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BTBTDR

Bitdeer Technologies Group

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$BTDR·$3.1B·Software - Application·Technology
$10.74-4.4%YTD-6.0%1Y-21.9%
Mentions · last 7 days
2026-07-11: 26 posts2026-07-12: 35 posts2026-07-13: 128 posts2026-07-14: 102 posts2026-07-15: 166 posts2026-07-16: 155 posts2026-07-17: 108 posts726+43%
Price updated 2h ago·X counts updated 2h ago
BTBTDR
$BTDRBitdeer Technologies Group
$10.74-4.41%726 posts+43%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BTDR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Nevada chip-fab groundbreaking + Fox Creek Alberta vertical — Bitdeer's AI pivot is real.

Bitdeer Technologies Group is the Bitcoin-mining + SEALMINER-chip + AI-infrastructure operator whose 2026 tape has been +10% YTD despite a specific AI-pivot narrative. The setup is coiled at 27% of the 52-week range with earnings on August 17.

  • The core business is pivoting hard: Q1 2026 revenue grew 169% YoY to $189M, gross margin at -21% (specific mining-cycle effect), and operating margin -56% — the underlying operating business is under pressure, but the pivot into AI-chip manufacturing is the specific bull-thesis.
  • The Nevada facility is the specific dated catalyst: BTDR broke ground on a $36M Nevada manufacturing facility (187,000 sq ft) expected to produce 10,000 SEALMINER units per month — stock jumped 14% on the announcement, real product-buildout milestone.
  • The AI-chip team hiring is a real strategic signal: community frames BTDR as quietly building an AI chip team hiring NPU design leads, chip verification, and IC design engineers — a legal insider-info signal that the pivot is real strategic pivot, not just narrative.

The August 17 Q2 earnings are the near-term arbiter — Q2 revenue trajectory, SEALMINER production ramp commentary, and any specific AI-chip commercial milestone extend the coiling setup toward $18. A revenue miss or AI-chip pivot delay stalls the tape below $10.

Agrees with X sentimentX is emphatically bullish AI-pivot, cites BTDR breaking ground on a $36M Nevada manufacturing facility (187,000 sq ft, 10K SEALMINER units per month, stock jumped 14% on announcement), Fox Creek Alberta first vertical, and community framing BTDR as building an AI chip team hiring NPU design leads/chip verification/IC design engineers. Mechanics support hot-momentum + coiling: Q1 revenue +169% YoY, and the AI-chip pivot is a real strategic reset.

What to watch: The August 17 Q2 earnings. Watch Q2 revenue trajectory, SEALMINER production ramp commentary, and AI-chip commercial milestone commentary. Revenue miss or AI-chip pivot delay stalls the tape sub-$10; specific SEALMINER + AI-chip traction extends toward $18.

On the calendar: 2026-08-17 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-17

Bitdeer is being framed as quietly transforming from a Bitcoin miner into an AI-chip and datacenter operator. Concrete moves: Bitdeer broke ground on a $36M, 187,000 sq ft advanced electronics manufacturing facility in Sparks, Nevada - its first US domestic production hub - and is actively hiring NPU design leads, chip verification engineers and IC design roles, evidence that an AI-chip team is being built rather than promised. Additional Q3 2026 timeline: converting the Tydal, Norway facility into what is expected to be Norway's largest AI data center with a lease tenant in advanced stages. Options flow reinforces the setup: a $2.1M print on the 16-strike call for 8/7 expiry landed during power hour after the stock was already up 12%. There is no substantive bear thread; sentiment is uniformly constructive.

Read the AI verdict + X sentiment for $BTDR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates bitcoin mining data centers and sells cloud hashrate; also developing proprietary ASIC chips and cloud computing infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BTDR.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $BTDR

Partial — Operates bitcoin mining data centers and sells cloud hashrate; also developing proprietary ASIC chips and cloud computing infrastructure; this segment overlaps with the AI agent bifurcation — contract expansion vs. user substitution but is not the dominant revenue driver.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-27.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-51.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-70.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
3.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.68$-0.46-48.1%
Q4 2025Feb 12, 2026$-0.73$-0.15-386.7%
Q3 2025Nov 10, 2025$-1.28$-0.22-481.8%
Q2 2025Aug 18, 2025$-0.76$-0.19-300.0%
Next earningsMon, Aug 17·consensus EPS $-0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$188.9M+169.4%-20.7%-56.1%$-0.68$-440.6M
Q4 FY25$224.8M+225.8%4.7%-35.1%$0.31$-650.3M
Q3 FY25$169.7M+173.6%24.1%4.0%$-1.28$-580.0M
Q2 FY25$155.6M+56.8%8.2%-16.0%$-0.76$-446.4M

