How HIVE Stock Can Win Big With Bitcoin Mining and AI Data Centres
Frank is looking to replicate crypto miner Crusoe’s model of building an AI DC in areas where there is surplus electricity. Crusoe is venturing into the purpose-built AI “neocloud,” building a 1.2-gigawatt Stargate data centre for OpenAI in Texas. Crusoe doesn’t trade on the stock exchange, but its share price surged 360% in the private market in the last two years. If Hive lands a hyperscaler deal, its share price could also triple and touch $10.
The Bitcoin mining supercycle
Although the AI DC supercycle has potential, it remains vulnerable to economic cycles. Demand for AI capacity will fluctuate. However, Hive will continue to mine Bitcoin, and Frank expects BTC value to keep growing like that of physical gold.
Hence, instead of selling BTC to fund the AI data centres, Hive is pledging BTC to fund its AI DC. When the value of BTC rises, one BTC will fetch more paper currency, which is a depreciating asset. Hive’s BTC inventory will help it enjoy the future Bitcoin supercycle as BTC becomes the digital gold in the AI world.
Is Hive a value pick for the AI and Bitcoin rally?
Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is a key value driver in the AI DC space. If we compare other Bitcoin miners and AI DC companies, Bitfarms and Applied Digital, they are trading at an Enterprise Value-to-EBITDA of 31.8 times and -7.4 times, respectively. Hive is trading at 4.7 times.
Hive is expanding in Latin America, tapping the capital market by listing on the Colombian Stock Exchange. This complements its listings in Canada, Germany, and on Nasdaq. This small-cap stock has what it takes to become a mid-cap stock. Although trading volumes are lower and multiple listings are diluting equity value, the exponential growth cycles of AI DC and Bitcoin mining could make it the next millionaire-maker.
The post How HIVE Stock Can Win Big With Bitcoin Mining and AI Data Centres appeared first on The Motley Fool Canada.
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Fool contributor Puja Tayal has no position in any of the stocks mentioned. The Motley Fool recommends Equinix and Nvidia. The Motley Fool has a disclosure policy.
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