GOLF US🌎Acushnet is a global leader in the design, development, manufacture, and distribution of golf products.
The company operates through three key segments:
Titleist: One of the most recognizable brands in the world of golf. This brand produces high-quality golf equipment.
FootJoy: A leading brand in the golf equipment category.
Other Brands
In 2024, the total number of people involved in golf reached 47.2 million in the United States. This is a record figure.
The number of players on traditional golf courses continues to grow, reaching 28.1 million in 2024.
For the second quarter of 2025, the company showed revenue growth of 5.4% year-over-year, reaching $720.5 million.
Net income also increased by 5.8% to $75.6 million.
ROE: 25.69%
Net income margin: 9.24%
Dividend yield: 1.1%
Cons:
We expect moderate revenue growth.
We do not expect strong profit growth.
The debt burden has been growing since 2022
A3minvestments
ZBH US🌎Zimmer Biomet specializes in musculoskeletal systems. The company is highly diversified both geographically (operations in over 25 countries, sales in over 100 countries) and in its product line.
Core business areas include:
Orthopedic reconstructive products: Joint replacement (hip, knee).
Products for sports medicine, biopharmaceuticals, extremities, and traumatology.
Solutions for spine treatment, bone fusion, craniofacial and thoracic surgery.
Dental Implants and Surgical Instruments
After a decline in 2020 caused by the pandemic (when many elective surgeries were postponed), the company is showing revenue growth, reaching $7.83 billion in the trailing 12 months (TTM).
Operating profit is showing growth, more than doubling compared to 2020 levels.
At the end of its most recent reporting quarter, the company reported net income of $903.7 million for the trailing 12 months (LTM).
In August 2025, Zimmer Biomet reported earnings per share (EPS) of $2.07, exceeding the analyst consensus estimate of $1.98 by $0.09.
Operating profit continues to grow, reaching $1.528 billion in 2024.
A key driver of investor interest is the stock's undervaluation. The forward P/E ratio is 12.1, significantly below the market average.
The company maintains a consistent dividend policy.
BFH US🌎Bread Financial is a technology-driven financial services company. Its core business is providing data-driven, personalized solutions for payments, loans, and savings. Key areas include:
Own-brand and co-branded credit cards in partnership with retailers.
Installation plans and buy-now-pay-later (BNPL) products.
Direct-to-consumer solutions, such as the Bread Cashback American Express card and Bread Savings products.
Marketing, loyalty, and analytics services that help brands engage customers.
Bread Financial reported adjusted earnings per share (EPS) of $3.14–$3.15 for the second quarter of 2025, significantly exceeding analyst estimates of $1.85–$1.92.
The company has low multiples.
P/E 9.0
P/B 0.8
Dividend yield 1.4%
However, the company pays out only 14% of its earnings as dividends.
Part of the proceeds are being used for share buybacks.
We expect a return on equity (P/B 1.0), which implies growth of approximately 20%.
ARMK US🌎Aramark operates in two primary reporting segments:
Food and Service Services in the U.S.
Food and Service Services International
Foodservice Services: Food service, catering, food service management, and convenience-focused retail services
Healthcare Services: Non-healthcare food and related services, including patient nutrition, retail food services, environmental services, and procurement services.
Facility Management Services: Building operations and maintenance, cleaning and housekeeping services, energy management, groundskeeping, and capital project management.
In September 2024, Aramark announced the launch of Avendra International, the international expansion of its procurement division.
In December 2024, Aramark announced that Avendra International had acquired the Spanish procurement consultancy Quantum Cost Consultancy Group. This acquisition is aimed at accelerating Avendra's international expansion.
Customer retention >97% in the US and International FSS segments.
The company has been systematically deleveraging since mid-2020. Debt has decreased from 9.25% to 6.25%.
The upcoming rate cuts will only contribute to balance sheet recovery.
Cash flows are stable and positive.
We expect continued systematic profit growth.
Dividend yield of 1.1%, distributing 1/3 of profits.
VSAT US🌎Viasat is a key player in the global satellite communications market. Its business focuses on providing broadband internet access, in-flight connectivity solutions, and high-tech services for the government and defense sectors.
The company uses VSAT (Very Small Aperture Terminal) technology. This is a small satellite earth station that provides satellite communications via small-diameter antennas. This technology enables the transmission of data, voice, and video, providing internet access and creating corporate networks in remote and hard-to-reach regions where terrestrial or cellular networks are unreliable or unavailable.
