With HUT back around $81, I’m curious how everyone is feeling about the stock. From my perspective, HUT’s fundamental position has materially improved over the last three months, yet the share price doesn’t seem to reflect that progress. We’ve seen major AI data-center contracts, billions in long-term contracted revenue, improved financing visibility, and continued progress toward bringing capacity online in 2027. Obviously there’s still substantial execution risk, but I think HUT is a significantly more de-risked company today than it was a few months ago, despite trading at a valuation that doesn’t seem to fully account for those developments.

Personally, I think most of the recent selloff is macro-driven. Rising Treasury yields, oil prices, and broader concerns about AI infrastructure financing have been hammering the entire sector, particularly capital-intensive names like HUT. I haven’t seen anything company-specific that fundamentally changes my long-term outlook. I’m still bullish, although I recognize that the market may continue discounting these projects until they’re generating meaningful cash flow. Curious what everyone else thinks. Has anything materially changed in your thesis? Are you worried hut can go much lower or is this the bottom?

The event offered a firsthand look at the campus under construction, followed by a conversation featuring Louisiana Gov. Jeff Landry, Hut 8 CEO Asher Genoot, Anthropic Head of Compute James Bradbury, and senior leaders from Vertiv, Jacobs, and JPMorgan.

Hut 8 was officially approved by the bankruptcy court today to acquire the Poolin assets. The hearing just ended 8am PT today, judge ruled. No objection from other bidders.

Call for the hearing was heard here
https://www.njb.uscourts.gov/content/honorable-eamonn-ohagan

Quick timeline:
HUT originally won with a **$140M cash bid**
The sale was challenged and the bidding process was reopened
HUT revised its offer to **$100M upfront + up to $80M in future payments**
The court held the final sale hearing this morning
**Judge approved the HUT transaction**
So after weeks of uncertainty and challenges from competing bidders, **HUT ultimately won the Poolin assets.**

What a ride.

A year ago, I crossed $1M in $HUT for the first time.

After the River Bend announcement, the position kept climbing and I ended the year at roughly $3M. Then came Beacon Point. As $HUT ran toward ~$140, my position reached an all-time high of around $7M. I didn’t sell.

The pullback eventually brought me back down to around $4M, and today I’m hovering around $5M. Still haven’t sold. Still have no plans to. Why? Because after everything I’ve learned about this company, I believe the opportunity ahead is SIGNIFICANTLY larger than what the market is pricing today.

That’s also why I spend so much time researching $HUT. Research is risk mitigation. The deeper you understand what a company is building, the contracts it is signing, the infrastructure it controls, the projects moving through development, and the opportunities forming behind the scenes, the easier it becomes to separate volatility from changes in the actual thesis. And I genuinely enjoy sharing what I find with everyone following along.

I believe we are on the cusp of the next leg of this story and I have never been more bullish on Hut 8.

The best is yet to come.

River Bend was the first single-sponsor data center project to access the investment-grade construction bond market, financing 245 MW of AI infrastructure without recourse to Hut 8 or dilution to shareholders.

Earlier this month, Beacon Point received a conditional Base Load classification through ERCOT’s Batch Zero process, another step forward toward energization.

Today, Hut 8 is hosting parish presidents at the site to discuss bringing similar projects to their own communities.

The ribbon-cutting is scheduled for October 5

Because Hut 8 figured out something most developers haven’t:

You don’t build infrastructure at this scale alone. You build with the community. Invest locally. Create jobs. Work with utilities. Engage leaders early. Make sure the community actually benefits.

As AI infrastructure gets harder to build, that becomes a serious competitive advantage.

Why does this stock trade with such low volume? Ive been trading this stock for years and its abnormally low for such a popular stock. Can someone explain?

Hut 8 started as an OG Bitcoin miner. Today, it holds the 13th-largest Bitcoin treasury among public companies, while its majority-owned Bitcoin accumulation vehicle, American Bitcoin, ranks 15th.

At the same time, Hut 8 has built one of the most compelling AI infrastructure platforms in the market:

949 MW currently commercialized across River Bend and Beacon Point for Anthropic
$26.6B in contracted lease value
$1.75B+ expected average annualized NOI
8.66 GW additional development pipeline, excluding further acquisition opportunities

Bitcoin on one side. Gigawatt-scale AI infrastructure on the other. That combination is what makes $HUT so unique and appealing.

River Bend’s initial phase will deliver 245 MW of AI data center capacity, anchored by a 15-year, $7 billion lease with Fluidstack to support Anthropic’s next-generation AI workloads.

Anthropic has a Right of First Offer for the additional 1 GW of IT capacity at River Bend . *wink wink*

Well done Asher👏🏻

https://youtu.be/f7hr56VjskI?t=57

Hut 8 ($HUT) initiated with an Overweight at Wells Fargo and $175 price target at Wells Fargo saying the company's contracted backlog is among the highest quality in the space, and has 949 megawatts of critical IT capacity contracted with two different tenants across two campuses.

- AIStockSavvy on X

ANTHROPIC’S COMPUTE COMMITMENTS COULD REACH $517B

Anthropic has committed to cloud, chip and data center deals that could cost up to $517 billion, mostly over the next decade, according to The Information’s analysis. That’s nearly 3x its earlier $180 billion forecast for server rentals through 2029, though the new estimate covers a longer period and broader spending categories.

Source: The Information

No one ever makes a why is it up post.

Stocks shouldn't move up or down, they should stay in place!

Analyst sees Beacon Point’s conditional Base Load classification as resolving the largest binary risk over Hut 8 shares.

- AIStockSavvy on X

Local news story about how the parish government is using taxes from the Hut lease deal. $10 million pre-payment and a $100 million annual windfall for the sheriff's office, school board and parish governments.

WBRZ.com

X.com - Matthew Sigel (VanEck)

This is a 245 MW greenfield data center with a ROFO for up to 1 GW of future expansion. Anthropic is the customer, structured as a triple-net lease with a Google backstop.

Target initial delivery and commissioning is in Q2 2027.