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TickerTalks›$BTDR
BTBTDR

Bitdeer Technologies Group

Rising onWhy it's trendingStrong bullish X conversationRecent insider buying cluster
$BTDR·$2.5B·Software - Application·Technology
$10.85+5.1%YTD-0.4%1Y-24.6%
Mentions · last 7 days
2026-08-21: 87 posts2026-08-22: 32 posts2026-08-23: 28 posts2026-08-24: 35 posts441+9%
Price updated 47m ago·X counts updated 7d ago
BTBTDR
$BTDRBitdeer Technologies Group
$10.85+5.14%441 posts+9%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-29

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

Bitdeer's Norway AI colo lease is $4.7-8B, Druckenmiller is a new holder, and two officers just made first-ever open-market buys — real turnaround setup.

Bitdeer is a Bitcoin miner rapidly pivoting into AI colocation and cloud compute — the Cloud Compute unit is now the core growth engine, with the mining business becoming the cash-flow feeder. The turnaround setup is unusually well-stacked.

  • The commercial contracts are genuinely large: a $4.7B, 16-year AI colocation lease at Tydal, Norway (extendable to $8B), a Malaysia 9.5MW facility fully committed for $800M+ of expected revenue, and management guiding a path to $800M of AI cloud/colo ARR by 1H27 with $3B ARR by end of 2027 — these are named contract values, not projections.
  • The insider and institutional signals are stacked in the same direction: two officers (CSO Basit and Potter) made their first-ever open-market P-Purchases in August at ~$8.85 (~$225K each), Druckenmiller disclosed a new 4.07M-share position in Q2, and Tether still holds 19.7% — the smart-money trio is now visibly involved.
  • The dilution overhang is real: a $1B ATM prospectus supplement was filed August 10, and Q1 gross margin was -21% with a -56% operating margin — the funding is needed for the AI-colo capex build, but every fresh 424B5 slows the re-rating; today's -8.9% drop is a coordinated response to the paper supply.

The setup is a genuinely turnaround-shaped story with named contracts, marquee insider adds, and a real capex-financing overhang — the November 9 print is the next referee. First-look AI cloud/colo revenue plus a named additional customer would break the coil up; another ATM-driven dilution announcement or a soft mining production update extends the drift.

Agrees with X sentimentThe bullish X read on the $4.7B (extendable to $8B) Tydal Norway AI colocation lease, Malaysia 9.5MW committed for $800M+, July BTC production +322% YoY to 1,190 BTC, Druckenmiller's new 4.07M-share position, CSO/CFO first-ever open-market buys, and the $800M-1H27 to $3B-YE27 ARR path is factually consistent with the filings and disclosures. "Buy the dip Druck bought" is the modal crowd read; the choppy price action they concede is real.

What to watch: The November 9 Q3 earnings — need first-look AI cloud/colo revenue on the tape, reiterated $800M 1H27 ARR path, and stopped-out ATM issuance rhythm. Another 424B5 with fresh dilution or a soft mining production update extends the drift; a named additional AI colo customer plus reported cloud/colo revenue breaks the coil up.

On the calendar: 2026-11-09 — Q3 earnings

X sentiment

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

Bullish sentiment74 posts analyzed · as of 2026-08-30

Bitdeer's thread is loudly bullish on a transformation from pure bitcoin miner into contracted AI-infrastructure operator. Posters cite the $4.7B, 16-year Tydal Norway colocation lease, a 9.5MW Malaysia facility fully committed for $800M+ revenue, July BTC production up 322% year-over-year, and Stanley Druckenmiller's Q2 disclosure of a 4.07M-share position. The Soluna 28MW co-mining deal at Kati 1 is treated as another operational step. Only one chart caller warns of ugly price action requiring a break above $11.79 to confirm.

Read the AI verdict + X sentiment for $BTDR

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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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BTDR

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Bitdeer Technologies Group (BTDR) operates as a technology enterprise primarily dedicated to the cryptocurrency mining s.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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
Q2 2026Aug 10, 2026$-0.37$-0.36-1.6%
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%
Next earningsMon, Nov 9·consensus EPS $-0.36

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$968.7M$900.5M – $1.0B-$1.46-$1.97 – -$0.608
FY27$1.4B$1.3B – $1.6B-$0.55-$0.63 – -$0.466
FY28$1.6B$1.3B – $2.0B-$1.27-$1.45 – -$1.072

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.1.0×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.16%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.-15.0%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.-14.1%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 today10.3% 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.β2.515-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyAug 14Basit Haris FozanChief Strategy Officer25.0K sh$221KBuyAug 12Michael G PotterCFO25.0K sh$226K
+ 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

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

BTDR (BTDR) filed a prospectus supplement (Form 424B5) on 2026-08-10 for an immediate offering of shares at disclosed pricing, raising approximately $1,000,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

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.

+ 36 other (16 6-Ks · 11 3s · 7 13Gs · 1 F-3ASR) in window

Recent news

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

Bitdeer Trending on July Update, New Co-Mining Agreement With Solunabenzinga.com·6d agoBitdeer Announces July 2026 Production and Operations Updateglobenewswire.com·6d agoSoluna and Bitdeer Enter 28 MW Agreement at Project Kati 1gurufocus.com·7d agoSoluna and Bitdeer Enter 28 MW Agreement at Project Kati 1businesswire.com·7d agoBitdeer Chief Strategy Officer Purchases 25,000 Shares at $8.84fool.com·7d ago

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