Author argues MIGI is undervalued given 129 MW of power versus a $14.1M market cap, with a large investor stake and potential short squeeze.
Unpriced research observations (excluded from Calls and Returns):
MIGI — LONG The author argues Mawson Infrastructure is undervalued because its 129 MW of power in Pennsylvania is worth far more than its $14.1M market cap, using a conservative $500k/MW sector benchmark to imply a ~$64M valuation. Catalysts include an outside investor holding 38.1% of shares outstanding, potential short squeeze, a GPU pilot on a decentralized AI network expected by Feb 1, and management presenting at the Emerging Growth Conference on Jan 22. The main stated risk is that shorts may remain active, creating a volatile battle. resolved_asset_type_mismatch
a market cap of $14.1 Million is very attractive in a market sector where the lowest per MW valuation is $500,000