Episode Details
Back to EpisodesCLSK Lands AI Deal, SLNH, KEEL & GLXY News!
Description
We break down why Bitcoin mining stocks and HPC transition names have sold off hard, and how that volatility can create opportunity if you stay disciplined on valuation and execution risk. We also dig into the biggest catalyst of the day: CleanSpark signing a long-term triple net AI data center lease and what it could mean for future cash flow and market re-rating.
• sector-wide pullback since late June and what it does to portfolios
• investor psychology around buying highs and ignoring dips
• Bitcoin price bounce and a long-term accumulation mindset
• why daily ranges in miner stocks stay violent even on good news
• Galaxy appointing a new independent director to help scale the Helios AI data center campus
• Keel’s Sherbrooke municipal approval as an early permitting step, not final clearance
• Soluna’s monthly operating metrics and the Cati 2 LOI with a single tenant
• CleanSpark’s Sandersville 20-year triple net lease, escalators, capex per megawatt, PUE, and 100% NOI logic
• Cantor’s price target context and what may already be priced in
We’d be curious to hear your thoughts on CleanSpark, Keel, and of course Saluna in the comments today!
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