$CleanSpark(CLSK.US) | H.C. Wainwright ๐ฟ๐ฒ๐ถ๐๐ฒ๐ฟ๐ฎ๐๐ฒ๐ ๐๐๐ on ๐๐น๐ฒ๐ฎ๐ป๐ฆ๐ฝ๐ฎ๐ฟ๐ธ ๐๐ป๐ฐ., PT $๐ฎ๐ฎ
Analyst sees Sandersville execution de-risking and near-term HPC/AI opportunities as compelling and not priced into the stock.
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $CleanSpark(CLSK.US) CleanSpark Signs $๐ฒ.๐ฒ ๐๐ถ๐น๐น๐ถ๐ผ๐ป AI Data Center Lease With Global Technology Company
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐น๐ฒ๐ฎ๐ป๐ฆ๐ฝ๐ฎ๐ฟ๐ธ signed a ๐ฎ๐ฌ-๐๐ฒ๐ฎ๐ฟ triple-net (NNN) data center lease.โค Lease is expected to generate $๐ฒ.๐ฒ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in contracted revenue.โค Contract value could reach $๐ญ๐ญ.๐ฒ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป with extension options.โค Agreement covers ๐ญ๐ณ๐ฑ ๐ ๐ช of critical IT load in Sandersville, Georgia.โค Infrastructure deliveries are expected to begin in ๐ค๐ฐ ๐ฎ๐ฌ๐ฎ๐ณ.โค Tenant is a ๐ต๐ถ๐ด๐ต ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐-๐ด๐ฟ๐ฎ๐ฑ๐ฒ global technology company.โค Expected cumulative ๐ก๐ข๐ contribution margin is nearly ๐ญ๐ฌ๐ฌ%.โค Average annual ๐ก๐ข๐ contribution is projected at approximately $๐ฏ๐ฏ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค July Bitcoin production totaled ๐ฑ๐ด๐ฒ ๐๐ง๐, bringing 2026 production to ๐ฐ,๐ฏ๐ญ๐ฌ ๐๐ง๐.โค Bitcoin holdings increased to ๐ญ๐ฏ,๐ต๐ฏ๐ญ ๐๐ง๐ as of July 31, 2026.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Marks CleanSpark's first major ๐๐ฃ๐ data center leasing agreement.โค Diversifies revenue beyond Bitcoin mining into long-term AI infrastructure.โค Provides highly visible, recurring cash flows through a multi-decade contract.โค Highlights accelerating enterprise demand for AI-ready data center capacity.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ ๐ฎ๐๐ ๐ฆ๐ฐ๐ต๐๐น๐๐, CEO and Chairman of CleanSpark:"July was a transformative month for CleanSpark with the execution of our first HPC data center lease at our Sandersville campus. This was a 20-year true triple-net lease directly with a high investment-grade leading global technology company resulting in $6.6 billion in contracted revenue with a nearly 100% NOI margin. Our business is executing on parallel paths as we focus on commercialization and continue expanding our power and land portfolio while driving mining productivity." - S
$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts. - H
๐ TOP 10 WEEKLY ANALYST RATINGS:
$Hut 8 Mining(HUT.US) $Palo Alto Networks(PANW.US) $Unitedhealth(UNH.US) $Intel(INTC.US) $CleanSpark(CLSK.US) $AMC ENT(AMC.US) $Aerovironment(AVAV.US) $Arm(ARM.US) $Circle(CRCL.US) $Apple(AAPL.US) - H
$CleanSpark(CLSK.US) | Cantor Fitzgerald reiterates ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ on ๐๐ฅ๐๐๐ง๐๐ฉ๐๐ซ๐ค, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst sees the first signed AI data center lease as a pivotal step, de-risking the company's transition away from Bitcoin mining. - H
$CleanSpark(CLSK.US) | Needham maintains ๐๐ฎ๐ฒ on ๐๐ฅ๐๐๐ง๐๐ฉ๐๐ซ๐ค, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst sees a new 20-year lease and potential for more as near-term catalysts, prompting higher estimates and an increased PT. - H
โก ๐๐๐๐๐๐: $CleanSpark(CLSK.US) CleanSpark Signs $6.6 Billion 20-Year Data Center Infrastructure Lease
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฅ๐๐๐ง๐๐ฉ๐๐ซ๐ค signs a ๐๐-๐ฒ๐๐๐ซ ๐๐๐ lease with a global technology company.โค Initial lease expected to generate approximately ๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง in contracted revenue.โค Total contract value could reach ๐๐๐.๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง with extension options.โค Agreement covers ๐๐๐๐ ๐๐ of critical IT load at Sandersville, Georgia.โค Infrastructure deliveries are expected to begin in ๐๐ ๐๐๐๐.โค Tenant signed exclusivity covering CleanSpark's ๐๐๐ฑ๐๐ฌ ๐๐๐ ๐๐ portfolio.โค Texas portfolio spans ๐๐๐๐ ๐๐๐ซ๐๐ฌ with secured and planned power capacity.โค Lease includes annual escalators and nearly ๐๐๐๐% cumulative NOI contribution margin.