$SLNH Will WIN by default
Sound business model ☑️
Services some of $BTC largest, most successful miners☑️
Trading at good value compared to peers☑️
$SLNH is a company poised to scale
👋 Soluna welcomes Neil Robinson as VP of Construction Management.
Neil joins from Microsoft, where he served as Director of AI Construction. He will support Soluna's data center development team as we advance our AI infrastructure pipeline.
Welcome to the team, Neil.
#SLNH #RenewableComputing
Why investors are paying more attention to $SERV
1. SERV is NOT just an AI software company 🤖:
It’s robots are operating autonomously in cities and hospitals. The company claims to have 2,000+ sidewalk robots, 100+ hospital robots, 44 active cities across 14 states, and a 99.8% delivery completion rate.
This is crucial because investors are constantly looking for companies that can turn AI into physical products that generate revenue
2. Revenue Growth 📈:
SERV reported over 400% year-over-year revenue growth in Q2 2026. More than half of its revenue is now coming from recurring/higher-margin revenue streams.
And look at the progression:
FY2025 revenue: $2.7M
Q1 2026 revenue: $3.0M, +578% YoY
Q2 2026: >400% YoY growth
Earlier 2026 guidance: ~$26M revenue
The key: if SERV can eventually turn millions in revenue into hundreds of millions, today’s valuation could look very different.
3. Market opportunity 💰:
SERV estimates the robotic/drone delivery opportunity could reach roughly $450 billion by 2030.
Obviously, SERV isn’t going to capture anywhere close to the entire $450B.
But it doesn’t need to.
For example, if the eventual addressable market were $450B and SERV somehow captured just:
0.5% → $2.25B
1% → $4.5B
2% → $9B
That’s why a small-cap robotics company can have such an asymmetric upside story.
FINAL TAKE 🎬:
I @jjr8032 categorize SERV as a high-risk, potentially very high-reward AI/robotics speculation.
The reason investors are increasingly interested isn’t because SERV is already massively profitable….
It’s because the market is beginning to realize:
SERV could potentially become one of the first companies to commercialize autonomous “Physical AI” at scale.
If they execute, the current business could look tiny compared with what they’re building👀
#JTMoneyMoves
SharkNinja $SN has been a beast — up ~57% over the past year. Running a $210 call into next month. Stock needs to push through $212 to hit breakeven, but the trend has been strong. Patience is key.
Bitfarms ( $BITF ) is making a big strategic move: they're redomiciling from Canada to the United States and rebranding as Keel Infrastructure.
This was just announced today (February 6, 2026). Here's the key breakdown for you guys:
- Redomiciliation to the U.S. → The company will become a Delaware-incorporated entity via a plan of arrangement (needs shareholder vote on March 20, 2026, court/stock exchange approvals, aiming to close around April 1, 2026).
- New name: Keel Infrastructure (reflects their focus on infrastructure, especially pivoting toward HPC/AI data centers while keeping Bitcoin mining ops).
- New ticker: Expected to trade on Nasdaq and TSX under KEEL (1:1 share exchange from current BITF shares).
- Why? Deepen U.S. presence, better capital access, index eligibility, align branding with AI/HPC infrastructure push. HQ shifts to New York City; existing North American operations stay the same.
- Bonus: They also announced repaying their Macquarie debt facility early to strengthen the balance sheet.
CEO Ben Gagnon said: “Our new name reflects how we think about infrastructure, how we’re building this company, and how we want to serve our future customers.”
Stock popped ~6% on the news this morning. Big pivot from pure-play BTC miner to broader digital infrastructure play.
$BITF → $KEEL incoming. Thoughts? 🚀
#JTMoneyMoves
Going with my gut instinct here but imo if/when China invades Taiwan the U.S. isn't going to stop them. We ain't fighting China. Your portfolio will take a big hit when this happens tho.
SHARES VS OPTIONS 📝
For shares vs options, think of them as two different allocation buckets with different roles.
Shares should be your core allocation. They are for longer-term exposure where your goal is steady compounding and lower stress. Position sizing here is usually larger, but you accept smaller volatility and no expiration risk.
Options are your tactical allocation. They should be smaller by default because they carry time decay and higher volatility. Use them for specific setups where timing matters, or when you want asymmetric upside without committing heavy capital.
A simple way to structure it is keeping the majority of your risk in shares and a smaller, controlled portion in options for opportunities. That way, you stay grounded in equity exposure but still have flexibility to express short-term views.
#JTMoneyMoves