Group 1 - BitGo Holdings, Inc. (NYSE:BTGO) provides technology and security infrastructure for professional investors and organizations to store and manage digital assets [1] - The company's platform includes wallets, security protocols, and liquidity tools [1] - Jim Cramer recommends investing directly in Bitcoin rather than in BitGo, suggesting that Bitcoin is the preferred digital asset [1] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to BTGO [2] - The article mentions the potential benefits of AI stocks from Trump-era tariffs and the onshoring trend [2]

TeraWulf Inc. (NASDAQ:WULF) is one of the High-Flying Stocks to Buy Right Now. On January 16, John Todaro, an analyst from Needham, maintained a “Buy” rating on the company’s stock, and the associated price objective remained same at $21.00. The analyst’s rating is backed by factors supporting TeraWulf Inc. (NASDAQ:WULF)’s evolving business model as well as growth visibility. Needham Maintains Buy Rating on TeraWulf (WULF) Stock, Maintains PT The analyst believes that TeraWulf Inc. (NASDAQ:WULF) continue ...

We came across a bullish thesis on TeraWulf Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on WULF. TeraWulf Inc.'s share was trading at $13.79 as of January 26th. WULF’s forward P/E was 29.76 according to Yahoo Finance. BigBear (BBAI) Soars 18% on Swing to Profit, AI Expansion TeraWulf Inc., together with its subsidiaries, operates as a digital asset technology company in the United States. WULF represents a highly speculative but potentially ...

Core Viewpoint - Streamex Corp. has successfully closed its underwritten public offering, raising approximately $35 million through the sale of 11,666,667 shares at a price of $3.00 per share, with plans to utilize the proceeds for debt repayment and general corporate purposes [2][3]. Group 1: Offering Details - The public offering consisted of 11,666,667 shares of common stock priced at $3.00 per share, generating gross proceeds of approximately $35 million before expenses [2]. - The company has granted underwriters a 30-day option to purchase an additional 1,750,000 shares at the public offering price [3]. Group 2: Use of Proceeds - The net proceeds from the offering will be used to repay prior indebtedness and for working capital and general corporate purposes [3]. Group 3: Regulatory Information - The offering was conducted under a shelf registration statement on Form S-3, which was declared effective by the SEC on December 17, 2024 [4]. Group 4: Company Overview - Streamex Corp. is a technology and infrastructure company focused on the tokenization and digitalization of real-world assets, providing institutional-grade solutions that integrate traditional commodities and assets into blockchain-enabled markets [6].

Core Viewpoint - Streamex Corp. intends to offer shares of common stock through an underwritten public offering, with proceeds aimed at repaying prior indebtedness and for working capital [1] Company Overview - Streamex Corp. (NASDAQ: STEX) specializes in the tokenization and digitalization of real-world assets, providing institutional-grade solutions that integrate traditional commodities and assets into blockchain [6] Offering Details - The offering is being conducted under a shelf registration statement on Form S-3, effective since December 17, 2024, with a preliminary prospectus supplement to be filed with the SEC [3] - Needham & Company and Siebert are acting as joint book-running managers for the offering [2] Use of Proceeds - The net proceeds from the offering will be utilized to repay prior indebtedness and for general corporate purposes [1]

Market Overview - U.S. stock futures are mixed, with Nasdaq 100 and S&P 500 futures showing modest gains while Dow Jones futures are slightly down, indicating a cautious trading start [1] - The S&P 500 E-minis rose by 0.32%, Nasdaq 100 E-minis increased by 0.74%, and Dow E-minis saw a slight increase of 0.06% [2] - The U.S. stock market closed lower on Wednesday, with the S&P 500 Index down 0.53% to 6,926.60 points, Dow Jones Industrial Average down 0.09% to 49,149.63 points, and Nasdaq Composite Index down 1.00% to 23,471.75 points [4] Technology Sector - A strong earnings report from Taiwan Semiconductor Manufacturing Company (TSM) led to a rally in the semiconductor sector, with Applied Materials (AMAT) rising 6.2%, Lam Research (LRCX) gaining 5.4%, and KLA Corporation (KLAC) up 5% [2] - Big Tech companies like Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) each dropped more than 2%, while Oracle (ORCL) and Broadcom (AVGO) slid 4% each [5] - Nvidia (NVDA) shares declined 1.4% due to news that China instructed domestic firms to avoid H200 purchases, reflecting a reevaluation of tech stock valuations [5] Financial Sector - Several prominent financial institutions, including Goldman Sachs (GS), Morgan Stanley (MS), and BlackRock (BLK), are set to report quarterly results, which will be closely monitored for signs of financial sector health [7] - Wells Fargo (WFC) dropped 4.6% after reporting weaker-than-expected Q4 revenue, negatively impacting other banking giants like Citigroup (C) and Bank of America (BAC), which both fell more than 3% [7] Geopolitical and Economic Factors - Geopolitical tensions are affecting market sentiment, with reports of Chinese authorities advising domestic firms to avoid U.S. and Israeli software vendors, contributing to declines in software stocks [10] - The U.S. 10-year Treasury yield increased to approximately 4.14%, while WTI crude oil futures fell to around $59.92 per barrel [3] - Upcoming economic data releases from the U.S. Labor Department on jobless claims and retail sales are expected to influence investor sentiment [6] Company Highlights - Taiwan Semiconductor Manufacturing Company (TSM) reported a 20.5% year-over-year revenue increase and a 35.0% rise in diluted earnings per share, projecting robust annual growth and plans for increased U.S. manufacturing capacity [13] - Hyundai Motor Group showcased its AI Robotics Strategy at CES 2026, earning industry recognition for its human-centered, AI-driven robotics [13] - VAALCO Energy, Inc. (EGY) provided a positive operational update, reporting strong 2025 sales volumes and a successful drilling program in Gabon and Egypt [13] - Amplifon was certified as a Global Top Employer in 2026, expanding its certification in the Asia-Pacific region [13] - ChainUp was recognized among Singapore's Top Fintech Companies 2026, highlighting its growth and reliability in the digital assets market [13]

