$CLSK — FinTwit mentions on Surfaced

Last 12mo stats

134

mentions

18

voices

$CLSK

CleanSpark

$CLSK

CleanSpark

Past 12mo:134mentions18voices

All voices19 calls since Nov 2025show all

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About this stock

$CLSK has been mentioned 133 times by 18 distinct FinTwit voices over the past 12 months, with the first mention occurring on October 17, 2025. The most active voice category is long research. @wliang leads with 43 mentions, followed by @investmentguru_ with 27 mentions, @midascabal with 16 mentions, @dustinhuntwn with 12 mentions, and @moninvestor with 8 mentions.

Recent discussion of $CLSK has centered on the company's position in bitcoin mining and data center infrastructure. @investmentguru_ included $CLSK in a list of bitcoin miner stocks to watch as bitcoin traded near $65,000. @itsmichaelluu highlighted CleanSpark as a bitcoin miner converting cheap power and existing sites into HPC capacity aligned with AI infrastructure demands, noting a significant increase in position size last quarter. @midascabal identified $CLSK among top companies using research tools, grouping it with other energy infrastructure plays like $BE, $RIOT, $APLD, and $IREN.

AI-generated from tracked posts · updated Jul 12, 2026

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Recent calls

19 calls

@dustinhuntwnMay 22, 2026 · 2:37 AM

Look at $KEEL (formerly Bitfarms). They literally rebranded their entire company, dumped their Bitcoin mining roots, and their stock is up ~75% YTD purely on the promise of a 2.2 GW pipeline and aiming to sign 3 tech leases by the end of the year. They are losing money on paper, but the market is heavily pricing in their AI future. Between $HIVE's 33% rip on an unbuilt 2027 gigafactory and $KEEL's total identity shift, the trend is clear: Wall Street is treating power pipelines like gold, and they want explicit AI infrastructure plays. $CLSK has arguably the best, most operational, highest-quality data center capacity in Texas and Georgia right now. But by staying quiet and focusing purely on the fundamentals instead of screaming 'AI infrastructure' from the rooftops, they are letting peers with far weaker immediate cash flows hijack the valuation multiples.

@michaelsikandMay 19, 2026 · 6:00 PM

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?

@moninvestorMay 6, 2026 · 2:51 PM

$CLSK - CleanSpark CEO and Chairman Matt Schultz. “With 1.8 gigawatts under contract, we’re advancing a multi-gigawatt AI infrastructure platform that we believe will define our next chapter. As we progress toward AI tenancy across multiple assets, we continue to make meaningful headway toward securing our first hyperscale customer, and the conversations we're having across the entire portfolio underscore the scarcity and quality of what we've assembled. Bitcoin mining funds the platform, AI monetizes it, and we intend to do both exceptionally well.”

@penny_etherFeb 13, 2026 · 5:15 PM

Up ~12% YTD, port blowing past ATH. Fading NFP data. AI adoption on a hockey stick, will slow hiring, will cause deflation, and it will be obvious. Inflation dead, and later this year we have tariff YoY roll-offs (baseline effect) to look forward to. "New" Fed will be fwd looking: Economy is hot, pour gas. On Mining/AI front.. hashrate has rebounded, and if BTC doesn't rally, hashprice likely to settle in lower $30's -- continuing to break all time lows. Very tough conditions. Seasonally, I expect hashrate to recover further into April, pushing hashprice even lower (all else constant). Which means: any miners still primarily relying on mining cashflow (and having been punished by such) present a very good opportunity to buy now if you feel they will pull off significant HPC. I think $CLSK may present favorable risk/reward here.. though until a deal solidifies it'll be high beta to BTC (not necessarily a bad thing, and can be hedged out). I think long $CLSK short ~1.5x $IBIT would work well into year end, though I didn't drill into what the perfect ratio would be. AI efficiency breakthroughs present a risk to the short-term AI infra stocks. I think right now enterprise adoption is limited by time, and not availability... they won't yet adopt faster just because it is cheaper. The heart of the bell curve adopts on a lag for a variety of reasons: a) larger groups take longer to make decisions. b) limitation of "how to adopt AI" knowledge workers -- this lags the actual tech by significant time. c) larger orgs have boomer mgmt that are afraid of change -- they wait for results of peers first. So, if another deepseek moment comes out that makes AI more efficient per KWH, that's not good for infrastructure narrative in the short term. As with last April, I would welcome such news as a buying opportunity. On a longer timescale, it wouldn't matter. Cheaper AI just means more of it.. and engineers will use it in "brute force" for all matter of implementations until GW capacity is filled. Cannot be bullish enough on how AI unlocks "generalized computing" that was unthinkable 5 years ago. Literally tell technology in words what you want implemented and it does a decent enough job at it. What ClawBot does for your PC, agents will increasingly do for entire enterprise workflows. Just needs non-idiots to adopt, and increasingly will become idiot-proof. If I were a software company, I'd build API's that add "agents" into the workflow explicitly. Eg, "agent user" triggered changes should be "softer", easier to audit, and only fully actualized by human interaction. End result: "hey, here is a <some app> built to be used by AI agents, but ultimately you're in charge" Enough rambling for now.. hope everyone is enjoying the ride.

