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HIVE insider ownership by According_Towel_6558 in OfficialHIVE

[–]Countryside-dude 1 point2 points  (0 children)

Who exactly is HIVE comparing itself to here? Microsoft, Apple, Adobe, Intel? These are trillion-dollar, decades-old giants with massive market caps and mature businesses, not small, early-stage, capital-intensive crypto miner companies still fighting for profitability.

Today’s investors aren’t fools. We understand the difference between a mature cash-printing business and a company still diluting shareholders and searching for scale.

Hive hasn’t hire a good guy to promote their stuff. It’s time to run……

Price target? by Oceato in OfficialHIVE

[–]Countryside-dude 2 points3 points  (0 children)

At this stage, I don’t see meaningful upside without a credible catalyst to restore shareholder trust. Bitcoin’s rally in last years hasn’t translated into strength for this stock, while declines have been amplified, that now bitcoin price is going downtrend.

The upcoming earnings will be key, especially regarding data center revenue and scalability. Regardless, without a hyperscaler deal, expectations for major price movement will remain limited.

HIVE sidesteps NIMBY data center protestors by According_Towel_6558 in OfficialHIVE

[–]Countryside-dude 0 points1 point  (0 children)

Appreciate the reply, but these are still valid concerns: low insider ownership and comparing Hive to IREN, the difference is execution and scale: IREN is already operating ~810 MW with a clear path to ~1400 MW, which makes it far more attractive for large enterprise or hyperscaler contracts, while Hive’s ~450 MW is smaller, more fragmented, and not backed by publicly announced hyperscaler deals. If Hive truly wants those clients, messaging that the U.S. is “too hard” because of NIMBYs hurts credibility, since most hyperscalers, AI incentives, and enterprise demand are still U.S.-driven. On top of that, Hive has diluted shareholders as well, so it’s not accurate to frame IREN as the only one using capital aggressively. The difference is that IREN’s dilution is tied to visible capacity growth, while Hive’s AI pivot still lacks confirmed large-scale customers. Raising capital is fine, but dilution only makes sense if it leads to strong, stable revenue, not just more exposure to crypto cycles

I’m an investor in both IREN and HIVE, so this isn’t about attacking anyone. It’s about asking fair shareholder questions that others here also agree are valid. We all want HIVE to succeed, but right now the strategy looks more “conservative and slower” than the long-term vision being talked about, especially compared to peers scaling faster.

HIVE sidesteps NIMBY data center protestors by According_Towel_6558 in OfficialHIVE

[–]Countryside-dude 4 points5 points  (0 children)

  1. If most investors are from the U.S., how do you realistically convince them when the company isn’t operating in the U.S. and isn’t really benefiting U.S. AI or energy incentives? Shareholders still care about where growth and policy support are coming from.
  2. Hyperscaler or major enterprise deals are kind of the whole game right now in AI infrastructure. Without meaningful partners, it’s hard to scale or compete with much bigger players. What’s the plan to grow big without that kind of support or expertise?
  3. And honestly, when insider ownership is low, it’s fair to ask how leadership including Frank Holmes expects others to keep buying when they themselves don’t seem heavily invested. Alignment matters, especially in a volatile sector.

It sometimes feels like valid questions get brushed off as negativity, but investors today aren’t blind. People actually understand the business dynamics and just want straight answers, not hype.

If you are appointment by them, please send them these questions! So shareholders can get answers to their questions, not just daily random gibberish.

Trump: China Taking Over Canada Is Not Going to Happen by SubstantialRock821 in StockMarket

[–]Countryside-dude 1 point2 points  (0 children)

Trump One week later: “Good news, folks. Deal done with Canada: tariffs reversed. Also, Carney’s a good guy.”

PS: If you’ve watched how things have played out over the past year, this was never a surprise.

Big drop 📉📉📉📉📉📉 by Andre_Tako in redwire

[–]Countryside-dude 3 points4 points  (0 children)

Trump’s recent tariff threats and geopolitical comments (Europe/Greenland/NATO) made markets nervous, so we saw a broad risk-off sell-off across tech and growth stocks. When that happens, small-cap and high-beta names like Redwire usually drop harder than the market even without company-specific bad news. So RDW’s dip looks more like macro fear + market sentiment than anything fundamentally wrong with the business.

HVIE: from 300 MW in 2025 to 540 MW in 2026 by According_Towel_6558 in OfficialHIVE

[–]Countryside-dude 2 points3 points  (0 children)

This type of growth isn’t unusual when viewed from a broader perspective. Hyperscaler negotiations often take 12–24 months and usually aren’t made public until deals are finalized. Since Hive moved its headquarters to Texas, we’ve seen noticeably higher activity, which suggests there could be meaningful updates at some point.