$CLSK — FinTwit mentions on Surfaced

$CLSK — FinTwit mentions on Surfaced

Recent mentions

latest 100 of 144

@michaelsikandJul 17, 2026 · 4:56 PM

Wait this could be crazy. $META is in talks to rent compute to Anthropic in a $10B deal, revealing their neocloud ambitions. Well guess who the rumored tenant is on the $6.6B triple net "grade A" $CLSK just signed for 175MW? And on top of that $CLSK said that same tenant has executed an LOI and exclusivity deal for the entire 885 MW Texas portfolio. This would be consistent with $META's plan to double down on capex and scale up this cloud business. Imagine if $CLSK becomes the proxy on $META's neocloud business whilst having a 30% short interest? Could be very interesting.

@michaelsikandJul 16, 2026 · 8:17 PM

Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is driving not facts and data. I feel like we might be towards the back end of this high beta rinse. But of course my timing could be wrong. Things could fall further on Iran escalation which of course has a knock on effect with interest rates, which could certainly mean major pain ahead. Adding to each of my 6 @joinautopilot portfolios equally and then to my favorite international stocks, other picks, and microcaps not reflected there. Memory Supercycle ($14,286): $MU 5.78% $SNDK 5.13% $EWY 2.25% blockstack:native 0.59% $WDC 0.53% Photonics Is Next ($14,286): $LITE 2.32% $COHR 1.99% $AAOI 1.95% $TSEM 1.78% $CIEN 1.46% $VIAV 1.39% $GLW 1.29% $AEHR 0.92% $MRVL 0.60% $AXTI 0.57% Asymmetrical Bets ($14,286): $AAOI 3.38% $NBIS 3.36% $MAGS 2.74% $SONY 2.64% $APP 2.17% AI Factories ($14,286): $NBIS 4.14% $CRWV 2.18% $CLSK 1.47% $HUT 1.30% $BRUN 1.16% $SHAZ 1.15% $CORZ 0.74% $WULF 0.72% $GLXY 0.72% $APLD 0.71% Space Economy ($14,286): $RKLB 2.86% $ASTS 2.52% $SPCX 2.34% $MDA 1.93% $FLY 1.67% $BKSY 1.52% $LUNR 1.46% Modern Warfare ($14,286): $AVAV 5.33% $AVEX 3.92% $KTOS 2.61% $LASR 1.56% $ONDS 0.87% Other Bets ($14,286): KRKNF 1.02% LPTH 1.02% QCOM 1.02% ORCL 1.02% BE 1.02% NOK 1.02% OPTX 1.02% RDDT 1.02% LTRX 1.02% OUST 1.02% CCXI 1.02% SECZ 1.02% CRCL 1.02% ERII 1.02% This is NOT financial advice. I am not a licensed investment advisor. Do your own research and consult a licensed professional before investing. All investing involves risk, including loss of principal.

@wliangJul 16, 2026 · 6:39 PM

I'm a fan of $NBIS / $INTC, but they're not macro-proof. There's decentralized selling happening at the moment, but nothing has fundamentally changed. A few examples: $CLSK signed its first HPC deal. $NBIS just landed $1B with Reflection AI. $WULF locked a 20-year deal Anthropic. $WYFI has had plenty of bullish tailwinds. $WGMI ETF being down nearly double digits today makes it pretty clear this isn't concentrated selling on a single name. When the entire AI stack is getting hit ( incl. mega caps like $MU / $SNDK / $MRVL ), high-beta names will undoubtedly get hit harder. On the bright side, this'll give us a more aggressive recovery-rally when the time comes. I'll be sharing my shopping list soon, many exciting names to pick up at a discount. 🫡

@michaelsikandJul 15, 2026 · 7:34 PM

One of the most underrated follows on FinX is @FrostByte123456. He ran a $2B long short hedge fund. Now just predicted the exact date $CLSK would announce a hyperscaler deal. It's up 6% in 5 days while $NBIS is down 13%. He’s also long optics with retail favorite $AAOI.

@wliangJul 15, 2026 · 1:36 PM

Neoclouds opening green today. Nice to see $CLSK actually getting the recognition it deserves, and $NBIS climb out from being oversold. Maybe people did the two minutes of homework and realized the NY moratorium is irrelevant... Headline risk isn't the same as actual risk.

@michaelsikandJul 14, 2026 · 11:38 PM

Wow this is crazy. Anyone owning neoclouds will have this market bookmarked. $NBIS $CRWV $WULF $CLSK $HUT

@michaelsikandJul 14, 2026 · 7:45 PM

$CLSK looks like the most explosive neocloud set up up just 7.5% after landing a 20 year triple net AI lease. Now has double its market cap in contracted revenue plus around $1B BTC on its balance sheet, with 30% short interest set up for a squeeze? $6.6B in contracted revenue on 175MW. Up to $11.6B if both 5 year extensions hit. That's 2x the entire market cap in contracted revenue on just one campus. Rumor is $META is the tenant which is consistent with their massive spending recently. The lease structure is the story. Triple net means the tenant eats the operating costs. CleanSpark collects ~$330M in average annual NOI at a contribution margin near 100%. This might be the best triple net deal we've seen. Longest term in the sector at a ~17.1% development yield, ABOVE the AWS deal $CIFR signed. Hyperscalers aren't just leasing more capacity. They're locking in 20 year terms. Again very bullish for AI in a high anxiety period for markets. What's craziest is the same tenant signed an LOI + exclusivity covering CleanSpark's ENTIRE Texas portfolio. 718 acres. Up to 885MW across Sealy and Brazoria. That's 5x the megawatts of today's deal. Not signed yet, but the tenant just locked everyone else out of it. If Texas converts anywhere near Sandersville economics, the math says $30B+ in potential contracted revenue. The balance sheet can carry the buildout which is what really matters. $300M cash ~14,000 BTC (~$900M) Financing via project debt, NOT an ATM 30% of the shares sold short Most banks have 60%+ upside from here on the name. Lots of future catalysts with more MW to sell makes it an interesting buy at $3.2B.

@stocksavvyshayJul 14, 2026 · 2:46 PM

$CLSK signed a 20-year, $6.6B lease with an investment-grade global tech company for 175MW at its Georgia campus. The customer also secured exclusive talks for CleanSpark’s 885MW Texas portfolio with total contract value potentially reaching $11.6B. https://t.co/1af2hqQe9P

@wliangJul 14, 2026 · 2:30 PM

Despite CPI coming in cooler than expected, it seems like the market is still uncertain about AI infra/neocloud? $WULF is lower than before its deal with Anthropic. Just watched $CLSK nearly roundtrip its first HPC deal, which never happens. Seems like this sector-wide pullback is a no-brainer buying opportunity...

