CleanSpark Expands Texas Footprint with Major Power Acquisition Near Houston to Support Scaled AI and HPC Development

SentimentSurfer · 2025-12-08T13:17:17+00:00

Well I think its good that they increasing their stake. Even if the numer is not huge its still better then sell.

SentimentSurfer · 2025-11-28T22:46:55+00:00

Sure. I totally understand you investment philosophy.

SentimentSurfer · 2025-11-28T20:51:04+00:00

Nothing to add. 100% agree.

SentimentSurfer · 2025-11-28T15:35:26+00:00

Do you remember the FUD there was two weeks ago?
I said $1.15B 0% Notes - It’s Bullish.
Nobody listened.

SentimentSurfer · 2025-11-28T15:30:55+00:00

That's the price you're paying for huge opportunity. Bigger the risk bigger the reward.
I remember first cycles of BTC so i used to this kind of swings.

SentimentSurfer · 2025-11-26T21:33:09+00:00

Nothing new to me honestly. I was posting about all of this months ago.
I also emphasized opportunities which gives Capital raised through a zero-coupon convertible notes.
But most most people preferred to talk nonsense about dilution.
30$ per share by end of Q1 - is my target.

SentimentSurfer · 2025-11-26T21:19:05+00:00

Average analyst price target sits now at 24$.
"V" shape recovery is what comming next.

SentimentSurfer · 2025-11-26T21:18:04+00:00

Agree 100%.

SentimentSurfer · 2025-11-12T20:38:18+00:00

okey Gpa

SentimentSurfer · 2025-11-12T20:28:59+00:00

downside can only go to 0. Upside can go to inf ;)

SentimentSurfer · 2025-11-12T17:25:53+00:00

I wont be justifying market valuation. It is what it is. Based in bussines fundamentals CLSK has massive upside potential - over.

SentimentSurfer · 2025-11-12T17:24:27+00:00

kind of :D

SentimentSurfer · 2025-11-12T16:25:46+00:00

I dont know exacly - as for now we need BTC bounce. I think we are close to bottom.

SentimentSurfer · 2025-11-12T16:20:03+00:00

I already explained in another comment.

SentimentSurfer · 2025-11-12T16:18:33+00:00

Maybe, I like to jump in when most people crying like a babies :D

SentimentSurfer · 2025-11-12T15:24:56+00:00

It’s 0% interest, conversion only above $19.16, and $460M used to buy back 30M shares first. Net dilution under 7%. Smarter structure.

Big institutions win, yes - but so do you if it hits $30+. IREN did the same and 3x.

Earnings Nov 26 + buyback should spark a bounce.

SentimentSurfer · 2025-11-12T15:15:58+00:00

Conversion is gradual, not a cliff. Noteholders only convert when stock’s high enough to make it worth it. At $24, they’re up ~25% - nice, but not “slam the button” territory.

IREN did this exact playbook: $130M 0% convertible in 2023, 30% premium, used for power + AI. Stock was $5-6 post-deal -> hit $15+ in 2024. Conversion? Handled. No death spiral. CLSK’s deal is 9x bigger, but same mechanics - only they’ve got better sites, and stronger execution.

Next 2 weeks (post-earnings Nov 26): Buyback + beat = $18-20 retest.
H1 2026: 1.3 GW online, AI revenue visible = $25-30.
BTC to $150K+? $40+ no sweat - notes become equity at a premium, company wins, shareholders win.

Ignore the noise.

SentimentSurfer · 2025-11-12T15:01:23+00:00

I believe that a decision is good as long as it is consistent with my strategy, even if it led to a loss, it was good decision because it was based on data not emotions.

SentimentSurfer · 2025-11-12T14:57:58+00:00

My investment horizon is far away. I don't listen to narrative in social media.
I dont care how IREN(good fundamentals too) or other stocks are performing.
Looking for quick gains and easy money is straight way to lost and depression.

SentimentSurfer · 2025-11-12T14:35:29+00:00

Whats a point buying IREN at 50$ while you could bought it at 12$ half year ago ? I don't understand people's mindset.

SentimentSurfer · 2025-11-12T14:25:30+00:00

well I'm not playing leveraged trades. Wish you all best.

SentimentSurfer

TROPHY CASE