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HIVE Digital Technologies Ltd. (HIVE $4.47)
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Oscar Health Inc. Class A (OSCR $16.73)
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IREN Limited (IREN $47.47)
Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks
Thanks
5i Research Answer:
We like OSCR, but right now its fortunes are being dictated by government moves in the healthcare space, and it is exceptionally volatile. IREN is tied to crypto/data centres, and likely has more long term potential right now. HIVE is much smaller (1/12th) but is fairly similar in terms of its set up. HIVE is expanding its AI Cloud business and will have some of the same influences as IREN, certainly.