I have an important announcement to make. I have closed my $CLSZ position and entered a small $CLSX position.
I believe we have entered deal season with many open positions around data centers.
$CLSK will need to fully pivot from $BTC mining and fast.
After being down horrendous on my $CLSZ position.
I am pleased to announce that my realized losses have greatly diminished today.
Took a break on X but I am now back to deliver alpha.
Ngl I almost closed my $CLSZ position today. Got in way too early.
Short interest somehow increased. Additionally when you realize that even with an AI deal in place revenue will only be reached sometime in 2028. The valuation today simply doesn’t make sense. I may have to add puts on $CLSK .