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Robert Buck

Managing Director and Senior Research Analyst at Newbrook

Robert Buck is a Managing Director and Senior Research Analyst at Newbrook Capital Partners, specializing in technology sector research with a focus on software, cybersecurity, and enterprise applications. He covers specific companies including CrowdStrike (CRWD), Palo Alto Networks (PANW), ServiceNow (NOW), and Snowflake (SNOW), boasting a strong performance track record with a 68% success rate and average return of 14.2% per rating on TipRanks, where he ranks in the top 5% of analysts covering tech stocks. Buck joined Newbrook in 2019 after a decade at firms like JMP Securities and Needham & Company, where he started his career as an equity analyst in 2008 following roles in investment banking. He holds Series 7, 63, and 86/87 FINRA licenses and is recognized for his accurate calls during the 2022 market downturn, earning multiple 'Top Stock Picker' awards from TipRanks.

Robert Buck's questions to Hut 8 (HUT) leadership

Question · Q4 2025

Robert Buck asked whether Hut 8 requires credit enhancements, similar to Google's role in the Fluidstack deal, for future transactions, or if it would consider direct partnerships with large language model (LLM) counterparties, and the potential gating issues.

Answer

CEO Asher Genoot explained that Hut 8's approach involves balancing exposure across investment-grade and non-investment-grade counterparties to ensure durable and reliable cash flows, which impacts cost of capital and financing. While optimizing for investment-grade partners, he noted there's always a place for high-growth companies in the portfolio, emphasizing risk allocation rather than a binary choice, and currently maintaining a heavy lenience towards investment-grade counterparties.

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Question · Q4 2025

Robert Buckey at Newbrook asked if Hut 8 requires credit enhancements for future deals, similar to the Google enhancement on the Fluidstack deal, or if it would consider Large Language Model (LLM) companies as direct counterparties, and the potential gating impact of this decision.

Answer

CEO Asher Genoot explained that Hut 8's approach involves risk allocation across a portfolio of investment-grade and non-investment-grade counterparties to ensure durable and reliable cash flows. While optimizing for investment-grade counterparties, he noted there's always a place for high-growth companies, emphasizing that the decision is not binary but about managing percentage exposure.

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