CLSK - CleanSpark

Bitcoin miner with 1.8 GW of power and land, plus a new AI data center lease worth $6.6B (up to $11.6B with extensions). Market still values it as a pure Bitcoin miner, so the AI data center pivot offers substantial upside potential.

Host explicitly says he's a big fan and sees a lot of upside in CleanSpark as a bitcoin miner turned data center play.

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