기업호재
Bitdeer AI Adds 65.1MW Malaysia Data Center, AI Cloud Pipeline Exceeds $7B영어 원문
A202 is largest single capacity addition in SEA, 10-year deal boosts AI cloud revenue outlook
첫날 -4.6% · 5일 후 +19.1%
›전개 과정 2회
- 2026-09-01 9.5MW A102 facility fully sold with 5-yr commitments, showing strong AI cloud demand
- 2026-09-14 A202 is largest single capacity addition in SEA, 10-year deal boosts AI cloud revenue outlook
기업
Bitdeer Releases July Operations Update, Advances Co-Mining Deal with Soluna영어 원문
Company releases July production data while co-mining agreement with Soluna progresses, strengthening hash rate footprint.
첫날 +3.5% · 5일 후 -8.3%
›전개 과정 2회
- 2026-08-25 Deploys ~1.93 EH/s at Texas project, expanding mining capacity
- 2026-08-26 Company releases July production data while co-mining agreement with Soluna progresses, strengthening hash rate footprint.
이전 이벤트 10건›
애널리스트호재
Barclays Initiates BTDR at Overweight, PT $15영어 원문
Barclays cites HPC exposure and 3GW powered capacity for Overweight rating
첫날 +8.3% · 5일 후 +8.6%
실적
실적 발표
첫날 +2.8% · 5일 후 +16.2%
M&A·자금조달호재
Druckenmiller's Duquesne opens new $64.7M position in BTDR영어 원문
Top investor's new stake signals institutional confidence
첫날 +2.8% · 5일 후 +16.2%
실적악재
Bitdeer Shares Drop 9.4% Post-Q2 Earnings, Launches $1B ATM Offering영어 원문
Revenue grew but net loss widened; ATM offering adds dilution pressure.
첫날 +3.4% · 5일 후 -16.1%
›전개 과정 5회
- 2026-08-07 Multiple market calendars and earnings trackers confirm BTDR is scheduled to report earnings next week
- 2026-08-10 Q2 EPS loss of $0.37 wider than expected; revenue beat; adjusted EBITDA improved sharply
- 2026-08-11 Q2 EPS loss $0.37 vs $0.35 est; revenue $228.8M +47% YoY; net loss widened to $92.3M
- 2026-08-11 Q2 loss widens but revenue beats; $1B ATM offering raises dilution concerns
- 2026-08-11 Revenue grew but net loss widened; ATM offering adds dilution pressure.
실적
실적 발표
첫날 -20.0% · 5일 후 +7.9%
애널리스트
Cantor Fitzgerald: 투자의견 상향 → Overweight
첫날 -2.8% · 5일 후 -18.4%
기업호재
Bitdeer Receives Multiple Upgrades as AI Data Center Deal Momentum Continues영어 원문
Multiple analyst upgrades on Aug 5 align with the recent $4.7B AI data center lease news
첫날 +0.1% · 5일 후 -23.6%
›전개 과정 3회
- 2026-08-04 16-year deal, potential $8B total, marks entry into AI infrastructure
- 2026-08-04 New reports suggest Anthropic as potential end-user; total contract value could reach $8.0B
- 2026-08-05 Multiple analyst upgrades on Aug 5 align with the recent $4.7B AI data center lease news
M&A·자금조달호재
BTDR Options Flow Continues: Large Buy of $16 Calls Expiring 8/7영어 원문
On 7/9, a $2.1M buy of $16 calls expiring 8/7 was seen, with OI over 11k, extending the prior bullish options imbalance.
첫날 +2.9% · 5일 후 -14.9%
›전개 과정 2회
- 2026-07-03 Multiple sources flag BTDR as top options standout with extreme call-to-put volume imbalance
- 2026-07-10 On 7/9, a $2.1M buy of $16 calls expiring 8/7 was seen, with OI over 11k, extending the prior bullish options imbalance.
애널리스트호재
BTDR receives multiple initiations and data center sector attention영어 원문
Multiple analyst initiations on BTDR alongside data center sector buzz, though no specific ratings disclosed
첫날 +1.7% · 5일 후 -11.9%
M&A·자금조달호재
Neocloud theme returns, BTDR added to multiple ETFs and watchlists영어 원문
Multiple X users highlight Neocloud theme return, BTDR appears on watchlists and REX ETF portfolio update
첫날 -0.4% · 5일 후 -4.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
