CLSK CleanSpark Inc. Loading... : Bullish and Bearish Analyst Opinions
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09:54
Sep 02
Sep 02
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
LOW
19:37
Aug 22
Aug 22
Author is bullish on NVDA ahead of earnings citing cheap valuation and Musk's GPU demand.
Author is bullish on NVDA ahead of earnings citing cheap valuation and Musk's GPU demand, while expecting pain for neo-cloud miners like IREN and others, with IREN's Thursday earnings as a key watch.
19:40
Aug 21
Aug 21
Citadel offloads datacenter stock positions
Notes datacenter and mining stocks are down following reports that Citadel offloaded 80% of its positions in the sector.
MED
00:04
Aug 20
Aug 20
Author confirms additional crypto mining names beyond CIFR in a reply.
Author confirms additional crypto mining names beyond CIFR in a reply, listing them as comparable beneficiaries without explicit position language.
LOW
23:15
Aug 19
Aug 19
Bitcoin miners transitioned to AI outperform
Names KEEL, HIVE, CLSK as bitcoin miners transitioned to AI data centers and likely to outperform; thematic basket without explicit position language.
MED
06:49
Aug 19
Aug 19
Ex-miners hold power assets attractive for consolidation
Notes RIOT, MARA, CLSK, and KEEL hold land and secured power that could make them consolidation or acquisition targets as AI infrastructure development proceeds.
MED
17:21
Aug 15
Aug 15
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
18:43
Aug 11
Aug 11
Author notes sector-wide technical weakness and plans to share buy signals later.
Author notes sector-wide technical weakness and plans to share buy signals later, while holding shares long-term without issuing fresh trade calls.
09:02
Aug 10
Aug 10
Bitcoin miners' power moat benefits from AI demand
Buy former Bitcoin miners with pre-secured grid-connected power capacity; as hundreds of GW of AI/data center load requests compete for scarce Texas grid access, years-long lead times make existing power infrastructure a structural moat that grows more valuable the longer the bottleneck persists.
MED
18:00
Aug 03
Aug 03
AI data center pivot gaining traction.
Bitcoin miners are pivoting to AI data center infrastructure, signing new contracts and breaking ground. CleanSpark recently signed its first contract, showing the pivot is gaining traction. Companies like HUT, Core Scientific, and Terawulf have the teams and long-lead-time products in place to execute, and the environment for data center demand is rich as hyperscaler capex moves closer. The analyst is bullish on these names for the next 6-12 months.
HIGH
16:47
Jul 30
Jul 30
The author reports a massive rally in neocloud and data center names after Citadel acquired.
The author reports a massive rally in neocloud and data center names after Citadel acquired a portfolio, but frames it as a watchlist observation rather than a personal position or forward call.
14:16
Jul 30
Jul 30
The author notes a broad double-digit rally in neocloud/data center names driven by META/GOOGL.
The author notes a broad double-digit rally in neocloud/data center names driven by META/GOOGL capex news and a perceived illogical selloff, but lists them as a watchlist rather than current positions.
LOW
21:09
Jul 28
Jul 28
The author sold their CLSK position at $13.39 to take an L and entered a new all-in position.
The author sold their CLSK position at $13.39 to take an L and entered a new all-in position in an undisclosed ticker, shifting focus to swing trading.
HIGH
03:03
Jul 27
Jul 27
Author endorses the parent's bullish thesis on CLSK's massive $6.6B deal with near-100% margins.
Author endorses the parent's bullish thesis on CLSK's massive $6.6B deal with near-100% margins, expressing excitement with "let's go clsk!!!"
01:12
Jul 27
Jul 27
Buy CLSK as a $6.6B triple-net lease deal worth ~2x market cap with near-100% margin economics.
Buy CLSK as a $6.6B triple-net lease deal worth ~2x market cap with near-100% margin economics has not been priced in due to macro headwinds, creating a mispricing opportunity; speculative upside if the hyperscaler counterparty is identified as a major player (Nvidia/OpenAI context).
MED
01:07
Jul 27
Jul 27
Notes CLSK's large deal has not moved the stock due to macro.
Notes CLSK's large deal has not moved the stock due to macro; wonders about the hyperscaler identity. No directional commitment.
LOW
20:52
Jul 24
Jul 24
The author expresses a clear forward-looking price target for CleanSpark.
