etit1307

[Freedom By 40 @Freedom_By_40]

$CLSK

This ones trend line is more clear on the monthly but its the same idea.

Nice move in 2020, now holding higher lows pushing against a trend line, what do you think will happen when BTC likely goes to 170-220K?

You think it'll go down? lol.

[Earnest Hamilton @FinancialErnie]

$CLSK $META
Ummm 👀
This would be huge for @CleanSpark_Inc!

This would be institutional grade counterparty giving investor grade credit financing 🏦

I hope this ends up true!

[Danny Marques | Investing Informant @Invst_Informant]

CleanSpark $CLSK has been frustrating for a long time. No argument there, but that is also the point. The market is designed to separate patient capital from impatient capital and shake out anyone who cannot hold through volatility, negative sentiment, and months of sideways price action.

I don’t want to hear about “analysis” that only starts after a stock is already up 100%....So many have been focused on failed breakouts, miner sentiment, private jets, dilution fears, mgmt not buying stock, all while institutions continued accumulating and the chart showing you 3+ years of higher lows in a multi-year year compression triangle

The market has spent 2 YEARS transferring shares from holders who needed immediate validation to investors who understood what CleanSpark was actually building...valuable power assets in a world where energy and compute are scarce and strategic.

If you want to actually learn TA where you don't have to keep seeking validation for the price of a chart....stop looking at a daily timeframe. Anything below the monthly/weekly does more harm than good as it makes you overreact to noise and you miss the larger base being built underneath the surface.

Now that the stock is up materially since March, everyone wants to talk about how “bullish” it looks. Fine but remember who told you to sell and who you saw the accumulation while it was happening.

I've been a large shareholder and long-term proponent of $CLSK because I believe the market is still underestimating what this company can become as BTC mining, power infrastructure, and compute demand continue to converge.

My view has not changed....I believe $CLSK is easily a $20B+ company....There will be volatility make no mistake but if we can get to $25-26+ the skies are open to $100+

I've been a shareholder since 2023 so nothing fazes me

[Rekt Fencer @rektfencer]

UPDATE

Leopold Aschenbrenner just increased one stock position by 650% in a single quarter.

While everyone was looking at his $8.5B in semiconductor puts, his real conviction bet was under the radar.

It is $CLSK.

$BTC miner transitioning into AI data center infrastructure.

He isn't chasing chips.

He is buying what AI will need when the real bottleneck hits.

[Earnest Hamilton @FinancialErnie]

$CLSK SANDERSVILLE UPDATE👀
Is this the last "i" dotted and "t" crossed before we see a lease in Sandersville for @CleanSpark_Inc?
✅ Land cleared
✅ Regulations cleared
🟩 Lease signed
Thanks for the heads up @edvestments 💪🏻

[S Matthew Schultz @smatthewschultz]

Fun fact. 1.8GW of already contracted power, spread out in jurisdictions that want data centers. $clsk

https://t.co/iuz1ZYI0Vf

[The Assembly @InTheAssembly]

Leopold Aschenbrenner just increased his position in one stock by 648% in a single quarter.

While everyone focuses on his $8.4 billion in semiconductor puts, this conviction add is hiding in plain sight.

He’s accumulating aggressively.

Here’s exactly what he is buying and why:

The stock is CLSK. CleanSpark.

One of the largest publicly traded Bitcoin miners in North America.

Mining facilities across Georgia, Mississippi, New York, Tennessee, and Wyoming with massive existing power infrastructure.

CleanSpark is no longer just a Bitcoin miner though.

The company is actively pivoting its existing infrastructure into AI and HPC compute hosting.

Cheap power, cooling, real estate, grid interconnects.

The pieces every AI lab needs are already in place. The pivot is the trade.

This is also consistent with the pattern across his entire filing.

While shorting the chips with $8.4 billion in puts, he loaded up on the Bitcoin miners pivoting to AI.

Applied Digital, Bitfarms, CleanSpark, IREN, Riot.

He’s long the power infrastructure of AI.

What makes CleanSpark different from the others:

– One of the highest hashrates among public Bitcoin miners.
– One of the deepest power positions in the industry.
– A real Bitcoin treasury that revalues every time BTC moves.

Three layers of upside in one stock.

We are a team of 8 with one goal: help you find the right stocks early.

But you need to follow us with notifications so you don’t miss our alerts. This is EXTREMELY important.

A lot of people will regret not following us.

[Michael Sikand @michaelsikand]

Dudes are tweaking on Leopold's semi short.