@wliangJul 14, 2026 · 12:51 PM

$CLSK just became an official HPC company, not a speculative one. 20-year infrastructure deal signed today with a high-investment-grade global tech company. Very happy to see this. Since last year, $CLSK was priced as "miner that might pivot to HPC." Solid tailwind for the whole sector. Expecting $NBIS, $IREN, $CIFR, $WULF, $WGMI ETF, and more to benefit. (And most definitely $WYFI, my favorite neocloud name at the moment. Risk/reward here is extremely appealing) Impeccable timing with CPI reports coming in cooler than expected.

@investmentguru_Jul 10, 2026 · 10:41 AM

bitcoin:native Bitcoin near $65 k watch $HOOD $COIN $MSTR $GLXY $MARA $CLSK and miners

@itsmichaelluuJul 5, 2026 · 12:44 PM

Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100. Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid access. These 3 stocks have the exact same set-up: 1. $KEEL target $50 in 2-3 years In his book since Q4 2025 (~7M shares), grown to ~20M shares in Q1 2026. He's buying grid-connected data-center capacity early: 2.2 GW of pipeline and interconnects that AI compute can't scale without. 2. $TE target $110+ in 2-3 years New position for him in Q1. Domestic solar + energy infra same "AI needs electrons" logic as his huge $BE bet. Domestic energy manufacturing feeds his core bet: AI demand is exploding, but the grid can't deliver the electrons fast enough. 3. $CLSK target 120+ (same play as $IREN) He increased this position hard last quarter. BTC miner converting cheap power + existing sites into HPC capacity. Leopold added aggressively. A Bitcoin miner sitting on cheap power and ready sites exactly the footprint hyperscalers need to convert into AI capacity. I actually think he'll buy 1 more (next tweet):

@midascabalJun 22, 2026 · 1:16 AM

@asymmetrix_xyz Using @asymmetrix_xyz, here are the top companies I found: - $BE - $CLSK - $RIOT - $APLD - $IREN If this helped you out, follow me for more.

@wliangJun 18, 2026 · 1:42 PM

Before Neocloud rallies hard... Here's what I like about: $BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion $CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships) $CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease $CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout $CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion $IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership $NBIS - Vertically integrated AI cloud platform with $44B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion $WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris) Or $WGMI ETF is an option for broad exposure. Most sit at different layers of the same structural AI infrastructure thesis.

@wliangJun 15, 2026 · 6:58 PM

Neocloud rally incoming... It'll be even more aggressive this time. > Just had a reasonable (and healthy) pullback the last couple of weeks > Received many more catalysts, including $NBIS and $CRWV being included in the Nasdaq-100 We have until June 22nd before Nasdaq rebalance takes effect. Gives us exactly one week to plant our seeds before the real run begins. Our thesis has gotten much stronger with these validations. Companies like $BTDR, $CIFR, $CLSK, $HUT, $IREN, $KEEL, $MARA, $WULF, $SLNH, and many more will benefit. And there seems to be a few names that have pretty high asymmetry relative to its competitors... Will share my research soon.

@investmentguru_Jun 15, 2026 · 12:53 PM

bitcoin:native $66k now watching $COIN $HOOD $MSTR $MARA $CLSK $GLXY

@itsmichaelluuJun 15, 2026 · 11:53 AM

$SPCX is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $TE ~$9.00 Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated. 2. $KEEL ~$5.96 Secured power assets, AI data centers, hyperscaler demand accelerating rapidly. 3. $ONDS ~$9.78 Private wireless networks becoming critical for defense and industrial automation. 4. $POET ~$13.25 Optical engines could solve AI networking bottlenecks at massive scale. 5. $CIFR ~$25 Converting cheap power into valuable AI compute infrastructure assets. 6. $WULF ~$27 One of the purest AI data center transformation stories. 7. $HIVE ~$4.00 Expanding from mining into high-margin AI cloud compute services. 8. $SATL ~$6.95 Satellite communications positioned for growing defense and government spending. 9. $NOK ~$15.10 Global telecom infrastructure beneficiary of AI-driven network upgrades. 10. $BTDR ~$18.97 Rapidly scaling AI compute business with attractive power economics. 11. $LAES ~$3.26 Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally. 12. $CLSK ~$17.44 Strong balance sheet, growing infrastructure footprint, execution steadily improving. If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030. ♻️ WRITE 1 comment then RESHARE this post, I'll DM the exact call option to get for $TE and $KEEL for 10x winner.

@itscblastJun 11, 2026 · 2:39 PM

Strength in Crypto Miners $CLSK $MARA $RIOT 🏃💨

@midascabalJun 8, 2026 · 12:49 AM

$SHAZ $IREN $CLSK $HIVE $TE If this helped you out, follow me for more.

@itsmichaelluuJun 6, 2026 · 1:25 PM

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later. Here's 12 stocks under $20 that can easily 10x-20x: 1. $TE — T1 Energy Aschenbrenner's AI infrastructure bet. Revenue beat by 61%. 2. $POET — POET Technologies AI photonics optical interposer. Next-gen data center chip architecture. 3. $KEEL — Keel Infrastructure Ex-Bitcoin miners pivoting hard to AI compute demand. 4. $CLSK — CleanSpark Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC. 5. $ONDS — Ondas Holdings Building wireless connectivity for autonomous defense drones. (Trump call) 6. $CIFR — Cipher Mining Power + data center assets perfectly positioned for AI workloads. 7. $WULF — TeraWulf Nuclear-powered data centers. Cleanest energy costs in AI compute. 8. $HIVE — HIVE Digital Revenue up 219% YoY. Pivoting from crypto mining to AI HPC. 9. $SATL — Satellogic Sub-$10 satellite imaging play. Defense + geospatial AI data boom. 10. $NOK — Nokia Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap. 11. $BTDR — Bitdeer Self-mining + AI cloud. Building proprietary ASIC chips in-house. 12. $LAES — SEALSQ Post-quantum cryptography chips. Every connected device needs this. Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

@midascabalJun 3, 2026 · 10:41 PM

hive:native $MARA $CLSK $HUT $IREN $CIFR Posting my analysis on each of these companies here. Don't miss out and follow me.

@midascabalJun 3, 2026 · 9:01 PM

1) $HIVE 2) $APLD 3) $TE 4) $CLSK 5) $BTDR Posting my analysis on each of these companies here. Don't miss out and follow me.

@midascabalJun 2, 2026 · 6:40 AM

$HIVE $RIOT $TE $APLD $IREN $BTDR $KEEL $CLSK $WYFI $PSIX Posting my analysis on each of these companies here. Don't miss out and follow me.