Key business segments:
Satellite services: Broadband access for private and corporate clients, connectivity for ships and aircraft.
Government and defense solutions: Creation of secure satellite networks, tactical communications systems, information security solutions.
Equipment Sales: Manufacture and sales of satellite terminal equipment and modems
The compound annual growth rate (CAGR) for revenue over the past three years was 23.6%, and 14.6% over the past five years.
A significant jump in revenue in 2024 is due to the consolidation of Inmarsat's results, which were acquired by Viasat.
Net income remains negative, but the operating cash flow (OCF) is 1B TTM.
FCF has moved into positive territory, reaching 88M TTM.
Capital expenditures decreased by 37% to $229 million, indicating a transition from the active phase of satellite construction to the phase of their commercial operation and monetization.
The defense, aviation, and government services segments are showing steady growth. These segments are less susceptible to price competition and generate stable cash flow.
On the downside, debt is 6.4 billion and cash is 1.17 billion.
The company refinanced by issuing $1.98 billion in secured notes and repurchasing notes maturing in 2025. This improved the debt structure and delayed peak payments.
The company confirmed that the expected launch dates of the ViaSat-3 F2 and F3 satellites remain unchanged. These satellites will significantly increase the capacity and coverage of Viasat's network. Once technical issues with the antenna on ViaSat-3 F1 are resolved, the company will have access to a significant amount of unused capacity that it can monetize, particularly in promising regional markets such as Asia.
Management confirmed that it is actively exploring strategic alternatives for its assets, including partnerships or spinoffs. In particular, there is growing interest in the company's mobile satellite spectrum (L-band).
The global VSAT market is projected to continue to grow, reaching $13.7 billion by 2025.
ITRI US🌎Itron is a company specializing in energy and water resource management solutions, as well as the development of Smart Cities.
The company provides hardware, software, and services that help utilities and municipalities worldwide effectively measure, monitor, and analyze electricity, gas, and water consumption.
Its operations are divided into three key segments:
Device Solutions: Includes the production of standard and smart meters for electricity, gas, water, and heat, as well as communication modules and sensors.
Networked Solutions: Integrates communication devices (smart meters, endpoints, sensors), network infrastructure, and software for data collection and transmission. This is the foundation for Internet of Things (IoT) solutions such as automated meter reading (AMR) and advanced metering infrastructure (AMI).
Outcomes: Offers value-added software and services, including analytics, modeling, AI/ML-based services, and after-sales support.
Energy Efficiency and Smart Grid: Helps optimize energy distribution and reduce losses.
Smart Cities: The company's solutions are used for smart street lighting, traffic monitoring, and water quality control in cities around the world, including Chicago, San Antonio, Copenhagen, and Paris.
Internet of Things (IoT): Developing Itron's proprietary adaptive connectivity technology, OpenWay Riva, and building a developer community for IoT applications.
Sharp growth in profits and cash flows has been observed since 2023.
The company also has consistently improved its balance sheet and cash position.
1186 (CRCC) HKEX 🌎China Railway Construction Corporation Limited (CRCC) is one of the world's largest companies specializing in the design, construction, and management of infrastructure projects. It is a Fortune Global 500 company and a leading Chinese enterprise.
Core Businesses
Engineering Contracting: Railways, Highways, Urban Rail Transit (Metro), Bridges, Tunnels, Airports, Ports, Hydraulic Structures, and Real Estate
Equipment and Materials Manufacturing
Design, Surveying, and Consulting Services
Cargo and Materials Logistics and Trade
Financial Operations and Asset Management
Operates in both the domestic and international markets.
An extremely low price-to-earnings ratio is key.
P/E Ratio: 3.63
P/B Ratio: 0.20
Dividend Yield: Approximately 5.37%
As a reminder, the Hong Kong dollar is pegged to the US dollar, meaning the yield is denominated in US dollars.
Notably, the company's operating cash flow showed negative growth (-RMB 29.2 billion over the 12-month period), which is related to the implementation cycle and financing characteristics of large-scale infrastructure projects.
Last quarter, new urban rail contracts saw a significant increase (109.0% year-on-year).
Public-Private Partnership (PPP) projects accounted for 25-30% of new orders, indicating the company's transition to a higher-quality, more stable business model.
New overseas contracts increased by 59.1% year-on-year (data based on year-on-year figures from the previous reporting period).
The company's debt level is relatively low.
