Bitzero (AIBZ)
Market Price (8/27/2026): $5.69 | Market Cap: $313.8 MilSector: Information Technology | Industry: Systems Software
Bitzero (AIBZ)
Market Price (8/27/2026): $5.69Market Cap: $313.8 MilSector: Information TechnologyIndustry: Systems Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Artificial Intelligence, Crypto & Blockchain, and Sustainable Infrastructure. Themes include Data Centers & Infrastructure, Show more. | Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -101% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -29 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -92% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 65% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -95%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -175% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -19% High stock price volatilityVol 12M is 136% Key risksAIBZ key risks include [1] challenges in securing the competitively priced hydroelectric power central to its business model and [2] an auditor-flagged "going concern" risk tied to its ability to fund and execute its large-scale data center expansions. |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Crypto & Blockchain, and Sustainable Infrastructure. Themes include Data Centers & Infrastructure, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -63%, 3Y Excs Rtn is -101% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -29 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -92% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 65% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -95%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -175% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -19% |
| High stock price volatilityVol 12M is 136% |
| Key risksAIBZ key risks include [1] challenges in securing the competitively priced hydroelectric power central to its business model and [2] an auditor-flagged "going concern" risk tied to its ability to fund and execute its large-scale data center expansions. |
Qualitative Assessment
AI Analysis | Feedback
Bitzero (AIBZ) stock has lost about 25% since it went public on 6/10/2026 because of the following key factors:
1. Significant widening of net losses in fiscal Q3 2026. Bitzero Holdings reported a net loss of approximately US$26.5 million for fiscal Q3 2026, which ended June 30, 2026. This deepened significantly from previous periods, driven by increased direct costs, finance and marketing expenses, substantial share-based compensation, and large losses on derivative financial instruments. The company's financial statements also disclosed a material uncertainty regarding its ability to continue as a going concern, exacerbated by a working-capital deficit of US$24.0 million as of June 30, 2026.
2. Dilutive private placement to address liquidity. In July 2026, Bitzero completed a private placement, raising approximately US$25 million in gross proceeds. This involved the issuance of 5,828,342 special warrants at US$4.25 each, with each warrant convertible into one common share and an additional warrant exercisable at US$5.00. While the funds were intended for debt repayment and growth initiatives, the issuance of new equity and warrants can dilute the ownership stake and value for existing shareholders.
Show more
Bitzero (AIBZ) stock has lost about 25% since it went public on 6/10/2026 because of the following key factors:
1. Significant widening of net losses in fiscal Q3 2026. Bitzero Holdings reported a net loss of approximately US$26.5 million for fiscal Q3 2026, which ended June 30, 2026. This deepened significantly from previous periods, driven by increased direct costs, finance and marketing expenses, substantial share-based compensation, and large losses on derivative financial instruments. The company's financial statements also disclosed a material uncertainty regarding its ability to continue as a going concern, exacerbated by a working-capital deficit of US$24.0 million as of June 30, 2026.
2. Dilutive private placement to address liquidity. In July 2026, Bitzero completed a private placement, raising approximately US$25 million in gross proceeds. This involved the issuance of 5,828,342 special warrants at US$4.25 each, with each warrant convertible into one common share and an additional warrant exercisable at US$5.00. While the funds were intended for debt repayment and growth initiatives, the issuance of new equity and warrants can dilute the ownership stake and value for existing shareholders.
3. Persistent weakness in Bitcoin mining economics. Bitzero, which operates in Bitcoin mining, faced a challenging environment where underlying Bitcoin mining economics remained weak. The price of Bitcoin had fallen 49% from its October 2025 peak, while the hashrate declined by only 23%, resulting in high competition and compressed revenue per unit of computing power. This broader market pressure on the core mining business contributed to Bitzero's low gross margin of 9.6% on US$12.8 million in revenue for the first half of 2026.
4. Investor skepticism regarding the unproven AI/HPC transition. Despite Bitzero's strategic pivot towards artificial intelligence (AI) and high-performance computing (HPC) infrastructure, including a letter of intent for a 15-year, 110 MW lease with OneQode, the market has shown skepticism. Analysts indicated that the stock's valuation was already pricing in a successful AI data center transition that has "not yet realized," with significant "execution, capex, and dilution risks" remaining unresolved for potential large-scale contracts, such as the estimated US$2.6 billion revenue over 15 years from the OneQode lease.
