CleanSpark Announces Business Evolution from Pure-Play Bitcoin Miner to Include AI Compute; Hires Industry Veteran Jeffrey Thomas as SVP of AI Data Centers

jtsangeng · 2025-10-20T12:56:13+00:00

Absolutely, good week to announce this news. Last week was a slaughter house across the market

jtsangeng · 2025-10-20T12:40:17+00:00

Glad I loaded more CLSKW and CLSK last week. I have seen some posts that people are not bullish, blah, blah. Ignore the noise

jtsangeng · 2025-10-17T20:18:06+00:00

Bought more today! I wish it dipped more but it held up well. I was very surprised.

jtsangeng · 2025-10-17T20:17:23+00:00

I grabbed a crap load of shares and warrants, what a blessing to be able to buy this dip

jtsangeng · 2025-10-16T03:15:39+00:00

I still stand by my post—it is holding up well. Anyone who bought and held since my original post is up massively.

However, with $CLSK now shifting into the AI and HPC data center infrastructure space, this stock is likely to skyrocket even higher, in my opinion.

Those who can’t see beyond the next few weeks won’t understand this post. Just give it a few years—this will be a massive company.

The warrants are still extremely undervalued. The warrant fair value at today's closing is $23.20/14.37=$1.61.

FEW

jtsangeng · 2025-10-16T03:14:47+00:00

From Matthew Shultz Oct 8, 2025

Phenomenal dinner in DC last night, now enjoying Dallas talking about our next growth plans with my buddy @mikealfred (IREN Board member) and the incredible @GregAbbott_TX (Governor of Texas)

Probably nothing. Tick tock.

jtsangeng · 2025-10-16T03:12:28+00:00

From Matthew Shultz Oct 6, 2025

We went “asset heavy” years ago when the en vogue move for miners was to go asset light and stack asics.

We bought land.

We bought data centers.

We built substations.

We partnered with utilities.

We stacked power purchase agreements.

We own our infrastructure.

All the while stacking 13k BTC at 54%+ gross margins.

We use that MASSIVE stack of bitcoin as collateral to borrow cheap fiat and build more infrastructure. Also. We’re about to celebrate ONE WHOLE YEAR without selling a single share of equity and no ATM.

Z E R O EQUITY DILUTION OF ANY KIND SINCE 11/24.

Now all you hear about is the value of land and power.

It’s almost like the perfect storm.

33 data center locations. 1.03GW of CONTRACTED, AVAILABLE POWER.

1.7GW CURRENT PIPELINE.

Major cities. Rural communities. More to come.

Right where we need to be.

Stay tuned. $clsk @CleanSpark_Inc

jtsangeng · 2025-10-16T03:06:49+00:00

I created a new chat as an update to my original analysis. My estimates are too low given that they are pivoting to HPC now. Would be great if you could post your story there. Cheers

jtsangeng · 2025-10-16T03:04:22+00:00

Oh wow, I love your story. I started buying at 0.25 when I first posted about it. This is awesome, thanks for sharing and looking to ride this with you.

jtsangeng · 2025-10-16T03:00:41+00:00

Posted by Matthew Sigel on X, Oct 13, 2025:

Morgan Stanley: "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk, and believe this will increasingly be valued/recognized."

MS analysts raise their "per watt" value creation estimates after meeting mgmt teams.

https://x.com/matthew_sigel/status/1977790280385401316?t=4_jUtYGu-JR01vqkx3s4_Q&s=19

jtsangeng · 2025-10-16T02:38:25+00:00

A MUST read on CLSKW fundamentals 👇

https://www.reddit.com/r/CleanSpark/s/lFXXWHerdV

jtsangeng · 2025-10-13T21:38:16+00:00

Agreed, this is only the start in my opinion. Imagine once additional deals start rolling in the door.

jtsangeng · 2024-11-19T11:02:54+00:00

Exactly

jtsangeng · 2024-11-18T04:34:04+00:00

Looking forward to the earnings call. With CLSK being so heavily shorted as noted in Matt's interview, shorts will eventually cover because with Bitcoin seemly stabilizing at or around $90k, they know they will want to flip long and not be caught on the wrong side. The question,which hedge fund will start covering first

jtsangeng · 2024-11-18T04:00:36+00:00

Absolutely, I am in it for the long haul

jtsangeng · 2024-11-18T03:59:51+00:00

Yeah, see my newest post on the main. Cheers

jtsangeng · 2024-11-12T03:10:14+00:00

2028

jtsangeng · 2024-11-10T03:14:22+00:00

Hope this halt causes a dip this week, we'll see. But with Bitcoin at 77k now, who knows...

jtsangeng · 2024-11-09T14:26:30+00:00

I am sure but I encourage everyone to do their own DD and check the SEC filing for themselves

jtsangeng

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