This 1 Stock Has CRAZY Potential

Folks, in today's video, I'm going to break down one specific stock that has fallen completely under the radar. Every now and then, you find a company that gets completely invalidated by markets, completely beaten down, and everybody just wants to forget about it. The stock dumps week after week, month after month, and eventually everybody considers it a dead dog. But the whole time, said company gets the message loud and clear and plans a massive turnaround. By the time that they announce that turnaround, nobody cares anymore. Nobody trusts said company. But the story starts to line up for the future. And by the time everybody realizes that the pivot has worked, well, the accumulation phase is over. I believe I found one company that is in the beginning of this phase and the turnaround is just starting. It's early enough that there's a lot of upside ahead. It's also not completely early, so you could actually see some proof of concept already taking place. And by proof of concept, I mean real money signed agreements. I'll break down this company, what they do, who they are, and the competitive advantage I see them building over the next 12 to 18 months. And then at the end of today's video, we have a sponsored segment on Enlivix, ticker symbol ENLV on the NASDAQ. This is a clinical stage biotech with a cell therapy called Aloetra that just cleared FDA IND for a global phase 2B trial in knee osteoarthritis, a disease that by the company's own figures affects more than 32 million Americans today with no approved disease modifying treatment. There's also a second very different agent at this company that I'm going to present to you as well. I'll break all this down for you and explain why you may want to put it on your radar and begin your due diligence. And as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Always do your own due diligence and all ideas presented. First, I got to start with some context. So, over the past year, we've seen massive growth in very specific Neocloud names. Companies like APLD, Nbius, Cororeweave, and EN all of which, by the way, were Zip Trader picks. APLD was a zip trader pick from a very tiny onetenth of the valuation of the high. But anyh who, the reason that all these went up so much was because because they're leasing tons and tons of compute to the hyperscalers in the billions upon billions of dollars. Investors see the lease agreements and they're like, "Okay, well look, there's billions of dollars coming in. This company's worth hundreds of millions. Let's buy it up, right?" And that's what's caused this massive aggressive runup. So that's the context of what we're looking at now. Also, it's important to note that over the past month or so, all of these names have been in a very big dumpy dumpito cycle. We've had a vast correction in the AI infrastructure names, especially the ones that have gone up hundreds of percentage points. You know, what goes up fast also corrects fast. That's a universal truth, unfortunately. But anyways, with all this back and forth, a lot of important announcements are getting completely overlooked. And one company made a very important announcement on July 14th, but markets completely have ignored it. And the reason is because this company was a Bitcoin miner and now they're converting into a neocloud. Bitcoin mining very negative industry right now in terms of investor happiness and investor excitement. Bitcoin in general, crypto in general very much not in season right now. And then Neoclouds still in season very much in terms of spending and leases, but also out of season when it comes to investors because the stocks have been going down so aggressively. We're just in that part of the cycle. Well, on July 14th, in the middle of the worst stretch AI infrastructure names have had, while this $3.5 billion name, CleanSpark announced a 20-year lease worth $6.6 billion. And this means two things. Number one, this company can no longer be priced as a Bitcoin miner. It must now be priced as a Neocloud, which even post the Neocloud selloff means that this company should be rerated much higher. Then number two, you have to start thinking about how much money is going to be coming in versus the actual market cap of the company and how crazy of a stark contrast that is. CleanSpark's whole market capitalization is around $3.5 billion, the contract they just signed is worth nearly twice the company. And very importantly, if the two 5-year extension options get exercised, it climbs to 11.6 billion, which would be more than three times the entire company. Now, in order to understand how this should be factored into the price and why this whole company needs to be rerated as a much higher multiple Neocloud versus a Bitcoin miner, I'll walk you through the overall context here. A good Bitcoin miner really has a massive advantage in terms of AI data centering because this is an industry that spent a decade accumulating two things. Enormous blocks of contracted power and the physical infrastructure to use it. And those two things are exactly what the AI trade needs. And on July 14th, everything changed for this company. So, let's talk about the deal. So, here's what was announced. a 20-year triple net lease at their Sandersville, Georgia campus with what the company describes only as a high investment grade leading global technology company. 