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Analyst
Mike Colonnese
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 2questioned at least once
- Reporting periods
- 8with 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 14 of 14 questions from 2 companies
CLSKCleanSpark, Inc.12 questions · 8 reporting periods · 0 of 12 challenging
Calendar 2026 Q2
What are some of the characteristics that you'd be most interested in pursuing
Show response
Matt said site-selection rigor is unchanged by Abbott's directive; CleanSpark targets high-quality assets and says no more than yes.
would you say that getting a final green light on Batch Zero for Sealy and Brazoria phase I would be a gating factor
Show response
Matt did not directly confirm Batch Zero as the gating factor but said pent-up demand means another tenant would step in if this one fell out.
Calendar 2026 Q1
What do you think your estimated data center deployment time lines could be once you signed your first lease
Show response
Harry Sudock estimated 14 to 18 months from lease signing to delivery, with modular factory-based construction offering total-cost-of-ownership advantages over refresh cycles; a direct, quantified answer.
Calendar 2025 Q4
Does this recent downturn in Bitcoin prices change or huddled approach at all
Show response
CFO said the optionality strategy is intact and it is not planning to sell held Bitcoin even at these levels; answered directly.
Calendar 2025 Q3
what are some of the key development milestones that investors should be on a lookout for in 2026
Show response
Matt pointed to hyperscaler capacity constraints and Sandersville/Sealy energization readiness as the near-term milestones.
Calendar 2025 Q2
how you envision bringing those megawatts online over the coming quarters?
Show response
Colonnese asked how the 200 megawatts of contracted power rolls out; Bradford said it supports the next 10 exahash with roughly 100 megawatts of optionality remaining.
Calendar 2025 Q1
if you could just talk about how you envision the digital asset management team generating shareholder value over time
Show response
Gary outlined a covered-call treasury flywheel with short-dated premiums but gave no firm yield target; partial.
It'd be great to get your outlook for the growth in the network cash rate in 2025
Show response
Zach put market share at about 5% and described network growth as a plateau with upgrade-cycle activity; answered directly.
Calendar 2024 Q4
How should we think about the cadence of cash rate growth, the 40 exahash deployed today to your midyear target of 50 exahash?
Show response
Zach gave a clear answer: an even, non-chunky cadence over the next six months, mostly at existing sites with a few greenfield additions.
Any further details there in terms of what your Bitcoin treasury management team is strategizing to put those points to work
Show response
Gary said the company is running RFPs to evaluate counterparties but declined to commit to a strategy, framing it as a crawl-walk-run approach with more to report in future quarters.
Calendar 2024 Q3
it would be great to get your perspective as to why you believe that miners have lagged Bitcoin this year
Show response
Zach argued miners have outperformed Bitcoin over a two-year window and framed the lag as a plateau before another upswing. Direct, if promotional.
how you're thinking about the current market environment for ASICs
Show response
Zach detailed locked fixed-price ASIC options (S21 Pro and XP) providing price certainty through 63 exahash. Specific and direct.
IRENIREN Limited2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
I was hoping to get more color around how you plan to allocate future uncontracted capacity here.
Show response
Kent Draper said allocation weighs customer type, industry and growth, with optionality across monetization methods.
Calendar 2025 Q4
Looking at the CapEx projections for the year versus the total amount of additional financing
Show response
Anthony detailed $5.8B Microsoft compute plus ~$3B data-center CapEx, much incurred, with residual BC expansion to fund.
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. | 12 | 0%none of 12 questions |
| IREN IREN Limited | 2 | —Rate withheld: fewer than 3 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 |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 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 | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 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) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation6
- Capex Investment6
- Cloud & AI2
- Competitive Dynamics2
- Demand1
- M&A1
- Regulation Policy1
- Geographic Expansion1
- Macroeconomic1
- Supply Chain1