Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Tyler DiMatteo
Period: Reporting periods mapped to calendar 2024 Q3 – 2024 Q4 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 4 of 4 questions from 1 company
CLSKCleanSpark, Inc.4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2024 Q4
does going from, say, 40 to 50 to, say, 60, is the implementation different?
Show response
Zach said the model is repeatable, using a proven blueprint and immersion-cooling efficiencies that lower cost and raise quality as they march from 40 to 50 exahash and beyond.
how would you describe kind of the rig market dynamics?
Show response
Zach credited deep, multi-vendor relationships and a track record of setting the floor price for rigs, noting price certainty is locked beyond 60 exahash while later purchases stay opportunistic.
Calendar 2024 Q3
I wanted to follow-up on your comments there in terms of the buy versus build decision
Show response
Zach pointed to rural U.S. power markets, favoring immersion-cooled greenfield builds over air-cooled M&A. Direct with concrete siting logic.
how do you kind of think about that going through the next 12-months here?
Show response
Zach expects incremental efficiency gains toward single-digit joules per terahash over the cycle, emphasizing measured capital allocation over chasing a number.
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. | 4 | 0%none of 4 questions |
- CLSKCleanSpark, Inc. · 4 questions0%none of 4 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 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment4
- Supply Chain1
- Geographic Expansion1
- Innovation & R&D1