AI Needs Compute. Compute Needs Power. That’s the $CLSK Thesis

Michael Esther
05-19

There's a stock under $20 that will explode 2000% exactly $Bloom Energy Corp(BE)$ did.

We're really early. Leopold Aschenbrenner bought it in his 13F.

Let me explain what $CleanSpark, Inc.(CLSK)$ 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 $Keel Infrastructure Corp(KEEL)$ $Riot Platforms(RIOT)$ $T1 ENERGY INC(TE)$ 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.


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