#  @edvestments Edvester Edvester posts on X about $clsk, ai, in the, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1931302706150338560/interactions)  - [--] Week [------] +105% - [--] Month [------] +103% - [--] Months [-------] +620% ### Mentions: [--] [#](/creator/twitter::1931302706150338560/posts_active)  - [--] Week [--] -24% - [--] Month [--] +18% - [--] Months [---] +186% ### Followers: [---] [#](/creator/twitter::1931302706150338560/followers)  - [--] Week [---] +1.70% - [--] Month [---] +2.50% - [--] Months [---] +255% ### CreatorRank: [-------] [#](/creator/twitter::1931302706150338560/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) 28% [finance](/list/finance) 15% [stocks](/list/stocks) 12% [technology brands](/list/technology-brands) 8% [social networks](/list/social-networks) 2% **Social topic influence** [$clsk](/topic/$clsk) #6, [ai](/topic/ai) 8%, [in the](/topic/in-the) 5%, [market cap](/topic/market-cap) 5%, [we are](/topic/we-are) 4%, [$wulf](/topic/$wulf) 4%, [business](/topic/business) 4%, [money](/topic/money) 4%, [matter](/topic/matter) 3%, [imo](/topic/imo) #329 **Top accounts mentioned or mentioned by** [@financialernie](/creator/undefined) [@cleansparkinc](/creator/undefined) [@smatthewschultz](/creator/undefined) [@financefy](/creator/undefined) [@answerreality](/creator/undefined) [@z3turin](/creator/undefined) [@mic46993](/creator/undefined) [@jasonbr38474283](/creator/undefined) [@researchsfl](/creator/undefined) [@disruptorinvest](/creator/undefined) [@bruce_leewayne](/creator/undefined) [@marketmaestros](/creator/undefined) [@btcbella69420](/creator/undefined) [@realjgbanks](/creator/undefined) [@thekamahsutra](/creator/undefined) [@cryptowinnies](/creator/undefined) [@dgrettaauthor](/creator/undefined) [@matthewsigel](/creator/undefined) [@kaschiii](/creator/undefined) [@mara](/creator/undefined) **Top assets mentioned** [CLEANSPARK INC (CLSK)](/topic/$clsk) [TeraWulf Inc. (WULF)](/topic/$wulf) [Iris Energy Limited (IREN)](/topic/$iren) [Ethereum (ETH)](/topic/$eth) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [2131KOBUSHIDE (21)](/topic/$21) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Bitfarms Ltd. (BITF)](/topic/$bitf) ### Top Social Posts Top posts by engagements in the last [--] hours "$clsk late stage negotiations in the coming days to weeks to be disclosed hyperscaler we are putting a lease together with there all comments made by CEO just [--] days ago. Deal is imminent imo. Could be by end of Feb or early March" [X Link](https://x.com/edvestments/status/2023069673604988933) 2026-02-15T16:19Z [---] followers, [----] engagements "Grade A hyperscaler wants to sign as soon as possible so the $clsk crew can start building. Capacity commitments are real and need to be met" [X Link](https://x.com/edvestments/status/2022101677445460183) 2026-02-13T00:13Z [---] followers, [---] engagements "@Alex83110581 There wont be an ATM. Potentially a convertible note tho" [X Link](https://x.com/edvestments/status/2023075425606664470) 2026-02-15T16:42Z [---] followers, [---] engagements "@FinancialErnie @CleanSpark_Inc These downward price adjustments are putting pressure on the stock while BTC prices could fully recover with a week or two" [X Link](https://x.com/edvestments/status/2020891331925561715) 2026-02-09T16:03Z [---] followers, [---] engagements "@Z3TURIN They all have done converts so that doesnt stop a rerate They will move to the 5-6B Market cap range similar to the others. They may need a second deal to get there unless Btc starts heading back above 100K" [X Link](https://x.com/edvestments/status/2020916729409335430) 2026-02-09T17:44Z [---] followers, [--] engagements "@Market_Maestros @Kaschiii @FinancialErnie @MARA Comments from management suggest better terms than previously seen with other deals" [X Link](https://x.com/edvestments/status/2020922132461490533) 2026-02-09T18:05Z [---] followers, [--] engagements "@Market_Maestros @Kaschiii @FinancialErnie @MARA For me the biggest opportunity is to be here with size before the announcement. I dont think theres any doubt its coming. The wild card is Btc tho. If Btc puts more pressure on the sector while we are waiting for the deal then we could definitely see more weakness" [X Link](https://x.com/edvestments/status/2020925970669281312) 2026-02-09T18:21Z [---] followers, [--] engagements "@ZT9tp @SamirTabar you do realize $ETH dropped substantially right" [X Link](https://x.com/edvestments/status/2020998355132768416) 2026-02-09T23:08Z [---] followers, [--] engagements "@BTC_Bella69420 @RealJGBanks Definitely the sleep here. But as soon as they announce a tenant everyone will jump on the bandwagon" [X Link](https://x.com/edvestments/status/2021006532876587051) 2026-02-09T23:41Z [---] followers, [---] engagements "@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra lol Im in $clsk for the rerate. But Im Also in Wulf Iren and CIFR and BITF/keel. And its too bad clsk and bitf couldnt get things going sooner before BTC fell apart. $clsk is close though. And well see about $bitfmaybe after the April transition" [X Link](https://x.com/edvestments/status/2021026245048250869) 2026-02-10T00:59Z [---] followers, [---] engagements "@Bruce_LeeWayne It went from about 20% to about 33% added an additional 25million shares short. So I stand corrected thats its most however 20% is more in line with whats usual in this sector" [X Link](https://x.com/edvestments/status/2021033683189477543) 2026-02-10T01:29Z [---] followers, [--] engagements "@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra lol a rerate means it leaves this level and stays there. They havent announced their deal yet. Im still in Wulf and others. Hindsight says I could have played it better no doubt but cant get them all right. Wulf Iren and CIFR have all been good to me. Now clsk will be as well" [X Link](https://x.com/edvestments/status/2021047406599561225) 2026-02-10T02:23Z [---] followers, [---] engagements "@ZT9tp @SamirTabar Yeah so far it hasn't worked out well. But if Eth finally launches then so will BTBT. Unfortunately ETH has only went down" [X Link](https://x.com/edvestments/status/2021058914964603319) 2026-02-10T03:09Z [---] followers, [--] engagements "@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra This way- its easy to feel good right now because Wulf finally made a move after being stuck for sooo long. $Clsk will run as well but on its own time. It may even pass $Wulf in terms of share price🫣 time will tell" [X Link](https://x.com/edvestments/status/2021281300783436252) 2026-02-10T17:53Z [---] followers, [---] engagements "@financefy @FinancialErnie @smatthewschultz @CleanSpark_Inc Based on the type of deals Amzn likes to do. Google uses fluidstack which management said direct to hyperscaler so no neoclouds and Microsoft has been doing CSP deals I.e. Iren and nbis. Matt has also referenced CIFR deal and amzn in previous earnings calls" [X Link](https://x.com/edvestments/status/2021486048501694840) 2026-02-11T07:26Z [---] followers, [---] engagements "@financefy @ophirdayan @Rex_Finance @smatthewschultz It is.til it isn't. That can change overnight" [X Link](https://x.com/edvestments/status/2021596712049979798) 2026-02-11T14:46Z [---] followers, [--] engagements "@mic46993 lol might have to wait til mid year for $21. Lets see how it goes tho. Terms of the deal