Calls
8
#609
Alpha Score 28.5
Seo Dong-ju
Host
Win Rate
25.0%
Return
-5.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 09
$40.95
-4.2%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Long
Jun 09
$24.29
+6.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto
Long
Jun 09
$16.52
-1.6%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto
Long
Jun 09
$27.15
-0.5%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto
Long
Jun 09
$119.60
+2.8%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
Crypto
Long
Jun 09
$59.19
-20.8%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Long
Jun 09
$25.86
-0.3%
Bitcoin mining companies that pivot their infrastructure to AI data centers capture stable, high-margin revenue from blue-chip tenants like Google and Anthropic. This business model transition leads to significantly better stock performance, with an average +71% year-to-date return for eight such firms (e.g., Hut 8, Terawulf, Cipher Mining, Core Scientific, Iren, Applied Digital, CleanSpark) versus +17% for pure mining companies. The trend is accelerating as more miners convert their power and facilities, attracting favorable financing at low interest rates.
NeoCloud
Long
May 13
$81189.00
-26.2%
The CLARITY Act is a positive catalyst for Bitcoin. Its passage is not yet fully priced into the market, so when the act passes, Bitcoin is likely to rise.
Crypto
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Seo Dong-ju has 8 trade ideas tracked on Buzzberg across 8 tickers since May 2026. Ranked #609 on the Buzzberg Alpha leaderboard. Most covered: BTC, HUT, CLSK.