โค Expected average annual ๐๐๐ contribution is approximately ๐๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐๐ญ๐ญ ๐๐๐ก๐ฎ๐ฅ๐ญ๐ณ, CleanSpark CEO and Chairman:"This lease is a transformational moment for CleanSpark as we complete our evolution into a diversified digital infrastructure platform and begin monetizing our power portfolio at institutional scale. A 20-year commitment from a high-investment-grade global technology company with a market-leading commercial profile and exclusivity across our nearly 900 MW of additional capacity in Texas is a tremendous validation of our land-and-power strategy. We have long believed in the second-mover advantage in this sector: grow our portfolio as the market matures, then execute with excellent terms and velocity. Today's announcement validates our thesis."๐๐ข๐ฆ๐ฆ๐ฒ ๐๐ง๐๐ซ๐๐ฐ๐ฌ, Mayor of Sandersville:"CleanSpark has been a pillar of the Sandersville community for many years, providing job market stability, tax revenue, and broad support for what makes our part of the world special. We are excited to see CleanSpark embark on this new chapter and stand shoulder to shoulder with them to support this incredible infrastructure project." - H
๐ข ๐๐๐๐ ๐๐: $CleanSpark(CLSK.US) CleanSpark Mined 614 Bitcoin in June, Holdings Rise to 13,924 BTC
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฅ๐๐๐ง๐๐ฉ๐๐ซ๐ค mined ๐๐๐ ๐๐๐ in June, averaging ๐๐.๐๐ BTC per day.โค Peak daily production reached ๐๐.๐๐ ๐๐๐ during the month.โค Total ๐๐๐ holdings increased to ๐๐,๐๐๐ as of June 30.โค CleanSpark produced ๐,๐๐๐ ๐๐๐ during the first six months of 2026.โค Operational hashrate reached ๐๐ ๐๐/๐ฌ, with an average of ๐๐.๐ ๐๐/๐ฌ.โค Fleet totaled ๐๐๐,๐๐๐ miners with peak efficiency of ๐๐.๐๐ J/TH.โค CleanSpark sold ๐๐๐ BTC at spot and ๐๐๐ BTC through call options.โค Company acquired ๐๐๐ BTC through put exercises and basis trading strategies.โค Average selling price was ๐๐$๐๐,๐๐๐ per Bitcoin.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Growing ๐๐๐ holdings strengthen CleanSpark's digital asset balance sheet.โค Higher hashrate supports increased ๐ฆ๐ข๐ง๐ข๐ง๐ capacity and future production growth.โค Texas expansion and HPC development could diversify ๐ซ๐๐ฏ๐๐ง๐ฎ๐ beyond Bitcoin mining.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "We're making strong progress toward energization in Texas while continuing to advance our HPC campus portfolio alongside monetization efforts." โ ๐๐๐ญ๐ญ ๐๐๐ก๐ฎ๐ฅ๐ญ๐ณ, CEO and Chairman of CleanSpark. - H
$CleanSpark(CLSK.US) | Citizens ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐ฅ๐๐๐ง๐๐ฉ๐๐ซ๐ค with ๐๐๐ซ๐ค๐๐ญ ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, sets ๐๐ ๐๐ญ $๐๐
Analyst sees CleanSpark as a scaled Bitcoin miner with upside from reallocating its ~1.2GW of AI/HPC-suitable power capacity over time. - T
The economics of $CleanSpark(CLSK.US) & $Keel Infrastructure(KEEL.US) if they start signing leases and start getting valued on parity with eg $Terawulf(WULF.US) $Cipher Digital(CIFR.US) $IREN(IREN.US) etc are quite staggering
We're talking v large upside from hereThey have to execute though - T
Hearing a lot of rumours etc about data centre leases for the likes of $Keel Infrastructure(KEEL.US) $CleanSpark(CLSK.US) etc
Whilst they may or may not be true don't get carried away with the noisePrice action of the stock will tell us everything we need to knowRumours whilst fun are irrelevant tbh - T
Added some $CleanSpark(CLSK.US) in my SIPP today at $14.50
(My original cost base is around $3/4)The power assets this company has are massive and a hyper scaler or tier 1 lease could transform the valuation metrics same as $Keel Infrastructure(KEEL.US) Letโs see - H
๐ข ๐๐๐๐ ๐๐: $CleanSpark(CLSK.US) CleanSpark Hires $๐๐๐ Deal Veteran, Reports May Bitcoin Production Update