Forward consensus

3-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$968.5M$900.3M – $1.0B-$1.49-$2.01 – -$0.618
FY27$1.4B$1.3B – $1.5B-$0.53-$0.58 – -$0.476
FY28$1.7B$1.5B – $1.8B-$1.27-$1.39 – -$1.132

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-27.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 131.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.475-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (5 awards) in window

See when $BTDR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

Tether Global Investments Fund Ltd. holds 37,729,510 Class A shares (19.7%) of Bitdeer Technologies Group as of June 12, 2026, through its subsidiary Tether International S.A. de C.V. This is Tether's 13th Schedule 13D amendment for Bitdeer, reflecting continued maintenance of a significant strategic stake in this Bitcoin mining equipment and cloud computing company. The concentrated position signals Tether's ongoing strategic bet on Bitdeer's infrastructure.

SC 13D/AActivist amendmentJun 16SC 13D/A
AI summary

An activist or significant holder filed an amended Schedule 13D on Bitdeer Technologies Group (BTDR) on June 16, 2026. Body unavailable — excerpt contains only XBRL/cover page header without disclosing the filer's name, stake percentage, or updated investment intent.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of BTDR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at BTDR.

3/ANew insider — initial holdingsApr 303/A
AI summary

Bitdeer Technologies Group (BTDR) filed an amended Form 3/A correcting the initial beneficial ownership statement for Chief Technology Officer Ma Yuling, who holds no shares of common stock. The amendment addresses a technical correction or updated disclosure for the newly appointed CTO. This is part of Bitdeer's batch of Form 3 filings for its Singapore-based executive team. No derivative securities were reported.

SC 13D/AActivist amendmentApr 20SC 13D/A
AI summary

Bitdeer Technologies Group (BTDR) received an amended Schedule 13D/A (Amendment No. 2) from Shinning Stone International Capital Ltd. (a BVI entity) updating its beneficial ownership in the Bitcoin mining company. The amendment reflects changes in Shinning Stone's holdings or disclosed intentions regarding Bitdeer. As a BVI-based entity filing an active 13D rather than passive 13G, Shinning Stone may have strategic intentions regarding the Singapore-headquartered miner. Current share totals and purpose of transaction are detailed.

3/ANew insider — initial holdingsMar 313/A
AI summary

Bitdeer Technologies Group (BTDR) filed an amended Form 3/A for director Yang Guang, who holds 3,556 shares of common stock. The amendment corrects or updates the initial beneficial ownership statement for this Singapore-based Bitcoin mining company director. No derivative securities were reported.

3/ANew insider — initial holdingsMar 313/A
AI summary

Bitdeer Technologies Group (BTDR) filed an amended Form 3/A for director Trainor-Degirolamo, who holds 9,472 shares of common stock. The amendment corrects or updates the initial beneficial ownership statement for this director at the Singapore-headquartered Bitcoin mining company. No derivative securities were reported.

3New insider — initial holdingsMar 313
AI summary

Bitdeer Technologies Group (BTDR) filed a Form 3 initial statement of beneficial ownership for Jianchun Liu, who serves as CFO with Business Operations responsibilities and holds no shares of common stock. This is part of the Bitdeer batch Form 3 filings for Singapore-based executives. The CFO's initial zero-share position will be updated as equity compensation is granted. No derivative securities were reported.

+ 34 other (15 6-Ks · 10 3s · 4 424B5s · 3 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

GraniteShares Launches NTAL, TDCL and BTDL, 2x Long ETFs on NetApp, Teradata and Bitdeerglobenewswire.com·4d agoBitdeer to Open $36 Million Advanced Tech Manufacturing Facility in Sparks, Bringing 70 High-Tech Jobs to Nevadaglobenewswire.com·9d agoCoinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin247wallst.com·18d agoBitdeer Technologies Group Signs Colocation Lease Agreement for Tydal, Norway AI Data Center Siteglobenewswire.com·19d agoBitdeer AI Wins “AI Cloud Platform of the Year” in 2026 AI Breakthrough Awards, Recognized as a Global Leader in AI Cloud Infrastructureglobenewswire.com·22d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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