---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000778491.md"
description: "📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Rosenblatt Sees HPC Selloff as Buying Opportunity, Backs $Galaxy Digital(GLXY.US) and $Cipher Digital(CIFR.US)👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤  𝐑𝐨𝐬𝐞𝐧𝐛𝐥𝐚𝐭𝐭 said the recent 𝐇𝐏𝐂 selloff presents a buying opportunity.➤  Firm named 𝐆𝐚𝐥𝐚𝐱𝐲 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 $Galaxy Digital(GLXY.US) and 𝐂𝐢𝐩𝐡𝐞𝐫 𝐌𝐢𝐧𝐢𝐧𝐠 $Cipher Digital(CIFR.US) as top picks.➤  Selloff followed concerns over 𝐌𝐞𝐭𝐚'𝐬 potential cloud offering impacting HPC demand.➤  Rosenblatt said Meta cannot back out of contracted 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞 capacity or resell it.➤  Galaxy Digital shares have fallen about 𝟐𝟐% over the past two weeks.➤  Cipher Mining has declined about 𝟏𝟑%, widening its valuation discount.➤  Firm said Meta's move appears 𝐜𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜, not a broader demand signal.➤  Rosenblatt believes underlying 𝐇𝐏𝐂 demand remains strong despite recent volatility.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤  Suggests recent HPC weakness may reflect 𝐬𝐞𝐧𝐭𝐢𝐦𝐞𝐧𝐭 rather than fundamentals.➤  Stable AI infrastructure demand could support 𝐇𝐏𝐂-𝐞𝐱𝐩𝐨𝐬𝐞𝐝 stocks.➤  Highlights potential value opportunities following the sector's sharp correction.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤  "META doesn't have the ability to back out of its committed contracts or resell capacity that has been contracted through CRWV." — 𝐂𝐡𝐫𝐢𝐬 𝐁𝐫𝐞𝐧𝐝𝐥𝐞𝐫, Rosenblatt Analyst.➤  "The development appears to be more company-specific as META attempts to justify its massive capex." — 𝐂𝐡𝐫𝐢𝐬 𝐁𝐫𝐞𝐧𝐝𝐥𝐞𝐫.➤  "We do not view this as a negative demand signal." — 𝐂𝐡𝐫𝐢𝐬 𝐁𝐫𝐞𝐧𝐝𝐥𝐞𝐫.➤  Rosenblatt believes the market reaction across the HPC sector is "𝐨𝐯𝐞𝐫𝐝𝐨𝐧𝐞.""
datetime: "2026-07-06T19:15:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000778491.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000778491.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000778491.md)
author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)"
generator: "portal-rs"
---

# 📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Rosenblatt Sees HPC Selloff as Bu…


### Related Stocks

- [CIFR.US](https://longbridge.com/en/quote/CIFR.US.md)
- [GLXY.US](https://longbridge.com/en/quote/GLXY.US.md)
- [BRPHF.US](https://longbridge.com/en/quote/BRPHF.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**