Core Viewpoint - CleanSpark, Inc. (CLSK) is considered a potentially attractive investment opportunity due to its profitability in the Bitcoin sector and the overall market conditions favoring growth at a reasonable price [1]. Group 1: Company Performance - CleanSpark is identified as a profitable player in the Bitcoin market, which may indicate strong financial health and operational efficiency [1]. Group 2: Investment Strategy - The investment approach focuses on GARP (growth at a reasonable price) stocks while remaining open to other opportunities, suggesting a flexible investment strategy [1]. - The investment horizon is not fixed; the company will hold stocks as long as the investment thesis remains valid and will exit when the facts change [1]. Group 3: Market Insights - The author has developed market-beating algorithms using Python, which have been instrumental in identifying attractive investment opportunities within their portfolio [1]. - Previous experience as an analysis/news writer and editor at TipRanks has provided insights into market trends and investor interests, emphasizing the importance of accurate information [1].

Group 1 - The stock of CleanSpark (CLSK) has experienced a significant decline, primarily attributed to Bitcoin volatility rather than weak AI sentiment [1] - The overall market sentiment regarding AI and high-performance computing (HPC) is currently weak, which may impact investment strategies in these sectors [1] Group 2 - The author has a long position in CleanSpark shares, indicating a personal investment interest in the company's performance [2] - The analysis aims to provide insights into macro trends and their influence on asset prices and investor behavior, particularly focusing on equities and derivatives [2]

Core Viewpoint - The stock of CleanSpark (CLSK) has experienced a significant decline, primarily attributed to Bitcoin volatility, despite weak sentiment in AI and HPC sectors [1]. Group 1: Company Analysis - CleanSpark's stock price action has been negatively impacted by fluctuations in Bitcoin, overshadowing the potential benefits from AI and HPC developments [1]. Group 2: Market Context - The overall sentiment in the AI and HPC markets is weak, which may contribute to the challenges faced by companies like CleanSpark [1].

Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1] - After experiencing financial setbacks in 2019, the decision was made to study value investing to create wealth and mitigate risks [1] Group 2: Professional Experience - From 2020 to 2022, the individual worked in a sales role at a law firm, becoming the top-grossing salesman and managing a team, which contributed to a deeper understanding of sales strategies [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the individual served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The individual excelled in this role, passing Series exams ahead of schedule, but faced frustration due to the reliance on modern portfolio theory rather than value investing principles [1] Group 4: Current Endeavors - In November 2023, the individual began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles serve as a platform for the individual to document and share the investment journey alongside readers [1]

We recently published 10 Stocks Powering Into 2026 With Explosive Gains. CleanSpark, Inc. (NASDAQ:CLSK) is one of the top performers on Friday. CleanSpark snapped a six-day losing streak on Friday, jumping 14.13 percent to close at $11.55 apiece as investors took heart from higher Bitcoin prices while repositioning portfolios ahead of its mining report for the December and full-year 2025 periods. After the US markets officially closed the trading week, investor funds shifted to Bitcoin, supporting the l ...

Industry Overview - The crypto miner industry remains an intriguing area for investors, particularly following significant stock corrections experienced in Q4 of the previous year [1] Analyst Background - Uttam is a growth-oriented investment analyst focusing on the technology sector, with particular emphasis on semiconductors, artificial intelligence, and cloud software [2] - His research also encompasses MedTech, Defense Tech, and Renewable Energy, and he co-authors a newsletter that is frequently cited by major publications [2] - Prior to his research career, Uttam led teams at prominent technology firms, including Apple and Google [2]

