OPEN, IREN And Now HUT: Eric Jackson Takes Long Position In Hut 8, Citing Pivot To AI Infrastructure

Benzinga_recent_news

2025/10/15

Eric Jackson, founder of EMJ Capital, has announced a new long position in Hut 8 Corp. (NASDAQ:HUT), arguing the market misunderstands the company as a simple Bitcoin (CRPTO: BTC) miner when it is ...

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(NASDAQ:HUT), arguing the market misunderstands the company as a simple Bitcoin (CRPTO: BTC) miner when it is ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/10/48217229/open-iren-and-now-hut-eric-jackson-takes-long-position-in-hut-8-citing-pivot-to-ai-infrastructure\">网页链接</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OPEN, IREN And Now HUT: Eric Jackson Takes Long Position In Hut 8, Citing Pivot To AI Infrastructure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOPEN, IREN And Now HUT: Eric Jackson Takes Long Position In Hut 8, Citing Pivot To AI Infrastructure\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga_recent_news</strong><span class=\"h-time small\">2025-10-15 14:11</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Eric Jackson, founder of EMJ Capital, has announced a new long position in Hut 8 Corp. (NASDAQ:HUT), arguing the market misunderstands the company as a simple Bitcoin (CRPTO: BTC) miner when it is ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/10/48217229/open-iren-and-now-hut-eric-jackson-takes-long-position-in-hut-8-citing-pivot-to-ai-infrastructure\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/markets/equities/25/10/48217229/open-iren-and-now-hut-eric-jackson-takes-long-position-in-hut-8-citing-pivot-to-ai-infrastructure\">Benzinga_recent_news</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ABTC","symbol_name":"American Bitcoin","start_time":0,"source_url":"https://www.benzinga.com/markets/equities/25/10/48217229/open-iren-and-now-hut-eric-jackson-takes-long-position-in-hut-8-citing-pivot-to-ai-infrastructure","article_id":"2575088092","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/10/15/AI-global-adoption.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/equities/25/10/48217229/open-iren-and-now-hut-eric-jackson-takes-long-position-in-hut-8-citing-pivot-to-ai-infrastructure","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575088092","pubTimestamp":1760508660,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Eric Jackson is long Hut 8 (HUT), citing its pivot from a miner to an undervalued AI infrastructure play with 100x potential.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ABTC":"American Bitcoin","TQQQ":"纳指三倍做多ETF","BK4588":"碎股","BK4600":"加密货币概念","USJW.SI":"ALPHAB 3xLongSG261006","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4595":"比特币概念","TSYW.SI":"TESLA 3xLongSG261006","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","BK4023":"应用软件","HUT":"Hut 8 Mining Corp","BK4543":"AI","USAW.SI":"AMZN 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","BK4562":"SPAC上市公司","SQQQ":"纳指三倍做空ETF","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4516":"特朗普概念","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4079":"房地产服务"},"translate_title":"OPEN、IREN和Now HUT：Eric Jackson持有Hut 8多头头寸，理由是转向人工智能基础设施","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,".IXIC":0.9,"PSQ":0.6,"AI":0.7,"MNQmain":0.6,"SQQQ":0.6,"QLD":0.6,"USAW.SI":0.6,"HUT":1.5,"QID":0.6,"NQmain":0.6,"ABTC":1,"TSYW.SI":0.6,"USJW.SI":0.6,"TQQQ":0.6},"content_text":"Eric Jackson, founder of EMJ Capital, has announced a new long position in Hut 8 Corp. (NASDAQ:HUT), arguing the market misunderstands the company as a simple Bitcoin (CRPTO: BTC) miner when it is rapidly pivoting to become a significant player in AI infrastructure.\nCheck out HUT’s stock price here. \nIn a detailed thread on X, Jackson positioned Hut 8 alongside his other high-conviction energy and infrastructure plays, IREN Ltd. (NASDAQ:IREN) and Cipher Mining Inc. (NASDAQ:CIFR).\nHe asserted that the company’s vast power and data center assets are deeply undervalued. According to Jackson, Hut 8's balance sheet, which includes over $1 billion in Bitcoin and a 60% stake in the entity American Bitcoin Corp. (NASDAQ:ABTC), already accounts for most of its current $5.1 billion market cap.\n\"You're essentially paying $1–1.5 B for the entire power, data-center & AI infrastructure platform,\" Jackson stated. He believes a significant re-rating is imminent as the company secures high-performance computing (HPC) and AI tenants for its extensive energy capacity.\nSee Also: IREN From $9 To $900? Eric Jackson Foresees Massive Upside For IREN Amid AI Pivot: ‘100x Wealth Machine’\nJackson outlined a path for massive growth, noting the company has over 1 GW of active capacity with plans to develop up to 7 GW. 「When those deals get announced,」 Jackson wrote, 「HUT stops trading like a miner and starts trading like a digital infrastructure REIT with AI leverage.」\nThe investor projects that if Hut 8 executes on just a quarter of its 7 GW plan, it could achieve a valuation of $37–$50 billion. Full execution, combined with a rising Bitcoin price, could lead to a potential 100-fold return by 2029. He also praised Hut 8’s CEO, Asher Genoot, as a 「modern-day tech operator」 capable of delivering on this vision.\nThe bull thesis, however, was met with some skepticism. Prominent short-seller Jim Chanos questioned the capital required for such an ambitious build-out, commenting, \"Good thing they will only need to raise $280B for that 7 GW to be developed. Should be easy.\"\nShares of HUT closed 1.70% higher at $49.94 per share on Tuesday and rose 0.51% in after-hours. It has a 52-week range of $10.04 to $52.40 per share. Higher by 128.16% year-to-date, the stock has gained 324.34% over the year.\nHUT maintained a stronger price trend over the short, medium, and long terms, with a moderate value ranking, as per Benzinga’s Edge Stock Rankings. Additional performance details are available here.\nThe S&P 500 index ended 0.16% lower at 6,644.31 on Tuesday, whereas the Nasdaq 100 index declined 0.69% to 24,579.32. On the other hand, Dow Jones gained 0.44% to 46,270.46.\nOn Wednesday, the futures of the S&P 500, Dow Jones, and Nasdaq 100 indices were trading higher.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}