GPUS Hyperscale Data, Inc.

BEARISH Impact: 6/10 S-3/A
Horizon days Filed May 29, 2026 Processed 16d 13h ago SEC 0001214659-26-006929
Shelf registration amendment
Latest settled — T+5d
GPUS-PD ▼ -2.13% at T+5d
SHORT call ✓ call won +2.13% · α vs SPY -0.62% · entry $20.90 → $20.45
Next anchor: T+20d in 14d
Last close $0.1500 (close Jun 12) · +99.28% from $20.90 entry (call sign-flipped)
Entry anchored
May 29, 2026
via day open
T+1d
-4.15%
call +4.15% · α +4.29%
$20.03
settled 14d ago
T+5d
-2.13%
call +2.13% · α -0.62%
$20.45
settled 10d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Hyperscale Data filed Amendment No. 3 to its S-3 registration statement to register up to 43,011,836 shares of Class A common stock for resale by JGB selling stockholders upon conversion of $12.768 million face-value convertible notes issued December 2, 2025. The company will not receive any proceeds from this resale registration. The filing signals imminent conversion and near-term selling pressure from JGB, which holds notes convertible at a floor price of $0.30 per share — well above the May 28 closing price of $0.1852 — creating a significant overhang.

Key Financial Metrics

Dilution
8.53%

Actionable Insight

Expect immediate selling pressure once the registration becomes effective and JGB converts notes. The $0.30 floor conversion price is 62% above the current $0.1852 price, making conversion uneconomical at current levels unless the stock rallies significantly. However, the registration itself signals JGB's intent to monetize. Monitor for any stock price recovery toward $0.30 that would trigger conversions. The simultaneous $5M tender at $0.21 provides a partial offset but is dwarfed by the potential 43M-share overhang.

Key Facts

  • Up to 43,011,836 shares registered for resale by JGB holders upon conversion of $12.768M convertible notes (face value, net $12.0M proceeds to company).
  • Conversion price is the lower of $0.3235 or 85% of 3-day VWAP, with a $0.30 floor price — currently above the $0.1852 closing price.
  • Shares represent ~8.53% of outstanding common stock (461.5M shares as of May 27, 2026).
  • Company will receive no proceeds from this resale registration.
  • JGB Partners, LP (4.53% owner), JGB Capital Offshore Ltd. (4.20%), and JGB Capital, LP (<1%) are the selling stockholders.
  • Convertible notes bear 12.5% interest, mature December 2, 2027; JGB can force redemption of $250K/month if conversion price falls below floor.
  • Company terminated its $50M ATM on May 27, 2026, after selling 137.6M shares for ~$24.7M gross proceeds.
  • Company commenced a $5M tender offer for common stock at $0.21/share on May 26, 2026.

Financial Impact

Potential dilution of ~8.53% from full conversion; no new capital raised for the company.

dilutionshare count

Risk Factors

  • Massive dilution from conversion of notes at $0.30 floor price if stock rallies.
  • JGB selling could depress stock price further, creating a negative feedback loop.
  • Company's financial position appears strained — $24.7M ATM exhausted, $5M tender launched, and multiple convertible preferred series outstanding.
  • No new capital raised from this registration — it only enables existing noteholders to exit.

Market Snapshot

Exchange
NYSE
Sector
Oil & Gas Field Machinery & Equipment

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
S-3/A Filing (Primary)0001214659-26-006929
Exhibit: ex23_3.htm0001214659-26-006929
Exhibit: ex23_1.htm0001214659-26-006929
Exhibit: ex23_2.htm0001214659-26-006929
Document: 0001214659-26-006929-index-headers.html0001214659-26-006929
Document: 0001214659-26-006929-index.html0001214659-26-006929
Document: 0001214659-26-006929.txt0001214659-26-006929
12 reports for GPUS
Performance horizon
50% Hit rate 2 of 4 directional calls best @ T+1▲ +10.05%Apr 7, 2026
Filters
Rows
Reports for GPUS — sortable, filterable
Type Now
Jun 11, 2026
3d ago
424B5
BEARISH ★ 6/10
$0.1760 awaiting T+5awaiting T+5$0.1500 (+14.77%)
May 29, 2026
16d ago
S-3/A
BEARISH ★ 6/10
$20.90 $20.45▲ +2.13%▼ −0.62%$0.1500 (+99.28%)
May 28, 2026
17d ago
424B5
BULLISH ★ 5/10
$20.67 $20.45▼ −1.06%▼ −1.38%$0.1500 (−99.27%)
May 28, 2026
17d ago
8-K
NEUTRAL ★ 4/10
$20.67 $20.45▼ −1.06%▼ −1.38%$0.1500 (−99.27%)
May 22, 2026
23d ago
S-3/A
BEARISH ★ 6/10
$19.91 $20.03▼ −0.60%▲ +0.62%$0.1500 (+99.25%)
May 18, 2026
27d ago
8-K
NEUTRAL ★ 2/10
$19.97 $19.73▼ −1.21%▼ −3.51%$0.1500 (−99.25%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$19.68 $19.75▲ +0.38%▼ −1.08%$0.1500 (−99.24%)
Apr 21, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$20.43 $22.29▲ +9.12%▲ +8.03%$0.1500 (−99.27%)
Apr 17, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$20.41 $22.29▲ +9.23%▲ +8.32%$0.1500 (−99.26%)
Apr 7, 2026
9w ago
8-K
BULLISH ★ 7/10
$19.99 $21.37▲ +6.92%▲ +3.41%$0.1500 (−99.25%)
Showing 10 of 12

US Market Status

Market Closed — Opens in 2h 56m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access