175 megawatts of critical IT load. First data hall delivered in the fourth quarter of 2027, roughly 6.6 billion of contracted revenue over the initial term, rising to 11.6 billion if both extensions get exercised. Average annual net operating income of about $330 million at a margin of close to 100%. Again, let me read this. Average annual net operating income of about $330 million at a margin of close to 100%. Landlord build cost of 10 to 12 million per megawatt. So, I'll call it roughly 1.75 to 2.1 billion of capex. Now, I shouldn't have glossed over it, but if you didn't understand what I meant by triple net, this is a 20-year triple net lease. What exactly does that mean? Well, you see, in a normal hosting arrangement, the landlord absorbs the costs, power, maintenance, overall cost inflation. But under a triple net lease, what happens? Well, the tenant the tenant absorbs it. Clean Spark builds the shell, hands over the keys, and collects the check. That's why the operating margin here is projected to be so high. There's basically nothing to subtract and the lease rent can just keep going up year after year after year. Now, if you run the numbers on this, $6.6 billion over 20 years across 175 megawatts works out to roughly $1.9 million per megawatt per year, which sits at a slight premium to what comparable capacity has been facing. Now, if you've been following me, here's where it gets very exciting. And here is the main focus of this video. Something that's getting completely hidden by markets. So that same tenant executed a letter of intent and an exclusivity agreement covering CleanSpark's entire Texas portfolio. 718 acres up to 885 megawatts of secured and planned power across the Celely and Brazoria campuses near Houston. So why does this matter, Charlie? What the heck you on about? Well, this is five times five times the Sandersville load, which was again quite frankly a very big and beautiful agreement. This is five times that load. Now, this is a letter of intent, so of course things can move around, but the way this is worded makes it seem highly likely. Now, CEO Matt Schultz was very careful when he was talking about this, so I just want to read his quote directly. He said, quote, "I want to be clear that we are in an exclusivity window, not at a finish line." So, again, walking back from my excitement a little bit here, consider what an exclusivity window actually signals. What does that actually mean? It means that an investment grade technology company just tied up 885 megawatts of somebody else's portfolio and agreed to not shop around. Nobody does that for sport. Nobody does that for giggles. And even signing that exclusivity window tells us that there's something very valuable in Clean Sparks portfolio. So let's talk about size that can convert here. So at Sandersville like pricing, 885 megawws times roughly $1.9 million per megawatt is about $1.7 billion in annual lease revenue. Over 20 years, that's roughly $33 billion. Add the standard of the lease in here and you're looking at a combined contracted backlog somewhere near $40 billion with a theoretical ceiling north of 60 billion if the extension options on everything get exercised. Again, consider that the market cap of this company is like 3.5 billion right now. Now, when you start doing your due diligence on this company, I want you to understand though that CleanSpark is a Neocloud play, but it's not quite the same Neocloud play as Nibbius, Cororeweave, Iren and such. They buy the graphics cards, the processors, they run the cloud, they carry the depreciation, they eat the operating cost. CleanSpark is a neocloud on the infrastructure side. It sells the building and the power, the tenant brings the computers, and CleanSpark collects rent at close to 100% margin. So, in my opinion, this is actually a much more exciting business and again, potentially something that's way more lucrative long-term. There's also the dynamic where there's a lot of short sellers short this stock. Reportedly, around 33% of Clean Sparks float is sold short. That is some of the heaviest bearish positioning in the AI trade. And again, I'd argue this company deserves to be rerated much higher. We'll see if markets end up backing me up long term, but that is the case for it. That's the overall bull situation that I see. Now, when it comes down to the bearish case, look, we know that Bitcoin miners are a very tough business right now. We're in a bare market for Bitcoin. And you also have to understand that markets are in a bit of a bad mood right now, right? Midterm years tend to be bad. August and September tend to be slow. You know, the Iran war just keeps going on and on. The overall backdrop right now is a little bit weak. And CleanSpark is a risk on stock. However, I think when you're doing your due diligence, you're going to see a lot of the value that I see in it. And I think their successful pivot from Bitcoin miner to high margin neocloud provider that's going to be long-term a big printer of dough for them. But we'll see