Clean Spark (CLSK) Neutral, Volatile Bitcoin miner.
As a bitcoin miner, the volatility will be extreme, so first and foremost, one must have the stomach for it. And not just the stock price volatility, quarterly earnings will also be all over the place, without the ability to have a reasonable forecasting basis. Then you have special bitcoin strategies like HODL instead of sales, and then there is a halving bitcoin event, which again is a specialized area that I don’t follow.
One aspect you could look at are energy expenses between bitcoin miner companies, compare CLSK to Marathon (MARA) and (RIOT) that could be a differentiating factor.
Given my aversion to crypto I can’t help you more – but there are several articles on Seeking Alpha that offer both sides and if you need copies I can send them to you.