@itsmichaelluuMay 31, 2026 · 1:40 PM

It's September 2026, stocks I bought under $20 and they exploded 1000% 1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Leopold call) 2. $SATL – Satellite imagery feeds AI training + defense targeting. Fresh DoD contract proves the demand is real. $SPCX SPACEX play 3. $LAES – Every AI agent needs quantum-proof identity. SEALSQ embeds PQC in silicon. The security layer AI can't run without. 4. $POET – Optical Interposer replaces copper in AI clusters. Light moves data faster at half the energy. 800G design wins at record pace. 5. $ONDS – Wireless OS for AI-driven industrial drones. Defense + logistics demand exploding. First-mover advantage. (Trump call) 6. $CIFR – Massive power assets pivoting to HPC. Market repricing it as AI infrastructure owner, not just a crypto miner. Same as $IREN $CRWV $NBIS 7. $BTDR – AI cloud ARR up 60% MoM. 92% GPU utilization. 3 GW global capacity. Own-chip design cuts cost to near zero. 8. $CLSK – Situational Awareness fund loaded 12M+ shares. Massive power footprint waiting to flip into AI colocation. (Leopold bought) 9. $HIVE.TO – Canada's largest AI gigafactory incoming. 100K GPU build-out on 100% renewable power. $225M ARR target. 10. $NOK – Restructuring entirely around AI data center networking. $4B US bet. Optical division feeding hyperscalers directly. ♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 1000% play for this week.

@midascabalMay 31, 2026 · 8:39 AM

$IREN $CLSK $HIVE $TE $SHAZ If this helped you out, follow me for more.

@investmentguru_May 27, 2026 · 6:07 PM

⚡ Crypto miners + AI compute names are catching strong momentum again. $IREN surged 11% after announcing a Dell Blackwell systems purchase agreement, fueling a broad rally across the sector: → $CIFR +7% → $APLD +6.7% → $HUT +4.5% → $CLSK +3.6% → $RIOT +2.4% This market is starting to understand the next phase: Mining infrastructure is evolving into AI compute infrastructure. Power access + data center capacity + GPU partnerships are becoming premium assets. Many of these companies are no longer being valued only as Bitcoin miners. The NeoCloud / HPC trade continues to expand and capital is rotating fast into names with scalable infrastructure and energy access. Watch carefully: $IREN $CIFR $APLD $BTDR $IREN $CORZ $RIOT $CLSK AI demand is still early.

@investmentguru_May 25, 2026 · 3:33 PM

THE AI COMPUTE ECOSYSTEM Neoclouds + Mining-to-HPC Pivots | Full Watchlist The bigger opportunity may be the infrastructure layer underneath it all: ⚡ Power 🏗️ Data centers ☁️ GPU clouds 🔁 Mining-to-HPC conversions This is where the next trillion-dollar buildout is happening. PURE NEOCLOUDS $CRWV — The benchmark neocloud. Massive backlog, enormous power footprint, and hyperscaler-level demand visibility. The scale advantage is becoming difficult to replicate. $NBIS — One of the most important emerging AI infrastructure names in Europe. GPU cloud + AI services stack still feels underappreciated relative to the catalysts forming around it. $IREN — One of the cleanest pivots from mining into high-margin HPC infrastructure. Microsoft partnership validated the thesis. $WYFI — Early-stage AI connectivity infrastructure play. Small, speculative, but positioned in the networking layer feeding AI compute demand. 🔁 MINING → HPC PIVOTS $APLD — Probably one of the most de-risked AI infrastructure pivots in the market today. Long-duration contracts changed the narrative completely. $HUT — The counterparty quality here matters. AI hosting economics now increasingly replacing pure mining dependence. $WULF — Aggressive HPC transition with major contracted revenue visibility. Power ownership becoming the core asset. $CORZ — Infrastructure already turning on. Market increasingly valuing the AI compute layer over the mining legacy. $CIFR — Clean rebrand and clearer positioning around AI infrastructure. AWS + Fluidstack relationships changed perception quickly. $RIOT — Earlier-stage pivot but substantial power footprint gives optionality if execution improves. $MARA — Largest mining balance sheet transitioning toward AI infrastructure. Treasury strategy adds another layer of optionality. $CLSK — Still mining-heavy today, but the market will likely react aggressively if a real HPC catalyst arrives. $HIVE — Quietly building AI/HPC exposure while maintaining geographic diversification advantages. $GLXY — The bridge between institutional crypto capital and AI infrastructure financing. Unique positioning. EARLY-STAGE / SPECULATIVE $KEEL — Power capacity story becoming more important than the mining narrative. Watching closely for long-duration AI leasing momentum. $SLNH — Renewable-powered AI/HPC infrastructure thesis. Small cap, volatile, but meaningful catalysts are beginning to appear. THE BIGGER THESIS → AI models need compute → Compute needs GPUs → GPUs need power + infrastructure → Power is now the scarce asset The market still underestimates how important MW ownership becomes in an AI-driven world. The next phase of the AI supercycle may not be won by the apps. It may be won by the companies controlling: ⚡ Energy 🏗️ Infrastructure ☁️ Compute capacity This is not just a software cycle anymore. It’s a physical infrastructure cycle. Not financial advice.

@stocksavvyshayMay 25, 2026 · 2:34 PM

THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming & the AI infrastructure trade is splitting into three layers: 1. Hyperscalers | $GOOGL, $MSFT, $AMZN, $META, $ORCL, $BABA These are still the largest buyers & builders of AI compute locking in multi-year capacity because spot availability is increasingly scarce. Microsoft’s $627B commercial RPO (+99% YoY), Oracle’s $553B+ RPO tied to OpenAI compute commitments, Google Cloud’s $460B backlog doubling YoY & Amazon’s $225B+ Trainium 2/3 bookings all point to the same thing that compute scarcity is getting priced into the cloud stack. 2. Neoclouds | $CRWV, $NBIS, $IREN, $WYFI This is cleanest direct expression of the compute repricing thesis because these companies rent GPU capacity at market-clearing prices to AI-native customers. CoreWeave’s $67B backlog, IREN’s $13B+ contracted backlog, Nebius ~$49B total backlog & WhiteFiber’s $923M+ RPO all point to the same thing that AI-native compute is scarce, contracted capacity is getting locked up years in advance & pricing power is moving toward whoever can bring powered clusters online fastest. 3. High-Performance Computing | $APLD, $HUT, $GLXY, $WULF, $RIOT, $CIFR, $CORZ, $MARA, $CLSK, $HIVE This bucket may be the most structurally interesting because the core asset is exactly what the AI economy needs most which is power-secured land, grid interconnects, substations, cooling infrastructure & gigawatt-scale operating experience.

@dustinhuntwnMay 22, 2026 · 2:37 AM

Look at $KEEL (formerly Bitfarms). They literally rebranded their entire company, dumped their Bitcoin mining roots, and their stock is up ~75% YTD purely on the promise of a 2.2 GW pipeline and aiming to sign 3 tech leases by the end of the year. They are losing money on paper, but the market is heavily pricing in their AI future. Between $HIVE's 33% rip on an unbuilt 2027 gigafactory and $KEEL's total identity shift, the trend is clear: Wall Street is treating power pipelines like gold, and they want explicit AI infrastructure plays. $CLSK has arguably the best, most operational, highest-quality data center capacity in Texas and Georgia right now. But by staying quiet and focusing purely on the fundamentals instead of screaming 'AI infrastructure' from the rooftops, they are letting peers with far weaker immediate cash flows hijack the valuation multiples.