Show less
Stock Movement Drivers
Fundamental Drivers
nullnull
Market Drivers
4/30/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| AIBZ | ||
| Market (SPY) | 6.6% | 3.7% |
| Sector (XLK) | 14.6% | 12.7% |
Fundamental Drivers
nullnull
Market Drivers
1/31/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| AIBZ | ||
| Market (SPY) | 11.0% | 3.7% |
| Sector (XLK) | 27.2% | 12.7% |
Fundamental Drivers
nullnull
Market Drivers
7/31/2025 to 8/26/2026| Return | Correlation | |
|---|---|---|
| AIBZ | ||
| Market (SPY) | 22.2% | 3.7% |
| Sector (XLK) | 39.7% | 12.7% |
Fundamental Drivers
nullnull
Market Drivers
7/31/2023 to 8/26/2026| Return | Correlation | |
|---|---|---|
| AIBZ | ||
| Market (SPY) | 73.3% | 3.7% |
| Sector (XLK) | 108.9% | 12.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AIBZ Return | - | - | - | - | - | -19% | -19% |
| Peers Return | 2955% | -79% | 270% | 30% | 96% | 48% | 9006% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| AIBZ Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 52% | 35% | 70% | 48% | 65% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AIBZ Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -70% | -88% | -62% | -61% | -61% | -44% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CLSK, WULF, RIOT, HUT, APLD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/26/2026 (YTD)
How Low Can It Go
AIBZ has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -17.0% | -7.8% |
| % Gain to Breakeven | 20.4% | 8.5% |
| Time to Breakeven | 92 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.0% | -9.5% |
| % Gain to Breakeven | 11.2% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
AIBZ has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.5% | -53.4% |
| % Gain to Breakeven | 106.2% | 114.4% |
| Time to Breakeven | 797 days | 1085 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Bitzero (AIBZ)
Bitzero Holdings Inc. (AIBZ) is a publicly traded company that specializes in providing critical IT energy infrastructure and power solutions specifically for data centers. Operating within the digital asset ecosystem, Bitzero has a dual business model: it conducts its own Bitcoin mining operations while also serving as a key infrastructure partner for other entities in the sector.
The company's main products and services revolve around offering comprehensive support for Bitcoin mining. This includes providing hosting space, reliable power, and essential operating and maintenance services to third-party mining companies. Essentially, Bitzero offers a "mining-as-a-service" model, enabling other firms to leverage its robust infrastructure. Bitzero serves these third-party miners, alongside its own mining endeavors, utilizing its network of four data centers strategically located across both North American and Scandinavian regions.
```AI Analysis | Feedback
Bitzero is like Equinix for Bitcoin miners.
AI Analysis | Feedback
- IT Energy Infrastructure and Power: Bitzero provides the essential IT energy infrastructure and power supply for data centers.
- Bitcoin Mining: The company directly engages in the process of mining Bitcoin.
- Third-Party Hosting and Services: Bitzero offers hosting space, operational support, and maintenance services for other cryptocurrency mining companies.
AI Analysis | Feedback
Bitzero Holdings Inc. (AIBZ) primarily sells its services to other companies.
Its major customers are third-party Bitcoin mining companies that utilize Bitzero's data center space, IT energy infrastructure, and operating and maintenance services for their mining operations.
The provided company description does not specify the names of these individual customer companies.
AI Analysis | Feedback
AI Analysis | Feedback
Mohammed Bakhashwain, Founder, President & CEO, Chairman
Mohammed Bakhashwain is the Founder of Bitzero Holdings Inc. and currently serves as its President, Chief Executive Officer, and Chairman. He has a background in real estate and crypto, having been an investor and active in both spaces since early 2013, which drove him to found Bitzero.
Igor Kostioutchenko, Chief Financial Officer
Igor Kostioutchenko is the Chief Financial Officer of Bitzero Holdings Inc. He is a Certified Public Accountant (CPA) and is based in Canada.
