$CLSK 0.43 Noisy

Notable posts

• @StockSavvyShay neutral 293 eng

  $CLSK signed a 20-year, $6.6B lease with an investment-grade global tech company for 175MW at its Georgia campus. The customer also secured exclusive talks for CleanSpark’s 885MW Texas portfolio with total contract value potentially reaching $11.6B. https://t.co/1af2hqQe9P

  view on X →
• @wallstengine neutral 279 eng

  CleanSpark $CLSK signed a 20-year, $6.6B data center lease with an undisclosed high-investment-grade global tech company for its Sandersville, Georgia campus. The lease covers 175MW of critical IT load, with deliveries expected to begin in Q4 2027. Contracted revenue could rise to $11.6B if extension options are exercised. The tenant also signed an LOI and exclusivity agreement for CleanSpark’s 885MW Texas portfolio.

  view on X →
• @kevinxu bullish 183 eng

  NEW ALL IN*: $CLSK @ 15.83 I said the biggest winners in H2 2026 will be neoclouds and now I'm putting my money where my mouth is on the one with the most asymmetric upside. Thesis is simple: every hyperscaler is raising capex and it will be a neocloud summer 😎 $CLSK has more than 1.8 GW of power and just signed a 20-year $6.6B triple-net lease (~100% margins) with a mystery hyperscaler. Contracted revenue could rise to $11.6B, 3X their current market cap. They are earlier in the transition from bitcoin miner to AI data center but that also means the bigger the re-rating. IMO high-reward low-risk swing as the market prices in we need MORE compute from all these earning reports and good long-term hold too if you're into that. Also: - Leopold owns $100M about ~5% of the company - $META is the rumored hyperscaler - 32% short interest, one of the highest amongst neoclouds It's been green the last few days amongst this rollercoaster of a market which is good strength to me and worth an entry today. Huge credit to @michaelsikand for this amazing writeup https://t.co/8l0E6nVou7 and @Dick_Capital too. --- *As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Currently at $49K. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

  view on X →
• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

  view on X →