Free cash flow (FCF) is negative, but we expect it to gradually turn positive.
LTCUSDT (Crypto) Long🌎Litecoin (LTC) is a decentralized peer-to-peer cryptocurrency created in 2011 as an alternative to Bitcoin. It was designed to provide faster and cheaper transactions, positioning itself as "digital silver" to Bitcoin's "digital gold."
The primary goal of Litecoin's creation was to become a more efficient means of instant payments and transfers than Bitcoin.
Litecoin operates on the Proof-of-Work principle, like Bitcoin, but uses the Scrypt algorithm.
The Scrypt algorithm was initially chosen to counter specialized mining hardware (ASICs), keeping mining more decentralized. Although ASICs for Scrypt have been developed over time, this algorithm still requires more memory than SHA-256, which is used in Bitcoin.
The Litecoin network has successfully implemented important upgrades such as Segregated Witness (SegWit) and the Lightning Network, which increase throughput and enable instant microtransactions.
Litecoin has a stated maximum supply of 84 million LTC, four times greater than Bitcoin.
Litecoin block times and transactions are confirmed significantly faster than Bitcoin. This, along with a less congested network, results in very low fees.
A growing number of merchants accepting LTC and integration with payment systems (such as the partnership with Spend)
Litecoin's partnership with the Spend platform (also known as SPEDN by Flexa) was part of a broader integration aimed at making spending Litecoin and other cryptocurrencies in everyday life simple and instant.
This partnership was a joint effort between several parties: the Litecoin Foundation, Nexus Wallet, and the Flexa payment network, which operates the SPEDN app.
At the peak of the partnership, the Flexa network included over 41,000 merchants, primarily in North America, where SPEDN payments were accepted. Here are some well-known companies that accepted payments through this system:
Lowe's, Petco, GameStop, Bed Bath & Beyond, Nordstrom
Why this partnership was important:
It directly linked digital currency to real goods and services.
It also clearly demonstrated Litecoin's advantages—speed (2.5 minutes per block) and low fees.
Today, the SPEDN app is no longer available, but the Flexa payment network itself continues to operate and develop other solutions. Litecoin remains available for spending—through other services, such as BitPay (crypto debit cards and gift cards) or directly at a growing number of online and offline merchants.
In investing and trading, we treat cryptocurrencies as an asset class tied to a risk-on/risk-off regime, only with added variance, like on steroids, so to speak.
Currently, the markets are in risk-on mode, and number of factors point to the beginning of altcoin season.
MSTR US🌎MicroStrategy pioneered the use of Bitcoin as a corporate reserve asset. This strategy transformed MSTR from a traditional technology company into a unique hybrid: a provider of analytics solutions and a publicly traded instrument for indirect exposure to Bitcoin.
As of September 2025, the company's reserves totaled 636,505 BTC, equivalent to approximately $70 billion and representing approximately 2.6% of the total Bitcoin supply globally. This makes it the largest corporate holder of Bitcoin.
To accumulate this amount, the company employed an aggressive financial strategy, including issuing convertible debt and, more recently, issuing preferred shares.
mNAV Premium. One of the most important metrics for MSTR's valuation is mNAV (Multiple on Net Asset Value). It is calculated as the ratio of a company's market capitalization to the dollar value of Bitcoin on its balance sheet. A high mNAV means the market values the company significantly above the value of its Bitcoin reserves, allowing it to attract cheap capital for further acquisitions.
Operating revenue remains relatively stable at approximately $463 million.
Gross margin over the past 12 months has remained at approximately 70%.
Net income is highly volatile due to adjustments for Bitcoin price fluctuations. In 2023, the company reported a net income of $429.1 million, but for 2024, it recorded a loss of -$1.17 billion.
OCF -$53.7 million
Debt 8.16 B
cash 0.05 B
Debt can be repaid by selling a portion of the Bitcoin held on the balance sheet.
NBCC IN Long🇮🇳 #nbcc #invest
NBCC (India) Limited is an Indian state-owned company and a leader in the construction sector.
The company's operations are divided into three main segments:
Project Management and Consulting (PMC): This segment accounts for approximately 92% of revenue. This includes the redevelopment of old government quarters, project management in the institutional, residential, and industrial sectors, as well as infrastructure projects abroad (Mauritius, Maldives, Seychelles, and Dubai).
Engineering, Procurement, and Construction (EPC)
Real Estate Development
For the fiscal year ending March 2024, revenue was INR 106.67 billion, up 19.03% year-on-year.