will matter. I think they will need the sealy site contracted to get to 20s" [X Link](https://x.com/edvestments/status/2021711882714046648) 2026-02-11T22:24Z [---] followers, [--] engagements "@mic46993 Yeah that was painful. The whole sector was hit hard and if u didnt have a deal signed u went right back to where u started" [X Link](https://x.com/edvestments/status/2021719129464471622) 2026-02-11T22:52Z [---] followers, [--] engagements "@mic46993 Yes we are for sure. But an AI changes that over night. We will still be subject to the swings of BTC but from a higher market cap" [X Link](https://x.com/edvestments/status/2021727358345245110) 2026-02-11T23:25Z [---] followers, [--] engagements "@Billions777888 Listen to earnings call and latest YouTube message from CEO" [X Link](https://x.com/edvestments/status/2022000661651701875) 2026-02-12T17:31Z [---] followers, [--] engagements "@MiloRosen @Peter67691011 @FinancialErnie @mic46993 @smatthewschultz @CleanSpark_Inc Depends on how low Btc goes. A bit disappointed theres not more support for the stock given pending deal" [X Link](https://x.com/edvestments/status/2022026849497624877) 2026-02-12T19:15Z [---] followers, [--] engagements "@delta_crowface @JasonBr38474283 @smatthewschultz @GaryVec @harry_sudock @CleanSpark @mikealfred They went CSP model meaning they bought their own GPUs and were able to deploy those in already built DCs. That enabled them to rent out their compute capacity fairly immediately with much better margins than colocation. Which turned it into hypergrowth story" [X Link](https://x.com/edvestments/status/2022029827088560201) 2026-02-12T19:27Z [---] followers, [--] engagements "@user889889 Grade A hyperscaler that has done direct deals with Btc miners. Management said no neo cloud situations like Google/fluidstack and msft has only done CSP model" [X Link](https://x.com/edvestments/status/2022053238166761835) 2026-02-12T21:00Z [---] followers, [--] engagements "@Imgoinhungry121 @FinancialErnie @CleanSpark_Inc Think of it in terms of market cap. The right deal will bring us to $4-5B MC. The market is waiting to see the terms of the deal before they decide how high to send it" [X Link](https://x.com/edvestments/status/2022066707146367161) 2026-02-12T21:54Z [---] followers, [--] engagements "@Lucelex There will be a deal and the stock will move much higher. Thats my take. U decide what u think is most likely to happen and position accordingly" [X Link](https://x.com/edvestments/status/2022278160964862229) 2026-02-13T11:54Z [---] followers, [--] engagements "@Invst_Informant Pounding the table on this one. This will be at least 50% higher in less than a month imo once deal hits" [X Link](https://x.com/edvestments/status/2022368209974775915) 2026-02-13T17:52Z [---] followers, [---] engagements "@PulseInsightPro I think $30 is probably max upside for this year. They will need to land multiple deals and Btc will need to hit new highs to get there tho" [X Link](https://x.com/edvestments/status/2022404045550559413) 2026-02-13T20:14Z [---] followers, [--] engagements "Imagine deal announcement after hours and $CLSK goes straight to $16+" [X Link](https://x.com/anyuser/status/2019488159642395001) 2026-02-05T19:07Z [---] followers, [----] engagements "@AthleteInvests lol Well $16-17 is likely in the near term. $100 will come when all available MW are contracted and BTC is at $350" [X Link](https://x.com/edvestments/status/2023134359835025618) 2026-02-15T20:36Z [---] followers, [---] engagements "@Imgoinhungry121 Definitely will matter. Thats the very thing that derisks Btc it will trade from a higher range. Still fluctuating based on Btc movement" [X Link](https://x.com/edvestments/status/2023117180968288547) 2026-02-15T19:28Z [---] followers, [---] engagements "@matic_1991 Yeah I think its possible the other two sites (100MW)near metro ATL are very possibly wrapped up in this initial deal. Sealy is likely a few months off yet as it sounds like they prefer a blend of tenants so it may take more time to onboard another customer" [X Link](https://x.com/edvestments/status/2023227365879398423) 2026-02-16T02:46Z [---] followers, [--] engagements "$CLSK those worried about curtailment should know theres a new precedent being set for data centers operating during extreme weather events. They can and will be called on to curtail load using onsite generators. That will become normal practice and not a blocker" [X Link](https://x.com/anyuser/status/2016795621944881407) 2026-01-29T08:48Z [---] followers, [---] engagements "Deal or no deal for $clsk by earnings Market is not pricing it in but they werent with $Wulf before that deal was announced either. Dont expect the deal to leak ahead of this one. Youll just find the stock 30-40% higher one day" [X Link](https://x.com/anyuser/status/2018410951813263774) 2026-02-02T19:47Z [---] followers, [----] engagements "Looking for a potential hyperscaler deal for $CLSK ahead of earnings tomorrow. $IREN also has strong potential to announce" [X Link](https://x.com/anyuser/status/2019017207511122244) 2026-02-04T11:56Z [---] followers, [---] engagements "Soon the market will be like ohhh AI infra is the safest place to be for the AI trade Nobody can do without compute All in" [X Link](https://x.com/edvestments/status/2019803995619869118) 2026-02-06T16:02Z [---] followers, [---] engagements "Now we see why $clsk maintains such high short interest. BTC is too unpredictable and until they have an AI deal locked in the short interest will remain as hedge against the convertible notes" [X Link](https://x.com/edvestments/status/2020913582637043845) 2026-02-09T17:31Z [---] followers, [---] engagements "@Z3TURIN They havent diluted for sometime and they even bought back shares. Additionally clsk has more mining revenue than the others so they get a higher valuation for that side of the business. CIFR has 544MW and hut8 has 245MW. Both MC $5-7B range. CLSK could have 400ish by mid year" [X Link](https://x.com/edvestments/status/2020919857244516807) 2026-02-09T17:56Z [---] followers, [---] engagements "$CLSK With continued BTC weakness Im guessing a deal for the 200MW at sandersville will only take us to $16-18. If they are able to land another 100MW for the Atlanta metro sites then we should push to +$20" [X Link](https://x.com/edvestments/status/2021534292325876128) 2026-02-11T10:38Z [---] followers, [----] engagements "Market is waiting to see the terms of the $clsk deal and determine if the economics have improved for colocation deals. Expecting to see the best deal yet and AWS as the likely suitor imo" [X Link](https://x.com/edvestments/status/2021967115528601662) 2026-02-12T15:18Z [---] followers, [----] engagements "If you take $CLSK management at their word then a deal announcement is imminent. Id guess before the end of month. Depending on the terms this will likely bring the stock to $14-16 in a day or two. Then it will continue to melt higher from there" [X Link](https://x.com/edvestments/status/2021972329941643448) 2026-02-12T15:39Z [---] followers, [----] engagements "We will likely see a 30-40% day when $clsk announces there Colo deal with a hyperscaler" [X Link](https://x.com/edvestments/status/2022014092584890448) 2026-02-12T18:25Z [---] followers, [----] engagements "@financefy @PulseInsightPro $20 is very much in the cards as long as Btc can get back to 100K