Jul. 23 at 11:17 PM
NEW ALL IN 🚨
$CLSK @
$15.83
I’ve been saying H2 2026 could be a big period for neoclouds, and now I’m putting capital behind the thesis.
The setup:
Hyperscalers are aggressively increasing AI capex.
More AI workloads = more demand for compute.
$CLSK has:
• 1.8+ GW power capacity
•
$6.6B 20-year hyperscaler lease
• Potential contracted revenue growth to
$11.6B
The market still sees
$CLSK partly as a bitcoin miner, but the bigger story is the transition into AI data centers.
That transition could drive a major re-rating.
Catalysts:
• Strong insider ownership
• Hyperscaler partnership potential
• High short interest
The stock has shown relative strength despite market volatility.
High risk, high reward. Manage your position size and do your own research.
$CLSK $IREN $CIFR $NBIS