Bitfarms: A Bitcoin Miner Morphing Into A High-Demand AI Compute Provider The J Thesis 1. 05K Follower s Comments Summary Bitfarms announces a strategic shift, fully pivoting to the AI HPC sector and winding down Bitcoin mining by FY2027. BITF aims to capitalize on growing demand for high-performance computing, moving away from volatile cryptocurrency markets. The company plans a gradual transition, ensuring operational continuity and leveraging existing infrastructure for AI-focused services. This pivot positions BITF for long-term growth in the AI industry, aligning with evolving technology trends and market opportunities. I rate Bitfarms a Buy with a $4. 20 price target over the next 24 months. Bitfarms (BITF) has announced its full pivot to the AI HPC landscape and wind-down of Bitcoin operations through FY2026 and FY2027. The legacy Bitcoin miner is pivoting from a dual-focused business strategy to a This article was written by 1. 05K Follower s Dear Reader, I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives. As you might be as well, I am a stock market enthusiast. My core passion lies in understanding how macro trends influence both asset prices and investor behavior. I closely follow EU and US central bank policies, sector rotation, and sentiment dynamics, and construct actionable investment strategies. BA in Financial Economics, MA in Financial Markets. In the past decade, I have navigated through various market conditions, and this was my PhD. One of the essential goals of writing on Seeking Alpha is to share insights with colleagues, fellow investors, exchange ideas, and become slightly better than yesterday. I contribute to the idea that investing should be accessible, inspiring, and empowering. It might sound like a cliche, I know, but in the end it’s highly valuable so let’s help each other build confidence in long-term investing. The analysis and opinions shared in my articles and comments are for informational purposes only and should not be considered financial advice. Please do your own research before making any investment decisions. Thank you and have a lovely day! Best regards Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BITF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments Recommended For You.
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