BBX: B. Riley launches MSTR buy rating, GPUS reserve supermarket value of 38%, CleanSpark expands AI computing power

BBX News: Yesterday, global listed companies showed a new trend of "reshaping valuation logic" and "net asset value (NAV) pricing" in the governance of encrypted treasury, indicating that mainstream financial institutions are accelerating the establishment of institutionalized pricing power for their own companies Investment bank bullish rating: B. Riley Securities officially launched research coverage on Strategy Inc. (NASDAQ: $MSTR) and Strike Inc. (NASDAQ: $ASST) yesterday, giving them a "buy" rating. The report emphasizes that the corrected net asset value multiple (mNAV) of the parent company has fallen back to a reasonable range, forming a strategic entry window. Asset value inversion: Hyperscale Data (NYSE American: $GPUS) disclosed that its holdings of 617 bitcoins and cash reserves totaled approximately $82.9 million, accounting for 137.98% of its market value. This extreme value inversion demonstrates the enormous potential for discount arbitrage in the secondary market against Bitcoin based assets. - AI computing power expansion: CleanSpark (NASDAQ: $CLSK) announced that its Texas 2 campus has officially put into operation with a 300 MW power capacity. The company plans to prioritize serving ultra large scale AI tenants, aiming to use the high gross profit cash flow generated by AI to pay for expansion costs without the need to monetize Bitcoin reserves. Pledge Output Hegemony: Bitmine Immersion Technologies (NYSE: $BMNR) updates the status of its 4.53 million Ethereum vaults. Through its MAVAN validator network, the company expects annualized pledge income to become the core financial engine for its AI infrastructure expansion, achieving a closed-loop of "asset interest". - Preferred Stock Credit: Strategy Inc. (NASDAQ: $MSTR) has adjusted its monthly dividend yield for Digital Credit Preferred Stock (STRC) to 11.5%. The tool recorded approximately $300 million in trading volume yesterday, establishing its non dilutive financing position as a "perpetual coin purchasing ammunition depot". The market presents a clear dual evolution trend of "asset valuation return" and "energy resources migrating to AI computing power". Source: bbx.com