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bitcoin: Archive

Subhasish Mukherjee

Strategy vs. TeraWulf: Which Bitcoin Stock Is Worth Betting On?

MSTR and WULF offer two different Bitcoin plays - one built on massive BTC accumulation, the other on mining plus AI infrastructure growth.

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Derek Lewis

Insiders Are Buying Thousands of These Shares

Insiders of these three well-known companies are clearly bullish on the future, all recently scooping up a serious amount of shares.

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Subhasish Mukherjee

Strategy Plunges 59% in 6 Months: Should You Hold or Fold the Stock?

MSTR stock slumps 59% in six months as Bitcoin volatility, premium valuation and $17.44B unrealized losses weigh, even as long-term growth drivers persist.

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Subhasish Mukherjee

IREN or HUT: Which Bitcoin Infrastructure Stock Should You Bet On?

IREN Limited's vertically integrated, renewable-powered platform and AI pivot set it apart from HUT 8 amid Bitcoin volatility and rising data-center demand.

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Subhasish Mukherjee

Can IREN's Vertically Integrated AI Cloud Platform Lift Profitability?

IREN's vertically integrated AI cloud targets higher margins, with an 85% EBITDA Microsoft deal, lower power costs and rapidly improving profitability.

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Zacks Equity Research

Reasons Why You Should Retain MARA Stock in Your Portfolio

MARA's Q3 showed momentum beyond Bitcoin mining, with AI inference infrastructure going live and expanded energy partnerships supporting diversification.

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Andrew Rocco

5 Reasons MSTR is a Buy at the Current Discounted Levels

Recent insider buying, continued index inclusion, and a favorable shift in macro policy suggest the worst of the bloodshed is over in MSTR shares.

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Aparajita Dutta

Get Ready for Crypto Exposure as Morgan Stanley Joins the ETF Race

Morgan Stanley files spot Bitcoin and Solana ETFs as crypto ETF inflows top $1.2B, signaling a regime change and fresh institutional capital.

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Subhasish Mukherjee

Will MSCI Crypto Exclusion Plans Boost Strategy's Near-Term View?

MSTR gets a lift after MSCI pauses plans to exclude digital-asset holders from indexes, easing a key near-term risk for the stock.

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Aparajita Dutta

The Hottest Trade of 2026 Isn't Bitcoin - It's XRP ETFs

XRP ETFs steal the spotlight in 2026 as a 25% January surge leaves Bitcoin behind.

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Subhasish Mukherjee

Hut 8's Power Segment Under Pressure: Can New Contracts Offset Losses?

HUT's Power segment's revenues slide after a loss of the Ionic contract, but longer-term deals like American Bitcoin may restore stability, if monetized.

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Zacks Equity Research

Strategy's Bitcoin Loss Widens in Q4: Is Volatility Risk Rising?

MSTR posts a $17.44B Q4 unrealized bitcoin loss as price swings hit results, pushing shares down 47.5% and prompting liquidity moves to manage volatility.

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Subhasish Mukherjee

3 Reasons to Hold Circle Stock Despite Its 59% Plunge in 6 Months

CRCL shares are down 59% in six months, but accelerating USDC adoption, revenue diversification and Arc's long-term platform potential support a hold case.

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Ritujay Ghosh

3 Crypto-Centric Stocks to Boost Your Portfolio Before Next Bitcoin Rally

As Bitcoin rebounds above $93K, crypto-linked stocks NVDA, HOOD and CME could gain as GPUs, trading platforms and futures markets ride the next rally.

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Subhasish Mukherjee

IREN's GPU Expansion Accelerates: Is Revenue Visibility Improving?

IREN's expanding GPU fleet, Microsoft AI Cloud contract and vertically integrated model are boosting revenue visibility as deployments ramp through 2026.

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Aniruddha Ganguly

4 Stocks to Buy for 2026 That Are Better Bets Than Crypto

Here we pick four stocks, HOOD, MU, CIEN and CRDO, which are better investments than cryptocurrencies in 2026.

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Zacks Equity Research

CleanSpark's AI Expansion Progresses: Are Revenues Still Far Away?

CLSK's AI push is advancing, but revenues may be years away as Bitcoin mining still dominates and AI data centers won't monetize until 2027.

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Aniruddha Ganguly

Crypto Comeback in 2026? 4 Stocks to Ride the Bitcoin Rally

Bitcoin's wild 2025 ride, shifting sentiment and growing ETF inflows may drive HOOD, KLAR, SOFI and CME stocks in 2026.

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Ethan Feller

6 Major Investment Themes Shaping 2026

The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.

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Subhasish Mukherjee

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

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Subhasish Mukherjee

CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?

CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.

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Zacks Equity Research

Strategy's Bitcoin Accretion Continues: Is the Momentum Durable?

MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.

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Zacks Equity Research

TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk?

WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.

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Subhasish Mukherjee

Reasons to Hold MSTR Stock Despite a 50% Decline in 3 Months

Shares of Strategy plunge nearly 50% in 3 months, but massive Bitcoin holdings, preferred securities funding and a discounted valuation support a case to hold.

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Aniruddha Ganguly

Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop

Here, we discuss three stocks, HOOD, FIGR and CRCL, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.

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