Giovanni Gaudenzi, Head of Finance & Director
Giovanni Gaudenzi serves as the Head of Finance and a Director at Bitzero Holdings Inc. As of November 2025, he had been the head of finance for the past two years and had previously served as the company's CFO for a period of time.
Frank Aadnevik, CEO of Norway Subsidiary, Head of Operations
Frank Aadnevik is the CEO of Bitzero's Norway Subsidiary and the Head of Operations. He has a background in data centers, having executed multiple conventional data centers in his previous career before joining Bitzero.
AI Analysis | Feedback
- Volatility of Cryptocurrency Prices: Bitzero's business is highly exposed to Bitcoin pricing, network difficulty, and the overall cryptocurrency market. Fluctuations in Bitcoin's price directly impact the profitability of its mining operations, as the value of block rewards and transaction fees can increase or decrease significantly with market swings.
- Energy Costs and Availability: A core component of Bitzero's business model is securing competitively priced electricity, particularly hydroelectric power in regions like Norway, to power its data centers and Bitcoin mining operations. Changes in energy economics, rising energy prices, and challenges in ensuring reliable and affordable power access can quickly narrow its competitive advantage and negatively affect revenue and profitability.
- Funding and Execution Risks: Bitzero faces an auditor-flagged "going concern" risk, indicating significant uncertainty about its ability to continue as a going concern without additional funding. The company has substantial capital needs for its data center expansion projects in the North American and Scandinavian regions. The ability to secure adequate funding on acceptable terms, manage operational uptime, and successfully execute these large-scale infrastructure buildouts and long-term contracts presents a significant risk.
AI Analysis | Feedback
The increasing global regulatory and environmental scrutiny on energy-intensive Bitcoin mining operations. This includes potential government restrictions, bans, increased taxes, or heightened environmental compliance costs, which could directly impact Bitzero's own mining profitability and the demand for its data center hosting services.
AI Analysis | Feedback
Addressable Markets for Bitzero Holdings Inc. (AIBZ)
Bitzero Holdings Inc. operates in several key addressable markets related to data centers and cryptocurrency mining. These markets exhibit significant current valuations and strong growth projections, particularly in North America and the Scandinavian regions where the company operates.
IT Energy Infrastructure and Power for Data Centers
The global data center power market was valued at USD 22.8 billion in 2025 and is projected to grow to USD 71.8 billion by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 15.7% from 2026 to 2033. North America held the largest revenue share in this market in 2025. Specifically, the North America data center power market is estimated at USD 16.88 billion in 2026 and is forecast to grow to USD 23.39 billion by 2031, with a CAGR of 6.75% during that period. Looking further ahead, the North America data center power market is expected to reach a projected revenue of USD 37.24 billion by 2035, growing at a CAGR of 16% from 2026.
In the Scandinavian region, the broader Nordic data center market, which includes power and other infrastructure, was valued at USD 7.16 billion in 2024 and is estimated to reach USD 14.93 billion by 2030, with a CAGR of 12.8%. The Sweden data center power market alone is estimated at USD 217.68 million in 2026 and is projected to reach USD 262.67 million by 2031, with a CAGR of 3.83%.
Bitcoin Mining
The global Bitcoin Miner Market, focusing on hardware, is anticipated to be worth USD 11.72 billion in 2026 and is expected to grow steadily to USD 151.2 billion by 2035, at a substantial CAGR of 26.7%. For the broader cryptocurrency mining market, the global size was valued at USD 26.89 billion in 2025 and is predicted to increase to approximately USD 62.29 billion by 2035, with a CAGR of 7.77% from 2026 to 2035.
North America is a significant region for Bitcoin mining hardware, projected to hold approximately 45% of the global market share. The U.S. cryptocurrency mining market size is estimated at USD 10.57 billion in 2026 and is projected to reach approximately USD 20.77 billion by 2035, growing at a CAGR of 7.80%.
Hosting and Operating & Maintenance Services for Third-Party Mining Companies (Data Center Colocation)
The global data center colocation market, which encompasses hosting and maintenance services, is projected to grow from USD 99.2 billion in 2026 to USD 184.4 billion by 2033, exhibiting a CAGR of 9.3%. North America dominated this market with a 38.4% revenue share in 2025. The North America data center colocation market was valued at USD 29.87 billion in 2025 and is projected to reach USD 32.73 billion in 2026.
