George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performance to CLSK and discusses the "commoditization" of compute power.
Next Gen Investing
26 Nov 2025
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