$FRMI Very bullish news out this morning. My guess is that the unnamed hyperscaler is $SPCX or perhaps $META. Either way, at two bucks and change for a unique high GW capacity site, the stock could 10-20x in a year. Remember $BE? Very very good risk/reward right here.
@Tatzauh The more I think about it, its gotta be $META. Zuck probably sees what I see...sovereign land, preliminary NRC approval for four nukes and an enormous amount of space. If it is $META, then $FRMI could 50x from here in a few years
Hyperscaler cash commitment on Sovereign land with a 17 GW max capacity with no end in sight to AI infrastructure investments with Obama dialing back Democratic opposition and you are not bullish? $FRMI
@PJTraderAMPM There are only a handful of investment grade hyperscalers. Could be any one of them, but the site would be very attractive to Elon in my opinion, so for now my guess is $SPCX.