Within the Scandinavian region, the Nordic data center market (including colocation) was valued at USD 7.16 billion in 2024 and is estimated to reach USD 14.93 billion by 2030, at a CAGR of 12.8%. Specifically, the data center colocation market for Sweden is projected to reach USD 720 million by 2031 with a 7.6% CAGR.
AI Analysis | Feedback
Bitzero Holdings Inc. (AIBZ) is positioned for future revenue growth over the next two to three years, driven by several key initiatives in its IT energy infrastructure and data center operations.
Here are 3-5 expected drivers of future revenue growth for Bitzero:
- Expansion of Data Center Capacity and Strategic Hosting Partnerships: Bitzero aims to grow its revenue through the development of new data centers and securing long-term hosting agreements with third-party companies. The company has four data centers across North America and Scandinavia. A notable example of this strategy is the 15-year, 110MW lease agreement with OneQode Networks at its Norway data center, projected to generate approximately $2.6 billion in total contracted revenue over its term. Additionally, Bitzero has expanded its Nordic development portfolio with a land reservation agreement for a new site in Finland, indicating future capacity growth.
- Growth in High-Performance Computing (HPC) and AI Infrastructure Hosting: Bitzero is strategically focusing on providing sustainable infrastructure for high-performance computing (HPC) and artificial intelligence (AI) data centers. This strategic shift into the rapidly expanding AI/HPC market is anticipated to be a significant driver of revenue as demand for these specialized computing services continues to increase.
- Continued Bitcoin Mining Operations: As a provider of IT energy infrastructure, Bitzero also engages in Bitcoin mining. The company emphasizes its low cost of mining, which contributes to its revenue streams from digital asset production. Sustained or enhanced efficiency in its Bitcoin mining activities will continue to be a revenue driver.
- Leveraging Clean, Low-Carbon Energy Sources: Bitzero's commitment to powering its data centers with clean, low-carbon energy sources provides a competitive advantage. This focus on sustainability can attract clients seeking environmentally responsible data solutions and potentially lead to more favorable operational costs, thereby supporting revenue growth and market differentiation.
AI Analysis | Feedback
Share Issuance
- On July 30, 2026, Bitzero Holdings Inc. closed a private placement, issuing 5,828,342 special warrants at US$4.25 each, resulting in approximately US$25 million in gross proceeds.
- Each special warrant will convert into one common share and one common share purchase warrant, with each warrant exercisable at US$5.00 per share for five years.
- The number of basic shares outstanding significantly increased from 310 million in fiscal year 2023 to 392 million as of March 2026 (TTM).
Inbound Investments
- Bitzero Holdings Inc. received an inbound investment of approximately US$25 million from institutional investors through a private placement that closed on July 30, 2026.
Capital Expenditures
- The net proceeds from the US$25 million private placement are intended for continued product and service development and to develop and expand its sustainable high-performance compute (HPC) data center platform.
- In June 2026, Bitzero secured a land reservation agreement for a new Finland site, furthering its strategy to build sustainable power and infrastructure for data center development.
- The company reported negative free cash flow of -US$46.13 million in fiscal year 2025 and -US$41.06 million in the trailing twelve months ending March 2026, indicating ongoing capital deployment.
