Frank_Invst

Vibe and Value Investor for the future and Tech!
Sharing my analysis and thoughts!
Reveal intrinsic value!
Enjoy the journey of investment and Life!

[Frank_Invst @Franklinn_invst]

@FreshFedPaper Toby just dumped another 2.5M shares yesterday at $2, which means he thought $2 was overvalued for $FRMI, and he was right: the stock is now 1.8x; it might drop to 1.5 by the end of the week and below 1 by the end of the year.

[Frank_Invst @Franklinn_invst]

@tonyutthachai @FreshFedPaper https://t.co/pCoLRlWILv
check this, Toby brought a private Jet after $FRMI's IPO, those bosses have become billionaires after IPO, while the retail shareholders helped them pay for everything

[Frank_Invst @Franklinn_invst]

$IREN is crazy, as a shareholder, I am so heartbroken right now 30% underwater now！！！🤬🤬

[Joseph Invests @Joseph_Invests]

IT IS TIME TO SELL $IREN

8.5 Billion Market Cap
7.6 Billion Cash on Balance sheet
9.7 Billion dollar deal with $MSFT
4 Billion end 2026 ARR
14 Billion projected end 2027 ARR
6+ GW of capacity secured.
Only 1 billion debt needs to be paid back before 2031
2% avg interest on the debt
4.2 Billion Shareholder Equity
500 mw to be signed in 2027 at 2x compute prices

[Joseph Invests @Joseph_Invests]

IT IS TIME TO SELL $IREN

8.5 Billion Market Cap
7.6 Billion Cash on Balance sheet
9.7 Billion dollar deal with $MSFT
4 Billion end 2026 ARR
14 Billion projected end 2027 ARR
6+ GW of capacity secured.
Only 1 billion debt needs to be paid back before 2031
2% avg interest on the debt
4.2 Billion Shareholder Equity
500 mw to be signed in 2027 at 2x compute prices

[Frank_Invst @Franklinn_invst]

@hiddenpatriotme The communication and management team of $FRMI is a total disaster. If they missed the power shortage window, the internal fighting is ongoing, and a reverse split might be on the way.

[Frank_Invst @Franklinn_invst]

@NoldeaReally FYI

[Fermi America @FermiAmerica]

This is entirely inaccurate. Governor Rick Perry has not been removed from Fermi’s Board of Directors. In fact, both Governor Perry and Jeffrey Stein received a majority of the votes cast by shareholders.

The proposal failed to achieve the required approval threshold following what the company believes was a breach of contractual voting obligations by the Neugebauer shareholders.

To be clear: Governor Perry and Mr. Stein remain members of Fermi’s Board of Directors and will continue serving until their successors are duly elected. Both remain eligible for reelection.

Fermi remains focused on advancing Project Matador, delivering critical American energy infrastructure, and creating long-term value for its shareholders. We will not allow one disgruntled shareholder to distract from that mission to the detriment of the Company.

[Frank_Invst @Franklinn_invst]

@hiddenpatriotme @FermiAmerica If $FRMI extended the deadline for TW deal again, they should have posted the press release earlier or 4:00pm today.

[Frank_Invst @Franklinn_invst]

@zhuanbidao @grok 完成

[Frank_Invst @Franklinn_invst]

@Betta_call_saul @Tatzauh Jump to $1, and Toby will unload his shares to get the share price to 0.01 with a reverse split 250 to 1 to get back to $2.5😰😰😰😰

[Frank_Invst @Franklinn_invst]

@deetmesquite @sunday1286 Because of the LAND, GASPIPE(whic delayed $ORCL's NM DC)/AIR permit, water permit, grid permit (queue to 2030+), fiber connection, GAS TURBINES(orders till 2030+). If a company wants to just start a new project like $FRMI's, they will probably need to wait 4-5 years to get power

[Frank_Invst @Franklinn_invst]

@ryberry1 @NikolasAlvarezN AP1000 is a pressurized water reactor with a dual-cycle water system to cool the reactor.

