@EndicottInvests $ELVA 300M market cap lithium Battery technology company, recent $AMZN partnership, batteries going to be used to power data centers as well
@babyfolio $ELVA 500M market cap Advanced lithium Battery company, new partnership with amazon for warehouse equipment. Also building new batteries to power data centers.
Preliminary Q2 report says Anthropic generated more than $11.5 billion of revenue in Q2 2026, which was more than 14× its Q2 2025 revenue. It also reportedly reached profitability.
Not sure we need to worry so much about the frontier models failing.🤷
The repricing of compute is INSANE!
2026 plan: ~$12M/MW
→ Q2 contracts: $20–25M/MW
→ scarcity/short-term: $40–50M/MW+
We went from trying to secure big name customer contracts to actual bidding wars for compute capacity.
LONG NEBIUS 🚀
$NBIS management said they could sell their entire 2027 capacity, but they deliberately aren't doing it.
Instead, they have short-term capacity deals are already showing a $40–50M/MW price opportunity, and it signed its first one in early Q3.
My Timeline
2026 → existing business + new customer validation
2027 *INFLECTION*→ Jamestown comes online + new products begin scaling
2028 → first full year where the expanded manufacturing footprint and diversified product portfolio can really show up in the financials
$ELVA
My Moonshot 361m market cap AI infrastructure play.
$ELVA sold off -21% after their Q3 Earnings report but the fundamentals are stronger than they've ever been. Here's what they achieved in Q3.
6. Government Validation
Electrovaya is participating in a DOE-funded $5M project led by Binghamton University under the DOE's Critical Facility Energy Resilience (CiFER) program.
ELVA is using this money to support their ELVA Pulse 1500 design and testing.