The author expresses a clear forward-looking price target for CleanSpark, indicating a bullish stance on the stock's potential to reach one hundred dollars.
00:40
Jul 24
Jul 24
Buy CLSK as a high-conviction neocloud re-rating play.
Buy CLSK as a high-conviction neocloud re-rating play; 20-year $6.6B triple-net lease with a rumored META hyperscaler could lift contracted revenue to $11.6B (~3x current market cap), while 32% short interest creates significant squeeze potential as AI capex cycle accelerates.
HIGH
15:10
Jul 22
Jul 22
Buy Bitcoin miners pivoting to AI/HPC infrastructure.
Buy Bitcoin miners pivoting to AI/HPC infrastructure; multi-billion dollar backlog contracts validate the thesis and drive re-rating.
MED
22:20
Jul 20
Jul 20
Buy CLSK because its first HPC deal is undervalued by the market.
Buy CLSK because its first HPC deal is undervalued by the market, and the broader AI/HPC sector is near a bottom with renewed tailwinds.
MED
17:26
Jul 20
Jul 20
Buy $CLSK on upcoming hyperscaler reveal (likely META).
Buy $CLSK on upcoming hyperscaler reveal (likely META), project-based debt strategy similar to $NBIS, and exclusive LOI for 885 MW at ~0.10 EV/contracted revenue.
HIGH
17:18
Jul 20
Jul 20
Watch CIFR, CLSK, and WYFI as Neocloud/Colo recovery plays; price surges on sector catalysts.
MED
13:43
Jul 20
Jul 20
Reports CLSK signed first HPC deal worth $6.6B, a fundamental development, no directional view.
MED
11:06
Jul 20
Jul 20
Buy CLSK as its first HPC contract worth $6.6B marks a transformational pivot into high-value.
Buy CLSK as its first HPC contract worth $6.6B marks a transformational pivot into high-value compute, validating the neocloud thesis while the stock remains depressed by macro and false narrative overhang.
HIGH
18:26
Jul 19
Jul 19
The author replies with a ticker to a parent post discussing neocloud drawdowns and attractive.
The author replies with a ticker to a parent post discussing neocloud drawdowns and attractive risk/reward, but does not state a personal position or explicit forward call.
LOW
15:32
Jul 19
Jul 19
Neocloud name down ~45% amid META excess compute and Kimi K3 concerns.
Neocloud name down ~45% amid META excess compute and Kimi K3 concerns; speaker sees attractive risk/reward but lacks explicit position language required by speaker note.
MED
16:56
Jul 17
Jul 17
Speculative CLSK/META neocloud proxy setup: author asks whether CLSK could become a proxy.
Speculative CLSK/META neocloud proxy setup: author asks whether CLSK could become a proxy for META neocloud with high short interest, but uses question/conditional language and states no explicit position or buy/hold call.
MED
15:54
Jul 17
Jul 17
Buy CLSK as its July 14 transformational 20-year.
Buy CLSK as its July 14 transformational 20-year, $6.6B triple-net lease (nearly 2x market cap) with an investment-grade tenant, combined with 33% short float and muted stock reaction, creates a coiled-spring setup; Texas exclusivity over 885 MW represents a potential $33B+ contracted backlog vs. ~$4.1B EV.
HIGH
15:40
Jul 17
Jul 17
The article builds a bullish case for CleanSpark based on the massive lease deal, short squeeze setup, and undervaluation relative to peers. Author explicitly calls it a 'coiled spring' and 'asymmetri
The article builds a bullish case for CleanSpark based on the massive lease deal, short squeeze setup, and undervaluation relative to peers. Author explicitly calls it a 'coiled spring' and 'asymmetric opportunity' but does not disclose a personal position.
Risk: Core mining business is losing money; tenant is confidential; construction financing not yet secured; BTC price could fall further and jeopardize the bridge to 2027 revenue.
20:30
Jul 16
Jul 16
Author names CLSK as their top single stock pick in response to a direct "best idea" prompt.
Author names CLSK as their top single stock pick in response to a direct "best idea" prompt, citing shared conviction with another trader and a forthcoming deep-dive; no specific catalyst disclosed yet.
MED
About CLSK Analyst Coverage
Buzzberg tracks CLSK (CleanSpark Inc.) across 24 sources. 30 bullish vs 0 bearish calls from 27 analysts. Sentiment: predominantly bullish (34%). 88 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: aleabitoreddit, italianinvesto, blackpanthercap.