It’s simple look at peers and see the huge multiple in revenue per share and cash flow per share for US data center stocks
The Sagami Letter | Tony Sagami (@anthonysagami)
🐝 🐝 HIVE Digital Technologies pulled in $35 million of ARR (annual recurring revenue) last quarter...expects to hit $200 million by the end of this year, and reach a whopping $660 million after this gigafactory opens in late 2027/early 2028.
HIVE = Your high-octane gateway to the AI explosion.
Disclosure: I am a biased, happy shareholder of $HIVE. This is entertainment, not advice
— https://nitter.net/anthonysagami/status/2066865877249864097#m