**With our upgraded Investment Engine, here is a free report for non-members to showcase the types of reports we now send to members. Of course, we always strive for quality over quantity since many members over the years have said what we always say: The trade of a lifetime comes along every few weeks. And this makes all the difference to one's portfolio. Capturing the right side of trends in specific sectors, whether bullish or bearish, has been key such as the uranium sector, AI stocks (Mag 7 et al), bitcoin-related, and gold & silver-related, among others.**
All names mentioned can be added to watch lists for future entry points for pyramiding or initiating positions.
By keeping stops tight as we always advise, profits from your winning trades should well outweigh any losses.
We just had our 15th anniversary, having launched The Virtue of Selfish Investing in 2010.
A few examples:
Are Pure-Play Bitcoin Miners (MARA, CLSK) Next for the AI Repricing Mania?
It’s deja vu for bitcoin miners. MARA and CleanSpark (CLSK) just erupted (10–17% in a day) as BTC gears up for another Q4 rally and Wall Street’s risk-on appetite surges. We’ve all seen this script: “pure-play” miners lag for months while every operation pivoting to AI/HPC racks up parabolic gains.
The question: **Does MARA finally move into AI, like HIVE, IREN, and CIFR did—and if so, do we price Marathon for an entirely new sector boom?**
The Bitcoin Rally Tailwind
First driver is obvious. Bitcoin’s on the cusp of new ATHs, feeding capital back into miners with monster BTC treasuries. MARA commands 52,000+ coins (~$6B), second only to MSTR. With the Federal Reserve’s long-awaited rate cut behind us, momentum is back, and every uptick in BTC triggers leveraged moves in MARA and CLSK. This cycle’s old rulebook: acquire coins, survive pain, and feast when the wind goes your way is alive and well.
Rotation From AI/HPC Miners to Pure Bitcoin Plays
But this time, there’s a powerful new meta. The past year’s best-performing “miners” (IREN, CIFR, BITF) aren’t hiking hashrate; they’re rolling out GPU clouds and leasing compute for AI, not SHA256 work. Cipher up 500%, Bitfarms 150% in weeks, IREN an insane 600% since spring, all off the back of pivot-to-AI narratives, not just blocks mined. But even AI darling IREN just slumped 4% in what looks like classic rotation from hot AI/HPC and back into trad bitcoin mining stocks MARA, CLSK.
Will MARA Go Full AI?
Here’s the plot twist: **Marathon has just inked a game-changing deal to acquire 64% of Exaion (EDF’s HPC/AI division) for $168M in cash—official, on record, all cash deal.** Exaion brings scalable enterprise data center assets and direct partnerships with NVIDIA (kingmaker for AI infrastructure). This means MARA is now a key player in the AI and HPC game, not just “thinking about it.” The new model: blend vertically integrated BTC mining with cloud, compute, and AI services.
- This is NOT a pipe dream. Management said this move shifts Marathon from a mining pure play to a full-spectrum digital, AI, and blockchain infrastructure powerhouse.
- Analysts see this as risky but potentially transformative putting MARA in the re-rating lane with IREN, CIFR, and others whose pivots commanded 3–10x returns.
- It’s a massive bet on scalable compute infrastructure and integration between BTC mining, energy arbitrage, and AI workloads, a thesis institutional capital has chased all year.
AI, Energy, and Data: The New Triple Play
The Exaion buy isn’t the only shot Marathon’s firing. Recent partnerships (TAE Power Solutions) for grid-scale efficiency, micro data centers, and modular, real-time load management signal that MARA’s all-in on the next phase using mining know-how to own, optimize, and monetize digital infrastructure (HPC, AI, BTC mining) at scale.
It’s a model where energy + data + capital converge: secure low-cost power, deploy for both bitcoin and AI over the same physical footprint, and generate revenue regardless of where BTC or compute cycles are in their own cycles.
The Market’s Verdict
Stock is ripping back, but this time, for a reason well beyond “bitcoin up.” Investors are watching to see if Marathon can execute—integrate Exaion, wrangle capex, and still win the arms race in both mining and AI. If management delivers, MARA may start to price not just off BTC beta, but as a multi-sector digital asset/AI hybrid, a setup Wall Street has proven eager to reward when the pivot is real.
MARA is no longer just a pure-play bitcoin miner. With its Exaion acquisition and energy/data innovations, it is already in the midst of that AI/HPC pivot. The historical pattern is clear: pivots unlock massive repricing for miners. If Marathon executes, it’s not a matter of “if,” but “when” MARA is treated by the market as the next multi-vertical digital asset/AI champion, on par with the recent AI miners whose stocks went vertical.
What about CLSK?
Rumors and anticipation of potential moves toward AI (similar to IREN, Core Scientific, and Bitfarms) have fueled speculation, contributing to stock price momentum. CLSK stock jumped 17% in recent sessions alongside bitcoin’s rally, benefiting from sector rotation and investor enthusiasm toward large BTC holders.
