Shai

B.S Accounting | CPA Candidate | Financial Engineer | Debt & Leverage Specialist

[Shai @4fun_Shai]

@RunnerXBT Terrible fight

[Shai @4fun_Shai]

$ASTS
5.3 billion people live in areas with spotty or zero cell coverage. Every one of them has a phone. None of them need new hardware to connect to BlueBird.

$1.2B contracted. $3.5B cash. Mid-June launch. 45 satellites by EOY.

AT&T /Verizon/The US government chose them.

[Shai @4fun_Shai]

9/21/2026 Targets
BTC- 43,559
MSTR- 87.49
CRCL- 55.96

[Shai @4fun_Shai]

@cometwtf Stick to bitcoin

[Shai @4fun_Shai]

@QuintenFrancois This chart is peak cherrypicking

[Shai @4fun_Shai]

$VST at $140 is mispriced and the market hasn't caught up yet.

Integrated gen + retail model keeps merchant exposure under 15%. 20-yr PPAs with Meta and AWS locked. 96% of '26 generation hedged. EBITDA guided $6.8–7.6B this year.

Energy costs rising. AI buildout accelerating

[Shai @4fun_Shai]

@retail_mourinho Send it

[Shai @4fun_Shai]

No dilution needed. First tenant deal expected Q3 2026. Permits mid-to-late summer. And the number nobody is talking about. $KEEL trades at $3 million per megawatt of power capacity. Peers who have signed deals trade at $10.7 million.

2/2

[Shai @4fun_Shai]

$KEEL
2.2 gigawatts in the pipeline. Zoning secured. Panther Creek, Sharon, Moses Lake.
Pennsylvania and Washington. The most supply-constrained AI data center markets in North America.
$533 million in liquidity. Fully funded through lease signing at every priority site.

1/2

[Shai @4fun_Shai]

AI needs power. Power needs infrastructure. Infrastructure needs capital and moats.
$OKLO owns the nuclear baseload layer. $ENPH owns the distributed power electronics layer.
Everyone is crowded into the chip trade. I'm buying what the chips run on.

[Shai @4fun_Shai]

@EchoBravo1947 @danielisdizzy IREN is up more in the past year than NBIS

[kook 🏝️ @KookCapitalLLC]

another new all-time-high in stocks and you're down -55% ytd holding a basket of memes and alt l1 ghostchain tokens

time to rethink your approach

[Shai @4fun_Shai]

@itschrisray OKLO will do numbers 🚀

[Shai @4fun_Shai]

@TheDonOfApes Higher imo

[Shai @4fun_Shai]

@RealJamesGrove @TaylerUSA @AlfredoPastaDon Agreed

[Shai @4fun_Shai]

@RENDER_DADDY Send it 📈

[Shai @4fun_Shai]

@fliff Ravens

[Shai @4fun_Shai]

@RobertTym @C0llins_Billy @OddsJam Profit is profit

[Shai @4fun_Shai]

@nickcol12171472 @TheBTCTherapist Could take up to a month to settle

[Shai @4fun_Shai]

@ProperLabels @realDonParody @Polymarket I had to stop watching. It amazes me how any logical person can’t see the bias and how 90% of what Kamala said was factually incorrect.