Author argues MIGI is deeply undervalued on a per-megawatt basis versus bitcoin-mining and AI-datacenter peers.
Unpriced research observations (excluded from Calls and Returns):
MIGI — LONG The author argues Mawson Infrastructure Group trades at roughly $15M market cap for 129 MW, or about $0.12M per MW, which they call insanely low versus peers. They compare to Hut 8 at ~$9M/MW, TeraWulf at ~$9.5M/MW, Core Scientific at ~$7-8M/MW, Iris Energy at ~$5-6M/MW, and pure miners at $2-4M/MW, implying a fair value of $300M-$500M+. The catalyst is the 2026 AI/datacenter boom driving up the value of power capacity. No specific risk is stated. resolved_asset_type_mismatch
$MIGI at \~$15M cap / 129 MW = $0.12M per MW (insanely low!)