Harmol Samra

CEO, @hostdigital_

[Harmol Samra @HarmolSamra]

A megawatt on paper doesn’t do much for anybody. A megawatt that’s energized, leased, financed, built, and collecting rent is what creates value per share. That's our focus at @HostDigital_. https://t.co/stigW8hyf1

[Shawn Matthews @Shawn_Matthews_]

Investors have grown cautious about data centers, and the caution is spreading to anything near the sector. Some of that is earned. The largest projects need new generation, new transmission, and approval from towns that have never seen anything that size, and those timelines run for years. Local opposition blocked or delayed 45 projects worth $68 billion in the second quarter alone, according to Data Center Watch.

The problem is that the market is pricing every project as if it carried the same risks. A project of tens of megawatts, on a site that already has power and often an existing industrial building, has cleared the hardest steps before construction starts. This kind of site can be in service in months, and this sort of project deserves to be judged on its own merits, which is the case I made in a recent opinion piece for RealClear Markets.

https://t.co/qkuev1hO6v $HOST

[Host Digital @HostDigital_]

Host Digital’s Board has authorized up to $15M in share repurchases over the next year.

The Board believes the current share price does not reflect the value of the company’s business. Any repurchases will be weighed against project commitments and other uses of capital.

Site I delivery remains targeted for Q1 2027. $HOST

https://t.co/oQVP0v5dOM

[Harmol Samra @HarmolSamra]

Hi, Perry! Appreciate the clear articulation of where we are: signed leases, a strong management team, and an exciting pipeline of powered sites.

Our team is experienced in the space, and we appreciate the nuanced complexities of executing the financing and the build. It is always a challenge, but it's one we are very prepared for. We are excited to deliver for our shareholders! Thanks for the thoughtful commentary and following our progress.

[Harmol Samra @HarmolSamra]

@PaulBPrager @elonmusk What others call stranded assets, $HOST may call a development pipeline…

[Harmol Samra @HarmolSamra]

@sudoraohacker Good take - it aligns with what we’re seeing in the market. Lots of demand for compute. We are matching the demand to our right-sized data centers, which we are delivering in the next year.

[Harmol Samra @HarmolSamra]

Excited to deliver for our shareholders 👇

[Perry Lin @perry_lin1]

Updated to include $HOST sites and a column for delivery dates.

https://t.co/cMLMUL4YIp

$APLD $BTDR $CIFR $CLSK $CORZ $GLXY $HOST $HUT $RIOT $WULF

[Harmol Samra @HarmolSamra]

@perry_lin1 🤝🤝🤝

[Harmol Samra @HarmolSamra]

Check out our investor presentation: https://t.co/0W4t919jdz

[Harmol Samra @HarmolSamra]

@HostDigital_ is building a geographically diverse portfolio of institutional-quality real estate assets.

Our approach: focus on right-sized sites that have power flowing today or in the immediate term.

By minimizing friction, we maximize speed to market.

[Harmol Samra @HarmolSamra]

@JasonL_Capital Biased, but curious for your take on what we are building at $HOST. Always happy to chat.

[Harmol Samra @HarmolSamra]

@HostDigital_ @McnallieM @power_analys1s Thank you for the shout 👏

[Host Digital @HostDigital_]

There's a reason Host Digital ($HOST) focuses on 20–100 MW data centers rather than mega-campuses. The size of a project affects its infrastructure needs, its impact on the surrounding community and how it gets built.

CEO @HarmolSamra got into this with @heatmap_news, including how Host approaches existing sites and community relationships.

Subscribers can read the interview here: https://t.co/UU9KmNc1Pg

[Harmol Samra @HarmolSamra]

@ChrisCamillo Well said

[Harmol Samra @HarmolSamra]

@McnallieM @HostDigital_ @SolunaHoldings @IREN_Ltd @Bitdeer @power_analys1s @cazenove_uk 🤝👏

[McNallie Money @McnallieM]

Great podcast here today covering big news from @HostDigital_ along with updates from @SolunaHoldings, @IREN_Ltd, @Bitdeer many others in the AI infrastructure sector!!! 🔥🔥🔥 $HOST $HIVE.NE $BTDR $IREN $SLNH $CORZ $WYFI $HUT

https://t.co/HoQazt3whq

[Host Digital @HostDigital_]

Faster permitting could help data centers reach power sooner, but upfront costs matter. Host Digital CEO @HarmolSamra spoke with @Bisnow about the risks of committing significant capital before a project's viability is clear.

https://t.co/8sE3rjKDbZ $HOST

[Harmol Samra @HarmolSamra]

@perry_lin1 @HostDigital_ Hey, Perry - Aiming for 1.2x DSCR

[Harmol Samra @HarmolSamra]

The key underwriting question in data center financing is whether contracted cash flows can support the debt required to build and deliver their compute clusters.

The @HostDigital_ approach: tie financing to a specific site and its long-term lease, with sufficient coverage set in place to never have a mismatch in our debt to revenue ratios.

[McNallie Money @McnallieM]

🚨 @HostDigital_ Authorizes $15 Million Share Buyback, Says Market Is "Undervaluing" the Company 🚨

⚡ $15 million — Board unanimously authorized repurchases over up to one year, which is roughly 15% of a $100 million market value, the level the CEO said last week the stock was below

⚡ Chairman Shawn Matthews — "We believe the market is undervaluing $HOST and the assets it controls"

⚡ $1.25 billion — Site I in northeast Oklahoma has a 15-year take-or-pay lease in contracted base rent, rising 3% a year, with 55 megawatts of gross power and 43 megawatts of critical IT load

⚡ Q1 2027 — targeted delivery to the tenant, with the lease expected to be backed by a U.S. investment-grade global technology company

⚡ Not obligated — the company can modify, suspend or end the program at any time, and says financing and delivering contracted projects remain its top priority

⚡ Site II — @HostDigital_ is still pursuing the acquisition of a second energized, leased site in northeast Oklahoma from its sponsor

[Harmol Samra @HarmolSamra]

You can read the press release with today’s news here: https://t.co/4OUm6N9tTZ

[Harmol Samra @HarmolSamra]

Today, @HostDigital_ ($HOST) announced a $15 million share buyback program.

Our share price hasn’t changed the power available at Site I or the signed 15-year take-or-pay lease behind it. Our top priority remains financing, developing, and delivering our contracted projects.