My Fav Miners (no particular order) $IREN - Founder led - .65 GW current hash - 1+ GW Target by Q1 2026 (.3-.5 for Ai cloud ect.) -AI Cloud Services with NVIDIA - High stock dilution (154% past year) for Growth into HPC -Targeting scalable GPU clusters for AI training/inference -100% renewable sites $CIFR -Founder led - Moderate stock dilution (19% past year) - .5 GW current hash - 1 GW Target by end of 2025 (.1 GW or more for HPC) -HPC plans; exploring small-scale AI at existing sites. - 1219 BTC on balance sheet $WULF -Founder led -Google partnership -Moderate stock dilution (10% past year) - .2 GW current hash - 1 GW target end 2026 (.5-.7 AI/HPC) - 500 BTC on balance sheet $BTDR -Founder led - .5 GW current hash - 2.5 GW Target Q1 2026 (1.5-2 for HPC/data centers) -Nvidia Partnership -Moderate stock dilution (15% past year) - 1351 BTC on balance sheet $CLSK -Founder led -Most efficient miner (lowest cost per hash) -Talks of adding HPC mining. Likely lagging because predominantly focused on just btc mining) - High stock dilution (59% past year) for growth - 1.5+ GW Target mid 2026 (.5 GW for HPC ) - 12700 BTC on balance sheet $HIVE -Getting into HPC - Lowest Mc of the bunch, Overlooked. Likely due to dilution for Paraguay Hydro expansion (70%) - .3 GW current hash - .5-.7 GW target (.2 GW HPC/AI) end 2025 - 2805 BTC on balance sheet $BITF - .5 GW current hash - 1.4 GW target (1 GW HPC/AI) end 2026 - $200M buyback program - Lower Mc but also Overlooked likely due to stronghold acquisition a few months ago and Previously btc mining focused - 1140 BTC on balance sheet $HUT - .825 GW current hash - 1.5 GW target (0.7-1 GW HPC/AI) end 2026 - 10667 BTC on balance sheet $GLXY - Founder led - .2 GW current hash - 3.5 GW target (.8-3.5 GW Helios HPC/AI) end 2026 - Coreweave lease for .2 GW - 17102 BTC on balance sheet as well as other digital assets - Has Digital Asset management business and Trading/Brokerage business - Blockchain infrastructure business (staking/running nodes/ validating txns) - VC side of the business in early investments All of these are growth stocks and are heavy Capital businesses so These are more risk on plays. Typically Stock issuance is the go to for these types of businesses. The Target customer is not retail but more so larger companies looking to buildout its AI infrastructure, Train data models/Robotics industry) Alot of these companies have been shorted as a hedge against Bitcoin. I believe that now with the HPC the story changes with these as new buyers step in and shorts are forced to cover. The main reason being is that the big boys looking to build out their compute fleets will find that the minders have been trading at a steep discount to what they should be...... Hence the recent investment with google into $wulf.