and $clsk lands a second deal for 245MW. Each deal will add more to the market cap" [X Link](https://x.com/edvestments/status/2022405492510019753) 2026-02-13T20:20Z [---] followers, [---] engagements "@financefy @PulseInsightPro [--] ifs and a second deal is almost certain and a higher btc seems likely" [X Link](https://x.com/edvestments/status/2022519271448817748) 2026-02-14T03:52Z [---] followers, [--] engagements "@Market_Maestros Did you watch the latest YouTube video The language was much different from the earnings call.much stronger" [X Link](https://x.com/edvestments/status/2022820300480458930) 2026-02-14T23:48Z [---] followers, [--] engagements "@FMcCallister131 @Market_Maestros lol no doubt but this one was unusual activity imo. CLSK doesn't really do much options volume day to day so I found it noteworthy that someone was buying a ton of $12 strike calls. could be nothing but feels like something" [X Link](https://x.com/edvestments/status/2022829407262409055) 2026-02-15T00:24Z [---] followers, [--] engagements "@matic_1991 While these deals are massive the framework is largely in place from other deals. A few tweaks on economics and such but both are heavily incentivized to move quickly" [X Link](https://x.com/edvestments/status/2023228233253093526) 2026-02-16T02:49Z [---] followers, [--] engagements "@rzayev7895 $CLSK is one deal away from derisking. All the other miners relied on BTC and still rely on BTC until HPC revs come in. $CLSK will get their deal and also get $6-8B MC" [X Link](https://x.com/edvestments/status/2009770600928018625) 2026-01-09T23:33Z [---] followers, [---] engagements "@CryptoWinnies @disruptorinvest @DGretta_Author @smatthewschultz BTC mining is a bad business unless BTC goes to $250K+ and becomes less volatile. AI/HPC their only chance to have a higher stock price/Market cap. You are here for an increase in your investment no" [X Link](https://x.com/edvestments/status/2009780053878427648) 2026-01-10T00:11Z [---] followers, [---] engagements "@Skyisth72120103 @paganja @smatthewschultz No different from any of the miners. There's only one thing that rerates the stock price of these companies.and that's an AI/HPC deal. $CLSK is up next" [X Link](https://x.com/edvestments/status/2009781581540450657) 2026-01-10T00:17Z [---] followers, [---] engagements "@bd_chad The dats are dead until we have a sustained rally in crypto. Crypto stalls dats stall" [X Link](https://x.com/edvestments/status/2009789059430744150) 2026-01-10T00:47Z [---] followers, [--] engagements "@disruptorinvest @CryptoWinnies @DGretta_Author @smatthewschultz Yeah I hear you. As you said all will likely win and especially those with near term power. Deals will continue to get done until all MW are spoken for. Hyperscalers will continue to use all available means for capacity planning" [X Link](https://x.com/edvestments/status/2009814794543739158) 2026-01-10T02:29Z [---] followers, [---] engagements "@ResearchSfl @SandyFer0919 @disruptorinvest @smatthewschultz @CryptoWinnies @DGretta_Author Right like once deal details are known then the stock is $20 lol. Most like to get positioned before the move" [X Link](https://x.com/edvestments/status/2010420402183688697) 2026-01-11T18:35Z [---] followers, [--] engagements "@disruptorinvest @SandyFer0919 @smatthewschultz @CryptoWinnies @DGretta_Author Space + cooling savings/MW" [X Link](https://x.com/edvestments/status/2010432280838517166) 2026-01-11T19:23Z [---] followers, [--] engagements "@ResearchSfl @smatthewschultz @FinancialErnie @CleanSpark_Inc Cant disagree here. Management has the opportunity to finally reward shareholders. Much easier to stomach if the high salaries if the stock is performing well. Id love to see them lean more on performance based stock awards and less salary so they are better aligned" [X Link](https://x.com/edvestments/status/2010510675387334739) 2026-01-12T00:34Z [---] followers, [--] engagements "@stocktrader989 @ResearchSfl @smatthewschultz Mining is a tough business and $IREN is probably the only one that was doing it really well. AI/HPC contracts is the only thing that will make this business good and make the stock go up. Once they have the stability of AI/HPC then they can be rewarded when BTC makes new highs" [X Link](https://x.com/edvestments/status/2010877014572425519) 2026-01-13T00:50Z [---] followers, [---] engagements "@smatthewschultz @CleanSpark_Inc Yeah good to see. And he can readjust that price target higher as soon as the first HPC deal is announced" [X Link](https://x.com/edvestments/status/2011087818525675673) 2026-01-13T14:47Z [---] followers, [---] engagements "@smatthewschultz @CleanSpark_Inc @smatthewschultz is ready to jolt the sector with a deal sweeter than all those that came before. And many will wonder how they missed the train" [X Link](https://x.com/edvestments/status/2011104284121972786) 2026-01-13T15:53Z [---] followers, [---] engagements "@Shebes63083 [--] very different companies. Im in both though. Btbt needs ETH to run hard for it to get momentum. Wyfi will add value with each deal but btbt is predicated on higher ETH prices. SLNH has a lot to prove still but at this valuation the R/R is good" [X Link](https://x.com/edvestments/status/2011119257329819926) 2026-01-13T16:52Z [---] followers, [--] engagements "@FinancialErnie @CleanSpark_Inc Great to see they were able to take over the substation queue position at Sealy. That was a concern I had. Hopefully they start some earth work soon to get ahead" [X Link](https://x.com/edvestments/status/2011130280380383621) 2026-01-13T17:36Z [---] followers, [---] engagements "@Shebes63083 Yeah Id like to see if something bigger develops with glxy. The Siemens partnership seems like pilot for a much larger project. So it may takes some time to collect that data" [X Link](https://x.com/edvestments/status/2011145234454118523) 2026-01-13T18:36Z [---] followers, [--] engagements "@JasonBr38474283 @RHouseResearch @smatthewschultz @harry_sudock @GaryVec @FinancialErnie @CleanSpark_Inc 💯 and its looking like we will have some Btc tailwinds at the same time. $30+ in the near term seems doable here" [X Link](https://x.com/edvestments/status/2011488296656929079) 2026-01-14T17:19Z [---] followers, [--] engagements "@JasonBr38474283 @RHouseResearch @smatthewschultz @harry_sudock @GaryVec @FinancialErnie @CleanSpark_Inc Def and leadership will likely point to an additional deal in the very near future which will keep the momentum. Heating up nicely" [X Link](https://x.com/edvestments/status/2011490030024605974) 2026-01-14T17:26Z [---] followers, [--] engagements "@FinancialErnie @Ivan90645071 @CleanSpark_Inc They likely know better than most regarding the timing of news. They always do. It seems rare for shorts to actually get screwed. Most of these deals come with financing needs which rely on a certain stock price. IMO they choose the price they want it to be done at" [X Link](https://x.com/edvestments/status/2011591216727822712) 2026-01-15T00:08Z [---] followers, [--] engagements "@disruptorinvest @handlesRdumb The acquisition is likely some stock some cash similar to the last one. The only thing I wonder is if they have a specific customer in mind for this site" [X Link](https://x.com/edvestments/status/2011602576517841382) 2026-01-15T00:53Z [---] followers, [--] engagements "@Skyisth72120103 @RHouseResearch @smatthewschultz The stock market doesnt trade on posts unless is an official PR post" [X Link](https://x.com/edvestments/status/2011892781992853846) 2026-01-15T20:06Z [---] followers, [--] engagements "@Ivan90645071 @financefy I dont think your understanding how a deal fundamentally changes the financial picture of the company. The stock is significantly derisked and these deals generate billions in revs" [X Link](https://x.com/edvestments/status/2011897718067872054) 2026-01-15T20:26Z [---] followers, [--] engagements "@handlesRdumb @Miki42691076 They can provide energy now. They have a live substation in sandersville. Folks are looking for [----] power and CLSK has it. If they want GPUs to go live in [----] then they need a deal asap" [X Link](https://x.com/edvestments/status/2011952171906933139) 2026-01-16T00:02Z [---] followers, [--] engagements "@handlesRdumb @Miki42691076 They will likely start construction early this year and potentially have some MW's online by end of [----]. Potentially up to 50% of the short interest is the delta hedge on the convert" [X Link](https://x.com/edvestments/status/2011958503867363759) 2026-01-16T00:27Z [---] followers, [--] engagements "@Lazarus_Capital @jiahanjimliu @GlobalCollapse Good point but why is capex low I didnt see any of the details on this but are they adding layers of redundancy.generators What kind of workloads is AMD running" [X Link](https://x.com/edvestments/status/2012280241629118727) 2026-01-16T21:46Z [---] followers, [---] engagements "@GlobalCollapse @Lazarus_Capital @jiahanjimliu @McnallieM Got it cant be mad at them for taking this deal. And it really shows the breadth of customers needing capacity. AMD is likely not running any critical AI workloads and doesnt need all the bells and whistles. Just more power off the grid imo. Next" [X Link](https://x.com/edvestments/status/2012282573628563664) 2026-01-16T21:55Z [---] followers, [---] engagements "@GlobalCollapse @Lazarus_Capital @jiahanjimliu @McnallieM Well AMD is going to use its own chips for its own internal workloads is my understanding of this deal. So if Nvidia wanted to do something similar surely they could immediately" [X Link](https://x.com/edvestments/status/2012284927585206623) 2026-01-16T22:04Z [---] followers, [--] engagements "@FinancialErnie Very annoying price action. The deal is essentially for stability. The market is not willing to price in a deal yet but as we know that could change tomorrow" [X Link](https://x.com/edvestments/status/2015823721211261114) 2026-01-26T16:26Z [---] followers, [---] engagements "@Jeff28023 @FinancialErnie Yeah these always take a bit of time to sort out. I dont think think we have waited long as this point based on when the pivot occurred" [X Link](https://x.com/edvestments/status/2015827933307469960) 2026-01-26T16:43Z [---] followers, [--] engagements "@Skyisth72120103 @JasonBr38474283 @FinancialErnie @smatthewschultz @CleanSpark_Inc Nothing wrong with staying positive about your investment. We all get to choose where to place our focus. I dont think comp will change outcome here so I dont mind pointing it out" [X Link](https://x.com/edvestments/status/2015832717636862035) 2026-01-26T17:02Z [---] followers, [--] engagements "@financefy Them waiting a year is really an opportunity for those who recognize it. If youve been holding throught it all then I understand the frustration but now is not the time to be bearish" [X Link](https://x.com/edvestments/status/2015833602018463827) 2026-01-26T17:05Z [---] followers, [--] engagements "@AnswerReality @matthew_sigel @hashoveride @TheKamaHsutra lol both of them need to get their ass in gear. $clsk will still outperform imo. But yeah seems like an easy fix for CLSK. They shouldnt be tone deaf to the comp expectations" [X Link](https://x.com/edvestments/status/2015834786988982324) 2026-01-26T17:10Z [---] followers, [---] engagements "@ResearchSfl @matthew_sigel Well they are no different from any other miner honestly. $Iren was the only one doing it well. $clsk cant get to $30 on Btc. They need a deal or two and once that happens the rest wont matter as much" [X Link](https://x.com/edvestments/status/2015860723868487832) 2026-01-26T18:53Z [---] followers, [---] engagements "@matthew_sigel The comp is the one thing about this company that troubles me. If the company is doing amazing and the stock is soaring then no problem. Enjoy your well deserved reward. But if not" [X Link](https://x.com/edvestments/status/2015826940939456878) 2026-01-26T16:39Z [---] followers, [---] engagements "@AnswerReality @perry_lin1 @matthew_sigel @perry Seems like they are trying to get their money while the gettin is good. lol once in a lifetime opportunity to hit it big smh" [X Link](https://x.com/edvestments/status/2015849952497238164) 2026-01-26T18:10Z [---] followers, [--] engagements "@MillennialChase @y_no_uponly @CleanSpark_Inc The AI space is unpredictable and BTC is unpredictable. Best to have a deal sooner than later. The deals might get marginally better but time is money as well" [X Link](https://x.com/edvestments/status/2016203567103692974) 2026-01-27T17:36Z [---] followers, [--] engagements "@Nogimics @McnallieM @SolunaHoldings Im not fully up to speed but I do hold some. Seems to me that the 2MW pilot with Siemens needs to conclude before any major deals get done. Managing wind power for AI workloads will need to be proven first and that may take some time to achieve. Have they provided a timeline" [X Link](https://x.com/edvestments/status/2016659691883917708) 2026-01-28T23:48Z [---] followers, [--] engagements "$clsk is in deep discussion with a Grade A hyperscaler. Theres only so many of those. MSFT or AMZN imo are most likely candidates for Sandersville imo" [X Link](https://x.com/anyuser/status/2016794396696399953) 2026-01-29T08:43Z [---] followers, [----] engagements "@Z3TURIN It was described as a grade A hyperscaler . Msft Amazon and sometimes Meta are the only ones who would be considered grade A hyperscaler" [X Link](https://x.com/edvestments/status/2016796651831054478) 2026-01-29T08:52Z [---] followers, [---] engagements "@financefy Well its surely not alone today" [X Link](https://x.com/edvestments/status/2016901488740544830) 2026-01-29T15:49Z [---] followers, [---] engagements "@forexsinyalm Your sharing a business update today Is this something separate from the earnings call on the 5th" [X Link](https://x.com/edvestments/status/2018381770085777744) 2026-02-02T17:51Z [---] followers, [--] engagements "@Z3TURIN No way u can be sure unless you work for the companies involved and are directly working on the deal" [X Link](https://x.com/edvestments/status/2018415306268393910) 2026-02-02T20:04Z [---] followers, [---] engagements "@Z3TURIN Dont be fooled by charts. $Wulf was same way before its first deal then 💥 up 30%" [X Link](https://x.com/edvestments/status/2018432159338426847) 2026-02-02T21:11Z [---] followers, [---] engagements "@Z3TURIN It was stuck in the mud preceding the deal. No indication from the stock that it was going to be up 30% after a deal I was posting about a deal for Wulf for a while. The thing is the deal makers decide where they want the stock ahead of a deal so its hard to know" [X Link](https://x.com/edvestments/status/2018434174437253316) 2026-02-02T21:19Z [---] followers, [---] engagements "@financefy @FinancialErnie Look I get