u/Loose-Ad-6611

2 theses · first seen May 26, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+2.8%	+2.8%
3d	2	2	2	100%	+3.7%	+3.7%
1w	2	2	1	50%	+1.3%	+1.3%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$MARADDbullish

u/Loose-Ad-6611 · 15d ago1 prior · awaiting results

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 $12.62-11.6% since postedas of Jun 10, 4:13 PM ET

1d+0.4%

3d+0.7%

1w0.0%

1m—

3m—

6m—

1y—

original post →

$CLSKDDbullish

u/Loose-Ad-6611 · 15d ago1 prior · awaiting results

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 $14.90-13.0% since postedas of Jun 10, 4:13 PM ET

1d+5.3%

3d+6.8%

1w+2.6%

1m—

3m—

6m—

1y—

original post →

End of results.