But I'm looking at how he 7.5x'd his position in neocloud $CLSK that still hasn't landed a hyperscaler.

$CLSK is the only Neocloud where Leopold increased the portfolio weighting. Every other miner / neocloud got diluted as a % of book this quarter.

The stock is mooning 6.7% today while the markets are bloody murder.

A few notes on $CLSK.

It's a Bitcoin miner with 1.8 GW of contracted power pivoting hard into AI compute. 585 MW of ERCOT approved capacity in Texas. $1.2B in liquidity. Hashrate up 18% YoY.

The catalyst: a pending hyperscaler lease at Sandersville GA. It's a 250 MW site plus 122 adjacent acres of energized land. $APLD's $7.5B / 15-year deal at Delta Forge is a comp.

CEO on the Q2 call (May 11): "We accelerated our digital infrastructure evolution across four key areas: land and power development, with ERCOT approval of 300 MW..."

In the April operational update, management said they're "making meaningful headway toward securing our first hyperscale customer."

The Street is bulled up. Maxim $22, Cowen $26, KBW $16, Needham $18. 12 Buy, 0 Sell.

Leopold averaged in around $8.50 in Q1. We're at $14 today. He's already up 65% and the lease hasn't even been signed.

And let's not forget how he previously sized into $APLD and $HUT before hyperscaler ink.

@KawzInvests are working on the deepest neocloud comparison report available to retail in a forthcoming Substack.

Leopold knows something. Let's piece it together?

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

LEOPOLD ASCHENBRENNER, THE WARREN BUFFETT OF AI STOCKS, HAS BECOME $IREN SECOND LARGEST SHAREHOLDER AFTER INCREASING HIS STAKE BY 34%

New adds:
$CLSK +648%🟢
$RIOT +87%🟢

[NoLimit @NoLimitGains]

CLSK CleanSpark

He increased this position by 648%.

That is a 7x conviction add in a single quarter.

CleanSpark is a Bitcoin miner sitting on cheap power and existing data center infrastructure.

The exact profile of a miner that can pivot into AI compute.

[NoLimit @NoLimitGains]

I went through every single position in Leopold Aschenbrenner's new 13F.

But the two moves that actually matter are the ones nobody is talking about.

Here they are:

[TheGentleTraveler @LeaderInvests]

Another solid week ahead!

Monday
- $HIMS (after Close)
- $ASTS (afther Close)
- $CLSK (after Close) $GOOG deal
- $KEEL (before Open)

Tuesday
- $OKLO (after Close)

Wednesday
- $NBIS (before Open)
- $BABA (before Open)
- $EOSE (before Open)

Thursday
- $ONDS (before Open)

Another BIG week for AI infrastructure names. $CLSK - $KEEL have been the names not having announced a deal YET.

It's go time!

[TheGentleTraveler @LeaderInvests]

Next week $CLSK announces a deal with $GOOG.

[S Matthew Schultz @smatthewschultz]

Grading and stumping nearing completion. Soil samples and compaction analysis done. 122 acres. 👀😳👀⚡️🔌💻

[S Matthew Schultz @smatthewschultz]

1.8GW OF CONTRACTED ELECTRICITY.

Knowledge is power>>>>

Now.

Power is knowledge.

@CleanSpark_Inc

[S Matthew Schultz @smatthewschultz]

✅ $1B+ Bitcoin treasury — HODLing
✅ 1.8 GW land & power bank — locked
✅ AI data center expansion — underway
✅ 12 analysts. Consensus: Strong Buy.
The market is sleeping on $CLSK.
We’re not waiting for it to wake up.
We’re building. 🇺🇸⛏️🤖

[Danny Marques | Investing Informant @Invst_Informant]

Cleanspark $CLSK

Bullish divergence since November on OBV....

So in other words, while retail has capitulated and price went lower there was actually accumulation happening under the surface

[Earnest Hamilton @FinancialErnie]

$CLSK
Annual Report for @CleanSpark_Inc is uploaded to the SEC site now.

https://t.co/U4Hof7h7e0

[matthew sigel, recovering CFA @matthew_sigel]

Saudi state-backed HUMAIN announced $1.2B financing for AI data center expansion in the Gulf & USA. HUMAIN has a $77B capex plan & previously said securing US capacity the only way to secure silicon & talent at scale.

($CLSK hired HUMAIN's head of AI Data Centers 3 months ago.)

[CleanSpark Inc. @CleanSpark_Inc]

https://t.co/CKVrwA1MBJ