News Formal

Bernstein is bullish on these two less-known Bitcoin mining stocks

  • 📰 Investingcom
  • ⏱ Reading Time:
  • 23 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 12%
  • Publisher: 53%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

Bernstein is bullish on these two less-known Bitcoin mining stocks

Bernstein analysts see upside in two under-the-radar Bitcoin mining companies, citing their strategic shift towards housing artificial intelligence data centers.Bernstein highlights the miners' hybrid business model, leveraging their existing Bitcoin mining infrastructure for AI data centers. They point to recent deals, like CORZ's $4.7 billion co-hosting agreement with Coreweave, as evidence of this trend.

The analysts forecast that 20% of Bitcoin mining power capacity will be used for AI by 2027, with IREN, CORZ, and other similar players leading the charge. The report compares IREN and CORZ, noting CORZ's lead in co-hosting agreements, while IREN boasts a strong power pipeline and data center expertise. Bernstein values IREN and CORZ at a target Enterprise Value to EBITDA multiple of 9.7x and 6.4x for fiscal year 2025, respectively.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 450. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Bernstein says MicroStrategy is 'building the world's largest bitcoin company' and has 80% upsideMicroStrategy can rally another 80% thanks to its aggressive bitcoin buying strategy, according to Bernstein.
ソース: CNBC - 🏆 12. / 72 続きを読む »