Calendar year bitcoin production increase of more than 10% year over year Completes year marked by strategic milestones and entry into AI data centers LAS VEGAS, Jan. 6, 2026 /PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK), America's Bitcoin Miner® (the "Company"), today released its unaudited Bitcoin mining and operations update for the month ended December 31, 2025. "December closed 2025 with continued strong operational performance across our mining operations and Digital Asset Management groups," said M ...

Is now the time to bet on CleanSpark, Inc. ( CLSK ) stock? There are three reasons why the answer to that question may be "Yes." First, CleanSpark is a profitable Bitcoin USD ( BTC-USDI prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped ...

Is now the time to bet on CleanSpark, Inc. ( CLSK ) stock? There are three reasons why the answer to that question may be "Yes." First, CleanSpark is a profitable Bitcoin USD ( BTC-USDI prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped ...

文章核心观点 - 分析师认为，CleanSpark (CLSK) 股价近期出现大幅下跌，尽管市场对人工智能(AI)和高性能计算(HPC)转向的看空情绪带来影响，但股价疲软的主要驱动因素是比特币的价格波动 [1] 分析师背景与立场 - 分析师是一位拥有超过10年经验的资深衍生品专家，专注于资产管理和股票分析研究 [2] - 分析师在CleanSpark (CLSK) 中持有有益的多头头寸，包括通过股票、期权或其他衍生工具的所有权 [2]

Since my previous coverage on CleanSpark ( CLSK ), the stock experienced a sharp downswing. Although weak AI sentiment clouds the AI/HPC pivot, in my opinion, the poor stock price action was mainly driven by Bitcoin volatility.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private clien ...

I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

公司近期股价表现 - 公司股票在周五结束了连续六天的下跌，大幅上涨14.13%，收于每股11.55美元 [1] - 股价上涨的部分原因是投资者在比特币价格上涨中受到鼓舞，并在公司发布采矿报告前重新调整投资组合 [1] 行业与市场动态 - 美国市场交易周结束后，投资者资金转向比特币，推动其价格一度回升至90,000美元水平，随后涨幅收窄至约89,000美元 [2] - 比特币的上涨行情蔓延至包括公司在内的多家比特币矿业公司，如MARA Holdings Inc、Hut 8 Corp、American Bitcoin Corp、Bitdeer Technologies和Bitfarms等 [2] 公司运营与财务数据 - 公司计划于1月5日（星期一）公布其12月及2025年全年的比特币挖矿更新结果 [3] - 仅在11月，公司挖出了587个比特币，使其截至该时期的总持有量达到13,054个比特币 [3] - 公司在11月以平均每枚91,979美元的价格出售了565.41个比特币，获得总计5,200万美元的收入 [3] 公司业务战略 - 公司最初是一家比特币矿业公司，目前正通过高性能计算（HPC）业务缓慢向人工智能（AI）服务领域转型 [4]

The crypto miner industry continues to be a fascinating space for investors, especially after the deep correction that many of these stocks saw through Q4 last year.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In ...

公司AI与HPC业务扩张进展 - 公司的人工智能和高性能计算数据中心扩张计划正在推进，但相关举措仍处于早期非创收阶段[1] - 公司已采取措施扩大AI和HPC数据中心业务，包括获得超过1.3吉瓦的电力容量、在佐治亚州和德克萨斯州确定土地机会，并与Submer合作采用液冷模块化数据中心解决方案加速部署[2] - 初始部署时间较晚，德克萨斯州AI园区的首次部署预计要到2027年上半年才会开始，这意味着AI相关资产在此之前不太可能产生收入[3] 业务扩张的挑战与财务影响 - 业务货币化时间点是关键问题，管理层的指引表明，租户入驻、建设、电力互联审批和调试工作可能会持续到2026年和2027年[3] - AI数据中心的资本密集度加剧了延迟，建设成本估计约为每兆瓦1000万美元，巨大的资本支出增加可能对近期现金流产生压力[4] - 分析师收入预测并不乐观，Zacks对2026财年收入的共识估计显示同比增长12.1%，而对2027财年的估计则表明将下降7.7%[4] 市场竞争格局 - Cipher Mining成为公司在AI和HPC领域的强劲竞争对手，该公司利用低成本的德克萨斯州电力和完全自有的基础设施来获取超大规模企业支持的收入[5] - Cipher Mining在2025年第三季度与亚马逊网络服务签署了一份为期15年、300兆瓦的园区租赁协议，价值约55亿美元，从2026年开始[5] - IREN Limited通过与微软达成97亿美元的AI云协议，以及与Together AI和Fluidstack扩大合同，加剧了AI基础设施领域的竞争[6] - IREN的AI云收入规模正朝着2亿至2.5亿美元的年化运行率增长，并计划到2026年部署14万个图形处理单元[6] 公司财务表现与估值 - 比特币挖矿目前仍是公司收入的主要来源[1] - 过去一年，公司股价上涨了16.4%，表现优于下跌4.2%的Zacks金融-杂项服务行业，但落后于上涨18.2%的广义Zacks金融板块[7] - 从估值角度看，公司的远期市销率为3.25，低于行业平均水平的9.08[10] - Zacks对CleanSpark 2026财年每股收益的共识估计目前定为0.26美元，在过去30天内下调了25.7%，该收益数字意味着同比下降63.4%[13] - 盈利预测表显示，对2026财年（截至2026年9月）的每股收益共识估计在过去60天和90天内被大幅下调[14]

加密货币概念股市场表现 - 周一盘初，部分加密货币概念股普遍走高 [1] - IREN Ltd(IREN.US)和Bitmine Immersion Technologies(BMNR.US)涨幅超过1.7%，盘中一度涨超4% [1] - Circle(CRCL.US)微涨，盘中一度涨超2% [1] - CleanSpark(CLSK.US)上涨0.87% [1]