HUT’s Breakout: 1.5 GW, ABTC Spin, and a 932x P/E—Momentum or Madness?
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最新报道：Hut 8 (HUT) is surging as it transforms into an energy-infrastructure and compute platform, separating capital-intensive Bitcoin mining from steady contract-driven revenue. The company now manages three segments: Power, Digital Infrastructure, and Compute, with a "Power First" strategy to secure multi-year energy deals and allocate power between mining and high-margin tenants like AI/HPC clients. Its expansion pipeline includes ~10.8 GW under diligence and ~3.1 GW under exclusivity, aiming to more than double managed power to ~2.55 GW. Q2 2025 revenue hit $41.3M (+17% YoY), driven by Compute revenue of $34.3M (+117% YoY), though profitability was boosted by a $217.6M digital asset gain. HUT shares are up ~50% MTD and ~243% YoY, but valuation remains high with a forward P/E of ~932x, requiring execution on HPC contracts and ABTC's public listing to justify current levels.
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