Iran told Reuters it could reopen the Strait of Hormuz within seven days if the U.S. eases military pressure and lifts its blockade of Iranian ports

1:58 PM

Saudi Arabia's East-West pipeline restart restores roughly 4 million barrels per day, about 4% of world oil supply

1:18 PM

•••• is now closed after the trade ran its course, limiting the move 🎯

12:55 PM

U.S.-China talks on September 24 could explicitly address Nvidia chip access, along with agriculture, tariffs, Boeing, and rare earths restrictions

12:48 PM

Nvidia's China sales remain unresolved, while NVDA's own data pegs China as a $30 billion plus opportunity if U.S. restrictions loosen

11:53 AM

Equities look a lot healthier than a week ago, yet the rally still sits atop inflation and energy risk

11:21 AM

$ARKG moved into Target 2 and we trimmed exposure while keeping the trade on watch ✅

10:57 AM

AMD, Meta, and Nvidia led the AI rally yesterday, with AMD hitting a one trillion market cap and momentum concentrated in mega-cap tech

10:33 AM

New premium research member joined 💼

7:27 AM

Hut 8 (HUT)

September 20, 2026

← Back to Research

2 min read

The race to power the AI data center buildout has created a sizable opportunity for energy and infrastructure companies. Bitcoin miners that pivoted into infrastructure for AI workloads are unexpected beneficiaries, and Hut 8 is presented as a standout due to its balance sheet strength and 2027 project timeline.

Trade Setup

Ticker HUT

Price

Support

Target 1

Progress