Peer Outperformance in Systems Software
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 60.9% | 202.9% | 332.0% | TTMI 762% · FLEX 713% · JBL 409% |
| Semiconductor Materials & Equipment | 27 | 140.9% | 76.3% | 102.3% | AEHR 1112% · AXTI 599% · KLAC 463% |
| Technology Distributors | 9 | 26.7% | 58.8% | 68.8% | CLMB 327% · AVT 149% · SNX 111% |
| Electronic Components | 26 | 54.7% | 60.2% | 51.9% | CLS 3128% · BELFA 1299% · LPTH 491% |
| Communications Equipment | 35 | 30.2% | 85.7% | 37.3% | AAOI 1458% · LITE 980% · ANET 768% |
| Semiconductors | 54 | 29.9% | 31.4% | 26.6% | POET 1884% · MU 1200% · NVDA 829% |
| Technology Hardware, Storage & Peripherals | 22 | 35.0% | 85.7% | 21.8% | STX 1038% · SMCI 946% · DELL 945% |
| Internet Services & Infrastructure | 6 | 17.8% | 39.3% | 12.6% | DOCN 92% · VRSN 39% · GDDY 29% |
| Electronic Equipment & Instruments | 27 | -7.3% | 10.9% | -5.4% | PI 166% · ACFN 144% · OSIS 114% |
| IT Consulting & Other Services | 28 | -26.0% | -6.4% | -21.0% | CHRN 556479% · APLD 988% · TSSI 674% |
| Application Software | 123 | -19.8% | -12.0% | -45.7% | VIDA 263900% · INLX 5061% · PLTR 590% |
| Systems Software ← | 69 | -9.2% | 11.7% | -55.4% | QNC 713% · PAYS 425% · PANW 341% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.29 |
| Mkt Cap | 7.4 |
| Rev LTM | 447 |
| Op Inc LTM | -280 |
| FCF LTM | -1,203 |
| FCF 3Y Avg | -1,018 |
| CFO LTM | -184 |
| CFO 3Y Avg | -96 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 24.5% |
| Rev Chg 3Y Avg | 76.7% |
| Rev Chg Q | 39.7% |
| QoQ Delta Rev Chg LTM | 7.5% |
| Op Inc Chg LTM | -171.6% |
| Op Inc Chg 3Y Avg | -93.4% |
| Op Mgn LTM | -59.6% |
| Op Mgn 3Y Avg | -44.6% |
| QoQ Delta Op Mgn LTM | -5.3% |
| CFO/Rev LTM | -75.4% |
| CFO/Rev 3Y Avg | -56.0% |
| FCF/Rev LTM | -293.6% |
| FCF/Rev 3Y Avg | -265.1% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 5.22 | -0.20 | 1.44 | -2.26 | 1.01 | 1.01 |
| Up Beta | 16.97 | 4.77 | -1.52 | 5.18 | -5.75 | -1.71 |
| Down Beta | 1.37 | -7.65 | 2.63 | 0.61 | -6.38 | -4.00 |
| Up Capture | 243% | -136% | -85% | -35% | -16% | -2% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 8 | 15 | 15 | 15 | 15 | 15 |
| Down Capture | 309% | -53% | -46% | -24% | -16% | -9% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 13 | 19 | 19 | 19 | 19 | 19 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AIBZ | |
|---|---|---|---|---|
| AIBZ | -26.3% | 136.4% | -0.44 | - |
| Sector ETF (XLK) | 40.4% | 26.0% | 1.27 | 12.7% |
| Equity (SPY) | 20.3% | 12.8% | 1.18 | 3.7% |
| Gold (GLD) | 36.2% | 28.8% | 1.06 | 23.2% |
| Commodities (DBC) | 37.6% | 20.3% | 1.46 | -0.8% |
| Real Estate (VNQ) | 11.8% | 13.6% | 0.57 | -7.3% |
| Bitcoin (BTCUSD) | -28.6% | 43.6% | -0.65 | 10.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AIBZ | |
|---|---|---|---|---|
| AIBZ | -5.9% | 136.4% | -0.44 | - |
| Sector ETF (XLK) | 20.0% | 25.9% | 0.69 | 12.7% |
| Equity (SPY) | 13.2% | 17.2% | 0.59 | 3.7% |
| Gold (GLD) | 20.3% | 18.7% | 0.89 | 23.2% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | -0.8% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | -7.3% |
| Bitcoin (BTCUSD) | 12.0% | 52.7% | 0.41 | 10.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AIBZ | |
|---|---|---|---|---|
| AIBZ | -3.0% | 136.4% | -0.44 | - |
| Sector ETF (XLK) | 24.1% | 25.0% | 0.88 | 12.7% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 3.7% |
| Gold (GLD) | 12.6% | 16.3% | 0.64 | 23.2% |
| Commodities (DBC) | 7.4% | 18.0% | 0.33 | -0.8% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | -7.3% |
| Bitcoin (BTCUSD) | 63.5% | 66.1% | 1.03 | 10.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/11/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Systems Software Resources |
| CNET |
| ZDNet |
| Gartner |
| Software Development Times |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.