All names mentioned can be added to watch lists for future entry points for pyramiding or initiating positions.
By keeping stops tight as we always advise, profits from your winning trades should well outweigh any losses.
We just had our 15th anniversary, having launched The Virtue of Selfish Investing in 2010.
A few examples:
**Investment Engine Timely Report**
by Dr. Chris Kacher
Are Pure-Play Bitcoin Miners (MARA, CLSK) Next for the AI Repricing Mania?
It’s deja vu for bitcoin miners. MARA and CleanSpark (CLSK) just erupted (10–17% in a day) as BTC gears up for another Q4 rally and Wall Street’s risk-on appetite surges. We’ve all seen this script: “pure-play” miners lag for months while every operation pivoting to AI/HPC racks up parabolic gains.
The question: **Does MARA finally move into AI, like HIVE, IREN, and CIFR did—and if so, do we price Marathon for an entirely new sector boom?**
The Bitcoin Rally Tailwind
First driver is obvious. Bitcoin’s on the cusp of new ATHs, feeding capital back into miners with monster BTC treasuries. MARA commands 52,000+ coins (~$6B), second only to MSTR. With the Federal Reserve’s long-awaited rate cut behind us, momentum is back, and every uptick in BTC triggers leveraged moves in MARA and CLSK. This cycle’s old rulebook: acquire coins, survive pain, and feast when the wind goes your way is alive and well.
Rotation From AI/HPC Miners to Pure Bitcoin Plays
But this time, there’s a powerful new meta. The past year’s best-performing “miners” (IREN, CIFR, BITF) aren’t hiking hashrate; they’re rolling out GPU clouds and leasing compute for AI, not SHA256 work. Cipher up 500%, Bitfarms 150% in weeks, IREN an insane 600% since spring, all off the back of pivot-to-AI narratives, not just blocks mined. But even AI darling IREN just slumped 4% in what looks like classic rotation from hot AI/HPC and back into trad bitcoin mining stocks MARA, CLSK.
Will MARA Go Full AI?
Here’s the plot twist: **Marathon has just inked a game-changing deal to acquire 64% of Exaion (EDF’s HPC/AI division) for $168M in cash—official, on record, all cash deal.** Exaion brings scalable enterprise data center assets and direct partnerships with NVIDIA (kingmaker for AI infrastructure). This means MARA is now a key player in the AI and HPC game, not just “thinking about it.” The new model: blend vertically integrated BTC mining with cloud, compute, and AI services.
- This is NOT a pipe dream. Management said this move shifts Marathon from a mining pure play to a full-spectrum digital, AI, and blockchain infrastructure powerhouse.
- Analysts see this as risky but potentially transformative putting MARA in the re-rating lane with IREN, CIFR, and others whose pivots commanded 3–10x returns.
- It’s a massive bet on scalable compute infrastructure and integration between BTC mining, energy arbitrage, and AI workloads, a thesis institutional capital has chased all year.
AI, Energy, and Data: The New Triple Play
The Exaion buy isn’t the only shot Marathon’s firing. Recent partnerships (TAE Power Solutions) for grid-scale efficiency, micro data centers, and modular, real-time load management signal that MARA’s all-in on the next phase using mining know-how to own, optimize, and monetize digital infrastructure (HPC, AI, BTC mining) at scale.
It’s a model where energy + data + capital converge: secure low-cost power, deploy for both bitcoin and AI over the same physical footprint, and generate revenue regardless of where BTC or compute cycles are in their own cycles.
The Market’s Verdict
Stock is ripping back, but this time, for a reason well beyond “bitcoin up.” Investors are watching to see if Marathon can execute—integrate Exaion, wrangle capex, and still win the arms race in both mining and AI. If management delivers, MARA may start to price not just off BTC beta, but as a multi-sector digital asset/AI hybrid, a setup Wall Street has proven eager to reward when the pivot is real.
MARA is no longer just a pure-play bitcoin miner. With its Exaion acquisition and energy/data innovations, it is already in the midst of that AI/HPC pivot. The historical pattern is clear: pivots unlock massive repricing for miners. If Marathon executes, it’s not a matter of “if,” but “when” MARA is treated by the market as the next multi-vertical digital asset/AI champion, on par with the recent AI miners whose stocks went vertical.
What about CLSK?
Rumors and anticipation of potential moves toward AI (similar to IREN, Core Scientific, and Bitfarms) have fueled speculation, contributing to stock price momentum. CLSK stock jumped 17% in recent sessions alongside bitcoin’s rally, benefiting from sector rotation and investor enthusiasm toward large BTC holders.
CLSK is considered best-in-class for mining cost efficiency and operational scalability, outperforming “AI theater” peers by sticking to bitcoin while maintaining strategic optionality for future diversification.
CleanSpark’s recent price rise is due to bitcoin’s sector rally, efficient mining operations, and investor anticipation. While management hints at possible involvement in AI/HPC, no official transition has happened yet. CLSK remains a pure-play miner, not an AI stock at this time.