May. 8 at 12:50 AM
There is an insatiable demand for AI compute.
And there are only a few companies that can supply it.
High-Performance Compute
$MARA
$CLSK
$BTDR
$HIVE
The "Mining-to-HPC" pivot is the ultimate alpha play of 2026!
$MARA’s massive
$1.5B acquisition to secure 1GW of power and
$CLSK’s shift toward AI tenancy prove that energy infra is the new "Hard Currency."
I’m particularly watching
$BTDR’s custom silicon and
$HIVE’s liquid-cooling dominance. These aren't just miners anymore; they are the backbone of AI's physical layer, often 30-80% cheaper than legacy cloud. Who do you think leads the next leg up: the sheer scale of
$MARA or the tech-integrated
$BTDR? Are these still underpriced relative to their gigawatt moats? Let's debate!
