Zack

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Zack

Zack

@PulseInsightPro

MSc Investment Banking | Former Finance Analyst & Transformation Consultant | Behavioural finance specialist | Covering $BTC & $CLSK strategy

London Tham gia Nisan 2025
86 Đang theo dõi265 Người theo dõi
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CS Investor
CS Investor@BTCAI156·
Best Short Squeeze candidates 🚨 $CLSK $WULF $MARA
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Zack
Zack@PulseInsightPro·
Last night, four hyperscalers reported. $MSFT: Azure +40% YoY. Capacity constrained through 2026. 2026 capex: ~$190B. $GOOGL: Google Cloud +63% YoY. Backlog nearly doubled to $460B. Capex raised to $180–190B. $META: Revenue +33% YoY. 2026 capex raised to $125–145B - largest infrastructure commitment in its history. $AMZN: AWS +28% YoY - fastest growth in 15 quarters. EPS of $2.78 vs $1.64 estimate. Combined 2026 AI capex across the four: ~$725B. The bottleneck isn't capital or demand. It's power. $CLSK controls 1.8 GW of contracted, energised data centre capacity across Georgia and Texas - at a market cap of ~$2.9B. The $APLD comparable: 1. Oct ‘25: $5B / 200MW / 15yr. Site still under construction at signing. 2. Apr 23 '26: $7.5B / 300MW / 15yr. Site still under construction at signing. Sandersville - 250MW, energised, operational implies significant embedded value relative to where $CLSK trades today at ~$11.20/share. A single hyperscaler deal doesn't just change the narrative. It forces a full re-rating of every MW on the balance sheet. Q2 earnings imminent. Watch closely.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: $META earnings: - EPS: $10.4, est: $6.82 - Revenue: $56 billion, est: $55 billion Amazon, $AMZN, earnings: - EPS: $2.78, est: $1.64 - Revenue: $181 billion, est: $177 billion
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S Matthew Schultz
S Matthew Schultz@smatthewschultz·
1.8GW OF CONTRACTED ELECTRICITY. Knowledge is power>>>> Now. Power is knowledge. @CleanSpark_Inc
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TheGentleTraveler
TheGentleTraveler@LeaderInvests·
The AI story is shifting. From GW pipeline and future grid power → to AVAILABLE, CONNECTED, READY TO USE power. $META, $MSFT, $AMZN, $GOOG don't have time to wait. Interconnection queues in the US run 5+ years in many regions. Grid approvals and permits? Too slow. They want compute online ASAP. The edge now goes to "behind the meter" power and powered shells already energized today. Who already OWNS the land and is building sites right now? $IREN - $CIFR - $NBIS - $KEEL - $CLSK - $WULF - $APLD - $CORZ - $HUT - $BTDR Which one is your highest conviction?
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Crypto Rover
Crypto Rover@cryptorover·
🇺🇸 INSANE BIG TECH EARNINGS: Microsoft (Q3 FY26) • Revenue: $81.4–81.5B exp. → $82.89B actual Alphabet (Q1 26) • Revenue: $106–107B exp. → ~$109.9B actual Meta (Q1 26) • Revenue: ~$55.5B exp. → $56.31B actual Amazon (Q1 26) • Revenue: ~$177B exp. → ~$181.5B actual All four BEAT.
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CleanSpark Inc.
CleanSpark Inc.@CleanSpark_Inc·
$CLSK CEO and Chairman @smatthewschultz at @TheBitcoinConf: *Monday, April 27 from 2:30 to 3 pm *Nakamoto Stage (Panel) *Powering The Future Economy: How HPC + Bitcoin Mining Changes Energy Markets for the Better
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CleanSpark Inc.
CleanSpark Inc.@CleanSpark_Inc·
Here’s a sneak peek of Pro Day @TheBitcoinConf 👀. $CLSK has been busy having great conversations, brainstorming fresh ideas, and gaining inspiration from others shaping the industry. Swing by our booth (#821) and say hello!
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Earnest Hamilton
Earnest Hamilton@FinancialErnie·
$CLSK Cheers…FEW
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Earnest Hamilton@FinancialErnie

$CLSK Tomorrow I’ll be heading to Vegas for the $BTC conference ✈️ My main focus will be networking with the @CleanSpark_Inc team and holding one-on-one interviews with @smatthewschultz, @GaryVec, @taylorbmonnig, @harry_sudock, @sprainhill, and @Rex_Finance. I’ll be asking about each aspect of the company from overall BTC and HPC strategy, financial strategy, technology innovation, land and power strategies, derivative trading, and how they plan to grow the business and market cap. If you have any questions, drop them in the comments.

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Earnest Hamilton
Earnest Hamilton@FinancialErnie·
🚨EXCESS POWER MEANS MORE HPC OPTIONALITY WITH BTC LAYER⚙️🔌 ⚡️💡Took a concept and ran with it by submitting an article to @TheEnergyMag 🙌 I layered the Duke research with how leveraging bitcoin mining for the curtailable load can yield huge returns and help get grid access approvals ASAP. If you’ve got a a few mins it’s worth the read 👀📖👇 theenergymag.com/news/2026-04-2… $CLSK $IREN $RIOT $HUT $CIFR $WULF
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S Matthew Schultz@smatthewschultz