it they were late. But as soon as they land one or two deals and the stock is in the $20s I think Investors will forgive" [X Link](https://x.com/edvestments/status/2018828067498819772) 2026-02-03T23:24Z [---] followers, [--] engagements "@financefy @FinancialErnie @CleanSpark_Inc Definitely sad and now we pay the price for delays in HPC pivot. BTC is not guaranteed. But this could turn around in a week to be fair and all would be well" [X Link](https://x.com/edvestments/status/2019479639199035504) 2026-02-05T18:34Z [---] followers, [--] engagements "@AnswerReality lol u also seem like a good guy but the chance is higher than zero. It may take longer and thats ok but its coming soon. $Wulf is all good in my hood. Wheres your $BITF deal" [X Link](https://x.com/edvestments/status/2019493436047409424) 2026-02-05T19:28Z [---] followers, [---] engagements "@financefy @FinancialErnie @CleanSpark_Inc Mass damage everywhere" [X Link](https://x.com/edvestments/status/2019542862497739243) 2026-02-05T22:45Z [---] followers, [--] engagements "@FinancialErnie @CleanSpark_Inc Its annoying. Whats the point Make some money to the upside. They gotta know AI is coming. Not if but when. Sadly it will probably stay there as long as most revenue is from BTC. The gradual unwind will start at the first deal" [X Link](https://x.com/edvestments/status/2019850561273884925) 2026-02-06T19:07Z [---] followers, [--] engagements "There will be a day soon where $clsk will go to the $20s and never look back. Are you positioned for that" [X Link](https://x.com/anyuser/status/2014733490047037524) 2026-01-23T16:14Z [---] followers, [----] engagements "AI infrastructure seems to be the only safe place to park money. Software companies becoming obsolete semiconductors face competition. But everyone still needs and has to have compute. No exceptions" [X Link](https://x.com/edvestments/status/2018831503178768414) 2026-02-03T23:38Z [---] followers, [---] engagements "@FrameworkWisely 2.9GW. approx 660MW used for BTC mining and the rest for HPC" [X Link](https://x.com/edvestments/status/1938603290993791112) 2025-06-27T14:20Z [---] followers, 12.6K engagements "@FinancialErnie @CleanSpark_Inc @TeraWulfInc @Core_Scientific @MARA Not exactly the prize we want to win. lol" [X Link](https://x.com/edvestments/status/2011932627838611480) 2026-01-15T22:44Z [---] followers, [---] engagements "Once $CLSK announces a deal it wont see these prices ever again. Its a permanent rerate. $13 is a massive gift. Anything under $26 is a gift" [X Link](https://x.com/anyuser/status/2011854254915665967) 2026-01-15T17:33Z [---] followers, [----] engagements "I don't think they can be more clear. Higher $CLSK I am excited for the wild and breathtaking swing in sentiment we are about to experience. I am excited for the wild and breathtaking swing in sentiment we are about to experience" [X Link](https://x.com/anyuser/status/2011965177843900424) 2026-01-16T00:54Z [---] followers, [---] engagements "As long as $clsk is a Btc miner it will be subject to BTC price and weather related shutdown. Once the deal is announced we will still see these swings but from a higher market cap" [X Link](https://x.com/anyuser/status/2015824776649220340) 2026-01-26T16:30Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@edvestments Edvester
Edvester posts on X about $clsk, ai, in the, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +105%
- [--] Month [------] +103%
- [--] Months [-------] +620%
Mentions: [--] #
- [--] Week [--] -24%
- [--] Month [--] +18%
- [--] Months [---] +186%
Followers: [---] #
- [--] Week [---] +1.70%
- [--] Month [---] +2.50%
- [--] Months [---] +255%
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies 28% finance 15% stocks 12% technology brands 8% social networks 2%
Social topic influence $clsk #6, ai 8%, in the 5%, market cap 5%, we are 4%, $wulf 4%, business 4%, money 4%, matter 3%, imo #329
Top accounts mentioned or mentioned by @financialernie @cleansparkinc @smatthewschultz @financefy @answerreality @z3turin @mic46993 @jasonbr38474283 @researchsfl @disruptorinvest @bruce_leewayne @marketmaestros @btcbella69420 @realjgbanks @thekamahsutra @cryptowinnies @dgrettaauthor @matthewsigel @kaschiii @mara
Top assets mentioned CLEANSPARK INC (CLSK) TeraWulf Inc. (WULF) Iris Energy Limited (IREN) Ethereum (ETH) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) 2131KOBUSHIDE (21) Hut [--] Mining Corp. (HUT) Bitfarms Ltd. (BITF)
Top Social Posts
Top posts by engagements in the last [--] hours
"$clsk late stage negotiations in the coming days to weeks to be disclosed hyperscaler we are putting a lease together with there all comments made by CEO just [--] days ago. Deal is imminent imo. Could be by end of Feb or early March"
X Link 2026-02-15T16:19Z [---] followers, [----] engagements
"Grade A hyperscaler wants to sign as soon as possible so the $clsk crew can start building. Capacity commitments are real and need to be met"
X Link 2026-02-13T00:13Z [---] followers, [---] engagements
"@Alex83110581 There wont be an ATM. Potentially a convertible note tho"
X Link 2026-02-15T16:42Z [---] followers, [---] engagements
"@FinancialErnie @CleanSpark_Inc These downward price adjustments are putting pressure on the stock while BTC prices could fully recover with a week or two"
X Link 2026-02-09T16:03Z [---] followers, [---] engagements
"@Z3TURIN They all have done converts so that doesnt stop a rerate They will move to the 5-6B Market cap range similar to the others. They may need a second deal to get there unless Btc starts heading back above 100K"
X Link 2026-02-09T17:44Z [---] followers, [--] engagements
"@Market_Maestros @Kaschiii @FinancialErnie @MARA Comments from management suggest better terms than previously seen with other deals"
X Link 2026-02-09T18:05Z [---] followers, [--] engagements
"@Market_Maestros @Kaschiii @FinancialErnie @MARA For me the biggest opportunity is to be here with size before the announcement. I dont think theres any doubt its coming. The wild card is Btc tho. If Btc puts more pressure on the sector while we are waiting for the deal then we could definitely see more weakness"
X Link 2026-02-09T18:21Z [---] followers, [--] engagements
"@ZT9tp @SamirTabar you do realize $ETH dropped substantially right"
X Link 2026-02-09T23:08Z [---] followers, [--] engagements
"@BTC_Bella69420 @RealJGBanks Definitely the sleep here. But as soon as they announce a tenant everyone will jump on the bandwagon"
X Link 2026-02-09T23:41Z [---] followers, [---] engagements
"@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra lol Im in $clsk for the rerate. But Im Also in Wulf Iren and CIFR and BITF/keel. And its too bad clsk and bitf couldnt get things going sooner before BTC fell apart. $clsk is close though. And well see about $bitfmaybe after the April transition"
X Link 2026-02-10T00:59Z [---] followers, [---] engagements
"@Bruce_LeeWayne It went from about 20% to about 33% added an additional 25million shares short. So I stand corrected thats its most however 20% is more in line with whats usual in this sector"
X Link 2026-02-10T01:29Z [---] followers, [--] engagements
"@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra lol a rerate means it leaves this level and stays there. They havent announced their deal yet. Im still in Wulf and others. Hindsight says I could have played it better no doubt but cant get them all right. Wulf Iren and CIFR have all been good to me. Now clsk will be as well"