@mrmikeinvestingMay 21, 2026 · 9:29 PM

Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze. He turned $225M into $5.5B in just 12 months. In 2025 he called out: $SNDK at $42 & is now up 3,200% $BE at $18 & is now up 1,500% $LITE at $59 & is now up 1,400% This time around for 2026 he’s bullish on: 1. $TE ~ T1 Energy 2. $IREN ~ Iren Limited 3. $HIVE ~ Hive Digital 4. $CRWV ~ CoreWeave 5. $RIOT ~ Riot Platforms 6. $CLSK ~ CleanSpark These stocks can easily be the next to 5-10x within months. Don’t miss out again…

@midascabalMay 21, 2026 · 12:26 PM

AMD $AMD Solaris $SEI Intel $INTC Core Scientific $CORZ Bitdeer $BTDR Micron $MU Sandisk $SNDK Babcock and Wilcox $BW Cleanspark $CLSK T1 Energy $TE Bloom Energy $BE ASML $ASML Corning $GLW Riot Platforms $RIOT SharonAl $SHAZ Iren Limited $IREN Bitfarms $BITF Applied Digital $APLD SMH $SMH CoreWeave $CRWV Power Solutions $PSIX Taiwan Semi $TSM Hive Digital $HIVE Propetro $PUMP WhiteFiber $WYFI If this helped you out, follow for more (:

@midascabalMay 21, 2026 · 2:58 AM

$20.2M of $AMD $62.5M of Solaris $SEI $8.9M of Intel $INTC $389.1M of Core Scientific $CORZ $29.8M of Bitdeer $BTDR $5.9M of Micron $MU $724.4M of Sandisk $SNDK $19.9M of Babcock and Wilcox $BW $104.5M of Cleanspark $CLSK $43.9M of T1 Energy $TE $878.7M of Bloom Energy $BE $6.1M of $ASML $21M of Corning $GLW $142.2M of Riot Platforms SRIOT $18.1M of SharonAl $SHAZ $401M of Iren Limited $IREN $38.8M of Bitfarms $320M of Applied Digital $APLD $10.3M of $SMH $556.1M of CoreWeave $CRWV $26.3M of Power Solutions $PSIX $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $13.1M of Propetro $PUMP $20.9M of WhiteFiber $WYFI If this helped you out, follow for more (:

@dustinhuntwnMay 20, 2026 · 3:04 AM

$CLSK highest daily close of 2026 Suddenly after 4 months of $10 max pain on the options chain, the $16 strike weekly call is up 375% in a day. The traders have entered with volume (34M vs 19M recent daily avg.) it almost feels like now is the time to feel vindicated in your hold ladies and gents.

@michaelsikandMay 19, 2026 · 6:00 PM

Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his position in neocloud $CLSK that still hasn't landed a hyperscaler. $CLSK is the only Neocloud where Leopold increased the portfolio weighting. Every other miner / neocloud got diluted as a % of book this quarter. The stock is mooning 6.7% today while the markets are bloody murder. A few notes on $CLSK. It's a Bitcoin miner with 1.8 GW of contracted power pivoting hard into AI compute. 585 MW of ERCOT approved capacity in Texas. $1.2B in liquidity. Hashrate up 18% YoY. The catalyst: a pending hyperscaler lease at Sandersville GA. It's a 250 MW site plus 122 adjacent acres of energized land. $APLD's $7.5B / 15-year deal at Delta Forge is a comp. CEO on the Q2 call (May 11): "We accelerated our digital infrastructure evolution across four key areas: land and power development, with ERCOT approval of 300 MW..." In the April operational update, management said they're "making meaningful headway toward securing our first hyperscale customer." The Street is bulled up. Maxim $22, Cowen $26, KBW $16, Needham $18. 12 Buy, 0 Sell. Leopold averaged in around $8.50 in Q1. We're at $14 today. He's already up 65% and the lease hasn't even been signed. And let's not forget how he previously sized into $APLD and $HUT before hyperscaler ink. @KawzInvests are working on the deepest neocloud comparison report available to retail in a forthcoming Substack. Leopold knows something. Let's piece it together?

@midascabalMay 19, 2026 · 5:40 PM

@itsmichaelluuMay 18, 2026 · 8:56 PM

There's a stock under $20 that will explode 2000% exactly $BE did. We're really early. Leopold Aschenbrenner bought it in his 13F. Let me explain what $CLSK does first. AI requires a lot of electricity, energy infrastructure, cooling, and computing power to scale globally. $CLSK operates massive energy-intensive computing infrastructure at scale. Right now, most people only associate them with Bitcoin mining. But what the market is beginning to realize is this: The future winners won't just be the companies creating AI. It will also be the companies controlling power access, data center infrastructure, and large-scale compute operations. That changes everything. As AI models become larger and more expensive to run, energy becomes one of the most valuable assets in the world. $CLSK is interesting because it's still small enough where the market hasn't fully repriced the opportunity yet. Honestly, most investors won't even look at $CLSK seriously because they still mentally categorize it as "just a Bitcoin miner." Leopold bought $KEEL $RIOT $TE too. And if AI infrastructure demand keeps accelerating the way it is right now, companies with scalable power, infrastructure, and compute capabilities could become significantly more valuable over the next few years.

@itsmichaelluuMay 18, 2026 · 12:27 PM

🔵 BOUGHT MORE (doubling down on physical AI infrastructure) $SNDK NAND storage is the new bottleneck $CRWV GPU cloud, 8GW target by 2030 $APLD HPC data centers, $7.5B lease signed $RIOT 1.2GW data center pivot, $AMD moving in $IREN compute + mining, Nvidia deal catalyst $CLSK CleanSpark converting mining sites to AI $BTDR SEALMINER chips + AI cloud ARR surging $KEEL modular power infra, early stage

@blackpanthercapMay 18, 2026 · 11:16 AM

🚨Leopolds 13F is out now: It’s obvious that data centers, AI and energy is still the theme here. With AI Datacenters as the core theme: He added to $IREN $KEEL $CLSK $APLD $CRWV Stay patience. Know what you hold. -BP Not financial advice.

@stocksavvyshayMay 18, 2026 · 11:08 AM

LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV. Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.

