$SLNH
The market is starting to talk more seriously about chipflation.
Memory prices are rising fast. AI server components are getting tighter. GPU supply is still expensive. The cost of building AI infrastructure is moving higher, not lower.
At first glance, that may sound bearish for the whole AI infrastructure trade.
But for Soluna, I think the read-through is more nuanced.
Soluna is not trying to win by outspending everyone on GPUs. It is not a pure AI cloud operator where the thesis depends on buying massive GPU fleets at the right price.
Soluna is positioning itself one layer below that.
Power. Land. Interconnection. Speed-to-power. Project-ready infrastructure.
When AI hardware costs rise, the pressure on project economics increases. Tenants become more selective. They care more about where the cheapest reliable power is, how fast a site can be energized, whether the infrastructure can actually be financed, and whether the developer can execute without waiting years in a grid queue.
That is where Soluna’s model becomes interesting.
The company’s approach is renewable-first, not renewable-only. It builds where power already exists, then combines behind-the-meter renewable generation, curtailed energy, grid supplementation, onsite generation where needed, and grid-stability engineering.
In a world where AI capex keeps inflating, lower-cost power becomes more strategic.
🚨 عاجل
إيلون ماسك:
الانكماش الاقتصادي قادم لا محالة.
⚠️ ماسك يرى أن تراجع الأسعار وانخفاض وتيرة النمو الاقتصادي أصبح أمراً حتمياً، في إشارة قد تثير جدلاً واسعاً حول مستقبل الاقتصاد والأسواق.
$RR Technicals looking good here on the 4H HMA. Stock now trying to keep the ribbon support at $2, and turn this downtrend into a bullish crossover -> trend change to the upside again.
Multi week/month support here at these levels too, and as long as it keeps these $2/1.9 levels $RR can give us some more +20/30% gains from here. Because if we even aim that $2.5 level, that’s a +20% return. Stock reaching $3? That’s a +35% return.
$RR We have a confirmed bullish map for the July OPEX expiration now with most short gamma sitting at $5 now.
Stock now sits at $2.15 so R/R is massive here. Keep an eye on it as we can bank hard. Posting this openly for everyone and not only subs.