Sam Brennan @SamBreAI
Building a portfolio of autonomous businesses & capital strategies 🛠️ Founder: @SideIncomeIndex @VolumetricDesign ******** Joined September 2023-
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@FinancialErnie @jimmynunz24 @CleanSpark_Inc @smatthewschultz @GaryVec @taylorbmonnig @AIatMeta Do you think @smatthewschultz compensation package of over $40M in 2025 works against $CLSK in negotiations with the hyperscalers because I sure do? Matts comp is miles above his peers, despite worse performance.
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@EBL2017 Forgetting Gomes from Wolves IMO. He's a solid premier league player and could be bought for £45M
@AliceTalksFooty Tchouameni & Gomes (still not left Wolves) £120M combined
$CLSK is now wiped from the portfolio on the break of the lows
Serenitys current assymetry plays (still) are: $AAOI $MRVL $SIVE $XFAB Ive been in sive and mrvl for a couple of months, on Monday i'll be starting to add positions in $AAOI & $XFAB Still holding $WULF, $KEEL, $CLSK, $IREN, $HUT, $NVTS, $APLD & $CIFR but may shave some on mon
@BitcoinAIGuy With that in mind you'd be looking to buy $CLSK But that would be a mistake since they can't close a door, nevermind a HPC deal
@FeroceResearch I agree, i'm waiting for that cycle low window in the next couple of months then i'll be loading up on the likes of: $AG, $SILV, $SILJ, $GDX, $SSLN, $HYMC
@edvestments Honestly I think it will still be a few months away. 3 months basically takes us to the start of October. October is the likely BTC bottom window (if you believe in the 1000ish days bull cycle, 365ish days bear cycle which has repeated like clockwork) double catalyst for CLSK
@rtnfool @midascabal The math isnt mathing
@LeaderInvests A deal will eventually come but if they take too long and market senitment has soured, the outcome won't be positive for shareholders expecting $CIFR, $WULF, $RIOT, $IREN like gains.
@FinancialErnie @CleanSpark_Inc @smatthewschultz @BlocksBridge_ @TheEnergyMag @nishantsharma87 Indeed, it seems very promising but one thing to consider is that discusions with the leading hyperscaler have fallen down at Sandersville (so back to multi vendor discussions) and that's why he's keen to discuss the other sites. If Matt is out on X talking, the deal isn't ready
@darrelltalksfi Rent and invest until you have 5 years of living costs saved plus 100k to take opportunities in the market. Then once you have that freedom, you'll probably want to continue what you are doing. A house is not the asset it once was. Flexibility and security is the best asset
@McnallieM @claudeai that it's missing CLSK
@DNV99999 CLSK, RIOT & KEEL are still in the mix albiet IREN is the most viable
@JakeFleshner Automated wealthbuilding-tools
@aleabitoreddit Completely agree, dilution is the enemy. Do you have the same take on $clsk given they do dilute and the director compensations are ridiculously high, however, they have a variety of funding mechanisms such as options strategies and using their mining ops to fund ai expansion
@Market_Maestros Agreed, but IMO BTC is likely going to remain in the accumulation phase until the 4yr cycle low around q4, plus or minus a weekly cycle
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