@dustinhuntwnJan 28, 2026 · 2:40 AM

$CLSK It's like a coiled spring. Sentiment and message volume are dead neutral. Consolidation is slowly happening. Positions are quietly being built. We're seeing rising prices on rising volume. Forget the short-term FUD or the yesterday's option hangover selling. The price is above all moving averages on the weekly chart. It found support at the 50 ma on the daily and is climbing again with a positive RSI. I think the trend has reversed and the bottom was in $10.80 and we're moving up. Don't listen to those who claim few understand with nothing of substance to back it up.

@wliangJan 5, 2026 · 1:09 PM

$BTC looks phenomenal on 1D/1W. As long as the momentum continues, we'll start to see the beginning of the rally for $IREN $CIFR $CLSK and more. https://t.co/rrLCV5VnOH

@wliangDec 26, 2025 · 6:41 PM

Still holds true. Bitcoin moving is the main catalyst that will start an aggressive rally for $IREN $CIFR $CLSK & others. Despite the AI/HPC pivot, as long as the masses don't understand the concept, it'll remain strongly correlated to BTC. Either way, a rally is inevitable. https://t.co/r1aU6Zmh8f

@wliangDec 16, 2025 · 2:06 PM

Using $CLSK to show the trades we've taken with our indicator suite. Blue diamonds (buy) came in at $9, ran to $23, then pink diamonds came in (sell). Blue diamonds reappeared at $10 and ran to $14 before we received sell signals. Will re-enter on next BD. Rinse and repeat. https://t.co/U0an8Amy0y

@wliangDec 11, 2025 · 8:53 PM

$CLSK continues to consolidate in this range, nothing much to update on. Last tweet still stands. Bitcoin rallying will be the catalyst to an aggressive pump. I believe $CLSK will see the largest % gain in the short term rally, but only time will tell. https://t.co/gpn4DMMO9f

@dustinhuntwnDec 10, 2025 · 3:24 AM

$CLSK Something to consider. The recent 10-k shows outstanding shares of 270.9M. However, that's the count before they bought back 30.6M shares, now closer to 240.4M. The annual EPS was based on an average weighted shares outstanding of approx. 291.6M shares. If we hypothetically based EPS on the current number of shares, the company would have posted 1.51 net income per basic share instead of 1.25. Your shares got 22% more valuable just from the reverse dilution, and nobody mentions it. Further, at the current PE ratio (13.31), the price should actually be closer to $20.23 based on the updated share count and 1.51 EPS. Even that is ridiculous. Small cap growth tech companies typically command a minimum of 20-35x meaning the price should be $30-53. It's being suppressed hard by the shorts. Know what you own.

@wliangDec 8, 2025 · 11:36 PM

Same can be said about $CLSK. Except I think it'll have a higher % movement in the short-term here. Big month ahead for BTC and miners. https://t.co/ShPNqg5Jg3

@wliangDec 2, 2025 · 3:01 PM

$CLSK bounced right off the gold zone support as expected. Closing above $14.76 would be ideal. As long as Bitcoin continues to rise, or even if it goes sideways, we'll see $CLSK rally. https://t.co/4keonMhi8M

@dustinhuntwnDec 1, 2025 · 4:23 PM

$CLSK Simple SOTP below which shows mcap could easily be 14bn, with conservative assumptions. Easy 3-4x potential from here 🚀🚀 https://t.co/HOAqtHl3sg

@wliangNov 28, 2025 · 2:23 PM

$CLSK should be retesting gold zone today. If we can reclaim that $14.07-14.72 zone, we could rally pretty aggressively after. The last time we had a similar setup, we rallied from $10 to $23. Curious to see what'll happen this time. https://t.co/yP3rUrNXfH

@wliangNov 26, 2025 · 6:30 PM

Was not expecting $CLSK to get a third blue diamond here, but it has appeared. It can be invalidated, but unlikely. Extremely bullish on setups like these, especially since it's so close to retesting the gold zone. https://t.co/9OidyRxdPa

@wliangNov 17, 2025 · 3:04 PM

A square has shown up on $BITF. Strong sign a reversal is close. Not as strong as $CLSK at this moment. Regardless, both are undervalued at this moment. Won't last for long. https://t.co/N1lH5z9Ywj

@wliangNov 16, 2025 · 4:56 PM

I think $CLSK has something up their sleeves. Their Asset:Market Cap makes no sense. $CLSK is significantly undervalued. https://t.co/b3gPuE3I7y

@wliangNov 11, 2025 · 2:09 PM

Although the $CLSK offering is essentially an interest-free loan for 7 years, some people are bearish. I expect a pullback & rally. If you're following our indicator suite, you would've sold at $23. On the weekly chart, it's best we don't dip through the marked golden zone. https://t.co/xzz9AS5H69

@wliangNov 5, 2025 · 3:09 PM

$CLSK & $BITF are both severely undervalued. Will monitor to see how these retest our gold zone. Despite BTC dumping, most miners held pretty well. Just imagine what we'll see when BTC starts soaring. https://t.co/dGKzDADuxV