RexFinance (Ben Briggs)

$CLSK - wanted to pop in quickly and say my first week and a half with @CleanSpark_Inc has been fantastic! Thank you everyone for your support!

@CFeterl @Imgoinhungry121 @smatthewschultz @FinancialErnie @CleanSpark_Inc I’ll get you both taken care of today. Send me a DM, please. Thanks!

@Imgoinhungry121 @smatthewschultz @FinancialErnie @CleanSpark_Inc This reminds me @Rex_Finance was supposed to send me some $CLSK swag long before he worked there. 😊👊

$CLSK When do you see @CleanSpark_Inc announcing their lease? Comment with a different answer or why you chose what you did. 🗣️👂

I think the fracking boom really changed the dynamics of the oil & gas space, and any related long-term inflation concerns are likely overstated as a result. Frackers can increase production when prices rise far faster than demand can increase. Case in point: high oil prices in 2010-2014 led to massive investment and overproduction, which caused prices to crash and bankruptcies of producers in 2014-2016. You also have producers aggressively hedging their future production at today’s prices… acting as a force that keeps a lid on price. We are also far less dependent on OPEC. This ain’t the 1970s anymore. 😎

My biggest position is ZQ futures, betting the year end interest rate will be lower than market has priced... primarily on the thesis that inflation is well under control and labor market will tighten from AI and general lack of growth. It's been a wild ride lately. I've taken a beating from the Iran conflict which has stoked fears of rising energy prices, and thus inflation. It's been brutal. Today's NFP report -- showing significant negative revisions to Dec/Jan, as well as pretty bad results for Feb -- would've netted me an ungodly amount of money, were it not for the Iran conflict. The fact ZQ futures are up significantly today, even though oil is up 12%, speaks to how significant the NFP report appears to be. Now, my position hinges on an insanely complex probability tree of outcomes and timings of a far away conflict. I'm finding it nearly impossible to get a grasp on the "real" goings on because of the insanely shitty signal to noise ratio. Even if I had full information, it's unlikely that any outcome could be predicted with confidence. Still, aside from selling vol, this is probably the biggest TACO trade available... an end to the conflict would assuage inflation concerns and the (interest rate) market could once again focus on Fed's job mandate. My position now hinges on what is the most "win-win" outcome for all parties involved, and hoping rational minds prevail. Mid-terms are this year, Trump/GOP do not want inflation blamed on them. If this stretches on, it will surely be unpopular. There's also the fact that an end to the conflict can be front-run by cronies... the more punishment the market takes, the more upside there is to resolving it. All things being equal, the ability to make nearly infinite amount of money front-running a resolution tilts things in that favor. Geopolitically, there's also the fact that an economic disruption to energy does nobody any good. I think we're back to BAU in a couple of months. Either we "seize nuclear materials" or install/approve a "fine for now but will end up being hardliner" leadership. Trump hasn't really taken his "I won't budge" stance for longer than a month. I'm hoping this will be no different. All in all... really sucks that my thesis would've been proven correct, but instead my portfolio is dragged into this conflict. Could've gone long oil to hedge, I suppose. I did that one day one and that's paid off well, but what I really needed was like Jun OTM calls on oil. Should've just paid for insurance via 0.2 delta calls that I roll. Live and learn.

@BSide911 @investmattallen @BTC_Bella69420 Personal opinion: the recent market volatility reflects a conflation of AI disruption risk with AI infrastructure beneficiaries. No other sector I’d rather be increasing exposure to right now.

@Rex_Finance @investmattallen @BTC_Bella69420 I doubled my AI data center purchase recently.

The amount of FUD around $MARA Marathon Digital is comical They updated their 10-K to say that they might buy, sell, or hold their $BTC Bitcoin at any time for strategic purposes like AI Data Centers ect So no, they are not liquidating their entire Bitcoin portfolio 🤦🏼‍♂️

$CLSK it’s so cool to be a part of this story. Around the 7:20 mark, @smatthewschultz gives a shoutout to an 18-year-old kid who reached out six years ago asking to chat on YouTube about @CleanSpark_Inc. I was that kid - curious and eager to learn. Six years later, that kid is 24 (25 soon… watching the hairline closely😅), still just as curious and eager to learn - but now I get to wake up every day and work for all of CleanSpark’s incredible stakeholders. From asking questions to helping build the mission. Grateful doesn’t even begin to cover it. The journey here is just getting started. 🙏🏻🚀

@Schweino68 @smatthewschultz Absolutely! I'll be back in NE for Easter. I'll send you a message! Would be great to meet you, I know it's been a long time coming!

@Rex_Finance @smatthewschultz Hope you're doing well! Don't think I forgot about that steak 👀

$CLSK - Listen to our CEO and Chairman @smatthewschultz recap our fiscal first quarter 2026 and discuss what we've been working on... A few additional notes: 1⃣ We delivered ~$55M in "normalized adjusted EBITDA," which represents cash generated from our operations. 2⃣ We've repurchased over $600M in stock over the last 15 months, resulting in approximately 20% of our shares outstanding being repurchased. 3⃣ Our digital asset management (DAM) team, led by @sprainhill, continues to impress. DAM generated over $13M in total premiums during the quarter! Our earnings webcast, transcript, and presentation are all available on our website! investors.cleanspark.com/financials/qua…

@sprainhill @smatthewschultz

@Rex_Finance @smatthewschultz REXXXXXXXXXXXXXXX FINANCE EVERYBODY

I was very proud to share all of the amazing accomplishments by the team @CleanSpark_Inc yesterday, but in my humble opinion, the single best part of my comments on the earnings call was this:

@vitivergara @smatthewschultz @CleanSpark_Inc 🤗

@smatthewschultz @CleanSpark_Inc NOT only not diluting shareholder but purchasing their own stock to protect them. Thank you Mr Schultz. Hugs to Rex.

The whole team is laser focused and pulling in the same direction.

@PeytonElse_4 @THEnebpreps @PrepRedzoneNE @CoachCSilva @MsideFootball Congrats, stud! Go do big things. I’ll be cheering you on from afar!

Committed #rollmustangs Huge thank you to everyone who’s helped me along the way! @THEnebpreps @PrepRedzoneNE @CoachCSilva @MsideFootball

@tobycassel @FinancialErnie Absolutely! The tax-free gains from $OSS in my Roth are going to be sweet in 40 years (hopefully)! I actually started buying back in early 2024.

$CLSK Have a great day everyone 🫡

@FinancialErnie 😂👍

@Rex_Finance You must be immersion testing the original pairs

@buhlahkay Appreciate you, man! Have a great Thanksgiving. It’s awesome seeing all of the amazing things you’re accomplishing yourself!

@Rex_Finance Proud of you bro. Doing great things. I hope you have a fantastic thanksgiving.

$CLSK Today is a BIG day! After covering the company’s earnings externally for 6 straight years (24 consecutive quarters), I get to be a part of the internal process for the first time. Please tune in as we are excited to share our business update today: events.q4inc.com/attendee/20554…

Pretty good year in the books. Excited to talk strategy. Join @Rex_Finance @harry_sudock @GaryVec and myself as we discuss our results! @CleanSpark_Inc

Fascinating. 😌 linkedin.com/posts/patrickc…