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TickerTalks›$GPUS
GPGPUS

Hyperscale Data, Inc.

$GPUS·$58M·Aerospace & Defense·Industrials
$0.28-8.7%YTD-38.8%1Y-86.5%
Mentions · last 7 days
2026-08-22: 9 posts2026-08-23: 6 posts144-7%
Price updated 10h ago·X counts updated 8d ago
GPGPUS
$GPUSHyperscale Data, Inc.
$0.28-8.67%144 posts-7%
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 $GPUS, 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.

Broken storySelling offAI verdict · as of 2026-09-01

Falling on heavy selling — points lower unless it turns around.

Hyperscale Data is a $58M microcap with defense orders, 278 BTC, and yet another reverse split — the tape is voting on the credibility.

Hyperscale Data (formerly Ault Global Holdings, now trading as GPUS) is a Las Vegas-based conglomerate with subsidiaries in defense contracting (Gresham Worldwide), fintech, and a 278-BTC treasury position. It's a tiny microcap with a long history of reverse splits and controversial capital structure.

  • The business is a collection of small parts: Q1 revenue $44M (+76% YoY on a small base) with operating margin at -31% and cash outflow $12M — no consolidated operating profit despite real defense-order flow.
  • The Gresham defense-order backlog is real: fresh $5.4M order lifts the total to $53.7M — meaningful for the subsidiary, but Hyperscale as a whole is spending faster than it earns.
  • Position sits at the 30th percentile of the 52-week range with volume 75% of normal — the tape is grinding lower on a $0.28 price, and the fresh 1-for-5 reverse split (Aug 20 filing) is the classic shape of an equity working its way down.
  • The X sentiment is split between pump posters and open fraud accusations — the CEO Todd Ault name being tagged to the SEC is not a normal state of affairs and speaks to credibility damage.

The path forward requires a materially different result than the pattern the equity has repeated for years — actual consolidated operating profit, no more reverse splits, clean governance. Continued dilution and another reverse split cycle confirms breakdown; genuine defense-contract expansion plus real profitability is the only restart signal.

Agrees with X sentimentAligned with the skeptics — another reverse split (1-for-5), unusual insider silence, and the SEC-tagging comments are real red flags. The bulls' $5.4M defense-order announcement and 278-BTC treasury are legitimate operational data points but they don't offset the governance pattern that keeps hitting.

What to watch: Actual consolidated operating profitability, absence of further reverse splits, clean governance progress, and any resolution to the Todd Ault-related public complaints. Continued dilution and another reverse split cycle confirms the breakdown; genuine defense-contract expansion at the parent level plus real profitability is the only restart signal.

On the calendar: 2026-11-16 — Q3 earnings

X sentiment

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

Mixed sentiment14 posts analyzed · as of 2026-08-31

Retail chatter is split between promotional pump posts and open accusations of fraud. Boosters highlight a $5.4M defense-order announcement lifting Gresham's backlog to $53.7M, a 278-BTC treasury worth about $21.6M, and holders averaging down at $0.29–$0.37 with talk of a clean breakout. Skeptics point at yet another reverse split (1-for-5) and unusual insider silence, with one user tagging the SEC over CEO Todd Ault and asking "how much of ur hard earned money are u going to fraudster."

Read the AI verdict + X sentiment for $GPUS

  • 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.

Diversified holding company spanning energy infrastructure, defense, AI data centers, and EV charging segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $GPUS.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $GPUS

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Diversified holding company spanning energy infrastructure, defense, AI data centers, and EV charging segments.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-0.6How 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
-26.9%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
-48.8%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
-126%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
0.6Same 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
-132%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
25.9%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
1.2Total 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 18, 2026$-0.30$-28540.22+100.0%
Q1 2026May 18, 2026$-0.09$-142701.08+100.0%
Q4 2025Feb 25, 2026$-0.50——
Q3 2025Nov 17, 2025$-0.39——
Next earningsMon, Nov 16·consensus EPS $-28540.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$44.1M+76.2%34.2%-31.5%$-0.09$-12.1M
Q4 FY25$26.9M+38.4%14.5%-78.3%$-0.10$-52.0M
Q3 FY25$24.3M-21.7%25.8%-57.8%$-0.39$-20.3M
Q2 FY25$25.9M-9.0%23.7%-39.2%$-2.66$-3.4M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$36.6M$36.6M – $36.6M-$74204568.00-$74204568.00 – -$74204568.001
FY28$57.0M$57.0M – $57.0M-$57080432.00-$57080432.00 – -$57080432.001
FY29$52.0M$52.0M – $52.0M-$32999.63-$32999.63 – -$32999.631
FY30$134.2M$134.2M – $134.2M-$35675.27-$35675.27 – -$35675.271
FY31$156.3M$156.3M – $156.3M$0.00$0.00 – $0.001

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.30%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.+55.4%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.+40.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 92.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today24.7% 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.β2.575-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

