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Analyst
Jim McIlree
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q1 (4 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
CLSKCleanSpark, Inc.5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
how you're looking at managing, securing talent for engineering as well as labor
Show response
Matt Schultz said factory-based modular construction cuts on-site labor by about 70%, citing McKinsey and Accenture engagement and local hiring, mitigating Texas trade-labor bottlenecks; a direct answer.
Calendar 2025 Q4
How much of your minor fleet is economic to operate
Show response
Management said less than 10% of the fleet is uneconomic at current prices, and those units were added to capture higher-priced Bitcoin; direct answer.
can you discuss CapEx plans for this year and next, both in from a dollar basis as well as an allocation between Bitcoin and HPC
Show response
CFO said the overwhelming majority of CapEx will go to AI at $9-11M per megawatt, with minimal mining CapEx unless economics change; direct.
Calendar 2025 Q3
Is Sandersville the only existing mining site you've identified for critical IT applications?
Show response
Matt said Sandersville is first, with the ~100 MW around the Atlanta Airport second and other Tennessee sites behind.
Calendar 2025 Q2
I'm wondering if that is limited by the 40%, if that's limited by your risk tolerance or the market depth or liquidity
Show response
McIlree asked what caps the 40% HODL allocation; Vecchiarelli said it reflects the firm's conservatism, with only a fraction posted as collateral.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CLSK CleanSpark, Inc. | 5 | 0%none of 5 questions |
- CLSKCleanSpark, Inc. · 5 questions0%none of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Capital Allocation2
- Labor Market1
- Margin1
- Cost Pressure1
- Cloud & AI1