what happens. You can let me know what your thoughts are down below. And now it's time for our sponsored segment. And now it is time for our sponsored segment on Enlivx. Ticker symbol ENLV. This is a clinical stage biotech with a cell therapy called aloetra that just cleared FDA IND for a global phase 2b trial in knee osteoarthritis. A disease that by the company's own figures affects more than 32 million Americans today with no approved disease modifying treatment. I'll break all this down for you and explain why you may want to put it on your radar and begin your due diligence. Okay, let's start with their Aloetra product and what it's built around. So, knee osteoarthritis is one of the most common and disabling conditions anywhere in the world. By Enlivix's own figures, drawn from their FDA clearance announcement, it affects more than 32 million Americans today, and it is projected to affect 78 million by 2040 as the population ages. Now, there is currently no approved therapy that changes the course of this disease. Treatment is limited to managing pain, intraarticular steroid injections, or ultimately surgery, a knee replacement. Nothing on the market today addresses the underlying inflammatory process. So, a patients path runs from painkillers to injections that wear off to eventually replacing the joint. For a condition affecting tens of millions of people, that is a very large unmet need, and it is the entire commercial rationale behind this program. The burden also rises sharply with age. By the company's account, by age 60, knee osteoarthritis affects roughly 30% of the population, and about half of all knee osteoarthritis patients are 60 or older. That detail matters because it maps directly onto where aloetra has shown its strongest signal. Now again, aloscetra is in Livix's clinical stage amunotherapy. Rather than targeting pain directly the way a drug or a steroid does, it is designed to act on the inflammatory environment inside the joint. The immune disysregulation that drives the disease process. The company describes it as an immunom modulating cell therapy administered as an intraarticular injection, meaning it is injected directly into the knee joint. The strategic idea is that if you can address the underlying inflammation rather than just masking the symptom, you have the potential for a durable benefit improvement that lasts rather than a temporary numbing that fades. Whether it ultimately delivers that or not is what the trials are designed to determine and we don't have the answer to that yet. So that's something to keep in mind. Aloetra completed a phase 1 to8 trial, a multic-enter randomized double bind. The company reported that the trial demonstrated what it described as a robust, durable, clinically meaningful, and statistically significant treatment affected older patients with knee osteoarthritis. The strongest results came in the older subgroup, patients aged 60 and above, with the company reporting that the benefit over placebo increased in older patient populations. On the composite measure of pain and function, the company reported at 3 months, the Aloet group improved substantially more than the placebo, and the company reported statistical significance for that result. Now, of course, this is still very early stage data and lots of things can change. Biotech companies are very risky, so keep that in mind. But anyways, the reason this program is in the news right now is that on March 2026, the FDA cleared NIV's investigational new drug application, the IND, for a phase 2B trial of Aloetra, an age- related primary moderate to severe knee osteoarthritis. An IND clearance is what allows a company to begin a new human trial in the United States. And Livix describes this as its first regulatory clearance following a major restructuring of the company. And by the company's account, it enables a global multi-center randomized double blind placeboc controlled phase 2B trial evaluating intraarticular aloetra against placebo with pain and physical function measured at three and six months plus quality of life and mobility endpoints. The company has since reported additional operation progress on trial which you can see on their website. Now let's talk about the leadership. So in Livix is led by Orin Hershvitz who holds a PhD and serves as chief executive officer. On the milestone, he framed the FDA clearance as an important step toward addressing a debilitating disease with poor treatment options and stated that in the prior study, Alistetra demonstrated a durable and clinically meaningful treatment effect lasting at least 6 months. Now let's talk about the risks. Of course, as always, small caps and small cap biotech companies are very capital intensive and that means that dilution is always a very high risk and likelihood. It's also true these companies are just in general very volatile. So these are things that you have to consider when doing your due diligence. And a lot of these biotech programs and goals can ultimately fail and most do. Anyway, I'll put the link to the investor relations page down below if you want to do some more research onto it. Make sure to do all your own due diligence and have a great rest of your