Group 1 - MARA Holdings, Inc. (NASDAQ:MARA) is identified as one of the 12 stocks expected to rebound according to Wall Street analysts, despite a price target reduction from $22 to $15 by Rosenblatt, which maintained a Buy rating on the stock [1] - Bitcoin miners, including MARA, have faced significant challenges in 2025 due to high network competition and a sharp decline in Bitcoin prices, leading to increased pressure on pure play miners [2] - The recent downturn in the crypto market has negatively impacted crypto mining companies, including MARA, which previously benefited from long-term contracts for cheap electricity; many are now pivoting towards AI data centers for large tech firms [3] Group 2 - Matthew Sigel, portfolio manager of VanEck Onchain Economy ETF, highlighted that stocks like MARA combine the themes of digital assets through Bitcoin exposure and AI, although the macro environment has shifted, resulting in punishment for these companies [4] - While MARA shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk, indicating a competitive landscape for investment opportunities [5]

Core Insights - BGIN Blockchain Limited announced that its chairman Oisin Li and independent director Paul Tsang purchased additional Class A ordinary shares, indicating their confidence in the company's long-term prospects [1][2]. Share Purchases - Oisin Li acquired 60,000 Class A ordinary shares at an average price of US$3.7 per share, while Paul Tsang purchased 8,100 Class A ordinary shares at an average price of US$2.85 per share [2]. Company Strategy - Oisin Li expressed strong conviction in BGIN's direction and long-term potential, highlighting the company's strategy to become an infrastructure player within the Bitcoin ecosystem [3]. - The company aims to address a notable gap between current share prices and its anticipated long-term value [3]. Company Overview - BGIN Blockchain Limited is a digital asset technology company specializing in proprietary cryptocurrency mining technologies and manufacturing mining hardware [3]. - The company focuses on making crypto mining accessible to all, developing innovative products for various market needs, from beginners to large-scale industrial miners [3].

Group 1 - TeraWulf Inc. has been upgraded to Outperform by Keefe Bruyette analyst Stephen Glagola, with a new price target of $24, reflecting a significant market underestimation of the company's shift from Bitcoin mining to High-Performance Computing (HPC) [1] - The firm projects a massive 505% CAGR in EBITDA through 2027, driven by existing lease agreements, with HPC expected to generate over two-thirds of TeraWulf's revenue by 2026 [1] - TeraWulf and Fluidstack have successfully priced project-level financing for a 168 MW HPC joint venture, which will develop a next-gen, liquid-cooled AI data center in Texas, set to be commissioned in H2 2026 [2] Group 2 - The financial structure of the joint venture is robust, supported by approximately $1.3 billion in long-term lease-backing commitments from Google, enhancing capital formation efficiency [3] - TeraWulf holds a 51% majority ownership in the joint venture, projected to generate around $9.5 billion in contracted revenue over a 25-year term [3] - By early 2026, TeraWulf's total contracted HPC platform is expected to exceed 510 MW, with plans to deploy an additional 250 MW to 500 MW of capacity annually [3]

Core Insights - OFA Group has successfully completed application testing for its next-generation intelligent building platform QikBIM, with commercial launch milestones set for early 2026 [1][2] - The QikBIM platform is expected to be a core technology pillar for OFA's future operations, supporting long-term revenue growth [2][3] - The RWA platform is also progressing well, with an official launch scheduled for January 26, 2026, aimed at enabling compliant, data-driven digital representation of real-estate assets [6][8] QikBIM Platform - QikBIM is a cloud-based intelligent building platform designed to support the full lifecycle of architectural and real-estate assets through high-precision data modeling and artificial intelligence [3] - The platform has passed all internal testing requirements for architectural and structural functions and is set to enter commercial operation on January 15, 2026 [2][3] - QikBIM serves as a "technical truth engine," transforming design and construction data into verifiable, finance-ready facts, enhancing investor trust and compliance [5] RWA Platform - The RWA platform is designed to digitally represent real-estate assets with enhanced transparency and financial functionality, with testing progressing smoothly [4][6] - The integration of AI valuation capabilities from QikBIM into the RWA platform enhances its functionality and supports secondary market liquidity [5] - The official launch of the RWA platform is a significant milestone in OFA's strategy to expand global market access through technology innovation [6][8] Leadership Statement - Larry Wong, CEO of OFA Group, emphasized the company's ability to execute complex technology initiatives, highlighting the completion of a sustainable and scalable foundational platform [7]