X Link 2026-02-10T02:23Z [---] followers, [---] engagements
"@ZT9tp @SamirTabar Yeah so far it hasn't worked out well. But if Eth finally launches then so will BTBT. Unfortunately ETH has only went down"
X Link 2026-02-10T03:09Z [---] followers, [--] engagements
"@AnswerReality @BTC_Bella69420 @RealJGBanks @TheKamaHsutra This way- its easy to feel good right now because Wulf finally made a move after being stuck for sooo long. $Clsk will run as well but on its own time. It may even pass $Wulf in terms of share price🫣 time will tell"
X Link 2026-02-10T17:53Z [---] followers, [---] engagements
"@financefy @FinancialErnie @smatthewschultz @CleanSpark_Inc Based on the type of deals Amzn likes to do. Google uses fluidstack which management said direct to hyperscaler so no neoclouds and Microsoft has been doing CSP deals I.e. Iren and nbis. Matt has also referenced CIFR deal and amzn in previous earnings calls"
X Link 2026-02-11T07:26Z [---] followers, [---] engagements
"@financefy @ophirdayan @Rex_Finance @smatthewschultz It is.til it isn't. That can change overnight"
X Link 2026-02-11T14:46Z [---] followers, [--] engagements
"@mic46993 lol might have to wait til mid year for $21. Lets see how it goes tho. Terms of the deal will matter. I think they will need the sealy site contracted to get to 20s"
X Link 2026-02-11T22:24Z [---] followers, [--] engagements
"@mic46993 Yeah that was painful. The whole sector was hit hard and if u didnt have a deal signed u went right back to where u started"
X Link 2026-02-11T22:52Z [---] followers, [--] engagements
"@mic46993 Yes we are for sure. But an AI changes that over night. We will still be subject to the swings of BTC but from a higher market cap"
X Link 2026-02-11T23:25Z [---] followers, [--] engagements
"@Billions777888 Listen to earnings call and latest YouTube message from CEO"
X Link 2026-02-12T17:31Z [---] followers, [--] engagements
"@MiloRosen @Peter67691011 @FinancialErnie @mic46993 @smatthewschultz @CleanSpark_Inc Depends on how low Btc goes. A bit disappointed theres not more support for the stock given pending deal"
X Link 2026-02-12T19:15Z [---] followers, [--] engagements
"@delta_crowface @JasonBr38474283 @smatthewschultz @GaryVec @harry_sudock @CleanSpark @mikealfred They went CSP model meaning they bought their own GPUs and were able to deploy those in already built DCs. That enabled them to rent out their compute capacity fairly immediately with much better margins than colocation. Which turned it into hypergrowth story"
X Link 2026-02-12T19:27Z [---] followers, [--] engagements
"@user889889 Grade A hyperscaler that has done direct deals with Btc miners. Management said no neo cloud situations like Google/fluidstack and msft has only done CSP model"
X Link 2026-02-12T21:00Z [---] followers, [--] engagements
"@Imgoinhungry121 @FinancialErnie @CleanSpark_Inc Think of it in terms of market cap. The right deal will bring us to $4-5B MC. The market is waiting to see the terms of the deal before they decide how high to send it"
X Link 2026-02-12T21:54Z [---] followers, [--] engagements
"@Lucelex There will be a deal and the stock will move much higher. Thats my take. U decide what u think is most likely to happen and position accordingly"
X Link 2026-02-13T11:54Z [---] followers, [--] engagements
"@Invst_Informant Pounding the table on this one. This will be at least 50% higher in less than a month imo once deal hits"
X Link 2026-02-13T17:52Z [---] followers, [---] engagements
"@PulseInsightPro I think $30 is probably max upside for this year. They will need to land multiple deals and Btc will need to hit new highs to get there tho"
X Link 2026-02-13T20:14Z [---] followers, [--] engagements
"Imagine deal announcement after hours and $CLSK goes straight to $16+"
X Link 2026-02-05T19:07Z [---] followers, [----] engagements
"@AthleteInvests lol Well $16-17 is likely in the near term. $100 will come when all available MW are contracted and BTC is at $350"
X Link 2026-02-15T20:36Z [---] followers, [---] engagements
"@Imgoinhungry121 Definitely will matter. Thats the very thing that derisks Btc it will trade from a higher range. Still fluctuating based on Btc movement"
X Link 2026-02-15T19:28Z [---] followers, [---] engagements
"@matic_1991 Yeah I think its possible the other two sites (100MW)near metro ATL are very possibly wrapped up in this initial deal. Sealy is likely a few months off yet as it sounds like they prefer a blend of tenants so it may take more time to onboard another customer"
X Link 2026-02-16T02:46Z [---] followers, [--] engagements
"$CLSK those worried about curtailment should know theres a new precedent being set for data centers operating during extreme weather events. They can and will be called on to curtail load using onsite generators. That will become normal practice and not a blocker"
X Link 2026-01-29T08:48Z [---] followers, [---] engagements
"Deal or no deal for $clsk by earnings Market is not pricing it in but they werent with $Wulf before that deal was announced either. Dont expect the deal to leak ahead of this one. Youll just find the stock 30-40% higher one day"
X Link 2026-02-02T19:47Z [---] followers, [----] engagements
"Looking for a potential hyperscaler deal for $CLSK ahead of earnings tomorrow. $IREN also has strong potential to announce"
X Link 2026-02-04T11:56Z [---] followers, [---] engagements
"Soon the market will be like ohhh AI infra is the safest place to be for the AI trade Nobody can do without compute All in"
X Link 2026-02-06T16:02Z [---] followers, [---] engagements
"Now we see why $clsk maintains such high short interest. BTC is too unpredictable and until they have an AI deal locked in the short interest will remain as hedge against the convertible notes"
X Link 2026-02-09T17:31Z [---] followers, [---] engagements
"@Z3TURIN They havent diluted for sometime and they even bought back shares. Additionally clsk has more mining revenue than the others so they get a higher valuation for that side of the business. CIFR has 544MW and hut8 has 245MW. Both MC $5-7B range. CLSK could have 400ish by mid year"
X Link 2026-02-09T17:56Z [---] followers, [---] engagements
"$CLSK With continued BTC weakness Im guessing a deal for the 200MW at sandersville will only take us to $16-18. If they are able to land another 100MW for the Atlanta metro sites then we should push to +$20"
X Link 2026-02-11T10:38Z [---] followers, [----] engagements
"Market is waiting to see the terms of the $clsk deal and determine if the economics have improved for colocation deals. Expecting to see the best deal yet and AWS as the likely suitor imo"
X Link 2026-02-12T15:18Z [---] followers, [----] engagements
"If you take $CLSK management at their word then a deal announcement is imminent. Id guess before the end of month. Depending on the terms this will likely bring the stock to $14-16 in a day or two. Then it will continue to melt higher from there"
X Link 2026-02-12T15:39Z [---] followers, [----] engagements
"We will likely see a 30-40% day when $clsk announces there Colo deal with a hyperscaler"
X Link 2026-02-12T18:25Z [---] followers, [----] engagements
"@financefy @PulseInsightPro $20 is very much in the cards as long as Btc can get back to 100K and $clsk lands a second deal for 245MW. Each deal will add more to the market cap"
