Hur intalar ni er själva att det är ok att vara kommunist? Precis som jag inte förstår hur det kan kännas rätt att vara nazist. Hur går tex era tankar kring alla fruktansvärda folkmord, massavrättningar och svält som skett där kommunismen fått dominera och leda?
Som sagt jag är genuint nyfiken.
Yesterday’s announcement reinforced my conviction in CleanSpark’s long-term strategy.
This wasn’t just another hosting agreement. It demonstrated that management is executing on a vision that extends well beyond Bitcoin mining.
What stood out to me:
• Leveraging existing infrastructure instead of building from scratch.
• Securing a long-term HPC customer that adds a new, recurring revenue stream.
• Pricing that appears highly competitive, with economics that compare favorably to many recently announced HPC hosting agreements.
• Maintaining the flexibility to mine Bitcoin with unused capacity until the HPC load ramps up.
To me, this is exactly how infrastructure should be monetized—multiple revenue opportunities from the same power assets.
What I also find encouraging is that CleanSpark didn’t appear to sacrifice economics just to announce its first HPC deal. Based on the information released, management seems to have negotiated attractive terms while preserving operational flexibility.
One agreement doesn’t transform the company overnight, but it is another strong indication that management is allocating capital wisely and building for the future.
I’m looking forward to seeing what comes next and I couldn’t be more happy with the terms of this first deal! 🚀
What do you guys think? I expect a slightly bullish result and some good forward projections meaning 🚀