Servers
Hut 8 stock (HUT): miner or AI data center landlord?
Hut stock (Hut 8, HUT) still earns from bitcoin mining, but its filings show $26B+ of AI data center leases. Check the revenue split, the debt and the risks.
Author
Daniel Reyes
Signals
Symbotic stock (SYM): the warehouse robotics business
SYM stock explained: how Symbotic's warehouse robots work, why Walmart drives about 85% of revenue, and what the Q3 fiscal 2026 10-Q shows about risk.
Signals
Vistra stock (VST): the power generator behind AI demand
VST stock explained: Vistra's gas, coal and nuclear fleet mix, its named AWS and Meta data-center power deals, and the approvals its uprates still need.
Servers
Super Micro stock (SMCI): how the AI server maker earns
SMCI stock explained: see how Super Micro builds AI servers, its Nvidia ties, customer concentration, and margin trends straight from its FY2026 10-K filing.
Servers
CoreWeave stock (CRWV): what the AI cloud company does
Understand crwv stock through CoreWeave's own filings: take-or-pay GPU contracts, a $103.7 billion RPO, named customers, and the debt behind the buildout.