US

Unknown Speaker 5.0 8 ideas

Financial Commentator/Analyst
Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
8
8 long
Avg YTD
—
equal-weighted
Best Performer
—
—
Worst Performer
—
—
Winrate 30d
50%
4W / 4L
Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 BTC Bitcoin LONG — $69822.95 Crypto "I think long term it's going to be very good for Bitcoin you know for for that … Feb 14 YOUTUBE
2 RIOT Riot Platforms Inc. LONG — $15.22 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
3 CORZ Core Scientific Inc. LONG — $17.84 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
4 HUT Hut 8 Corp. LONG — $53.87 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
5 CLSK CleanSpark Inc. LONG — $9.85 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
6 IREN Iren (prev. Iris Energy) LONG — $42.22 NeoCloud "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
7 CIFR Cipher Mining LONG — $16.42 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
8 MARA Marathon Digital Holdings LONG — $7.92 Crypto "All of these companies breaking into this new form of computers saying hold my … Feb 14 YOUTUBE
Positions
TickerDirEntryP&LDate
BTC LONG $69822.95 Feb 14
RIOT LONG $15.22 Feb 14
CORZ LONG $17.84 Feb 14
HUT LONG $53.87 Feb 14
CLSK LONG $9.85 Feb 14
IREN LONG $42.22 Feb 14
CIFR LONG $16.42 Feb 14
MARA LONG $7.92 Feb 14
Best and worst calls
Best calls
MARA LONG +16.5%
"The Bitcoin guys kind of understood the power game a lot better especially like the density side of things... in five o...
Feb 14
BTC LONG +7.2%
"I think long term it's going to be very good for Bitcoin you know for for that from like a macro perspective." As miner...
Feb 14
IREN LONG +6.4%
"All of these companies breaking into this new form of computers saying hold my beer we don't have time for that... as l...
Feb 14
Worst calls
CIFR LONG -7.8%
"All of these companies breaking into this new form of computers saying hold my beer we don't have time for that... as l...
Feb 14
RIOT LONG -5.4%
"The Bitcoin guys kind of understood the power game a lot better especially like the density side of things... in five o...
Feb 14
HUT LONG -5.0%
"All of these companies breaking into this new form of computers saying hold my beer we don't have time for that... as l...
Feb 14
▶ YouTube Bitcoin miners will CRUSH traditional data centers in AI. Here’s why
"I think long term it's going to be very good for Bitcoin you know for for that from like a macro perspective." As miners diversify revenue streams into stable AI compute contracts, they become less reliant on selling Bitcoin to fund operations. This reduces "miner capitulation" risk during crypto bear markets and strengthens the overall network security and corporate stability of the Bitcoin ecosystem. Long Bitcoin as the underlying infrastructure matures and stabilizes. Short-term correlation decoupling if miners focus too heavily on AI at the expense of hashrate.
BTC CoinDesk Feb 14, 11:45
Unknown Speaker
Financial Commentator/Analyst
▶ YouTube Here’s why bitcoin miners are beating traditional data centers to AI.
"All of these companies breaking into this new form of computers saying hold my beer we don't have time for that... as long as you get there first before everyone else, you're going to have a larger share." Traditional data centers are bogged down by bureaucracy ("writing new rule books"). Bitcoin miners possess the unique combination of existing power infrastructure, risk tolerance, and speed required to capture the initial AI compute market share. LONG. Miners are the "fast" infrastructure play for AI. Regulatory crackdowns on energy usage or a shift in AI compute requirements that miners cannot retrofit for.
RIOT CORZ HUT MARA IREN CIFR CLSK CoinDesk Feb 14, 11:44
Unknown Speaker
Financial Commentator/Analyst
Unknown Speaker (Financial Commentator/Analyst) | 8 trade ideas tracked | CLSK, CIFR, EQIX, HUT, IREN | YouTube | Buzzberg