S Matthew Schultz

Chairman, Chief Executive Officer. opinions are my own. Not financial advice. My only account. Any DM is not me.

[S Matthew Schultz @smatthewschultz]

Amazing way to kick off the Imagine IF conference.

[Bitcoin Park @bitcoinpark_]

“We need leaders, not managers.” – @MarshaBlackburn

From Bitcoin as a strategic reserve to AI governance, we were privileged to be joined by the senator and CEO of @CleanSpark_Inc, @smatthewschultz, to kick off Imagine IF by diving into why freedom must be at the center of innovation.

[S Matthew Schultz @smatthewschultz]

Thank you, Veterans. 🙏🏽🫡

[S Matthew Schultz @smatthewschultz]

Huge congratulations to my good friend @nwalkingshaw and the incredible team at @torusrev . Excited for the future!

[Torus @torusrev]

Torus Foundry is prefab AI compute powered by Torus Reserve, a hybrid energy storage system that unlocks spare capacity on existing grid interconnections for the fastest time to token.

Hear why we built it from the team that did.

[Torus @torusrev]

Torus Foundry is prefab AI compute powered by Torus Reserve, a hybrid energy storage system that unlocks spare capacity on existing grid interconnections for the fastest time to token.

Hear why we built it from the team that did.

[S Matthew Schultz @smatthewschultz]

While others raise billions against timelines, @CleanSpark_Inc funded first…a signed 20-year lease, $2.276B closed at a fixed 7.875% …NO EQUITY, NO converts …..AND 13k+ bitcoin on the balance sheet, mined not bought, with the flexibility to put every megawatt to its highest and best use.

[FindleysFinance @FindleysFinance]

Bill Ackman explains why the market's reaction to the AI slowdown is overblown.

He's right. We have to lead in AI.

If one state slows down future permitting, another state would be more than happy to take the jobs and revenue.

[S Matthew Schultz @smatthewschultz]

Borrowing this:

A foreign power doesn't have to defeat America militarily if it can persuade Americans to undermine their own technological and economic future. Tactically, slowing down the competition by exploiting fear, spreading misinformation, and creating public resistance to technological investment is a pretty effective strategy.
Why spend billions fighting America when you can manipulate its citizens into doing the damage themselves? Nothing quite like being manipulated into doing someone else's bidding while believing you're defending your own community.

[Jack Thackeray @gs_scholarships]

$META president says a newly elected governor who made data centers a campaign issue has already asked to meet after inauguration because “we don't want these jobs to go elsewhere.”

Turns out campaign promises look a lot different when billions in investment and jobs can simply move to the next state.

[Gavin Baker @GavinSBaker]

The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.

She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”

Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.

Datacenter commentary starts at 6:30 in this interview.

Also attaching her official campaign position from her website in the next post.

Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.

https://t.co/shCGNcdu9d

[S Matthew Schultz @smatthewschultz]

Hmmmm. 🤔

[Euwyn @euwyn]

Elon Musk says the AI boom will hit a WALL by the end of 2026.

He says the whole industry is about to learn a hard lesson in hardware.

Chip output is exploding, but electricity is nearly flat everywhere outside China.

So the two lines cross this year.

He says by the end of the year, we will be making more AI chips than we can actually turn on.

Millions of them pile up with nowhere to plug in.

In his words, the bottleneck for the next year is not chips, it is raw power.

Whoever can turn on the most chips fastest wins the race.

In the end, the AI race comes down to one thing:

Raw electricity.

— Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast

[S Matthew Schultz @smatthewschultz]

Markets will price fear long before they price progress. @CleanSpark_Inc is building the infrastructure way: power secured, projects funded, leases contracted — and a balance sheet that compounds while we build. The work doesn't stop for the tape.

[Gregory Ramirez @mlkbfrey]

$META CEO, Mark Zuckerberg, basically said the EASIEST way to get RICH is to buy the AI Bottleneck Suppliers to Meta.

Here are 5 stocks that can 10x:

1) $NBIS

[S Matthew Schultz @smatthewschultz]

@DynastyMaroon 🤣🫡

[S Matthew Schultz @smatthewschultz]

Volatility is the price of admission in Bitcoin and AI. We built CleanSpark for days like this…power is our core asset, and megawatts don't reprice with the tape.

We're staying focused on execution. Thank you to our shareholders for building with us.

[Freedom By 40 @Freedom_By_40]

"Neoclouds and datacenters are in big trouble" -

Name: Billy Numnuts
Join date: May 2026
Qualifications:
- Bought the first peak of the Ai Trade
- Missed the entire first leg of the Ai trade

[S Matthew Schultz @smatthewschultz]

@HallvarSande 😉

[S Matthew Schultz @smatthewschultz]

Digital Realty just posted record leasing, a record $2.5B backlog, and raised guidance — and hyperscale renewals reset 26% higher. Demand is contracted, capacity is scarce, rents are climbing.

This is the market CleanSpark is building into.

[Collin Rugg @CollinRugg]

NEW: Red Baron Pizza insinuates that 'Walt Z,' the Red Baron worker who went off on an influencer who harassed him in a store, has been named Employee of the Month.

"He’s still here. He’s got a fan club. Including us," @redbaronpizza announced.

Over $325,000 has been raised for the struggling, hardworking Michigan father of four.

[S Matthew Schultz @smatthewschultz]

@HallvarSande @CleanSpark_Inc Appreciate the feedback. Take a peek at her LinkedIn. Perfect fit.

[S Matthew Schultz @smatthewschultz]

@CleanSpark_Inc is thrilled to welcome Ginna Raahauge to CleanSpark as SVP & GM of AI Data Centers.

Ginna brings deep technical and commercial expertise from leadership roles at Cisco, AWS, and most recently WWT.

We're building a world-class energy platform to power American superintelligence, and Ginna will help accelerate that mission.

Welcome aboard!

$CLSK

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

What if an AI factory arrived with much of the complex integration already done?

NVIDIA DSX POD brings Vera Rubin infrastructure pre-integrated and tested in factory-built containers to prepared sites—reducing onsite deployment from six months to as little as 14 days.

Learn how DSX POD accelerates the path to productive AI capacity: https://t.co/patuJ4jDJC