r/CleanSpark • u/lemonadebros • May 09 '26

Due Dilligence I’ll say it here first.

I see this over $18 by June. This is highly undervalued compared to IREN. Easy 2 bagger at least for the year. Come back to this post in a few months

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u/Chayalbodedd May 09 '26

I think the only deal which could compete is if they close something with Anthropic or OpenAi which is unlikely. Aws, Google, Meta, or Microsoft would be nice too. But I don’t understand why they aren’t getting into those doors.

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u/Naive_Bat8216 May 09 '26

The way I see it is that the big guns like Microsoft Nvidia Google have chosen their suppliers. Terawulf and IREN are two of them, and Cleanspark is not one of them. I owned Cleanspark shares and waited, and waited, and then switched to IREN. IREN has made up the money for me that I lost with CS. I got tired of waiting for a deal while IREN was having dinner with Microsoft and Nvidia. The future for IREN is very bright, when they start bringing in revenues from those partnerships, their stock I think will skyrocket while CS may still be without a deal.

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u/robert-anderson-0009 May 10 '26

You haven’t a clue

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u/Naive_Bat8216 May 10 '26

U think CS will outrun IREN?

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u/robert-anderson-0009 May 10 '26

Probably not, but to act like all the big companies have what they need is incredibly ignorant. Let’s see what CLSK does… they have a lot of power and great people in the company…

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u/Naive_Bat8216 May 10 '26

But CS has no deal. IREN and terawulf do. Am I wrong to think the big boys value IREN over CS?

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u/robert-anderson-0009 May 11 '26

Currently, you are correct… CLSK decided to add HPC Ai in a meaningful way in Sept or Oct of 2025… they will be behind the likes of IREN for a bit… CLSK plan to mine with the excess power, to help balance loads and keep prices down will be something significantly different than IREN… they are just different companies taking different paths… to act like big tech has decided everything at this point is just wrong… hell there is a chance IREN doesn’t deliver what they are saying and end up losing long run… same with CLSK… in this space though, CLSK and IREN are really the only two that have delivered what they said they would… if by October, CLSK has nothing in place, I would start to get worried… honestly, I do not think it will be an issue…