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.
Coverage
Servers
Data center, compute, networking and power infrastructure stocks.
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.
Servers
Centrus Energy (LEU): HALEU Enrichment and Who Needs It
LEU stock explained: what Centrus Energy resells today, what the $900M DOE HALEU contract buys, who has signed for fuel, and the Russia risk its 10-Q flags.
Servers
Applied Digital (APLD): Build-to-Suit AI Data Centers
Applied Digital stock explained: how the build-to-suit lease model turns AI data centers into revenue, what the buildout costs, and the risks the 10-K flags.