The company has been debt-free for the past five years.
High multiples:
P/E 51
P/B 11
EV/EBITDA 28
OCF, FCF positive
We expect profit and revenue to continue to grow.
Dividend yield 0.6%
CAKEUSDT (Crypto) Long#crypto #binance #coinbase #pancakeswap
🍰CAKE Token.
Recent growth is driven by updates to the PancakeSwap platform.
PancakeSwap is one of the world's largest decentralized exchanges (DEX), operating on the BNB Smart Chain (BSC) blockchain, as well as Ethereum and Aptos.
Unlike centralized exchanges (like Binance or Coinbase), it allows users to trade cryptocurrency directly with each other through smart contracts, without having to trust funds to an intermediary.
The core business model is based on an automated market maker (AMM). Users provide liquidity by depositing token pairs into special pools and are rewarded with trading fees and CAKE tokens.
The CAKE token is the core of this ecosystem and serves several key purposes:
CAKE holders can participate in voting, determining the future development of the protocol. Tokens can be staked in special pools to receive regular rewards.
CAKE is used for lotteries, Initial Farm Offerings (IFOs), and, most recently, for betting on prediction markets.
In September 2025, the PancakeSwap team announced the expansion of the Predictions market to Bitcoin (BTC) and Ethereum (ETH).
This feature allows users to bet with CAKE on the price movements of the two major cryptocurrencies.
A 26 million CAKE token burn was recently conducted.
This measure is aimed at reducing the circulating supply, which, all other things being equal, could exert supportive pressure on the price.
The platform has demonstrated growth in key metrics: the number of users has reached approximately 4.4 million, and the total value locked (TVL) has exceeded $3.1 billion.
Recent major updates, v3 and v4, have introduced innovations such as "concentrated liquidity."
PancakeSwap liquidity tokens can be used as collateral Lista DAO
Significant downsides include:
Although the project has expanded to other blockchains, it remains heavily tied to the BNB Chain ecosystem.
CAKEUSD (Crypto) Long#crypto #binance #coinbase #pancakeswap
🍰CAKE Token.
Recent growth is driven by updates to the PancakeSwap platform.
PancakeSwap is one of the world's largest decentralized exchanges (DEX), operating on the BNB Smart Chain (BSC) blockchain, as well as Ethereum and Aptos.
Unlike centralized exchanges (like Binance or Coinbase), it allows users to trade cryptocurrency directly with each other through smart contracts, without having to trust funds to an intermediary.
The core business model is based on an automated market maker (AMM). Users provide liquidity by depositing token pairs into special pools and are rewarded with trading fees and CAKE tokens.
The CAKE token is the core of this ecosystem and serves several key purposes:
CAKE holders can participate in voting, determining the future development of the protocol. Tokens can be staked in special pools to receive regular rewards.
CAKE is used for lotteries, Initial Farm Offerings (IFOs), and, most recently, for betting on prediction markets.
In September 2025, the PancakeSwap team announced the expansion of the Predictions market to Bitcoin (BTC) and Ethereum (ETH).
This feature allows users to bet with CAKE on the price movements of the two major cryptocurrencies.
A 26 million CAKE token burn was recently conducted.
This measure is aimed at reducing the circulating supply, which, all other things being equal, could exert supportive pressure on the price.
The platform has demonstrated growth in key metrics: the number of users has reached approximately 4.4 million, and the total value locked (TVL) has exceeded $3.1 billion.
Recent major updates, v3 and v4, have introduced innovations such as "concentrated liquidity."
PancakeSwap liquidity tokens can be used as collateral Lista DAO
Significant downsides include:
Although the project has expanded to other blockchains, it remains heavily tied to the BNB Chain ecosystem.
AIP US ( Arteris) LongThe company specializing in the development of semiconductor intelligent solutions, including interconnect technologies (Network-on-Chip, NoC) and software for automating the design of systems-on-chip (SoC)
Main products:
NoC IP: FlexNoC, Ncore, CodaCache — provide efficient communication inside chips.
Software solutions: Magillem, CSRCompiler — automate the integration of SoC components
Arteris announced a collaboration with AMD to supply FlexGen NoC IP in next-generation chiplets for AI chips
In Q2 2025, revenue reached $16.5 million (forecast $16.35 million), and EPS was -$0.11 (in line with estimates). The company also increased guidance for the full year
Expect another rise to test the level of the open gap
MIDHANI IN (Mishra Dhatu Nigam) Long 🌎
The company specializes in the production of specialty metals.
