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HIVE Digital Technologies Ltd (HIVE $2.74)
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Hut 8 Corp. (HUT $103.06)
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Cipher Digital Inc. (CIFR $20.81)
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IREN Limited (IREN $54.08)
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Nebius Group N.V. (NBIS $221.55)
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Galaxy Digital Inc. (GLXY $30.35)
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Keel Infrastructure Corp. (KEEL $6.02)
Q: Hi,
I've done very well with NBIS and GLXY. They are 6.4% and 4.2% of my portfolio now. What do you think about some of these other names or would you stick with NBIS and GLXY? Many have pivoted to AI compute from bitcoin and it seems as though some of these smaller names can really rip when they announce a new contract and I have a slight feeling of FOMO (although I love the pop on NBIS today). How would you rank these overall in terms of fundamentals, valuation, growth, risk? I'm am definitely sticking with NBIS and GLXY and I would look to trim and start a new position in one or two of the other names if warranted or needed. Thank you!
I've done very well with NBIS and GLXY. They are 6.4% and 4.2% of my portfolio now. What do you think about some of these other names or would you stick with NBIS and GLXY? Many have pivoted to AI compute from bitcoin and it seems as though some of these smaller names can really rip when they announce a new contract and I have a slight feeling of FOMO (although I love the pop on NBIS today). How would you rank these overall in terms of fundamentals, valuation, growth, risk? I'm am definitely sticking with NBIS and GLXY and I would look to trim and start a new position in one or two of the other names if warranted or needed. Thank you!