@itsmichaelluuMay 15, 2026 · 11:24 AM

10%-20% SPY crash starts right now says Tom Lee. Here's 10 stocks I'd add under $10: 1. $POET — Current: ~$19 | Buy Zone: $8–$9 Marvell deal noise fades; $50M Lumilens deal holds the floor here. 2. $FLNC — Current: ~$20 | Buy Zone: $9–$10 $5.5B backlog provides hard support; secondary priced at $21 confirms institutional floor. 3. $EOSE — Current: ~$8.28 | Buy Zone: $4.00–$5.00 52-week low of $3.69 sets base; AI data center JV narrative holds above $6. 4. $LWLG — Current: ~$14.95 | Buy Zone: $6–$7 Post-earnings flush plus supply overhang clears; $6–$7 is prior breakout zone. 5. $ONDS — Current: ~$11 | Buy Zone: $7–$8 $390M guidance raise + Palantir partnership means analysts see $20 so $7 is gift territory. 6. $RXT — Current: ~$7 | Buy Zone: $2–$3 52-week low near $0.39 means downside floored; AMD MOU re-rates the story at $4. 7. $CIFR — Current: ~$22 | Buy Zone: $12–$14 AWS and Google HPC contracts de-risk at this level; prior consolidation base held $12. 8. $BBAI — Current: ~$4.35 | Buy Zone: $3.00–$3.50 52-week low $3.01; Pentagon backlog growing this is where smart money accumulates. 9. $CLSK — Current: ~$13.54 | Buy Zone: $8–$9 Fib 0.618 reclaim zone; bottomed at $8 in March $9 is high-conviction add. 10. $SOUN — Current: ~$8.41 | Buy Zone: $6.00–$7.00 52% revenue growth ignored at post-earnings flush $5–$6 is the historical support zone. ♻️ RESHARE this post and make 1 comment. I'll DM you 3 favorites to add for 1000% winner.

@investmentguru_May 12, 2026 · 12:10 AM

AH earnings volatility hitting growth and speculative names hard tonight. $HIMS -13% after earnings miss and weaker profitability shocked the market despite strong revenue guidance. $ASTS -11% after revenue miss and concerns around satellite rollout timelines. $MARA -4% $CLSK -8% as crypto miners continue seeing pressure post earnings. $QUBT +15% showing quantum momentum is still alive in this market. This market is rewarding selective AI, quantum and infrastructure names while punishing anything with execution misses or stretched expectations.

@moninvestorMay 10, 2026 · 4:25 PM

The key earnings reports I'm watching next week: Monday: $ASTS AST SpaceMobile $HIMS Hims & Hers $PLUG Plug Power $RGTI Rigetti Computing $ACHR Archer Aviation Inc $CLSK Cleans Spark Tuesday: $SE Sea Limited $QBTS D-Wave Quantum $SATL Satellogic $OKLO Oklo $VELO Velo3D Wednesday: $BABA Alibaba $NBIS Nebius $EOSE Eos Energy Enterprises Inc $USAR USA Rare Earth $NUAI New Era Energy $POET POET Technologies Thursday: $ONDS Ondas $AMAT Applied Materials $TE T1 Energy $QUBT Quantum Computing

@moninvestorMay 6, 2026 · 2:51 PM

$CLSK - CleanSpark CEO and Chairman Matt Schultz. “With 1.8 gigawatts under contract, we’re advancing a multi-gigawatt AI infrastructure platform that we believe will define our next chapter. As we progress toward AI tenancy across multiple assets, we continue to make meaningful headway toward securing our first hyperscale customer, and the conversations we're having across the entire portfolio underscore the scarcity and quality of what we've assembled. Bitcoin mining funds the platform, AI monetizes it, and we intend to do both exceptionally well.”

@investmentguru_May 5, 2026 · 12:59 AM

$BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch $HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move too https://t.co/zMkErdzLG9

@investmentguru_May 1, 2026 · 10:43 AM

$BTC green watching some play $MARA $HOOD $COIN $CLSK $GLXY https://t.co/c7AkTLtkEM

@tradableastroApr 20, 2026 · 6:32 PM

$CIFR $CLSK https://t.co/HpybtPDVhB

@investmentguru_Apr 17, 2026 · 4:10 PM

$MSTR $COIN $MARA $CLSK $GLXY Moving on bitcoin:native

@investmentguru_Apr 17, 2026 · 1:54 PM

$BTC is $77K concentrate on bitcoin related stocks, $MSTR $COIN $HOOD $MARA $CLSK $GLXY

@investmentguru_Apr 17, 2026 · 11:22 AM

$BTC holding $75k $COIN $HOOD $IREN $MARA $CLSK $GLXY

@jasonl_capitalApr 14, 2026 · 1:23 PM

The companies building AI data centers, ranked by market cap: $CRWV $115.25 - ~$55B CoreWeave. GPU cloud king. Acquired Core Scientific. The largest pure-play AI compute company on the market. $NBIS $159.89 - ~$32B Nebius. $17B+ Microsoft Azure deal. Targeting $7-9B annualized revenue by end of 2026. $IREN $45.15 - ~$14B 4.5 GW pipeline. $9.7B Microsoft contract. Largest single-site AI data center buildout. $WULF $20.00 - ~$8.4B TeraWulf. Zero-carbon AI data centers. Lake Mariner facility. 100% nuclear and hydro powered. $APLD $28.72 - ~$7.9B Applied Digital. HPC hosting and GPU cloud. Building 400MW campus in North Dakota. $HUT $72.30 - ~$7.7B Hut 8. AI compute + managed infrastructure. Diversified across mining, hosting, and cloud. $CIFR $18.30 - ~$6.7B Cipher Digital. HPC and AI data center operator. Expanding capacity across Texas. $CORZ $19.25 - ~$5.8B Core Scientific. HPC hosting pioneer. Being acquired by CoreWeave. $BTDR $11.69 - ~$2.7B Bitdeer. ASIC chip design + AI compute. Building custom silicon alongside hosting. $CLSK $11.15 - ~$2.5B CleanSpark. Mining operations scaling into AI hosting infrastructure. This space is moving fast. A year ago half these names were Bitcoin miners. Now they're selling compute to Microsoft, Meta, and the hyperscalers. Bookmark this.

@investmentguru_Apr 14, 2026 · 11:18 AM

$BTC watch if it hold and break for $80k run. $HOOD $COIN $MARA $IREN $CLSK $GLXY https://t.co/t5wNHTW6m6

@moninvestorApr 12, 2026 · 6:27 PM

JUST last year, $IREN was being compared to $CLSK, $MARA, and $RIOT, which made sense when the market viewed it as just another Bitcoin miner. As the market started to understand what was actually being built, that comparison set shifted, and now $IREN is being discussed alongside $CRWV and $NBIS. Most people missed that transition because they stayed anchored to the old category and focused too heavily on dilution, and you can see that same disconnect playing out again today. Note, that last year, $IREN had a $1B ATM open with a market cap under $1.5B and it was seen as a major overhang, yet it still went on to outperform the rest of the mining cohort. Now it has a $6B ATM with a market cap over $12B, and the exact same narrative is being repeated, just at a different scale and in a completely different category.

