pennyether

@penny_etherCrypto11.2k followers

pennyether

@penny_etherCrypto11.2k followers

Past 12mo:49mentions22tickers34posts

$CLSK· CleanSpark

1 call since Feb 2026show all

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About this voice

@penny_ether posted 34 times over the past 12 months with 49 cashtag mentions spread across 22 distinct tickers. The voice's most frequently mentioned ticker was $MARA with 17 mentions, followed by $MSTR with 4 mentions and $BGDE, $CORZ, and $CLSK each with 2-3 mentions. The most recent cashtag mention occurred on June 18, 2026, referencing $NOVT.

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

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Recent calls

1 call

@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.

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Who is pennyether?

pennyether (@penny_ether) is a FinTwit voice tracked on Surfaced in the Crypto category with 11.2k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @penny_ether mention most?

Over the past 12 months, @penny_ether's most-mentioned tickers are $MARA, $MSTR, $BGDE, $CORZ, $CLSK — $MARA leads with 17 mentions.

When did @penny_ether first mention $MARA?

@penny_ether's first tracked mention of $MARA was on Feb 5, 2026.

How active is @penny_ether?

In the past 12 months, @penny_ether posted 34 times carrying cashtag mentions, totalling 49 mentions across 22 distinct tickers.