X Link 2026-02-13T20:20Z [---] followers, [---] engagements
"@financefy @PulseInsightPro [--] ifs and a second deal is almost certain and a higher btc seems likely"
X Link 2026-02-14T03:52Z [---] followers, [--] engagements
"@Market_Maestros Did you watch the latest YouTube video The language was much different from the earnings call.much stronger"
X Link 2026-02-14T23:48Z [---] followers, [--] engagements
"@FMcCallister131 @Market_Maestros lol no doubt but this one was unusual activity imo. CLSK doesn't really do much options volume day to day so I found it noteworthy that someone was buying a ton of $12 strike calls. could be nothing but feels like something"
X Link 2026-02-15T00:24Z [---] followers, [--] engagements
"@matic_1991 While these deals are massive the framework is largely in place from other deals. A few tweaks on economics and such but both are heavily incentivized to move quickly"
X Link 2026-02-16T02:49Z [---] followers, [--] engagements
"@rzayev7895 $CLSK is one deal away from derisking. All the other miners relied on BTC and still rely on BTC until HPC revs come in. $CLSK will get their deal and also get $6-8B MC"
X Link 2026-01-09T23:33Z [---] followers, [---] engagements
"@CryptoWinnies @disruptorinvest @DGretta_Author @smatthewschultz BTC mining is a bad business unless BTC goes to $250K+ and becomes less volatile. AI/HPC their only chance to have a higher stock price/Market cap. You are here for an increase in your investment no"
X Link 2026-01-10T00:11Z [---] followers, [---] engagements
"@Skyisth72120103 @paganja @smatthewschultz No different from any of the miners. There's only one thing that rerates the stock price of these companies.and that's an AI/HPC deal. $CLSK is up next"
X Link 2026-01-10T00:17Z [---] followers, [---] engagements
"@bd_chad The dats are dead until we have a sustained rally in crypto. Crypto stalls dats stall"
X Link 2026-01-10T00:47Z [---] followers, [--] engagements
"@disruptorinvest @CryptoWinnies @DGretta_Author @smatthewschultz Yeah I hear you. As you said all will likely win and especially those with near term power. Deals will continue to get done until all MW are spoken for. Hyperscalers will continue to use all available means for capacity planning"
X Link 2026-01-10T02:29Z [---] followers, [---] engagements
"@ResearchSfl @SandyFer0919 @disruptorinvest @smatthewschultz @CryptoWinnies @DGretta_Author Right like once deal details are known then the stock is $20 lol. Most like to get positioned before the move"
X Link 2026-01-11T18:35Z [---] followers, [--] engagements
"@disruptorinvest @SandyFer0919 @smatthewschultz @CryptoWinnies @DGretta_Author Space + cooling savings/MW"
X Link 2026-01-11T19:23Z [---] followers, [--] engagements
"@ResearchSfl @smatthewschultz @FinancialErnie @CleanSpark_Inc Cant disagree here. Management has the opportunity to finally reward shareholders. Much easier to stomach if the high salaries if the stock is performing well. Id love to see them lean more on performance based stock awards and less salary so they are better aligned"
X Link 2026-01-12T00:34Z [---] followers, [--] engagements
"@stocktrader989 @ResearchSfl @smatthewschultz Mining is a tough business and $IREN is probably the only one that was doing it really well. AI/HPC contracts is the only thing that will make this business good and make the stock go up. Once they have the stability of AI/HPC then they can be rewarded when BTC makes new highs"
X Link 2026-01-13T00:50Z [---] followers, [---] engagements
"@smatthewschultz @CleanSpark_Inc Yeah good to see. And he can readjust that price target higher as soon as the first HPC deal is announced"
X Link 2026-01-13T14:47Z [---] followers, [---] engagements
"@smatthewschultz @CleanSpark_Inc @smatthewschultz is ready to jolt the sector with a deal sweeter than all those that came before. And many will wonder how they missed the train"
X Link 2026-01-13T15:53Z [---] followers, [---] engagements
"@Shebes63083 [--] very different companies. Im in both though. Btbt needs ETH to run hard for it to get momentum. Wyfi will add value with each deal but btbt is predicated on higher ETH prices. SLNH has a lot to prove still but at this valuation the R/R is good"
X Link 2026-01-13T16:52Z [---] followers, [--] engagements
"@FinancialErnie @CleanSpark_Inc Great to see they were able to take over the substation queue position at Sealy. That was a concern I had. Hopefully they start some earth work soon to get ahead"
X Link 2026-01-13T17:36Z [---] followers, [---] engagements
"@Shebes63083 Yeah Id like to see if something bigger develops with glxy. The Siemens partnership seems like pilot for a much larger project. So it may takes some time to collect that data"
X Link 2026-01-13T18:36Z [---] followers, [--] engagements
"@JasonBr38474283 @RHouseResearch @smatthewschultz @harry_sudock @GaryVec @FinancialErnie @CleanSpark_Inc 💯 and its looking like we will have some Btc tailwinds at the same time. $30+ in the near term seems doable here"
X Link 2026-01-14T17:19Z [---] followers, [--] engagements
"@JasonBr38474283 @RHouseResearch @smatthewschultz @harry_sudock @GaryVec @FinancialErnie @CleanSpark_Inc Def and leadership will likely point to an additional deal in the very near future which will keep the momentum. Heating up nicely"
X Link 2026-01-14T17:26Z [---] followers, [--] engagements
"@FinancialErnie @Ivan90645071 @CleanSpark_Inc They likely know better than most regarding the timing of news. They always do. It seems rare for shorts to actually get screwed. Most of these deals come with financing needs which rely on a certain stock price. IMO they choose the price they want it to be done at"
X Link 2026-01-15T00:08Z [---] followers, [--] engagements
"@disruptorinvest @handlesRdumb The acquisition is likely some stock some cash similar to the last one. The only thing I wonder is if they have a specific customer in mind for this site"
X Link 2026-01-15T00:53Z [---] followers, [--] engagements
"@Skyisth72120103 @RHouseResearch @smatthewschultz The stock market doesnt trade on posts unless is an official PR post"
X Link 2026-01-15T20:06Z [---] followers, [--] engagements
"@Ivan90645071 @financefy I dont think your understanding how a deal fundamentally changes the financial picture of the company. The stock is significantly derisked and these deals generate billions in revs"
X Link 2026-01-15T20:26Z [---] followers, [--] engagements
"@handlesRdumb @Miki42691076 They can provide energy now. They have a live substation in sandersville. Folks are looking for [----] power and CLSK has it. If they want GPUs to go live in [----] then they need a deal asap"
X Link 2026-01-16T00:02Z [---] followers, [--] engagements
"@handlesRdumb @Miki42691076 They will likely start construction early this year and potentially have some MW's online by end of [----]. Potentially up to 50% of the short interest is the delta hedge on the convert"
X Link 2026-01-16T00:27Z [---] followers, [--] engagements
"@Lazarus_Capital @jiahanjimliu @GlobalCollapse Good point but why is capex low I didnt see any of the details on this but are they adding layers of redundancy.generators What kind of workloads is AMD running"
X Link 2026-01-16T21:46Z [---] followers, [---] engagements
