🚨#Announcement
I am thrilled to join the Cockroach Janta Party as its Chief Spokesperson. There comes a moment when the young of a nation realise they are angry because they were promised a future, and then mocked, moralised, and treated as disposables for asking where that future went. That moment has arrived. And it is time we change that.
Ab hum bolenge.
Ab hum desh ka bhavishya khud likhenge!
Doubling down on clean computing.
Our new partnership with Canaan Inc. (@canaanio) brings 20 MW of next-gen Avalon® A15 XP miners to our wind-powered Project Dorothy in Texas.
Together, we’re scaling high-performance computing powered by renewable energy — and moving closer to our mission of making renewable energy a global superpower.
$SLNH #RenewableComputing
Have a look at this chart and tell me what you see. This is what Wall Street analysts are going to see as well.
We have the CEO of $BITF buying stock at these valuations and the recent $CIFR deal further setting the standard for the value of a colocation MW.
Yes, $IREN bulls I know the value of your MW are more since you’re buying the GPUs and going full cloud. I’ve held $IREN for the ride up too. $CIFR I also know is teasing GPU buys.
However, as we are in full on price discovery mode across the entire industry, I don’t believe all rerates will provide as much asymmetrical upside as $SLNH given the low base, MW potential, and structural shift to AI/HPC. I also am not fading $HUT, $BITF, and $GLXY.
We’re in a modern day gold rush and I believe these companies are all sitting on pots of gold.