Past performance does not predict future results. Informational only, not investment advice.
Perrill Dave (Director at HIVE Digital Technologies Ltd.) reported an open-market sale of 100,000 shares of HIVE at an average $2.72, roughly $271,910, in a Form 4 filed 2026-08-19.
Crypto-mining-turned-AI-data-center companies like HIVE have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.
HIVE is transitioning from crypto mining to AI data centers with a competitive edge through low-cost renewable energy operations in Sweden, Canada, and Paraguay. With a $1.1B market cap and strategic positioning as governments incentivize data center expansion, the company is well-positioned to capture significant upside as the industry diversifies outside the US.
Author expects Hive to reach $25 per share. The post implies a bullish directional view with a specific upside target.
Deep out-of-the-money $4 calls expiring January 2028 suggest conviction in multi-bagger potential for HIVE's AI infrastructure transition, complementing the stock and higher-strike call positions.
Call options on HIVE with January 2028 expiration provide leveraged exposure to the AI infrastructure turnaround thesis, with 100 $10 calls and 25 $4 calls reflecting conviction in significant upside from current levels.
HIVE is pivoting from crypto mining to high-performance computing and AI infrastructure, with 11,000 Nvidia GPUs expected by EOY 2026, institutional backing (Citadel, Ken Griffin), zero-percent debt financing, and TSX uplisting. The company is projected to achieve $120M additional annual revenue at 80% margins from AI cloud by end-2026, representing a turnaround from recent 52-week lows with significant upside from current ~$0.75 USD valuation.
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