Primary products: nickel-, cobalt-, and iron-based superalloys, titanium alloys, specialty steels, and soft magnetic alloys.
The company's products are of strategic importance and are supplied to the defense, aerospace, and energy sectors (including nuclear).
The company operates a full production cycle—from smelting to the production of finished forged, rolled, and drawn products.
Specializing in strategically important alloys for the defense and aerospace industries creates high barriers to entry and ensures stable demand.
74% of shares are state-owned.
EV/EBITDA 31.2
P/B 4.9
Debt/Equity 0.25
Revenue
2023 | 872
2024 | 1,073
2025 | 1,074
Net Profit
2023 | 156
2024 | 91
2025 | 110
Palladium Long#Invest #Palladium #PALL #PA #XPDUSD
A weaker dollar after soft US inflation data has increased expectations for a Fed rate cut
US President Trump's announcement of tariffs of up to 100% on India and China to pressure Russia is increasing demand for safe haven assets, including palladium
Palladium prices have lagged behind other precious metals
Palladium production is gradually declining due to the depletion of deposits in South Africa, the US and Canada.
Recycling from old cars only partially compensates for the deficit
Despite the growth of electric vehicles, hybrid vehicles with internal combustion engines retain market share, and this supports demand for palladium for catalysts
New areas of demand:
China and India invest in hydrogen infrastructure. Palladium is used to purify hydrogen
Innovative technologies for using palladium to synthesize ammonia without CO₂ emissions
Supply reduction:
Producers Anglo American, Wesizwe Platinum and others are cutting investments due to low prices
Production in Russia is stable, but growth is only possible with the launch of the Chernogorsk deposit in 2026
Palladium is attractive as an alternative to gold due to its growth potential
From a technical point of view
-formation of a double bottom.
-There was already an exit, a false exit upward.
-Now a cup with a handle is being drawn.
How to participate in the growth?
-Buying a futures contract (US NYMEX ticker PA)
-buying through an ETF (for the US, ticker PALL).
*The ticker may be different on the stock exchange in your country
You can also look at companies with exposure to palladium
Norilsk Nickel, Sibanye-Stillwater and Anglo American
MD US ( Pediatrix Medical) long🇺🇸 #invest #MD
Pediatrix Medical Group specializes in providing specialized care for women, newborns, and children.
This includes the following areas of activity:
Neonatal care
Perinatology
Pediatric subspecialties
Other services, including newborn hearing screening, telemedicine development, etc.
The company partners with hospitals, providing clinical department management and staffing services. This includes administrative functions such as billing and HR.
Pediatrix operates in 36 states, partnering with nearly 400 hospitals and bringing together more than 4,400 physicians and clinicians.
The report shows:
EPS $0.53 (forecast $0.42); Revenue $468.84 million (forecast $464.37 million)
Full-year Adjusted EBITDA guidance increased to $245-255 million
Slower growth in payroll costs
OCF $138 million (up from $109 million a year ago)
Net debt decreased to ~$380 million
A $250 million share repurchase program was launched
Earnings fell into negative territory in 2024; the company reported positive earnings in its latest report
EPS has returned to positive territory. We expect it to remain positive.
Valuation
Forward P/E 8.7
P/S 0.7
EV/EBITDA 7.2
Xiaomi 1810 HK LongXiaomi reports revenue of RMB 111.3 billion in Q1 2025, up 47% YoY
Adjusted net profit up 64% YoY to RMB 10.7 billion
Operating profit margin and net margin improved to 11.8% and 9.6%, respectively
Xiaomi became the leader in China's smartphone market in Q1 2025 with an 18.8% share (up 4.7 p.p. YoY) for the first time in 10 years
Global market share was 14.1%, keeping the company in 3rd place globally
IoT and lifestyle revenue up 59% YoY
EV business posted revenue of RMB 18.6 billion in Q1 2025, while operating loss narrowed to RMB 500 million
New model YU7 launched 2025, which is positioned as a competitor to Tesla Model Y😈
news in june
Xiaomi unveiled the YU7 electric SUV at a price lower than the Tesla Model Y
Xiaomi: over 200,000 pre-orders in 3 minutes
The launch of the new YU7 model is expected in July 2025, which is positioned as a competitor to Tesla Model Y
The company's debt is completely covered by the money on the balance sheet
The company's balance sheet is growing steadily every year
🚀We expect continued growth in revenue, profit, OCF, FCF🚀
A great company with a growing business
WTI ShortThe alliance, including Russia and Saudi Arabia, agreed to a phased increase in production, which led to an increase in supply on the market.
