Usman Kabir
Sun, May 31, 2026 astatine 4:36 PM CDT 2 min read
We conscionable covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and CleanSpark, Inc. (NASDAQ:CLSK) ranks 17th connected this list.
CleanSpark, Inc. (NASDAQ:CLSK) archetypal appeared successful the 13F portfolio of Situational Awareness LP successful the 4th fourth of 2025. Back then, this presumption comprised 1.6 cardinal shares. Filings for the archetypal 4th of 2026 amusement that the money owned 12.2 cardinal shares successful the firm, up adjacent to 650% compared to filings for the erstwhile quarter. CleanSpark operates arsenic a bitcoin mining institution successful the Americas. It besides owns, leases, and operates information centers and powerfulness assets. Matthew Schultz, the CEO of the firm, said during the latest net telephone that the 4th represented meaningful advancement successful the improvement of the steadfast into a integer infrastructure and information halfway improvement company. Schultz said the institution has 1.8 gigawatts of presently contracted capableness and had added 25 megawatts of contracted capableness to 1 of the Metro Atlanta locations past month. He besides said the institution was focusing connected agelong duration leases with high-quality tenants.
CleanSpark, Inc. (NASDAQ:CLSK) has attracted the attraction of Leopold Aschenbrenner successful caller months. In the modern compute economy, the eventual constraint is not spot architecture, but ready-to-plug, utility-approved power. The steadfast has quieted carnivore narratives by securing grid interconnects successful premium geographic zones. In the May 2026 operational update, absorption confirmed that the institution has officially doubled full megawatts nether declaration year-over-year. The halfway plus backing the semipermanent bull lawsuit is the pipeline of 585 MW of afloat ERCOT-approved, utility-grade capableness successful Texas. This is supplemented by a broader multi-gigawatt enlargement level distributed crossed organization sites successful Texas and Georgia.
While we admit the imaginable of CLSK arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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