What top creators are saying about CleanSpark, Inc.(CLSK)

A sustainable bitcoin mining and energy technology company.

108 AI-extracted insights from 12 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 5 scored insights about CleanSpark, Inc..

Bullish
avg +0.28
4 bullish0 neutral1 bearish
Investment Summary
Updated 1 day ago
Summary of insights about CleanSpark, Inc. in the last 30 days

The Take

Recent coverage for CleanSpark, Inc. (CLSK) is mixed as analysts weigh its positioning in AI infrastructure and Bitcoin accumulation against long-term hash rate pressures and equity dilution risks.

Bull Case

  • AI Infrastructure Play: Provides an alternative route to invest in AI infrastructure by supplying powered shells without the risk of owning GPUs directly (per Beat The Denominator).
  • Balance Sheet Growth: Consistently adds approximately $600,000 per month in Bitcoin to its corporate balance sheet while trading at a 3.16x NAV premium (per InvestAnswers).

Bear Case

  • Industry Dynamics: Faces a bearish long-term outlook due to hash rate race-to-the-bottom dynamics and equity dilution, prompting recommendations to use rallies to rotate into spot crypto or AI hardware (per InvestAnswers).
  • Short-Term Overbought Conditions: Strong long-term crypto and AI infrastructure play, though short-term overbought conditions warrant taking profits on spikes (per InvestAnswers).

Catalysts & Targets

  • Trading at a 3.16x NAV premium

AI-generated summary. Not investment advice. Learn more.

Top creators covering CleanSpark, Inc. (CLSK)

The 6 sources with the most insights about CleanSpark, Inc. on Kazuha.

Latest insights about CleanSpark, Inc. (CLSK)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Monday, September 21, 2026

Bullish

Raised $2.3 billion at an 8.25% interest rate via a co-structured deal backed by Meta's tenant guarantee, securing major capital access through Big Tech balance sheets.

Friday, September 18, 2026

Very Bullish

Provides an alternative route to invest in AI infrastructure by supplying powered shells without the risk of owning GPUs directly.

Monday, September 14, 2026

Very Bullish

Trades at a 3.16x NAV premium while consistently adding approximately $600,000 per month in Bitcoin to its corporate balance sheet.

Wednesday, September 9, 2026

Bullish
Target: $14.00

Strong long-term crypto and AI infrastructure play, though short-term overbought conditions warrant taking profits on spikes.

Wednesday, September 2, 2026

Very Bearish

Bearish long-term outlook due to hash rate race-to-the-bottom dynamics and equity dilution; use rallies to rotate into spot crypto or AI hardware.

Tuesday, August 18, 2026

Bearish

Bitcoin miners are experiencing sharp pullbacks driven by high correlation to equity market volatility rather than crypto fundamentals.

Monday, August 3, 2026

Bullish

Repurposing infrastructure to support the AI sector.

Friday, July 31, 2026

Neutral

Identified as a key ticker from a heavily discounted liquidated portfolio.

Thursday, July 30, 2026

Very Bullish

Showing significant positive percentage change of +21.15% on the data center watchlist.

Sunday, July 26, 2026

Very Bullish

Signed a 20-year infrastructure lease agreement at its Sandersville, Georgia campus expected to generate approximately $6.6 billion in contracted revenue.

Friday, July 24, 2026

Bullish

Currently showing a negative daily return of -6.69%, but expected to turn green by Monday as part of a bullish portfolio prediction.

Thursday, July 23, 2026

Very Bullish

High-reward swing trade and long-term hold with 1.8 GW of power, a 20-year $6.6B triple-net lease with a mystery hyperscaler, potential contracted revenue rising to $11.6B, and a 32% short interest.

Tuesday, July 14, 2026

Very Bullish

Stock jumped 20% after signing a $6.6 billion, 20-year data center lease deal.

Sunday, June 21, 2026

Very Bullish

Identified as a leader in the pivot from pure-play mining to AI data center infrastructure.

Wednesday, June 10, 2026

Neutral
Target: $20

Range trade opportunity; sell at $20 and look to rebuy in the $8-$10 range.

Wednesday, May 27, 2026

Very Bullish
Target: None

Looking very strong; positive catalyst as the company has stopped share dilution.

Tuesday, May 26, 2026

Very Bullish

Showing strength as miners pivot toward providing energy and infrastructure for AI data centers.

Wednesday, May 20, 2026

Very Bullish
Target: N/A

Aggressively long position; seen as an undervalued play in the AI energy trade and power infrastructure.

Bullish
Target: $20

A range-bound moneymaker best played by selling covered calls between $10 and $20.

Monday, May 18, 2026

Bullish
Target: Key play

Bitcoin miners are becoming AI plays due to existing power permits and data center space.

Very Bullish

Held as part of a long-focused strategy on bitcoin miners.

Very Bullish

Identified as a new position in Leopold’s 13F, shifting toward HPC data center infrastructure.

Thursday, April 30, 2026

Bullish

Pivoting or leasing power infrastructure to AI firms to capture additional value.

Monday, April 13, 2026

Bullish

Rising as a high-beta growth stock, showing strength independently of Bitcoin's stagnant price action.

Sunday, February 15, 2026

Bullish

Held as part of a small allocation to Bitcoin miners, viewed as a leveraged play on a Bitcoin price rebound and the increasing value of energy resources due to the AI-driven 'power crunch'.

Wednesday, February 11, 2026

Very Bearish

Used as a cautionary tale to illustrate that macro forces, not company-specific actions, are driving stock prices down, as the stock fell even lower after firing its CEO for poor performance.

Thursday, February 5, 2026

Very Bearish

As a crypto-related stock, CleanSpark is being negatively impacted by the sharp decline in Bitcoin's price and overall market risk appetite.

