We came across a bullish thesis on Bitfarms Ltd. on wallstreetbets subreddit by checazzo01. In this article, we will summarize the bulls’ thesis on BITF. Bitfarms Ltd. 's share was trading at $2.0400 as of September 11th. BITF’s trailing and forward P/E were 28.31 and 84.03 respectively according to Yahoo Finance. TD Cowen Reaffirms Buy on Strategy (MSTR), Trims Target to $640 Photo by Jievani Weerasinghe on Unsplash Bitfarms Inc. (BITF), a company traditionally known for Bitcoin mining, is emerging as ...

Bitfarms and Cipher Mining emerged as standout performers in September’s Bitcoin mining stock surge, with both companies posting remarkable gains as the sector outpaced Bitcoin itself by significant margins. Bitcoin mining stocks experienced exceptional momentum throughout September 2025, with major players posting gains between 44% and 138% while Bitcoin declined more than 3% during the same period. Bitfarms (NASDAQ: BITF) and Cipher Mining (NASDAQ: CIFR) led this rally, showing strong investor appetite f ...

Pure-play bitcoin (BTC) mining stocks are waking up from their slumber after lagging behind those pivoting to the red-hot data center business. Pure-play miners such as MARA Holdings (MARA) and CleanSpark (CLSK) surged 10% and 17% on Thursday, leading gains among the CoinShares Bitcoin Mining ETF members. There are two key factors that may be driving the sharp gains. The first is the idea that investors could be front-running expectations of a strong year-end for bitcoin, a period that has historically ...

We recently published All-Time Rush: 8 of 10 Big Names Hit Fresh Record Highs. Hut 8 Corp. (NASDAQ:HUT) is one of the best performers on Wednesday. Shares of Hut 8 Corp. (NASDAQ:HUT) rallied to a fresh record high on Wednesday as investors took path from an investment firm’s price target upgrade and positive rating for its stock. Earlier this week, the company earned a 93-percent price target upgrade from Roth Capital, at $60 versus the $31 previously. It also maintained a “buy” recommendation for its st ...

核心交易概述 - LM Funding America Inc 完成收购密西西比州哥伦布市11兆瓦比特币挖矿设施 包括场地和约7.5兆瓦（157 PH/s）算力的2300台比特大陆S19系列矿机 总对价400万美元 [1] - 收购资金部分来自130万美元担保贷款 其余使用现有流动资产 [2] 战略价值分析 - 使公司总自有算力容量提升至26兆瓦 实现新地理区域布局多元化并降低单点运营风险 [2] - 符合收购大型运营商常忽视的小型低估电力资产战略 为加速矿机部署提供平台 [2] - 每千瓦时0.036美元优惠电价预计降低整体矿机群平均电力成本 [2] 运营优化计划 - 剩余容量将部署现有矿机与新增成本效益矿机 结合固件优化提升利润率（参考俄克拉荷马站点优化经验） [2] - 通过比特币库务与挖矿业务结合 强化资本配置框架与比特币储备策略 [2] 公司背景信息 - LM Funding America Inc 成立于2008年 总部位于佛罗里达州坦帕市 纳斯达克代码LMFA [3] - 除比特币业务外 公司同时运营技术驱动型专业金融业务 为佛罗里达州非营利社区协会提供资金 [3]

Macro is often an intimidating term for retail investors, as it encompasses everything from interest rates to inflation, employment, and global capital flows. However, macroeconomic forces are the true drivers behind every major market cycle. Not Federal Reserve (the Fed) rate cuts or hikes, not earnings—its macro that determines whether industries soar or stumble. Today, the macro picture is a bit confusing, as it is a mix of 2019 and 1974: softening economic data, rising inflation, and increasing unemploy ...

Welcome back to Market on Close. I'm Sam Bartis coming to you live from the floor of the New York Stock Exchange. Today I want to welcome in our next guest, and that's Matt Schultz, CEO, chairman, and co-founder at Cleanspark.Thanks so much for joining us, Matt. I suppose we can't have the CEO of a Bitcoin miner on on Fed Day without asking about the reaction in the price of Bitcoin. I mean, usually this would be a good thing, but as we know, reactions are not uniform.And there has been a bit of a suggestio ...

Having spent time with 30 or 40 management teams, I had a huge edge over the market. I tried to explain this to people on Twitter. I tried to explain that I had that edge, but nobody cares until they see the results. I just knew from a character standpoint, from a mentality standpoint, from an experience standpoint, from a strategy standpoint, that they were highly differentiated.Mike: I’m a really tactile investor. I take big concentrated positions. To do that successfully over a long period of time, they ...

There's no shortage of crypto crypto treasury firms out there, no shortage of Bitcoin mining firms out there. Mike What makes American Bitcoin different from everything else out there. Well, we're the best of all worlds apart from air travel, apart from here.That's the best part. But we're the best of all worlds. We're not just a Bitcoin mining company. We're not just the Treasury. We're a Bitcoin accumulator.And what that means is we use Bitcoin mining as just one layer of the strategy. Bitcoin mining is e ...

运营规模与行业地位 - 截至2025年第二季度末 公司比特币算力达到50 EH/s 占全球比特币网络算力的6% [1] - 通过收购18 EH/s算力实现产能扩张 成为全球第二大上市比特币矿企 [2] - 2025年7月比特币产量达650.5枚 较6月增长44% 比特币库存总量突破5000枚 [2] 财务与成本结构 - 第二季度共开采1404.4枚比特币 单枚平均开采成本（不含矿机折旧）为83091美元 综合成本为98636美元 [2] - 季度总收入1.398亿美元 其中比特币挖矿收入占比98.8%达1.381亿美元 [4] - 调整后EBITDA为9910万美元 较去年同期改善 现金储备达1.18亿美元 [4][6] 战略转型与运营模式 - 过去9个月完成战略转型 包括352百万美元中国业务剥离及向轻资产模式转型 [3] - 轻资产模式通过即插即用矿机降低前期资本投入 实现比垂直整合竞争者更快速的规模扩张 [4] - 2025年8月收购美国佐治亚州50兆瓦矿场 旨在降低电力成本并增强运营稳定性 [6] 管理层与治理结构 - 完成领导层重组 新管理团队具备数字资产基础设施、金融和能源投资领域专业经验 [5] - 首席执行官强调新团队具备执行下一阶段增长所需的综合技能组合 [5] 中长期发展规划 - 短期重点是通过效率升级和低成本运营模式最大化50 EH/s算力价值 [7] - 中期计划开发可再生能源存储项目 实现近零成本采矿运营 同时改造设施支持高性能计算 [7] - 长期目标是构建能智能平衡比特币挖矿与AI工作负载的计算平台 [7]