@investmentguru_Mar 17, 2026 · 12:14 AM

$BTC now $75 k watch this stocks for trade $MSTR $COIN $MARA $CLSK $RIOT $IREN $CIFR

@investmentguru_Mar 16, 2026 · 11:10 AM

If $BTC breaks $74 k watch this stocks for trade $MSTR $COIN $MARA $CLSK $RIOT $IREN $CIFR

@dustinhuntwnMar 16, 2026 · 4:40 AM

$CLSK Next major resistance is $10.70 - $11.00 last week. Irnoically, enough the resistance of $11.00 is the max pain for this week. As you can see we closed just above max pain last week. Perhaps we will close slightly above or below max pain for this week. https://t.co/Dg6O0ZC2dM

@tradableastroMar 15, 2026 · 3:19 PM

$BTC has slowly been grinding up If it can get above the 50 day MA, it can quickly run to test the 100 day MA Have these on your watchlist : $COIN $CLSK $CRCL $IBIT https://t.co/p1Se8MhuBG

@investmentguru_Mar 13, 2026 · 10:58 AM

$BTC around $72K Stocks to watch: $MSTR $COIN $GLXY $MARA $CLSK $RIOT These names typically move 2–3x the move of Bitcoin, especially during intraday momentum. If $BTC breaks higher from $72K, we could see: Strong bounce in crypto miners Higher volatility in crypto exchanges Momentum traders rotating back into crypto plays

@investmentguru_Mar 4, 2026 · 11:20 AM

$BTC trading above $71K — strong momentum building in crypto If Bitcoin holds and pushes higher, keep close eyes on crypto-related equities: $COIN $MSTR $GLXY $MARA $CLSK $RIOT Crypto strength = risk-on sentiment boost for broader markets.

@tradableastroMar 2, 2026 · 4:46 PM

$CLSK BIG put sellers here Look at the contract count!! https://t.co/s6gbCWnXNU

@penny_etherFeb 24, 2026 · 10:16 PM

@Lucelex $CLSK's Q4 direct hashcost (just the cost of power) was ~$22.16. If you include cash SG&A, it's around $29.00.

@midascabalFeb 18, 2026 · 6:47 PM

Situational Awareness, the largest $IREN shareholder, just disclosed their new holdings this quarter. This hedge fund is founded by ex-OpenAI researcher, @leopoldasch 1. 10M shares in $BE 2. Nearly 1.3M in $LITE. 3. 10.4M shares in $CIFR, now the fifth largest shareholder. 4. 1.6M shares in $CLSK 5. Nearly 7M shares in $BITF, now the second largest shareholder. 6. Increased its $APLD stake by 100%. 7. Increased its $SNDK stake by 1839%. 8. Increased its $CRWV stake by 145%.

@midascabalFeb 18, 2026 · 3:56 AM

What is the best neocloud stock: $NBIS $IREN $CIFR $CLSK $BITF $HIVE

@midascabalFeb 17, 2026 · 7:04 AM

Which Mike Alfred stock do you think will go parabolic this year? $ASST $IREN $CIFR $OPEN $BKKT $SBET $SUIG $CLSK $NVO $STZ $DEO I'm betting on $IREN.

@penny_etherFeb 13, 2026 · 5:15 PM

Up ~12% YTD, port blowing past ATH. Fading NFP data. AI adoption on a hockey stick, will slow hiring, will cause deflation, and it will be obvious. Inflation dead, and later this year we have tariff YoY roll-offs (baseline effect) to look forward to. "New" Fed will be fwd looking: Economy is hot, pour gas. On Mining/AI front.. hashrate has rebounded, and if BTC doesn't rally, hashprice likely to settle in lower $30's -- continuing to break all time lows. Very tough conditions. Seasonally, I expect hashrate to recover further into April, pushing hashprice even lower (all else constant). Which means: any miners still primarily relying on mining cashflow (and having been punished by such) present a very good opportunity to buy now if you feel they will pull off significant HPC. I think $CLSK may present favorable risk/reward here.. though until a deal solidifies it'll be high beta to BTC (not necessarily a bad thing, and can be hedged out). I think long $CLSK short ~1.5x $IBIT would work well into year end, though I didn't drill into what the perfect ratio would be. AI efficiency breakthroughs present a risk to the short-term AI infra stocks. I think right now enterprise adoption is limited by time, and not availability... they won't yet adopt faster just because it is cheaper. The heart of the bell curve adopts on a lag for a variety of reasons: a) larger groups take longer to make decisions. b) limitation of "how to adopt AI" knowledge workers -- this lags the actual tech by significant time. c) larger orgs have boomer mgmt that are afraid of change -- they wait for results of peers first. So, if another deepseek moment comes out that makes AI more efficient per KWH, that's not good for infrastructure narrative in the short term. As with last April, I would welcome such news as a buying opportunity. On a longer timescale, it wouldn't matter. Cheaper AI just means more of it.. and engineers will use it in "brute force" for all matter of implementations until GW capacity is filled. Cannot be bullish enough on how AI unlocks "generalized computing" that was unthinkable 5 years ago. Literally tell technology in words what you want implemented and it does a decent enough job at it. What ClawBot does for your PC, agents will increasingly do for entire enterprise workflows. Just needs non-idiots to adopt, and increasingly will become idiot-proof. If I were a software company, I'd build API's that add "agents" into the workflow explicitly. Eg, "agent user" triggered changes should be "softer", easier to audit, and only fully actualized by human interaction. End result: "hey, here is a <some app> built to be used by AI agents, but ultimately you're in charge" Enough rambling for now.. hope everyone is enjoying the ride.

@tradableastroFeb 10, 2026 · 7:05 PM

$CLSK - Call Buyer $124K https://t.co/1NCZe3Nm96

@dustinhuntwnFeb 5, 2026 · 3:07 AM

Reality: $BTC $71444 $ASST $0.59 $CIFR $14.25 $MSTR $129 $CLSK 10.22 Ideals:👇 https://t.co/cqPGwWOnCZ

@dustinhuntwnJan 28, 2026 · 2:40 AM

$CLSK It's like a coiled spring. Sentiment and message volume are dead neutral. Consolidation is slowly happening. Positions are quietly being built. We're seeing rising prices on rising volume. Forget the short-term FUD or the yesterday's option hangover selling. The price is above all moving averages on the weekly chart. It found support at the 50 ma on the daily and is climbing again with a positive RSI. I think the trend has reversed and the bottom was in $10.80 and we're moving up. Don't listen to those who claim few understand with nothing of substance to back it up.

@dustinhuntwnJan 27, 2026 · 2:49 AM

$CLSK 3 possible reasons for today's FUD are 1) US Gov. Shutdown odds have increased - Dems may fight over ICE funding. 2) Odds of a rate cut decreased. Risk-off for a few days. Need strong earnings from META, AAPL, TSLA to spur some market optimism. Until there's optimism in the market it's volatility in the forecast. 3) CLSK has a lot of miners based in the ATL area, and had to throttle down due to the snowstorm. Like if you are bullish on $CLSK

@midascabalJan 25, 2026 · 12:50 AM

Which Mike Alfred stock do you think will go parabolic this year? $ASST $IREN $CIFR $OPEN $BKKT $SBET $SUIG $CLSK $NVO $STZ $DEO I'm betting on $IREN + $ASST.

