Added to YB: 2026-07-21
Pitch date: 2026-07-17
CLSK [bullish]
CleanSpark, Inc.
+6.81%
current return
Author Info
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Company Info
CleanSpark, Inc. operates as a bitcoin mining company in the Americas. The company owns, leases, and operates data centers and power assets.
Market Cap
$3.3B
Pitch Price
$13.50
Price Target
22.35 (+55%)
Dividend
N/A
EV/EBITDA
-12.63
P/E
-6.76
EV/Sales
6.59
Sector
Software
Category
special_situation
CleanSpark: This $3.2B Leopold Stock Is Finally Unlocking A $40B AI Goldmine
CLSK: BTC miner pivoting to AI landlord. Signed 20yr $6.6B NNN lease (~$330M/yr NOI, ~100% margin) w/ IG tech tenant (rumored Meta) + 885MW Texas exclusivity (~$40B potential backlog vs $4.1B EV). 33% short float, avg PT $22.35 vs ~$13.50. Leopold added 7.5x. Squeeze setup, but core mining bleeds ($119K cost vs $63K BTC), lease revenue not until Q4 2027, tenant unnamed.
Read full article (9 min)