KD

[KD @CryptoKD1]

$DAG $OCEAN $RUNE I think each of these does a 10x by this time next year even without a bull market. All severely undervalued in this market.

[KD @CryptoKD1]

@FastFractions @accounting_ds @moxnq100 They stack using modular design - even if it covers 15% of TWU it’s a product most will want

[KD @CryptoKD1]

@accounting_ds Me too bro! Targets way way higher

[KD @CryptoKD1]

@accounting_ds @Andre_valin_ 👀

[KD @CryptoKD1]

Probably the best write up I’ve seen on twitter for a stock and especially for a tiny micro cap where a lot of information is vague for now. Daniel does an exceptional job dissecting the bear case not just giving out bull cases and projections.

[Daniel S @accounting_ds]

https://t.co/176zfsBAVW

[KD @CryptoKD1]

@Lonsdale171255 It’s probably better for EU data centers which have strict mandates for waste heat, the Denmark pilot is massive for $AIRJ hopefully they can capitalize

[KD @CryptoKD1]

https://t.co/Kh5aQKEeLZ

This trend likely continues - $AIRJ could be a solution @accounting_ds

[KD @CryptoKD1]

@asymmetryenjyr @babyfolio +CATL and TenX

[KD @CryptoKD1]

@asymmetryenjyr @CoffeeStocksGuy No one talks about that, HVAC is boring but massive. Having carrier is huge

[KD @CryptoKD1]

@stryll_exe @babyfolio They basically hold the IP license while GEV builds the heavy machinery. That alone wouldn’t be possible for the AIRJ team alone so AIRJ can possibly have very high margins this way

[KD @CryptoKD1]

$AIRJ TAM is hundreds of billions. Yes it’s pre revenue so it’s a classic binary bet. But this is a 1 of 1 company if they are able to execute.

[KD @CryptoKD1]

A perfect product means nothing if you are unable to scale and commercialize it.
$AIRJ went ahead and has partnered with both Carrier and GEV.

When Airjoule is ready to commercialize after license and final touches they have the #1 company in 2 sectors they want to disrupt

[KD @CryptoKD1]

Carrier has a 17% market share in the USA, GEV helps generate 25% of the world’s electricity. Both these companies also directly invested into $AIRJ. The tech is proprietary and the rollout will be with the biggest industry players implementing them.

[KD @CryptoKD1]

$AMZN is turning the corner

Selling chips made in house
Largest Anthropic holder
-greatest mind just joined Anthropic from google
AWS 28% yoy growth
Highest capex roi from the mag 7s

Maybe safest play in the market with good upside still - basically an ETF in itself

[KD @CryptoKD1]

“AI workloads require up to 50x the power density of legacy cloud racks, making traditional cooling completely obsolete.”

$AIRJ uses waste heat to produce dehumidified air and distilled water—two critical inputs for advanced data centers

🪏selling shovels in a gold rush💎🤔

[KD @CryptoKD1]

@accounting_ds Rooting for you bro 😎

[KD @CryptoKD1]

@KrisPatel99 My 🐂 case is (I just bought some yesterday)

WYFI : 900mm
ETH: 250mm
Total net assets 1.2b

Eth probably is close to bottoming here, it’s arguably more bullish than BTC since no Saylor. + Stable coin adoption etc. WYFI is a 1.3 b mc too so it has major upside itself.

[KD @CryptoKD1]

@accounting_ds I’m a tiny account but I’m with you bro! I locked my shares away lol

[KD @CryptoKD1]

@crypto_condom I’m sure you’re an amazing doc CC