← Feed

u/Loose-Ad-6611

2 theses · first seen May 26, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d222100%+2.8%+2.8%
3d222100%+3.7%+3.7%
1w22150%+1.3%+1.3%
1m2200%-5.1%-5.1%
3m2200%-26.0%-26.0%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MARAr/wallstreetbetsDDbullish
u/Loose-Ad-6611 · 105d ago1 prior · 0% at 3mo

CLSK & MARA: The Slickest Play in the AI Power Crunch

MARA has established power and infrastructure assets positioned for rapid conversion to AI data center hosting at 3-4x higher margins than mining. An announced hyperscaler deal could drive a major rerating, following the precedent set by competitors HUT, CIFR, and IREN.

At post $14.28Now $11.83-17.2% since postedas of Sep 8, 4:30 PM ET
1d+0.4%
3d+0.7%
1w0.0%
1m-2.8%
3m-21.7%
6m—
1y—
original post →
$CLSKr/wallstreetbetsDDbullish
u/Loose-Ad-6611 · 105d ago1 prior · 0% at 3mo

CLSK & MARA: The Slickest Play in the AI Power Crunch

CLSK has built infrastructure (power, land, cooling) that positions it as a prime candidate to convert Bitcoin mining operations to AI data center hosting at 3-4x higher margins. A major hyperscaler contract announcement could trigger significant rerating, similar to recent gains seen by HUT, CIFR, and IREN.

At post $17.13Now $13.48-21.3% since postedas of Sep 8, 4:30 PM ET
1d+5.3%
3d+6.8%
1w+2.6%
1m-7.4%
3m-30.4%
6m—
1y—
original post →

End of results.