OPEC+ production increase parameters
April 2025: Increase in production by 137,000 barrels per day
May-July 2025: Monthly increase of 411,000 barrels per day
August 2025: Increase by 548,000 barrels per day
September 2025: Increase by 547,000 barrels per day
October 2025: Planned increase by 137,000 barrels per day
OPEC+ plans to fully restore production cuts in 2023. Initially, a gradual increase in production was planned until September 2026, but due to favorable market conditions, the process was accelerated
US trade policy, which introduced customs duties on goods from many countries, also affects the price of oil
We expect a decline in the American grade of oil to $ 60
AADHARHFC IN (Aadhar Housing Finance ) Long🇮🇳 #invest #India #AADHARHFC
AADHARHFC offers loans to individuals, companies, corporations, societies and associations of individuals for the purchase, construction, renovation and reconstruction of residential properties.
The company shows revenue growth year on year:
2021 +13.45%
2022 +9.63%
2023 +18.14%
2024 +26.37%
2025 +20.02%
We have seen revenue growth acceleration in recent years
Net profit:
2021 +79.6%
2022 +30.79%
2023 +22.46%
2024 +37.61%
2025 +21.64%
Balance growth:
2021 +14.72%
2022 +16.85%
2023 +17.51%
2024 +20.34%
2025 +43.21%
You have to pay for such growth. And investors pay a premium, which is reflected in the multiples. P/B 3.5 P/E 24
The Indian market is characterized by high multiples, in general.
The company received an upgrade to AA+ from Care Ratings
Management reiterated its AUM growth forecast of 20-22%
The company plans to add 50-60 new branches annually
A combination of stable margins, improving leverage and low credit costs is expected to further boost ROE
Current ROE~17%
Government initiatives such as PMAY 2.0 support demand for affordable housing
KKR US Long🇺🇸 #Invest #KKR #US
KKR is an investment firm specializing in alternative investments, including private equity, credit, real estate, and infrastructure.
In 2025, the company completed the acquisition of a 25% stake in the Italian biofuels business Enilive for €2.94 billion, strengthening its position in the energy sector.
KKR is diversifying its operations, including insurance through its subsidiary Global Atlantic. This ensures stable cash flow.
Q2 2025 report
EPS of $1.18, 4.42% above forecast
Fees and commissions revenue (FRE): reached $887 million (or $0.98 per share), a historic high for the company and representing 17% year-over-year growth
Assets under management (AUM): increased 14% to $686 billion, while fee-based assets under management (FPAUM) also increased 14% to $556 billion
Acquisition of HealthCare Royalty Partners: added approximately $3 billion in AUM
Management reaffirmed 2026 targets, including raising $300+ billion and growing insurance operating income to $250 million per quarter
Focus on megatrends such as energy transition, reshoring, and security
CLSK US (CleanSpark) Long🇺🇸 #Invest #CLSK #US
CLSK (CleanSpark) is a company specializing in Bitcoin mining and clean energy solutions.
For Q3 2025, CleanSpark reported record revenue of $198.6 million (up 91% year-over-year) and net profit of $257.4 million.
In Q1 2025, revenue was $162.3 million (up 120% year-over-year), and net profit was $246.8 million.
The company reached 50 EH/s operational hashrate in June 2025, becoming the first public miner to achieve this milestone solely on US infrastructure. This has provided it with approximately 5.8% of the global Bitcoin hashrate.
As of June 2025, CleanSpark holds 12,703 BTC (worth ~$1.08 billion), making it one of the largest corporate holders of Bitcoin.
The company has begun using derivative strategies to hedge and increase the yield of its Bitcoin treasury.
CleanSpark is actively expanding capacity in Georgia, Tennessee, and Wyoming, where cheap and sustainable energy is available.
The company plans to reach 57 EH/s by the end of 2025, with the potential to expand to 60+ EH/s.
CleanSpark has raised $650 million through 0% convertible notes, fully funding its growth to 50 EH/s without diluting its equity.
With increasing competition in the mining industry, CleanSpark may take advantage of opportunities to acquire weaker players. strengthening its market position
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