@wealthtrajectory — 7x breakout selling CleanSpark Inc

@wealthtrajectory — 7x breakout selling CleanSpark Inc | Overshot

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225M -> $20B IN 12 MONTHS THIS 24 225 MILLION SITUATIONAL AWARENESS LP $255,655,133 $19,449,452,433 TO OVER 20 BILLION DOLLARS $20,000,000,000 IN 12 MONTHS IN 12 MONTHS SITUATIONAL AWARENESS LP $20,000,000,000 IN 12 MONTHS AND RIGHT NOW HIS SHORT POSITIONS SMH $2.0B NVDA $1.6B AVGO $1.0B ORCL $1.0B AMD $500M ASML $500M TSM $500M TOTAL $8.46 BILLION IN PUTS HE'S BETTING 8.5 BILLION DOLLARS THAT THE ENTIRE AI TRADE IS WRONG 1).......... 2).......... 3).......... AND QUIETLY THREE STOCKS INSTEAD HIS THESIS WALL STREET IS BETTING ON THE WRONG CHIP COMPANIES EVERYONE'S PILING CHIP COMPANIES POWERING AI MODELS HE THINKS MONEY IS THOSE MODELS ACTUALLY NEED TO RUN POWER LAND AND COMPUTE INFRASTRUCTURE BE NYSE BLOOM ENERGY $24.50 +14.6% +$5.00 INVESTOR WHO SPOTTED BLOOM IT RAN 1490% SO SO WHAT IS HE BUYING? HERE ARE HIS THREE NEWEST POSITIONS TE NYSE T1 ENERGY INC $8.56 +494.44% +7.12 past year FIRST IS T1 ENERGY ENERGY 12,276,139 104,469,940 8.32% 0.30% BRAND NEW POSITION 10 MILLION SHARES INDUSTRIALS 10,000,000 43,900,000 1.47% SYSTEMS THAT AI DATA CENTERS ACTUALLY RUN ON SOLAR BATTERIES STORAGE ALL ROOF TE NYSE T1 ENERGY $1.02 +2.5% +$0.05 OVER IN 12 SECOND IS HIVE DIGITAL BRAND NEW POSITION ON THE SURFACE THIS MINER IT'S NOT THEY RUN 440 MEGAWATTS OF GREEN CENTERS ACROSS SWEDEN AND PARAGUAY INFRASTRUCTURE BLAZE HPC Purpose-Built Infrastructure for the Next Era of AI AI Cloud Solutions Company Contact 100 MILLION IN CONTRACTED AI REVENUE CLSK NASDAQ CleanSpark Inc $12.62 +3.02% +$0.37 past year THIRD IS CLEAN SPARK HE DIDN'T 2X HE'S SEVEN 5X POSITION FROM LAST QUARTER 7X POSITION INCREASE IN ONE QUARTER CLEAN SPARK HAS 1.8 GIGAWATTS OF CONTRACTED POWER BUT ONLY USES 808 MEGAWATTS A GIGAWATT VALUABLE TECH THE MOST IN TECH Meta in talks with CleanSpark for space in data center site, Green Street says TheFly Analyze A+ A- Meta (META) is in talks with CleanSpark (CLSK) to secure space in its data center facility. Green Street News Infrastructure reports. The social media giant is in discussions witht CleanSpark about leasing space at its Sandersville, Georgie facility, which has roughly 250 MW of total capacity, sources familiar with the matter told Green Street. THEY'RE IN ACTIVE TALKS WITH META THEIR GEORGIA SITE FOR COMPUTING NO DEAL SIGNED BUT IF IT DOES THIS STOPS BEING A BITCOIN MINER AND BECOMES AN AI LANDLORD OVERNIGHT

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This 24-year-old grew his fund from $225 million to over $20 billion in 12 months. And right now, he’s betting $8.46 billion that the entire AI trade is wrong. And quietly buying these three stocks instead. His short positions: SMH $2.0B, NVDA $1.6B, AVGO $1.0B, ORCL $1.0B, AMD $500M, ASML $500M, TSM $500M. Total $8.46 billion in puts. He's betting $8.5 billion dollars that the entire AI trade is wrong. And quietly buying three stocks instead. His thesis: Wall Street is betting on the wrong chip companies. Everyone's piling into the chip companies powering AI models. He thinks the real money is in what those models actually need to run: power, land, and compute infrastructure. First is T1 Energy. Brand new position: 10 million shares. They build the power systems that AI data centers actually run on: solar, batteries, storage, all under one roof. The stock is up over 900% in 12 months. Second is Hive Digital. Brand new position. On the surface, this looks like a Bitcoin miner. It's not. They run 440 megawatts of green energy data centers across Canada, Sweden, and Paraguay. And they're converting that infrastructure into an AI cloud platform that just crossed $100 million in contracted revenue. Third is Clean Spark. He didn't buy this 2X, 5X, 7X position from last quarter. Clean Spark has 1.8 gigawatts of contracted power, but only uses 808 megawatts. They're sitting on nearly a gigawatt of unused tech, a gigawatt of unused power. Right now, that's the most valuable asset in tech. Meta in talks with CleanSpark for space in data center site, Green Street says. TheFly. Meta (META) is in talks with CleanSpark (CLSK) to secure space in its data center facility. Green Street News Infrastructure reports. The social media giant is in discussions witht CleanSpark about leasing space at its Sandersville, Georgie facility, which has roughly 250 MW of total capacity, sources familiar with the matter told Green Street. They're in active talks with Meta to lease their Georgia site for computing. No deal signed yet. But if it does, this stops being a Bitcoin miner and becomes an AI landlord overnight.

225M -> $20B IN 12 MONTHS

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