@investmentguru_Jan 23, 2026 · 5:45 PM

$BTC bouncing $CLSK $IREN $CIFR $BULL

@moninvestorJan 21, 2026 · 5:22 PM

The market so far: 🟢 $NUAI 6% $AMD 5% $LMND 5% $UAMY 3% $BABA 2% $ENPH 1% 🔴 $ZETA, $RR, $SOFI, $DUOL & $PATH -1% $ROOT, $MSTR, $FUBO, $ASST & $MSFT -2% $POET, $NBIS, $CLSK, $RKLB & $BMNR -4% $JOBY & $ONDS -5% $TE -6% $HIMS -7% $IREN -8% $ASTS -10% $ALMU -11% Overall: 🔴

@investmentguru_Jan 18, 2026 · 12:47 PM

2026 Focus: Plays Aerospace & Defense $KTOS • $RKLB • $ASTS • $RDW Energy (Renewables, Storage, Nuclear) $FSLR • $ENPH • $OKLO • $EOSE • $TE Critical Minerals & rare earth $LAC • $MP • $CRML • $TMC • $IDR • $UAMY AI Infrastructure / NeoCloud $NVDA • $AMD • $NBIS • $IREN • $PLTR Semiconductors & Manufacturing $TSM • $ASML • $INTC • $AMAT • $LRCX Healthcare & Biotechnology $LLY • $ABCL • $HIMS • $RXRX Robotics & Automation $TSLA • $ISRG • $SYM • $RR • $PATH Power Infrastructure $EQIX • $VRT • $ETN • $CEG • $BE • $GEV Crypto & Blockchain $COIN • $MSTR • $GLXY • $BMNR • $CLSK Drones & eVTOL $JOBY • $ACHR • $ONDS

@moninvestorJan 14, 2026 · 3:58 PM

Some observation: - $TE dropped from +10% to +1%. - BTC/ETH stocks doing very well. - $MSTR +6%. $CLSK +5%, $BMNR +7%. - Market hates uncertainty. SPY -1%. - $ONDS -6%. Maybe first real pullback. 🤔 - $IREN recovering very well. -3% to -0.5%. - $NBIS down 4%. Dropped below $100.

@moninvestorJan 14, 2026 · 3:35 PM

@venicehodl It seems to having no impact at this moment. But it is helping $CLSK.

@moninvestorJan 14, 2026 · 3:33 PM

Not a good start. - Supreme Court will not issue a ruling on President Trump's tariffs today. - Bitcoin rises above $97,000. - Silver reaches new all-time high. - Trump still wants Greenland for "national security". Across the data center stocks, $CLSK is leading today. $IREN & $NBIS DOWN. $CRWV is doing better than I expected. $TE is killing it +7%. At one point it was up 10%. $KRKNF down 5%. Definitely one to watch. 👀

@investmentguru_Jan 13, 2026 · 10:47 PM

Time to keep eyes on $IREN $CIFR $BITF $CLSK $MARA $RIOT $DGXX $COIN $MSTR $SLNH

@investmentguru_Jan 13, 2026 · 11:53 AM

Stocks to watch $IREN $CIFR $CLSK $BITF $RIOT $MSTR $ASST $COIN $DGXX

@wliangJan 12, 2026 · 3:11 AM

Not to mention, if a deal is confirmed, it is bullish news for $CIFR $CLSK $BITF and others. Time will tell.

@dustinhuntwnJan 9, 2026 · 10:25 AM

Updated institutional ownership: $HIMS 94.52% institutional ownership $SBET 36.15% institutional ownership $CLSK 94.17% institutional ownership $ASTS 54.06% institutional ownership Smart money positioning is worth paying attention to. They probably know something that I don't. https://t.co/h05ZsPakzh

@blackpanthercapJan 5, 2026 · 5:22 PM

@SmallCapSnipa Love the portfolio overall mate. I like the allocations. Definitely a lot of potential. Personally I’m not the biggest $CLSK fan tho’, but more because of the their MW is spread across a lot of site. 100% a portfolio that will grow. Would swap $CLSK with $ONDS, $NBIS or $ASTS tho’. Thanks for tag mate 👊 Is it your portfolio?

@blackpanthercapJan 5, 2026 · 5:16 PM

@SmallCapSnipa Note, important add-on. A lot of $CLSK 1,4 GW is spread out on MANY locations.

@wliangJan 5, 2026 · 1:09 PM

$BTC looks phenomenal on 1D/1W. As long as the momentum continues, we'll start to see the beginning of the rally for $IREN $CIFR $CLSK and more. https://t.co/rrLCV5VnOH

@investmentguru_Jan 5, 2026 · 11:28 AM

NeoCloud / AI infrastructure ready for bigger gains $IREN $CIFR $NBIS $CLSK $BITF $SLNH $DGXX

@blackpanthercapJan 5, 2026 · 9:23 AM

IS THE HPC/AI SECTOR BULLRUN HERE? 🟢 $TE OVERNIGHT +4% 🟢 $IREN OVERNIGHT +3% 🟢 $NBIS OVERNIGHT +2% 🟢 $CIFR OVERNIGHT +2% 🟢 $ORCL OVER IGHT +1% 🟢 $BITF OVERNIGHT +4% 🟢 $CLSK OVERNIGHT +3% 🟢 $WULF OVERNIGHT +2% 🟢 $CRWV OVERNIGHT +1% Sector is definitely showing some strength upon 2026 market opening. What do you think?

@investmentguru_Jan 4, 2026 · 6:43 PM

$BTC holding strong around $91K and setting up for a potential breakout toward $94–96K. Meanwhile, many crypto-related stocks have already seen deep pullbacks — resetting risk while BTC stays firm. If Bitcoin breaks higher, these lagging names could see sharp catch-up moves. $MSTR $COIN $GLXY $CLSK $IREN $CIFR $BITF $RIOT

@investmentguru_Jan 4, 2026 · 2:02 PM

15 stocks that are worth watching for next week. $ONDS $ASTS $RKLB $RDW $SIDU $SOC $SKYT $EOSE $TE $CLSK $CIFR $IREN $IONQ $POET $PLUG

@investmentguru_Jan 3, 2026 · 4:04 PM

The NeoCloud sector showed strong momentum yesterday, delivering some of its best action in quite a while. $IREN $CIFR $NBIS $CLSK $BITF $SLNH $DGXX

@investmentguru_Jan 3, 2026 · 1:10 PM

Best 25 Stocks in This Market — 2026 Watchlist $IREN – AI Compute / Data Centers / $IONQ – Quantum Computing $RKLB – Space / Launch & Aerospace $ASTS – Satellite Communications $ONDS – Drones / IoT / Defense Tech $EOSE – Energy Storage $CIFR – AI Infrastructure $RDW – Space Infrastructure $QS – Solid-State Batteries / EV Tech $TE – solar/ battery $SIDU – Space & Defense Technology $JOBY – eVTOL / Urban Air Mobility $SKYT – Semiconductor $CLSK – Neocloud $NVTS – Power Semiconductors $POET – Photonics / Semiconductor $CRML – Critical Minerals / Materials $RR – Robotics & Automation $GLXY – Digital Assets / FinTech $OKLO – Nuclear Energy $PATH – AI / Automation Software $SOUN – AI Voice / Conversational AI $BULL – Digital / Trading Platforms $LTBR – Nuclear Fuel Technology $SOFI – FinTech / Digital Banking $MIGI – Digital Infrastructure High-growth themes across AI, space, energy, robotics, fintech, and next-gen infrastructure — a focused watchlist for this market cycle.