Core Insights - CleanSpark, Inc. (CLSK) is advancing its artificial intelligence (AI) initiatives, but the immediate revenue impact is limited as Bitcoin mining remains the primary revenue source [1][9] Group 1: AI and HPC Expansion - CleanSpark has secured over 1.3 gigawatts of power capacity and identified land opportunities in Georgia and Texas to support its AI and high-performance computing (HPC) data center initiatives [2] - The company has partnered with Submer to enhance deployment using liquid-cooled, modular data center solutions [2] - Monetization of AI initiatives is expected to be delayed, with initial deployments at the Texas AI campus not anticipated until the first half of 2027 [3] Group 2: Financial Projections and Competition - Construction costs for AI data centers are estimated at around $10 million per megawatt, which may pressure near-term cash generation [4] - The Zacks Consensus Estimate for fiscal 2026 revenues indicates a year-over-year growth of 12.1%, while fiscal 2027 suggests a decline of 7.7% [4] - Cipher Mining (CIFR) is emerging as a strong competitor, having secured a 15-year, 300 MW campus lease with Amazon Web Services valued at approximately $5.5 billion [5] - IREN Limited (IREN) is also intensifying competition with a $9.7 billion AI cloud agreement with Microsoft and plans to deploy 140,000 graphics processing units by 2026 [6] Group 3: Share Price and Valuation - CleanSpark's shares have increased by 16.4% over the past year, outperforming the Zacks Finance – Miscellaneous Services industry, which declined by 4.2% [7] - The company trades at a forward price-to-sales ratio of 3.25, which is lower than the sector's average of 9.08 [10] - The Zacks Consensus Estimate for CleanSpark's fiscal 2026 earnings is currently pegged at 26 cents per share, reflecting a year-over-year decline of 63.4% [13]

智通财经APP获悉，周一，部分加密货币概念股盘初走高，截至发稿，IREN Ltd(IREN.US)、Bitmine Immersion Technologies(BMNR.US)涨超1.7%，此前一度涨超4%；Circle(CRCL.US)微涨，此前一度涨超 2%；CleanSpark(CLSK.US)涨0.87%。 ...

Core Insights - Cleanspark Inc. (NASDAQ: CLSK) is recognized as a top bitcoin mining stock, with a strong consensus 1-year average price target of $24.30, indicating an upside potential of over 113% for investors after a nearly 74% yield in 2025 [1] - Analyst Gregory Lewis from BTIG has reiterated a bullish stance on Cleanspark, assigning a Buy rating with a price target of $26, suggesting an upside potential of around 128% [2] Company Performance - In November, Cleanspark mined 587 bitcoins and increased its contracted power by 11%, reaching over 1.4 GW [3] - CEO Matt Schultz highlighted the successful closing of a $1.15 billion zero-coupon convertible notes offering and emphasized the company's focus on expanding contracted power and efficient mining [3] Strategic Direction - Cleanspark is pivoting towards high-performance computing and AI, leveraging its existing infrastructure to enhance its business model [3]

Group 1: Bitcoin Mining Stocks Performance - Bitcoin mining stocks have shown significant gains this year, with IREN Ltd. leading at +328.41%, followed by Cipher Mining Inc. at +242.89%, Riot Platforms Inc. at +33.89%, and CleanSpark Inc. at +24.97% [1] Group 2: IREN Ltd. - IREN has transitioned from Bitcoin mining to high-performance data centers for AI and GPU cloud services, positively impacting its share price [1] - The company secured a $9.7 billion GPU cloud contract with Microsoft, which includes a 20% prepayment and a commitment to purchase $5.8 billion in NVIDIA GPUs [2] - The consensus price target for IREN is $55.73, with a high estimate of $136 from Cantor Fitzgerald [2] - IREN's Momentum score is 98.39/100, indicating strong performance [3] Group 3: Cipher Mining Inc. - Cipher Mining's stock surged approximately 380% in the last six months due to a shift from Bitcoin mining to AI infrastructure [4] - Key contracts include a 15-year agreement with Amazon Web Services for 300 MW of electricity, valued at around $5.5 billion, and a $3 billion, 10-year colocation deal with Fluidstack [4] - The stock has a consensus "Buy" rating and a price target of $21.61, with a high of $34 from Clear Street [5] - Cipher Mining also has a very high Momentum score [5] Group 4: Riot Platforms Inc. - Riot Platforms recorded healthy gains, supported by Bitcoin's all-time highs and increased mining output [6] - The company plans to repurpose its power infrastructure for data centers and high-performance computing [6] - Riot is the seventh-largest corporate holder of Bitcoin, with a stash valued at $1.72 billion [6] Group 5: CleanSpark Inc. - CleanSpark reported $766 million in fiscal year revenue, more than doubling from the previous year, driven by increased Bitcoin mining and operational hashrate [9] - The company has $43 million in cash and $1.2 billion in Bitcoin as of September 30 [9] - CleanSpark has a consensus "Buy" rating with a price target of $23.69, indicating a potential upside of 108.83% [10] - The company's strongest category in Benzinga's Edge Rankings is Growth, scoring 99.76/100 [10]