Added to YB: 2026-05-11
Pitch date: 2026-05-07
HUT [neutral]
Hut 8 Corp.
-6.91%
current return
Author Info
No bio for this author
Company Info
Hut 8 Corp., together with its subsidiaries, operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.
Market Cap
$9.1B
Pitch Price
$105.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-24.25
P/E
-27.71
EV/Sales
33.72
Sector
Software
Category
growth
Why Hut 8 is Selling Better Than Cipher Mining
HUT (overview): Secured 352 MW IT load lease at premium vs CIFR's 300 MW gross site capacity due to: 1) Pure server power vs air-cooled (actual premium 21% not 50%), 2) NVIDIA DSX-spec DLC infrastructure upgrade costs passed through triple-net lease, 3) Corpus Christi coastal location enables water-intensive liquid cooling vs CIFR's West Texas grid congestion/curtailment risk. Goldman sees US data center power hitting 8.5% demand by 2027.
Read full article (4 min)