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
At @CalHacks 13.0, @Bitdeer_AI brought Model Studio to the student developer community, connecting with builders who are turning ambitious ideas into real-world solutions.
From the opening kickoff to the final celebration, it was inspiring to see what happens when curious minds come together to build, experiment, and push boundaries.
Take a look back at an incredible weekend with the @CalHacks community!
Thank you to everyone who participated, our winning teams 👏🏾 👏🏼 👏 and the @CalHacks team for making it all possible! 🔥
See you next year! 🤘
#CalHacks #ModelStudio #AI #DeveloperCommunity
atticainvest retweeted
TMZ raped me in a Burger King bathroom in 1993
Trump Accused of Brutally Raping Former Miss Switzerland at Plaza Hotel in 1993, He Denies
tmz.com/2026/10/27/beatrice-…
atticainvest retweeted
Just remember, they fired an American so they can hire 2 or more of these and pay them the same as one American.
They aren't replacing Americans because Indians are better, they're just cheaper. The rapid decline in quality and stability of MS products at the same time is no coincidence.
This time it’s gonna be even better $btdr
$BTDR Q1 2026 Financial Highlights 📊
🔹Total revenue $188.9M (⬆️ 169% Y/Y); Adjusted EBITDA $14.4M (⬆️ 132% Y/Y); #AICloud ARR $43M (⬆️ 300% Y/Y).
🔹Self-mining #hashrate 65.1 EH/s (⬆️ 466% Y/Y); #MiningRigs 207,000 (⬆️ 113% Y/Y); mined 2,033 $BTC (⬆️ 481% Y/Y).
🔹3 GW global power portfolio for #AIDC and #BitcoinMining; Tydal facility in advanced colocation lease negotiations.
🔹Launched #SEALMINER A4, boasting 9.45 J/TH, our most efficient mining rig to date.
ir.bitdeer.com/news-releases…
#Bitdeer #AI #AIInfrastructure #investors
atticainvest retweeted
$BTDR Q3 2026 Earnings Conference Call and Webcast is scheduled for Tuesday, November 10, 2026, at 8:00 AM ET (9:00 PM SGT).
@Bitdeer management will discuss the financial and operational results, followed by a Q&A session.
📢 $BTDR Q3 2026 Earnings Conference Call and Webcast is scheduled for Tuesday, November 10, 2026, at 8:00 AM ET (9:00 PM SGT). @Bitdeer management will discuss the financial and operational results, followed by a Q&A session.
👉 Register here: register-conf.media-server.c…
🔗 Live webcast: edge.media-server.com/mmc/p/…
🔍 For more details: ir.bitdeer.com/news-releases…
#AI #neoCloud #bitcoinmining #AIInfrastructure #AIDC #AICloud
atticainvest retweeted
$btdr repricing to 60$ soon
$BTDR weekly update just dropped: 300.6 BTC mined and sold, pure holdings still at zero. Same exact playbook $IREN ran in early 2025 before it ripped from the single digits to $50-70+.
Mining cash flow funding the AI buildout. ~80 EH/s self-mining (one of the largest fleets), vertical integration with their own SEALMINER rigs, and now 273.5 MW of secured AI capacity (78% of the 350 MW target by early 2028). $2.9B revenue backlog already, pipeline over $10B, and live AI ARR around $80-86M on ~4.3k GPUs at 90%+ utilization.
While $MARA is still mostly pure mining with a big BTC stack and $RIOT is moving slower, $BTDR is executing the full pivot with power + data center expertise. At ~$2.6B market cap (vs $IREN already at ~$14B after its re-rate), this still looks like the early-innings version of that setup. Analysts sitting at Strong Buy with targets over $22. The chart from the update shows the production ramp clearly. NFA.
atticainvest retweeted
ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 👀 breath taking news on @asi1_official latest partnerships but the market decides differerntly 😅
🚨 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
BlackRock reports 4.8% ownership stake in Bitdeer
$BTDR
SEC Filing: BLACKROCK INC increased its position in $BTDR (10.52M -> 11.07M shares) | Ownership 4.8%
atticainvest retweeted
Today @Bitdeer released an SEC Form 4 to highlight @harisbasit, Chief Strategy Officer purchase of 25,000 shares in the company!!! $BTDR
atticainvest retweeted
📢 $BTDR Q3 2026 Earnings Conference Call and Webcast is scheduled for Tuesday, November 10, 2026, at 8:00 AM ET (9:00 PM SGT). @Bitdeer management will discuss the financial and operational results, followed by a Q&A session.
👉 Register here: register-conf.media-server.c…
🔗 Live webcast: edge.media-server.com/mmc/p/…
🔍 For more details: ir.bitdeer.com/news-releases…
#AI #neoCloud #bitcoinmining #AIInfrastructure #AIDC #AICloud
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.
Guac candles loading $btdr
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.