk profile versus pure miners. At ~$7 with 200%+ average analyst upside and a multi-billion AI pipeline, the asymmetry is extreme.
9/ This is the kind of setup that was obvious in $IREN at much lower prices before the AI narrative fully hit. $BTDR’s operational updates (backlog tripling, 95% util, massive leases) are the same language. Price action is noise until the fundamentals force the re-rate.
10/ NFA. Do your own work. But the data is clear: contracted AI cash flows + vertical integration + near-lows + consensus 200% upside. $BTDR is still priced like the old business. That gap closes.
atticainvest retweeted
$EOSE
remains oversold.
Shares are trading sideways.
The bears are losing momentum.
We will watch for further bottom confirmation.
The November 5th earnings will be important to watch.
$EOSE pt $52.
This is not investment advice.
xitter.cf/HKIStrategies/status/2…
$EOSE
closing in.
Price is closing in on the 0.786 fib,
shares remain oversold.
We want $EOSE to give us a clear bottom confirmation.
$EOSE pt $52.
This is not investment advice.
xitter.cf/HKIStrategies/status/2…
atticainvest retweeted
I did tell you yesterday that $1.68 was a ridiculous price for $EOSE - glad I was gobbling up those shares!
Up 15% today already to $1.86 😁
atticainvest retweeted
The real market experts are the Few with testicular fortitude. Everyone else is larping.
Don’t miss this analysis on $btdr💯
$iren $cifr $nbis $nvda $sndk $mu $wulf $amzn $goog ai Iran trump
Thread: $BTDR is the most asymmetric AI infrastructure setup on the Nasdaq right now. Market is still pricing it like a dying miner. Here’s the deep fundamental + technical case why that changes.
1/ $BTDR @ $7.1–7.4 ($1.9B mkt cap) sits near 52-week lows after a brutal drawdown from $25. Analyst consensus: Strong Buy, avg PT ~$22 (+200%+ upside, range $10–$35). This isn’t “hope.” It’s a contracted AI cloud backlog that just tripled while the stock got treated like a pure-play Bitcoin miner.
2/ AI Cloud is the real business now.
•Revenue backlog: ~$2.9B (up from ~$0.9B in August).
•ARR: ~$86M with 95% GPU utilization on ~4,328 GPUs (H100/H200/B200/B300/GB200/GB300).
•Pipeline: 333+ MW IT load across Malaysia, Norway, US.
Malaysia A201 alone (>70% contracted, 21.7 MW) = >$1.7B expected revenue over 5 years. A102 = >$800M. More Vera Rubin sites coming. This is sticky, high-utilization demand, not speculative hash rate.42
3/ The Norway Tydal campus is the structural floor.
16-year colocation lease with Volta (~121 IT MW) valued at ~$4.7B base term (up to ~$8B with extension).
~ $2.4M per MW annually, ~90% NOI margin, 3% escalators, electricity reimbursed, strong credit backstop. Remaining CapEx modest relative to the contracted cash flows. This is multi-year visibility that pure miners simply do not have.
4/ Self-mining is not dead—it’s the cash engine funding the pivot.
Hashrate scaled aggressively (recently 70–80+ EH/s range). September production: 1,355 BTC (+200% YoY). Vertical integration via own SEALMINER ASICs gives cost/efficiency edge. While peers fight for power and hardware, Bitdeer controls more of the stack and is converting sites from crypto to AI/HPC. Revenue growth has re-accelerated (recent quarters +47% YoY range).43
5/ Valuation is still crypto-miner depressed.
P/S ~2x on TTM revenue ~$812M while the AI backlog and contracted leases are barely in the multiple. Peers that successfully executed the AI pivot re-rated hard. $BTDR is trading at a fraction of the embedded value of the Norway + Malaysia contracts alone if they convert as guided. High insider ownership (~37%) aligns incentives.
6/ Technicals support the bounce setup.
Price near 52w low ($6.64), RSI oversold/near-oversold on daily (recent readings in the high-20s to mid-40s), well below 50/200-day MAs. High beta (~2.5+) means when the narrative flips (earnings, more offtake, GPU deployment updates, BTC strength), the move is violent. Volume spikes on positive operational updates have been large. Classic “hated, high-conviction catalyst” chart.
7/ Catalysts that can force re-rating:
•Progressive recognition of the $2.9B AI Cloud backlog into revenue (Malaysia sites energizing 2027).
•Norway lease economics flowing through.
•Further offtake on the remaining pipeline (A103, A202, US sites, Vera Rubin).
•Continued hashrate + BTC production prints.
•Next earnings (early November window).
Any one of these shifts the market from “miner with problems” to “AI infrastructure compounder.”
8/ Risks exist (execution on CapEx, financing environment, BTC volatility, past target misses). But the contracted backlog and long-duration leases have changed the risk profile versus pure miners. At ~$7 with 200%+ average analyst upside and a multi-billion AI pipeline, the asymmetry is extreme.
9/ This is the kind of setup that was obvious in $IREN at much lower prices before the AI narrative fully hit. $BTDR’s operational updates (backlog tripling, 95% util, massive leases) are the same language. Price action is noise until the fundamentals force the re-rate.
10/ NFA. Do your own work. But the data is clear: contracted AI cash flows + vertical integration + near-lows + consensus 200% upside. $BTDR is still priced like the old business. That gap closes.