Solmon

Enthusiast of deregulated democratization and decentralization...

[Solmon @8ssf8]

$$IREN $80s next week incoming!

[Sylent Capital @SylentTrade]

$70 $IREN incoming. Then we move to $100. The less you overthink about your positions the more conviction you’ll have and the better you will do.

[Solmon @8ssf8]

$IREN answer to wen deal...Roger so far...!
$CIFR wen deal soon too.

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Solmon @8ssf8]

@ParadisLabs Lets show some skin the game too yeah...

[9 Ventures @ThematicTrader]

$FCEL has been opening up and filling new manufacturing positions rapidly over the last month or so, but these most recent openings on May 28 are the most exciting.

"The Cell Pack Manufacturing Manager is a critical position for FuelCell as we scale our production capabilities to meet strong DATA CENTER DEMAND."

FuelCell Energy looks like a company preparing for a production ramp, huh?

[Solmon @8ssf8]

$FCEL is the next $BE!

[The Analyst @MMatters22596]

2. $FCEL | FuelCell Energy

Develops and manufactures solid oxide fuel cell systems for on-site power generation.

FCEL is one of the most direct plays on on-site AI power.
Data-center pipeline exploded +275 % since early 2025.

Highest near-term execution leverage in the list.

[Solmon @8ssf8]

$IREN next...

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Dell stock, $DELL, surges nearly +30% after reporting stronger than expected earnings due to AI.

[Solmon @8ssf8]

@TheTechInvest Blackrock copy trading Leopold!

[Small Cap Snipa @SmallCapSnipa]

🚨 Leopold Aschenbrenner’s AI infrastructure additions are up big since Situational Awareness’ latest 13F filing:

$TE +88%
$HIVE +57%
$CLSK +30%
$SHAZ +22.4%
$KEEL +15%
$SNDK +13%
$IREN +13%
$APLD +10%
$BTDR +10%

Power and energy infrastructure remain a key bottleneck in an extremely compute constrained world.

[Solmon @8ssf8]

@TheBigDegen The next $IREN rise coming...

[Solmon @8ssf8]

Will stack more $FCEL when brakes get pulled, but this train is not stopping anytime soon! This is the next closest to $BE !

[Yiannis Zourmpanos @yianisz]

I understand why $FCEL is running..

The company’s AI/data center pipeline grew 275% YoY to ~1.5GW, over 80% tied to digital infrastructure. FY2025 revenue also grew 41% and Q1 FY26 revenue rose another 61% YoY.

those are not fake numbers.

but I also understand why Wall Street still hesitates.

GMs remain negative (-19.2% in Q1 FY26), operating cash flow was -$33.9M last quarter and diluted share count expanded from 15.1M to 48.2M in under two years.

That’s the real debate here.

If FCEL converts the pipeline into signed hyperscaler-scale contracts and finally flips gross margins positive, the rerating can continue.

If not, the stock probably remains more narrative-driven than fundamentals-driven compared to names like $BE.

[Solmon @8ssf8]

@moninvestor Congrat $IREN on the promotion!

[Solmon @8ssf8]

@BitcoinAIGuy Looks like $IREN $CIFR $FCEL, which is the next $BE about to go!

[BitcoinAIGuy @BitcoinAIGuy]

YOU WERE WARNED!!!!!!!!

$200 IS DESTINY $IREN

[The Tech Investor @TheTechInvest]

$IREN is Leopold Aschenbrenner next $SNDK

He trimmed $BE, $CRWV, and $CORZ, and increased both $SNDK and $IREN positions.

Of his top 5 positions, $IREN was the only neocloud he increased. As of today, he is the second largest institutional shareholder of the company.

Top 5
$BE $878.7M
$SNDK $724.4M
$CRWV $556.1M
$IREN $401M
$CORZ $389.1M

[IREN @IREN_Ltd]

Turns out the next big thing is pretty big.

Check out IREN on the Exosphere of @spherevegas this week during #DellTechWorld.

[Solmon @8ssf8]

Missed the $BE BloomEnergy train. #codex fount me $FCEL at $8!

[CK Capital @CKCapitalxx]

I don't have a position in $FCEL but the technology genuinely fascinates me and the stock is worth watching.

FuelCell Energy generates electricity through an electrochemical reaction instead of burning fuel.

No combustion. Ultra low emissions. High efficiency.

The systems run continuously as baseload power and can be deployed directly on site without waiting years for grid interconnection.

That last part is the key.

Grid interconnection queues are stretching 5 to 7 years right now. Hyperscalers cannot wait that long.

They need power now. On site fuel cell systems that can be deployed in months not years are exactly what that problem requires.

$FCEL just launched a standardized 12.5MW power block designed specifically for AI data centers. Modular. Repeatable. Scalable across an entire campus.

Their business development pipeline grew 275% with over 80% of it coming from data center customers.

They have a partnership targeting 450MW for global data centers and an MOU for 100MW at a South Korean AI data center.

The CEO said the goal is to become the native power backbone for AI factories. That is a massive statement from a company trading around $16.

Still pre contract. Still burning cash. Real execution risk. I am watching not buying yet.

But the technology is genuinely cool and if even a fraction of that pipeline converts this stock looks very different from here.

[Solmon @8ssf8]

$30 in 2 weeks...the constraints is #energy for #aihpc datacenters!

[Hydrovia™ Energy @HydroviaEnergy]

🚨 $FCEL up 34% on new 12.5MW AI-ready fuel cell platform for data centers.
Clear proof that clean, reliable power demand (especially for AI) is driving hydrogen & fuel cell adoption.

@HydroviaEnergy is building the green H2 infrastructure to fuel this growth — modular, on-site, and at scale.

The Hydrogen Economy is gaining serious traction.💧⚡

Article: https://t.co/3lwzU9aFSw

#GreenHydrogen #FuelCells #H2 #AI #DataCenters #Decarbonization #HydroviaEnergy #H2Ai

[The Big Degen @TheBigDegen]

$IREN 🔥🔥🔥

Per Max, ignore the choppy short term price action.

$IREN is a LONG TERM DIAMOND!!! 💎💎💎

[Frans Bakker @FransBakker9812]

$IREN
Where the market focuses on the short term events, those at the helm are forging partnerships for the next decade.

Eyes on the prize

[Solmon @8ssf8]

@zerohedge TQVM Potus. What less will we have without you...least we know the oil price would be less. The world has to also least thank you for the world needing to cough up for $2M per tanker of war reparations driven by our twin leaders of our great USA & Isntreal!