Nov. 27 at 3:50 PM
$CLSK chasing the data center game
$MARA chasing the energy, software game. I'm confused why
$MARA and
$CLSK are trading in similar range. I view
$MARA as a deeply discounted play.
$CLSK May be slightly overpriced. Lots of competition in the data center space,
$MARA pivoting to data center software and energy is strategic positioning in the longrun plus monster
$BTC.X stack. Undervalued.