I do not believe that the vast majority of folks are aware of this…. Additionally, if you understand the ‘interrupt-ability’ of bitcoin mining, pairing mining with AI/HPC is an absolute no brainer. I asked @grok to summarize the Duke University study on grid headroom. @CleanSpark_Inc isn’t guessing. We’re building, and we’re intentionally maximizing the value of every single megawatt. I can’t wait to share. In the meantime. Please enjoy: The Duke University study from the Nicholas Institute, published in February 2025, shows the existing U.S. power grid has a ton of untapped headroom for big new loads like data centers and factories—if those loads can be a little flexible. The key finding: Across the 22 biggest balancing areas that cover 95% of U.S. electricity use, the grid could handle 76 to 126 gigawatts of new flexible load. That’s roughly 100 GW on average. It only requires those loads to cut back power for about 0.25% to 1% of the time during peak stress—basically just a few hours a year. The idea is the grid’s already built to handle rare extreme peaks, so instead of rushing to build tons of new power plants and lines, we can let these big users dial down briefly when needed. That speeds up connections, saves money on infrastructure, and keeps things reliable without slowing down AI growth or electrification.

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Zack
Zack@PulseInsightPro·
@neuralmanifold Congrats Eli, I only managed this at 23 and it took a lot of hard work. Don’t get complacent now though 🙏🏼
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Eli
Eli@neuralmanifold·
At 21 I have officially achieved 100k net worth. Extremely grateful and blessed
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Edvester
Edvester@edvestments·
$clsk once the deal is announced btc mining will go from a liability to an asset. Clsk will be the only one to capture unused capacity to continue mining BTC. It’s going to be quite remarkable tbh.
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Earnest Hamilton
Earnest Hamilton@FinancialErnie·
🚨 $CLSK SHORT INTEREST WARNING‼️ 🗣️🔊 This is a PSA. @CleanSpark_Inc short interest share count is still over 85M (34.76% of OS) 📈The IBKR CTB has spiked to 0.75% signaling share count availability to trade is starting to dry out. 💡Between bitcoin:native running over $80k and/or HPC news dropping this supply shock may play a factor in price discovery.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump announces the ceasefire between Lebanon and Israel has been extended by 3 weeks.
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Donald Dean
Donald Dean@donaldjdean·
LATEST UPDATE on $CLSK - CleanSpark delivers another strong operational month while scaling into AI infrastructure. AI + HPC + LAND + BTC = WIN WIN • March 2026 production: 658 BTC mined • Q1 2026 total: nearly 1,800 BTC with 11% increase in average monthly hashrate • Operational hashrate peak hits 50 EH/s • Fleet efficiency at industry leading 16.07 J/Th • 1.8 GW of power under contract • Aggressive expansion into multi gigawatt AI and high performance computing data centers in Texas CleanSpark continues to outperform as one of the most efficient and forward looking public Bitcoin miners. TA: Chart showing a clean breakout heading to the next upper target. More to come! #CLSK #BitcoinMining #AIInfrastructure
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Zack
Zack@PulseInsightPro·
Thought it was time to rebuild a full financial model on $CLSK (CleanSpark). Here's what it shows: Stock today: $12.21 | My fair value: $29.35 (+140% upside) Why it's mispriced: Wall Street treats CLSK as just a bitcoin miner. But there are three businesses bundled together, and only one is priced in. Business 1 - Bitcoin mining They mine 40,057 $BTC over the next 5 years. At 20% gross margins in Year 1, it's a cash machine that funds everything else. Business 2 - Bitcoin treasury (the hidden value) They already hold $2.1B in bitcoin on the balance sheet. That's $7.51 per share - already 62% of the current stock price. By Year 5 the stash grows to $7.4B. They also earn $236M/year of income from that bitcoin (selling call options on it + lending it out) - a 11.0% yield on top of just holding it. Business 3 - AI data centers (the upside) They're building 890 megawatts of AI infrastructure. At full ramp: $1,513M revenue, $681M profit per year, 56% return on the money invested. This is where most of my upside comes from. The math on the stock: - Sum of the parts (adding up each business): $34.89 - Discounted cash flow (5-year forecast): $23.80 - Average: $29.35 - call it my target For comparison: Wall Street's average target is $19-$27. I'm higher because most analyst models don't properly value the AI pivot yet. Downside protection: Even if bitcoin crashes to $60k and growth stalls, the stock is still worth $18.20 - higher than today's price. The bitcoin on the balance sheet alone backs 62% of the share price. Biggest risk: The April 2028 bitcoin halving cuts mining rewards in half. Mining margins drop to ~10% for a year. But the AI business and bitcoin yield income are specifically designed to carry the company through that cycle. Not investment advice. Model assumptions subject to execution risk.
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CleanSpark Inc.
CleanSpark Inc.@CleanSpark_Inc·
Every company has a story. Ours just got a new chapter. ⚡ We’ve launched $CLSK's refreshed brand and redesigned website. It reflects who we are today and where we’re headed. This is more than a new look. It’s a clear signal of our evolution. Energy → Bitcoin → AI and HPC. Scaling with intention. Building for what’s next. cleanspark.com
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S Matthew Schultz
S Matthew Schultz@smatthewschultz·
We did a website refresh to better reflect our company today. I’m beyond grateful for the talented, creative folks that help us tell the story… cleanspark.com
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Market Maestro
Market Maestro@Market_Maestros·
$CLSK We have broken the key resistance level with a nice break, notice on the 5 min chart the volume that came in to get it past that level? That's the strength you want to see on resistance breaks. Now we need to close today and the weekly candle above $12.3 to confirm new range.
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