@investmentguru_Jan 2, 2026 · 3:57 PM

Neocloud looking good today $CIFR $IREN $BITF $CLSK $DGXX

@investmentguru_Jan 2, 2026 · 3:39 PM

$CLSK strong move

@wliangDec 30, 2025 · 3:53 PM

No blue diamonds on $CLSK just yet (1D Chart). Weekly looks roughly the same. Sitting at support, looks like it wants to bottom out very soon here. Approaching the territory of being oversold. https://t.co/vgJRrGz2FB

@moninvestorDec 28, 2025 · 10:00 PM

When I first started researching the Bitcoin miners, I thought $RIOT, $MARA, and $CLSK were the best miners. At the time, they were by far the most popular stocks in the sector. As I continued researching with the intention of opening a position, it became clear that $IREN was the best. Back then, the company was still called Iris Energy, and not many people knew about it outside of the mining community on X. Fast forward to today, and IREN has completely outclassed MARA, CLSK, and RIOT. The way IREN came in and dominated the Bitcoin mining sector is the same way I think the company will dominate the Neocloud/AI infrastructure sector.

@wliangDec 26, 2025 · 6:41 PM

Still holds true. Bitcoin moving is the main catalyst that will start an aggressive rally for $IREN $CIFR $CLSK & others. Despite the AI/HPC pivot, as long as the masses don't understand the concept, it'll remain strongly correlated to BTC. Either way, a rally is inevitable. https://t.co/r1aU6Zmh8f

@wliangDec 26, 2025 · 1:53 PM

$CLSK 1D should see a slight bounce off support here. But a proper rally is contingent on Bitcoin moving. Depending on where we close today, it's likely we also see a more aggressive bounce next Monday. https://t.co/C1hp25v0NP

@dustinhuntwnDec 26, 2025 · 9:50 AM

Institutional ownership is at all-time highs in these names: $AMC $BBAI $CLSK $BULL Smart money positioning is worth paying attention to. https://t.co/waCVBjzMIF

@blackpanthercapDec 24, 2025 · 11:50 AM

@TheTechInvest neoclouds like $IREN $CORZ $CIFR $CLSK are the real bottleneck breaker for hyperscalers cheaper and faster ramp than building hyperscale campuses from zero. called this months ago and wsj backing it now feels good. second half 26 gonna be wild once those undisclosed deals drop. even $NVDA needs this infra layer.

@wliangDec 19, 2025 · 2:03 PM

$CLSK should see a slight bounce here off support. You can see the selling pressure fade away/break even with buying pressure in our bottom pane as well. https://t.co/4blJZgFaTP

@crux_capital_Dec 17, 2025 · 12:38 PM

🚨 What’s going on with neo-clouds right now? $NBIS $CRWV $APLD $CORZ $CIFR $IREN This corner of AI infrastructure has been hit hard. Not because demand for AI compute disappeared, but because capital got more expensive, buildouts got heavier, and the market repriced long-dated infrastructure risk. A lot of these names moved together on the way down. It could get confusing so I wanted to categorize these companies a bit and show how I view them “Neo-clouds” has turned into a catch-all label for companies building AI compute outside the hyperscalers. The businesses underneath it vary widely. Some sell GPU compute directly. Some sell power and buildings. Some are converting legacy infrastructure. Some own future capacity. Same demand tailwind. Very different operating realities. I like to break these into 4 groups - First group: full GPU clouds $NBIS $CRWV These companies run the compute. They own large GPU fleets, operate the software layer, and sell AI capacity directly to customers. Their results depend on execution at scale. Power coming online on schedule matters. Utilization tracking capacity ramps matters. Margins settling as deployments grow matters. $NBIS brings a vertically integrated cloud stack with tight control over hardware, software, and deployment. $CRWV brings scale, deep customer relationships, and an ability to deploy large clusters quickly. Both benefit directly when AI demand stays firm. Second group: infrastructure and hosting platforms $CORZ $CIFR $APLD $WULF $WYFI These companies focus on power, land, cooling, and uptime. Their role is to deliver capacity to AI and HPC tenants under long-duration agreements. Revenue shows up when megawatts get energized and contracts go live. With the right structure, demand risk sits closer to the tenant than the infrastructure owner. This creates a very different operating profile from running a cloud. Third group: active transitions from mining to AI $IREN $BTDR $HUT These names already have live AI operations alongside legacy assets. They own or operate GPUs, host workloads, and generate AI-related revenue today, while continuing to reposition older infrastructure. What matters here is conversion speed. How quickly power, capital, and operating focus move into AI compute shows up directly in results. Progress varies across the group. Fourth group: power optionality $CLSK $RIOT These companies control large power footprints and have outlined substantial development pipelines. Much of the value today sits in future capacity rather than active AI compute. Outcomes depend on interconnect timelines, customer commitments, and how quickly projects move from planning to build. This bucket behaves differently from capacity that’s already live. ... Across all of this, the real separation shows up in where risk lives. Who owns the GPUs. Who controls the power. Who gets paid when demand softens. Who needs ongoing access to capital to keep building. Those answers vary widely, even when prices move together. This is what I’m watching as the space evolves: MW that actually get energized. Contracts that turn into revenue. Utilization once systems are live. Capex pacing relative to financing. Cooling and rack-density readiness for next-gen deployments. Customer concentration as scale increases. Important to note: the goal of this post is just to help categorize the different companies that are often talked about on X. This post does not intend to highlight all the strengths or weaknesses or nuances or all the offerings of each of these companies. I currently only have a position in 2 of these companies which should highlight my personal conviction. I believe there will be a couple of massive winners and many others that fall short over the long term.

@wliangDec 16, 2025 · 2:06 PM

Using $CLSK to show the trades we've taken with our indicator suite. Blue diamonds (buy) came in at $9, ran to $23, then pink diamonds came in (sell). Blue diamonds reappeared at $10 and ran to $14 before we received sell signals. Will re-enter on next BD. Rinse and repeat. https://t.co/U0an8Amy0y

@wliangDec 16, 2025 · 1:59 PM

$CLSK opening below support today. Personally waiting for a new 1D blue diamond to appear before loading in with size again. But DCA'ing could work out. https://t.co/x3cVWxEunG

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