[Frank_Invst @Franklinn_invst]

@hiddenpatriotme Lee McIntire said $FRMI will begin producing power by the end of 2027. It seems a bit later than expected, and he is not so confident about the construction either. TensorWave deal is expected to be delivered in H2 2027.

P.S. There are 4 turbines on site now.

[Frank_Invst @Franklinn_invst]

$IREN That's **Speed Fast**!!
They’ve turned out to be such a solid partner for $MSFT
4B ARR is really on the way; hold tight and don't let go of your shares on the cheap

Really hoping $FRMI $APLD can ramp up their buildout pace to match!

[Stan @StanNRGY]

$IREN The Childress transformation is INSANE. 👀🔥

Soon delivered to Microsoft $MSFT ⚡️

#Construction #Progress #BeforeAndAfter #DataCenter #Texas #AI

[Frank_Invst @Franklinn_invst]

@ItzSuds @ItzSuds Check $FRMI @FermiAmerica in Panhandle TX, with a single 8400 acres campus and all permits clear, including air permit, water permit, gas permit, etc.
Over 2 GW of gas turbine capacity secured for the Behind-The-Meter power, plus 2.6 GW BOOT with Hillcore Energy

[Frank_Invst @Franklinn_invst]

@ATHFGJ Still feel long-term bullish for $FRMI. But current management is terrible and ineffective; Too many delays compared to others like $IREN and $APLD.
Many update posts for $IREN's construction, and $APLD just delivered another 75MW
Just switched half of my FRMI to IREN/APLD.

[Frank_Invst @Franklinn_invst]

$APLD just delivered another 75MW DC. 250MW delivered in total, with 400MW contracted for Polaris Forge1 campus. Impressive management team; if they can reach 600MW delivery by H1 2027, PT 60+!!

$IREN $FRMI

[Applied Digital @APLDdigital]

#NEWS: Another 75 MW Delivered.

Applied Digital has delivered Ready for Service for the second phase of Building 2 at its Polaris Forge 1 campus. $APLD

The milestone completes Building 2’s full 150 MW of critical IT load and increases total operational capacity at the campus to 250 MW.

The Polaris Forge 1 AI Factory campus is contracted to deliver 400 MW of critical IT load once fully operational.

This achievement is a testament to the incredible team behind it. We’re proud of the people whose hard work and disciplined execution are bringing our repeatable franchise model to life with every milestone we deliver.

Read the Press Release: https://t.co/onD0z6zka7

[Applied Digital @APLDdigital]

#NEWS: Another 75 MW Delivered.

Applied Digital has delivered Ready for Service for the second phase of Building 2 at its Polaris Forge 1 campus. $APLD

The milestone completes Building 2’s full 150 MW of critical IT load and increases total operational capacity at the campus to 250 MW.

The Polaris Forge 1 AI Factory campus is contracted to deliver 400 MW of critical IT load once fully operational.

This achievement is a testament to the incredible team behind it. We’re proud of the people whose hard work and disciplined execution are bringing our repeatable franchise model to life with every milestone we deliver.

Read the Press Release: https://t.co/onD0z6zka7

[Frank_Invst @Franklinn_invst]

@Tatzauh @daknez1 @DaRealNyckS $AMZN Amazon is the original tenant who quit $FRMI's Project Matador and cancelled the 150M initial funding. There is no chance Amazon will come back.
https://t.co/CKYGVu2ZHN

[Frank_Invst @Franklinn_invst]

Today, Business Insider shared a list of the largest under-construction data centers across the US.
Including $FRMI's Project Matador.

Business Insider also confirmed that Amazon $AMZN is the former tenant that canceled major funding for FMRI.
https://t.co/Sga6ZIBMXW

[Frank_Invst @Franklinn_invst]

Today, Business Insider shared a list of the largest under-construction data centers across the US.
Including $FRMI's Project Matador.

Business Insider also confirmed that Amazon $AMZN is the former tenant that canceled major funding for FMRI.
https://t.co/Sga6ZIBMXW