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We know that BMR makes crazy bets, like investing in Mr. Beast or Orbs. But I guess if BMR were to eventually buy this AI company, it would be one of the biggest boosts for Ethereum and AI hardware. I think that would drive BMR stock straight to 100. f you've never heard of me, you've missed a lot in my nine years of YouTube activity across four channels.
Mine , four channels from my colleague Michaela, and two channels each from Johnny and Chris. You missed my way when I was shouting at the full legends, "Hey guys, pay attention to Tesla in the 23rd." I invested all my savings in it. The shares fell to 11, then I bought more, and as a result they soared to 500.
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So, when my team and I were creating this video, we thought: What's a great way for BMR to capitalize on a hot topic on Wall Street—artificial intelligence? Tom Lee always says that Ethereum will become the payment network for AI. AI will become something extraordinary, and Ethereum will provide cash flow, and this is one of the strongest "bullish" theses for Ethereum, and therefore for BMR and Tom Lee.
However, they also want to be something like Berkshire Hathaway and invest in different companies: for example, buy 5% of Mr. Beast Industries for $180 million or invest $69 million in Orbs, which is another verification tool, as well as Worldcoin, which is backed by Sam Altman. But I thought, "Why doesn't BMR buy some fantastic futuristic AI company?" And I found a candidate.
I think this may not only be their most ambitious project, but I will also explain how it fits perfectly into BMR's vision. So let's begin. As you can see, I recommend to Tom Lee, and I hope he watches this video, to buy Doit. So , Doit is a company that is essentially very technological. They started by inspecting trains using their own technology.
So they are very technologically oriented. However, they decided, “Hey, you know what? AI is such a big thing that we can grow tremendously by creating data centers in shipping containers, being very flexible in setting them up for permanent operation in interesting cases where companies need their own data centers quickly, because the lead time for the order is only 90 days.” This is unmatched on Wall Street, and their company is currently valued at $9 a share, representing a market capitalization of about $280 million .
So if you think about it, this is something Bitmine could easily do. Moreover, this company has over $111 million in contracted revenue for its products, and it would be easy for Tom Lee to acquire it, so we'll dig into that. Okay. So if you consider what this really means: AI needs payments, right?
And so Tom Lee's bullish thesis is that Ethereum will become the payment network for AI. So, Ethereum is a network, right? So here we are protected to some extent . So, BMR owns the money that AI uses. What they lack, however, is perhaps a " star" project that could become part of the broader story of AI.
Think of it this way: companies go up in price because they're at the center of the current story, and the current story on Wall Street is AI, you know? Everything related to AI is growing. Look at Iron, Ryan, or Mara, for example, all these crypto companies that have turned into data center companies.
And I believe that BMR could own its own AI hardware sector with just one purchase . Even Chamath Palihapitiya said that the future is modular, mobile data centers, right ? So this would be a fantastic addition while it's still very cheap to purchase. So, the rapid growth has already begun, and next week they have an earnings report .
The predictions are simply incredible. Okay, this year they are forecasting $45 million in revenue, and next year it's almost twice as much, $80 million. But that's not the main thing. The main thing is the following. They currently have 20 megawatts of capacity, but they are aiming to reach 60 megawatts, which is three times more.
And what we learned from NBIS, another great company that has increased in value 10 times. And that's why I'm so supportive of this, that we need an AI level in BMR, because it could raise the value of the company, maybe 5-10 times, right? And I think that's a target price for BMR in the long term, that $100 is easily achievable.
Remember when the news broke that BMR was turning into a treasury company, because treasury companies were the focus of attention on Wall Street. You know, the stock jumped from three, four, five dollars to 150, and then it fell. But you know, that's the same potential. You can really build a business on hype while bringing so much value to the company, right?
Now think about this. During the NBIS earnings conference call, they said they could earn $40 million per megawatt in the short term. This is madness . We'll talk about what this could mean for D. But if you compare this to previous bets like Mr. Beast at 180 million, followed by Orbs at 69 million.
This would simply fit into this scheme, precisely the potential that BMR is capable of. And obviously, they will likely have to pay a premium to convince all the "do it" shareholders to make the deal. So maybe add another, you know, 30-40% to that. But on the other hand, you don't have to pay only in cash.
Maybe you'll do a stock and cash deal, or there are tons of other options, right? Maybe you can also make a transaction in Ethereum, right? Who knows, right? If you think about what this purchase would mean , it would be insignificant to the overall value of BitMine, right? So, the purchase would only amount to about 2.4% of BitMine's entire market capitalization.
So you see, this would be a very small but huge potential growth rate for BitMine. Now let's move on to the question of what kind of income can a "do it" actually earn? And this is the most interesting part. They signed contracts for $11 million per megawatt, right? This is a very low figure, understand?
Because now we know that the average Nibbio score is 20, which is twice as much. And they even say that the short-term revenue for their megawatt could be between $40 million and $50 million. So that's a $2.4 billion revenue potential for "do it," right? This is just madness. As computing power becomes more and more necessary, as more people are willing to buy, companies like ChatGPT, OpenAI, or Anthropic cloud services are willing to pay extra money because they get even more of that power in their final product.
So this is where I see so many opportunities in the long term. Now let's talk about how BitMine can reach $100 thanks to this purchase. Okay, I did a little calculation, which shows: if Columbus does everything and they have 20 megawatts on the grid. I think it's the first $70, right? Then you have scaling up to 60 megawatts, which would add another $34 to the cost of BitMine.
And if they really get a higher revenue per megawatt, then I think the $100 mark is very, very close. So, as you can see, if everything works out, we could even get an 11x increase in BitMine shares. Truth? If "do it" really shows the results I expect, then let me know what you think. Also check out extendater.com before we raise the entry fee; We have a limited number of spaces on the website that you can see available, so be sure to check it out.
Let us know what you think about this idea and how we can bring it to Tom Lee. Please share this video, tag it, no matter where you watch it—on X or YouTube, and do everything you can to make sure he sees it. And maybe we'll add that piece of the puzzle to Bitmine, that would be a great company. That's all for today, and don't forget that the grass is always greener on the other side, subscribe to all my channels, to all our team's channels, and see you tomorrow in a new video.
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