Buy
3
Hold
0
Sell
0
Watch
0
CleanSpark announced a massive 20-year lease worth $6.6B with a high-grade tech company, plus a letter of intent for a much larger Texas portfolio, positioning it as a high-margin neocloud infrastructure provider with near 100% operating margins, while the market cap is only $3.5B; the stock is heavily shorted and undervalued.
Initially considered as a gap-and-run candidate but after 15 minutes showed no momentum; abandoned the position.
Unlike most stocks that sold off Friday, CLSK rebounded into the close and is gapping up. High ADR of 8.5% makes it a strong momentum candidate.
Aschenbrenner increased his position by 648%, betting that Bitcoin miners will pivot to AI computing due to their valuable power infrastructure, land, and data center shells



