May. 18 at 10:11 PM
A sub-
$20 stock has shown potential similar to
$BE’s early move.
$CLSK is still early, and Leopold Aschenbrenner is reported to hold it in his 13F.
At its core, CLSK runs large-scale, energy-intensive compute infrastructure.
AI growth depends on power, data centers, cooling, and compute, yet the market still views it mainly as a Bitcoin miner.
The shift is that winners may include not only AI builders, but also those controlling power and infrastructure.
As AI costs rise, energy and compute become increasingly critical.
CLSK remains under-repriced, with many investors still anchored to its old label. Leopold also holds
$KEEL,
$RIOT, and
$TE.
If AI infrastructure demand keeps accelerating, these scalable power and compute players could see major revaluation.
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