$CLSK 0.46 Noisy

Notable posts

• @StockSavvyShay bullish 876 eng

  The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

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• @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

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• @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.

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• @TrendSpider bullish 223 eng

  Clean breakout ✨ $CLSK https://t.co/hV3r9eYqgo

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• @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.

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• @TrendSpider bullish 121 eng

  Bullish RSI divergence found 👀 $CLSK https://t.co/TapkCNoxf4

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• @wallstengine neutral 93 eng

  Today's Key Events (All EST) — 08/06/2026 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 10:00: US Wholesale Inventories MoM Revised 17:30: Fed's Musalem Speaks Before Open 👇 06:00: Celsius $CELH 06:00: Oscar Health $OSCR 06:20: Himax $HIMX 06:30: Planet Fitness $PLNT 06:30: Kenvue $KVUE 06:45: Warby Parker $WRBY 07:00: Datadog $DDOG 07:00: ConocoPhillips $COP 07:00: D-Wave Quantum $QBTS 07:00: Energy Fuels $UUUU 07:00: Unity $U 07:00: Fiserv $FISV 07:00: Keurig Dr Pepper $KDP 07:00: Insmed $INSM 07:00: Zoetis $ZTS 07:00: BlackSky $BKSY 07:00: Peloton $PTON 07:00: Howmet Aerospace 07:00: Shift4 $FOUR 07:00: Warner Bros. Discovery $WBD 07:00: PENN Entertainment 07:00: Palladyne AI $PDYN 07:05: Constellation Energy $CEG 07:30: Cheniere Energy $LNG 08:00: Ralph Lauren $RL After Hours 👇 16:00: Airbnb $ABNB 16:00: Trade Desk $TTD 16:00: Serve Robotics $SERV 16:00: Akamai $AKAM 16:00: Doximity $DOCS 16:05: Rigetti Computing $RGTI 16:05: Innodata $INOD 16:05: MP Materials 16:05: Roku 16:05: Red Cat $RCAT 16:05: Atlassian $TEAM 16:05: Rocket $RKT 16:05: Ouster $OUST 16:05: LYFT 16:05: Twilio $TWLO 16:05: Marathon Digital $MARA 16:05: Dropbox $DBX 16:05: JFrog 16:05: Natera $NTRA 16:10: Applied Optoelectronics $AAOI 16:10: Monster Beverage $MNST 16:15: DraftKings $DKNG 16:15: Cloudflare $NET 16:15: CleanSpark $CLSK 16:15: Microchip $MCHP Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day

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• @WOLF_Financial neutral 97 eng

  Leopold Aschenbrenner's Situational Awareness just submitted their 13F filing which shows that their portfolio looked like as of the end of Q2 This is what they held - SanDisk $SNDK: 2,495,344 shares, $5.7B - Micron $MU: 4,828,786 shares, $5.6B - Bloom Energy $BE: 6,272,808 shares, $1.9B - Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B - Nebius Group $NBIS: 4,464,260 shares, $1.2B - CoreWeave $CRWV: 7,479,558 shares, $0.7B - Core Scientific $CORZ: 26,008,473 shares, $0.7B - STMicroelectronics $STM: 7,802,700 shares, $0.6B - Applied Digital $APLD: 15,384,616 shares, $0.5B - Riot Platforms $RIOT: 17,100,000 shares, $0.5B - Sharonai Holdings: 5,396,127 shares, $0.5B - IREN $IREN: 9,474,099 shares, $0.4B - CleanSpark $CLSK: 12,276,139 shares, $0.2B - Keel Infrastructure: 26,451,393 shares, $0.2B - Solaris Energy Infrastructure $SEI: 1,129,621 shares, $0.1B - Whitefiber: 1,757,600 shares, $0.1B - Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B - T1 Energy $TE: 4,900,000 shares, $0.05B - Hive Digital Technologies $HIVE: 9,133,726 shares, $0.03B - Babcock & Wilcox Enterprises $BW: 2,027,451 shares, $0.03B - ProPetro Holdings $PUMP: 1,960,382 shares, $0.03B - Vishay Intertechnology $VSH: 375,000 shares, $0.02B - Cerebras Systems $CBRS: 10,000 shares, $0.002B Call options: - Bloom Energy calls $BECALL: 145,800 contracts, $0.04B - Taiwan Semiconductor calls $TSMCALL: 50,000 contracts, $0.02B Put options: - Infosys puts $INFYPUT: 500,000 contracts, $0.005B

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