Wednesday, February 4, 2026

Very Bullish

The stock was sold off heavily despite a significant positive fundamental catalyst for miners: a 30% drop in Bitcoin mining difficulty, which increases potential revenue and profitability.

Friday, January 30, 2026

Very Bullish

The stock being down around 10% is viewed as 'absolute nonsense' and part of an indiscriminate sell-off, implying it is unfairly punished.

Tuesday, January 20, 2026

Very Bullish

Used as a prime example of market irrationality, as its price fell back to its original level despite positive company news, suggesting the price is driven by market correlation (beta) rather than fundamentals.

Thursday, January 15, 2026

Very Bullish
Target: >$20

Viewed as a significant opportunity due to a market disconnect. A key catalyst is the expected announcement of its Sandersville site converting to GPU compute for AI, which is predicted to cause the stock price to 'pop'.

Sunday, January 4, 2026

Very Bullish
Target: $14 - $20

Bullish due to its strategy of monetizing cheap power by mining Bitcoin, with the ability to pivot to serving high-demand AI data centers. It's considered a higher-risk play on AI's energy demand.

Very Bullish

The speaker views the stock as a high-growth, innovative company that is 'undervalued' and 'way too cheap' at current levels, making it mispriced by an irrational market.

Wednesday, December 17, 2025

Very Bullish

A potential hyperscaler deal is described as 'imminent,' representing a major near-term catalyst that the market is ignoring.

Bullish

While the stock is heavily shorted and has underperformed, there is speculation that a potential future hyperscaler partnership could be a major catalyst.

Monday, December 15, 2025

Very Bullish

Considered very bullish and deeply undervalued, trading at a low multiple (2.3x price-to-adjusted-EBITDA ex-BTC). The market is seen as ignoring positive catalysts like falling mining difficulty and its pivot to AI HPC.

Very Bearish

The stock was down 16% at one point, used as an example of the heavy selling pressure currently being experienced by Bitcoin-related stocks.

Thursday, December 11, 2025

Very Bullish

Believed to be 'way too cheap' with a major upcoming catalyst. The CEO confirmed talks with two hyperscalers, and an announced contract is expected to make the stock 'pop a lot'.

Tuesday, December 9, 2025

Very Bullish

Presents two major catalysts: a potential short squeeze due to high short interest (27% of float) and an imminent fundamental boost from an anticipated deal with two hyperscalers. It is considered extremely cheap at a 2.5x EBITDA multiple.

Very Bullish

Rallied 7%, acting as a leveraged play on the upward momentum in the cryptocurrency market.

Thursday, December 4, 2025

Very Bullish

Considered a 'screaming buy' when it dropped to the $10 range due to an absurdly low valuation. Its pivot to providing computing power for AI hyperscalers is a major future growth driver beyond Bitcoin mining.

Wednesday, December 3, 2025

Very Bullish

Viewed as a play not just on crypto, but also on the energy demands of the AI boom. The company may be able to monetize its energy infrastructure for high-performance computing (HPC) data centers. A recent dip was seen as a buying opportunity.

Friday, November 28, 2025

Very Bullish

The speaker is very bullish as the company pivots to AI, building modular data center pods that offer a 'speed to deploy AI' advantage. The stock has risen approximately 50% in the last week and a half.

Tuesday, November 25, 2025

Very Bullish

The market reacted positively to the CEO's announcement of a strategic pivot to serve both AI and Bitcoin workloads, making it an interesting speculative play on AI infrastructure.

Very Bullish

The speaker is extremely bullish, calling the valuation 'absolute nonsense' and 'completely undervalued' at a 2.5x price to EBITDA multiple. Positive factors include profitability, mining efficiency, data center diversification, a strong balance sheet, and share buybacks.

Monday, November 24, 2025

Very Bullish

Identified as one of the 'next in-line' Bitcoin miners to transition into AI by renting out GPUs, representing a dual-exposure opportunity that the market is just beginning to recognize.

Saturday, November 22, 2025

Very Bullish

Like Riot, its large data centers near major hubs (Atlanta, Memphis) make it a 'prime target' for AI deals, offering exposure to both Bitcoin and AI infrastructure.

Friday, November 21, 2025

Bullish

Presented as a highly speculative, volatile Bitcoin mining stock that is poised for a potential 'AI pivot' in the near future, which could be a significant catalyst.

Thursday, November 20, 2025

Very Bullish

A stock the speaker likes which has fallen 58% from its recent peak, viewing the sell-off as a potential opportunity.

Wednesday, November 19, 2025

Very Bullish

Gained 5% as a Bitcoin miner with AI exposure, benefiting from the positive sentiment around the AI sector following Nvidia's report.

Discussed alongside CleanSpark, Inc. (CLSK)

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Frequently asked

Are top creators bullish or bearish on CleanSpark, Inc. (CLSK) right now?

Mostly bullish. In the last 30 days, 4 insights were bullish, 1 bearish, and 0 neutral about CleanSpark, Inc. (CLSK) across 12 financial sources indexed on Kazuha.

Which podcasters and creators cover CleanSpark, Inc. (CLSK) the most?

The most active sources covering CleanSpark, Inc. (CLSK) on Kazuha are @BeatTheDenominator, @amitinvesting, @investanswers, kevinxu, @ceowatcher. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about CleanSpark, Inc. (CLSK) are on Kazuha?

Kazuha has indexed 108 AI-extracted insights about CleanSpark, Inc. (CLSK) from 12 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside CleanSpark, Inc. (CLSK)?

Creators covering CleanSpark, Inc. (CLSK) most frequently also discuss BTC, NVDA, MARA, MSTR, IREN. See the "Discussed alongside" section above for full asset pages.