"@GlobalCollapse @Lazarus_Capital @jiahanjimliu @McnallieM Got it cant be mad at them for taking this deal. And it really shows the breadth of customers needing capacity. AMD is likely not running any critical AI workloads and doesnt need all the bells and whistles. Just more power off the grid imo. Next"
X Link 2026-01-16T21:55Z [---] followers, [---] engagements
"@GlobalCollapse @Lazarus_Capital @jiahanjimliu @McnallieM Well AMD is going to use its own chips for its own internal workloads is my understanding of this deal. So if Nvidia wanted to do something similar surely they could immediately"
X Link 2026-01-16T22:04Z [---] followers, [--] engagements
"@FinancialErnie Very annoying price action. The deal is essentially for stability. The market is not willing to price in a deal yet but as we know that could change tomorrow"
X Link 2026-01-26T16:26Z [---] followers, [---] engagements
"@Jeff28023 @FinancialErnie Yeah these always take a bit of time to sort out. I dont think think we have waited long as this point based on when the pivot occurred"
X Link 2026-01-26T16:43Z [---] followers, [--] engagements
"@Skyisth72120103 @JasonBr38474283 @FinancialErnie @smatthewschultz @CleanSpark_Inc Nothing wrong with staying positive about your investment. We all get to choose where to place our focus. I dont think comp will change outcome here so I dont mind pointing it out"
X Link 2026-01-26T17:02Z [---] followers, [--] engagements
"@financefy Them waiting a year is really an opportunity for those who recognize it. If youve been holding throught it all then I understand the frustration but now is not the time to be bearish"
X Link 2026-01-26T17:05Z [---] followers, [--] engagements
"@AnswerReality @matthew_sigel @hashoveride @TheKamaHsutra lol both of them need to get their ass in gear. $clsk will still outperform imo. But yeah seems like an easy fix for CLSK. They shouldnt be tone deaf to the comp expectations"
X Link 2026-01-26T17:10Z [---] followers, [---] engagements
"@ResearchSfl @matthew_sigel Well they are no different from any other miner honestly. $Iren was the only one doing it well. $clsk cant get to $30 on Btc. They need a deal or two and once that happens the rest wont matter as much"
X Link 2026-01-26T18:53Z [---] followers, [---] engagements
"@matthew_sigel The comp is the one thing about this company that troubles me. If the company is doing amazing and the stock is soaring then no problem. Enjoy your well deserved reward. But if not"
X Link 2026-01-26T16:39Z [---] followers, [---] engagements
"@AnswerReality @perry_lin1 @matthew_sigel @perry Seems like they are trying to get their money while the gettin is good. lol once in a lifetime opportunity to hit it big smh"
X Link 2026-01-26T18:10Z [---] followers, [--] engagements
"@MillennialChase @y_no_uponly @CleanSpark_Inc The AI space is unpredictable and BTC is unpredictable. Best to have a deal sooner than later. The deals might get marginally better but time is money as well"
X Link 2026-01-27T17:36Z [---] followers, [--] engagements
"@Nogimics @McnallieM @SolunaHoldings Im not fully up to speed but I do hold some. Seems to me that the 2MW pilot with Siemens needs to conclude before any major deals get done. Managing wind power for AI workloads will need to be proven first and that may take some time to achieve. Have they provided a timeline"
X Link 2026-01-28T23:48Z [---] followers, [--] engagements
"$clsk is in deep discussion with a Grade A hyperscaler. Theres only so many of those. MSFT or AMZN imo are most likely candidates for Sandersville imo"
X Link 2026-01-29T08:43Z [---] followers, [----] engagements
"@Z3TURIN It was described as a grade A hyperscaler . Msft Amazon and sometimes Meta are the only ones who would be considered grade A hyperscaler"
X Link 2026-01-29T08:52Z [---] followers, [---] engagements
"@financefy Well its surely not alone today"
X Link 2026-01-29T15:49Z [---] followers, [---] engagements
"@forexsinyalm Your sharing a business update today Is this something separate from the earnings call on the 5th"
X Link 2026-02-02T17:51Z [---] followers, [--] engagements
"@Z3TURIN No way u can be sure unless you work for the companies involved and are directly working on the deal"
X Link 2026-02-02T20:04Z [---] followers, [---] engagements
"@Z3TURIN Dont be fooled by charts. $Wulf was same way before its first deal then 💥 up 30%"
X Link 2026-02-02T21:11Z [---] followers, [---] engagements
"@Z3TURIN It was stuck in the mud preceding the deal. No indication from the stock that it was going to be up 30% after a deal I was posting about a deal for Wulf for a while. The thing is the deal makers decide where they want the stock ahead of a deal so its hard to know"
X Link 2026-02-02T21:19Z [---] followers, [---] engagements
"@financefy @FinancialErnie Look I get it they were late. But as soon as they land one or two deals and the stock is in the $20s I think Investors will forgive"
X Link 2026-02-03T23:24Z [---] followers, [--] engagements
"@financefy @FinancialErnie @CleanSpark_Inc Definitely sad and now we pay the price for delays in HPC pivot. BTC is not guaranteed. But this could turn around in a week to be fair and all would be well"
X Link 2026-02-05T18:34Z [---] followers, [--] engagements
"@AnswerReality lol u also seem like a good guy but the chance is higher than zero. It may take longer and thats ok but its coming soon. $Wulf is all good in my hood. Wheres your $BITF deal"
X Link 2026-02-05T19:28Z [---] followers, [---] engagements
"@financefy @FinancialErnie @CleanSpark_Inc Mass damage everywhere"
X Link 2026-02-05T22:45Z [---] followers, [--] engagements
"@FinancialErnie @CleanSpark_Inc Its annoying. Whats the point Make some money to the upside. They gotta know AI is coming. Not if but when. Sadly it will probably stay there as long as most revenue is from BTC. The gradual unwind will start at the first deal"
X Link 2026-02-06T19:07Z [---] followers, [--] engagements
"There will be a day soon where $clsk will go to the $20s and never look back. Are you positioned for that"
X Link 2026-01-23T16:14Z [---] followers, [----] engagements
"AI infrastructure seems to be the only safe place to park money. Software companies becoming obsolete semiconductors face competition. But everyone still needs and has to have compute. No exceptions"
X Link 2026-02-03T23:38Z [---] followers, [---] engagements
"@FrameworkWisely 2.9GW. approx 660MW used for BTC mining and the rest for HPC"
X Link 2025-06-27T14:20Z [---] followers, 12.6K engagements
"@FinancialErnie @CleanSpark_Inc @TeraWulfInc @Core_Scientific @MARA Not exactly the prize we want to win. lol"
X Link 2026-01-15T22:44Z [---] followers, [---] engagements
"Once $CLSK announces a deal it wont see these prices ever again. Its a permanent rerate. $13 is a massive gift. Anything under $26 is a gift"
X Link 2026-01-15T17:33Z [---] followers, [----] engagements
"I don't think they can be more clear. Higher $CLSK I am excited for the wild and breathtaking swing in sentiment we are about to experience. I am excited for the wild and breathtaking swing in sentiment we are about to experience"
X Link 2026-01-16T00:54Z [---] followers, [---] engagements
"As long as $clsk is a Btc miner it will be subject to BTC price and weather related shutdown. Once the deal is announced we will still see these swings but from a higher market cap"
X Link 2026-01-26T16:30Z [---] followers, [---] engagements
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