BuyJun 30Milton C AultChair100 sh$2KBuyJun 29William B. HorneCEO5.0K sh$95KBuyJun 18Milton C AultChair18.0K sh$5KBuyJun 16Milton C AultChair55.0K sh$13KBuyJun 11William B. HorneCEO200.0K sh$34KBuyJun 11Milton C AultChair115.0K sh$18KBuyJun 10Milton C AultChair40.0K sh$7KBuyMay 28Milton C AultChair100 sh$2KBuyMay 19Milton C AultChair497.5K sh$66K
+ 8 other (8 awards) in window

See when $GPUS 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 amendmentAug 21SC 13D/A
AI summary

An Ault & Company group (Amendment No. 18 to Schedule 13D) disclosed combined beneficial ownership in Universal Safety Products, Inc. (CUSIP 913821302) including one entity holding 1,109,233 shares (36.6%) and Ault & Company holding 6,200 shares, represented by Olshan Frome Wolosky LLP. The filing date is August 19, 2026. Amendment No. 18 from the Ault group reflects a long-running, large-stake engagement with Universal Safety Products; a 36.6% position represents near-controlling interest with potential board influence.

3/ANew insider — initial holdingsAug 203/A
AI summary

Hyperscale Data, Inc. and its subsidiary Ault Lending LLC filed a Form 3/A amendment for Alzamend Neuro (ALZN), disclosing warrant holdings: 13,556 shares (expired 8/1/2024), 8,667 shares (expiring 9/27/2029), and 1,111 shares (expiring 10/30/2029), all at $108/share exercise price, held indirectly through Ault Lending LLC. Hyperscale Data holds director status by deputization. Routine Form 3 amendment correcting initial ownership disclosure for a small indirect warrant position in Alzamend Neuro.

8-KCharter amendmentAug 208-K — Item 5.03: Charter amendment
AI summary

Hyperscale Data, Inc. (GPUS) disclosed that its Board of Directors authorized amendments to the Class A Common Stock articles of incorporation on November 7, 2025 (now being filed under Item 5.03). The specific nature of the amendment (share authorization increase, par value change, or other modification) is not visible in the excerpt. Charter amendments can signal upcoming equity raises or capital structure changes; the delayed filing of a November 2025 board action in August 2026 may reflect compliance timing.

8-KPress release / Reg FDAug 198-K — Item 7.01: Press release / Reg FD
AI summary

Hyperscale Data, Inc. (GPUS) issued a press release on August 19, 2026 announcing a cash dividend of $0.270833 per share to holders of its 13.00% Series D Cumulative Redeemable Perpetual Preferred Stock, furnished as Exhibit 99.1. No common dividend or operational changes were disclosed. Routine quarterly preferred stock dividend announcement; the fixed-rate cumulative preferred dividend ($0.270833/share) is a contractual obligation and not operationally significant.

8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD
AI summary

Hyperscale Data, Inc. (GPUS), a Las Vegas-based data infrastructure company listed on NYSE American, filed an 8-K on August 13, 2026 announcing a planned reverse stock split via a press release furnished under Regulation FD. The company trades both common stock (GPUS) and 13.00% Series E Cumulative Redeemable Perpetual Preferred Stock (GPUS PRD) on NYSE American. The specific reverse split ratio and effective date are contained in the attached press release (Exhibit 99.1) and are not detailed in the 8-K body. Reverse stock splits are often executed to boost share price above exchange minimum listing thresholds, which is a key risk signal for investors to monitor alongside any change in the preferred share distributions.

SC 13D/AActivist amendmentAug 6SC 13D/A
AI summary

Hyperscale Data, Inc amended its 13D filing disclosing a beneficial ownership position of 4.7% in GPUS (GPUS) as of 2026-08-06. The filer indicated plans: purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that sec. This is a material ownership disclosure indicating significant shareholder interest that may signal activist or strategic intent. Investors should monitor for further 13D amendments, which could indicate evolving positions or demands on management.

8-KMaterial debt obligationAug 58-K — Item 2.03: Material debt obligation
AI summary

HYPERSCALE DATA, INC. (GPUS) disclosed the creation of a direct financial obligation (Item 2.03) on 2026-08-05. The obligation involves: a debt obligation, for $0.001 . New debt obligations are material; investors should evaluate impact on leverage, interest expense, and covenant structure. Review the full 8-K for specific terms including maturity, interest rate, and any collateral pledged.

3New insider — initial holdingsAug 43
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for GPUS (GPUS) dated 2026-08-04. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

+ 63 other (18 SC 13D/As · 16 8-Ks · 4 earnings 8-Ks · 3 13Gs) in window

Recent news

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

Alset AI Ventures Reports Fiscal Q3 2026 Results, Including $4.1 Million Unrealized, Non-Cash Investment Gainaccessnewswire.com·14h agoAlset AI Provides Portfolio Update as CHIP Data Centers Advances 30 MW of Operating, In-Construction and Signed Capacityaccessnewswire.com·6d agoHyperscale Data Subsidiary Gresham Worldwide Announces $5.4 Million in New Defense Sector Orders Bringing Backlog to Approximately $53.7 Millionprnewswire.com·6d agoLyken.AI Announces Non-Binding MOU for 128-Node B300 AI Compute Clusteraccessnewswire.com·7d agoHyperscale Data Bitcoin Treasury at Approximately 278 Bitcoin Worth Approximately $21.6 Millionprnewswire.com·7d 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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