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค CleanSpark appoints Ruben Sahakyan as ๐๐๐ ๐จ๐ ๐ ๐ข๐ง๐๐ง๐๐ to support AI data center growth.โค Sahakyan brings ๐๐+ years of experience and over $๐๐๐ in transaction advisory.โค Company produced ๐๐๐ ๐๐ข๐ญ๐๐จ๐ข๐ง in May, averaging ๐๐.๐๐ BTC per day.โค Operational hashrate remained at ๐๐.๐ ๐๐/๐ฌ with ๐๐๐,๐๐๐ deployed miners.โค CleanSpark now holds ๐๐,๐๐๐ BTC and maintains ๐.๐ ๐๐ under contract.โค Company sold ๐๐๐ BTC during May at an average price of $๐๐,๐๐๐.โค Focus remains on multi-gigawatt ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ commercialization and infrastructure expansion.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โThis May we strengthened our management team by adding Ruben Sahakyan to bolster our AI data center financing capabilities as we progress commercialization efforts in Sandersville and Texas,โ said CEO and Chairman Matt Schultz.โIn parallel, we continue to develop our power pipeline, add high-impact talent across the entire organization, and operate best-in-class bitcoin mining data centers across the country.โ - H
๐ข ๐๐๐๐ ๐๐: $CleanSpark(CLSK.US) CleanSpark Appoints Ruben Sahakyan as SVP of Finance
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค CleanSpark names ๐๐ฎ๐๐๐ง ๐๐๐ก๐๐ค๐ฒ๐๐ง Senior Vice President of Finance.โค Sahakyan will lead ๐๐๐ฉ๐ข๐ญ๐๐ฅ ๐ฆ๐๐ซ๐ค๐๐ญ๐ฌ, FP&A, and M&A initiatives.โค Executive joins from ๐๐๐/Stifel as Co-Head of Digital Assets Banking.โค Brings ๐๐+ years of experience across fintech and infrastructure finance.โค Advised on more than $๐๐๐ in transactions across digital asset sectors.โค Appointment supports CleanSparkโs expansion into ๐๐ ๐ข๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐.โค Company highlights focus on ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ ๐ข๐ ๐๐ฐ๐๐ญ AI and digital infrastructure growt - W
Fuse lit ๐งจ $CleanSpark(CLSK.US)
- T
$CleanSpark(CLSK.US) showing decent relative strength here in a market pulling back
I like that and have taken a position - X
Leopold Aschenbrenner's positions are finally out โ the latest equity holdings of the Situational Awareness Fund:
$878.7M โ Bloom Energy $Bloom Energy(BE.US)
$724.4M โ SanDisk $Sandisk(SNDK.US)
$556.1M โ CoreWeave $Coreweave(CRWV.US)
$401M โ Iren Limited $IREN(IREN.US)
$389.1M โ Core Scientific $Core Scientific, Inc.(CORZ.US)
$320M โ Applied Digital $Applied Digital(APLD.US)
$142.2M โ Riot Platforms $Riot Platforms(RIOT.US)
$104.5M โ CleanSpark $CleanSpark(CLSK.US)
$62.5M โ Solaris $Solaris Energy Infrastructure(SEI.US)
$43.9M โ T1 Energy $T1 Energy(TE.US)
$38.8M โ Bitfarms
$29.8M โ Bitdeer $Bitdeer Tech(BTDR.US)
$26.3M โ Power Solutions $Power Solutions(PSIX.US)
$21M โ Corning $Corning(GLW.US)
$20.9M โ WhiteFiber $Whitefiber(WYFI.US)
$20.2M โ $AMD(AMD.US)
$19.9M โ Babcock and Wilcox $Babcock & Wilcox(BW.US)
$18.1M โ SharonAI $SharonAI(SHAZ.US)
$13.1M โ ProPetro $ProPetro(PUMP.US)
$10.3M โ $VanEck Semiconductor ETF(SMH.US)
$8.9M โ Intel $Intel(INTC.US)
$7.6M โ Taiwan Semi $Taiwan Semiconductor(TSM.US)
$6.4M โ Hive Digital $HIVE Digital Tech(HIVE.US)
$6.1M โ $ASML(ASML.US)
$5.9M โ Micron $Micron Tech(MU.US)
1. The most notable change is the substantial new/increased positions in Bitcoin mining stocks and power infrastructure stocks, including CLSK CleanSpark ($104.5M), TE T1 Energy ($43.9M), PSIX Power Solutions ($26.3M), BW Babcock & Wilcox ($19.9M), SHAZ SharonAI ($18.1M), PUMP ProPetro ($13.1M), as well as Bitfarms ($38.8M) and BTDR Bitdeer ($29.8M).
2. New or significantly increased positions were established in a number of smaller semiconductor-related holdings: AMD ($20.2M), TSM Taiwan Semi ($7.6M), ASML ($6.1M), MU Micron ($5.9M), the Semiconductor ETF SMH ($10.3M), and INTC Intel ($8.9M).
This suggests the fund is taking a more refined approach to specific segments of the AI supply chain โ such as advanced-node manufacturing, memory, and equipment. Whereas the fund may previously have held a cautious or hedged stance on semiconductors as a whole, this quarter it has shifted to a partially bullish view on select names. This looks more like a risk rebalancing move than a major directional change.
3. The portfolio is pivoting toward a more focused combination of miners + energy + data centers.
- T
$CleanSpark(CLSK.US) ended up holding and closing above the 10 day
On high volume to bootInteresting