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EVERY single spare or idle megawatt in the United States will be used for AI and Bitcoin compute over the next 5 years and we're still short 50 GW (GIGAWATTS!!). Coreweave's 3x in 1 month is just the appetizer. Every company controlling high quality compute will re-rate massively
Today $CLSK reported transformative full fiscal year 2025 financial results (ended 9/30/25), setting the stage for our AI expansion.
*Revenue: $766.3 million (102% growth YoY)
*Net Income: $364.5 million
*Total Assets: $3.2 billion
*Power Under Contract: 1.31 GW (as of 10/31/25)
Full press release here: https://t.co/JPPTAEZra7
“Fiscal 2025 was the year CleanSpark achieved operating leverage. We surpassed 50 EH/s in operational hashrate, set new revenue records, and demonstrated strategic capital stewardship by choosing accretive capital market tools, such as convertible debt and bitcoin backed revolvers instead of an ATM to finance the business during the calendar year,” said @smatthewschultz, Chairman and CEO of CleanSpark. “We are evolving into a comprehensive compute platform that is prepared to optimize value from both AI and bitcoin workloads. Our deep expertise in power procurement, infrastructure development, and efficient scaling gives us a unique advantage in meeting surging global demand for compute.”
“I’m proud of our results for the fiscal year. Beyond our revenue of $766 million and hashrate growth achievements, we also demonstrated disciplined capital investment and are financially positioned to rapidly become a leading AI infrastructure provider,” said @GaryVec, President and CFO of CleanSpark. “We recently closed a landmark $1.15 billion 0% convertible transaction to accelerate expansion of our power and land portfolio. Our market leading bitcoin mining operations have been supplemented by cash generated from our institutional grade treasury desk. As we continue to execute on our strategies, our goal is to replicate our market leadership across a broader range of compute capabilities.”
.@Cleanspark $CLSK:
- Forward PE Ratio of 7.81
- Down 63% from it's high 15 months ago
- 165% upside just to get back to that previous high
- Is breaking out from a 5 month down trend (1)
- Can pretty easily hit the $30 range this year, roughly 265% higher. = If #Bitcoin gets near $150,000
- Could potentially to hit the $50 range, if #Bitcoin gets towards $200,000 +.
Today $CLSK reported fiscal year first quarter 2025 results (ended 12/31/24).
*Quarterly revenue: $162.3 million (up 120% from prior year)
*Quarterly net income: $241.7 million
*Basic EPS: $0.85
*Marginal cost per coin decrease of 6% to ~$34,000 at owned facilities
Full press release here: https://t.co/8GKK3ugtjE
“This quarter we saw the impact of continuous improvements across what we believe to be the most important industry metrics: operating hashrate, fleet efficiency, marginal cost to mine, bitcoin treasury, and portfolio uptime,” said CleanSpark CEO @ZachKBradford. “We exceeded 2024 guidance and surpassed 40 EH/s in January, while driving fleet efficiency down to 16.15 J/Th,” Bradford said. “CleanSpark delivered $162.3 million in revenue at a marginal cost to mine of approximately $34,000 per bitcoin for the quarter.”
“We are well on our way towards achieving 50 EH/s in the first half of 2025. We expect this growth will happen in the communities in which we already operate through expansion and greenfield projects in Wyoming, Tennessee, and Georgia. Our regional expansion strategy was developed and refined in Georgia, and we are now replicating it nationally,” said Bradford.
“Our capital strategy continues to evolve, as demonstrated by the closing of our $650 million convertible bond with industry leading terms, and the conclusion of our at-the-market offering program,” said CleanSpark CFO @GaryVec. “We overcame virtually all of the halving impact on the bitcoin block subsidy while growing our current bitcoin treasury to over 10,500 – 100% of which was entirely self-mined by CleanSpark and exclusively in the USA. We have one of the cleanest balance sheets in the industry and look forward to utilizing it through our institutional grade bitcoin treasury team and strategy.”
“CleanSpark’s financial strength continued to grow in fiscal Q1, with 57% gross margin, nearly $2.8 billion in assets, and $1.2 billion in total liquidity. We continue to invest in ourselves because why buy bitcoin at current spot prices when we can mine it for $34,000?” Vecchiarelli concluded.
Raising price target on Apple to $325 as a golden era of growth for Cupertino is now on the horizon into 2025. We believe Apple is heading into a multi-year AI driven iPhone upgrade cycle still being underestimated by the Street. The consumer AI Revolution goes thru 🍎 🔥🐂🍎🍏