PhD. Professor in School of Business & Innovation. Disruptor Investing is focused on identifying and investing in disruptive companies. Not financial advice.
The CEO of $SLNH will be joining us on Monday, August 17 at 2:00pm EST.
Reserve your spot: https://t.co/OiZDsIR1HO
Disruptor Investing: https://t.co/9OWkFwqkIZ
Disclosures: https://t.co/bnyddIOaa8
Below is a link to my recent interview with the CEO of $SLNH.
The first graphic shows the information I was referring to in terms of $SLNH having not only a 'speed to power' advantage, but also a 'cost of power' advantage.
It's a topic that's easy to overlook, but is something I think will become increasingly important as the AI build out progresses.
The second chart shows the MW expansions I was referring to not only at Kati 2 and Dorothy 3, but also with some of $SLNH pipeline projects.
Please do your own research when making investment decisions. This is not financial advice.
Disruptor Investing: https://t.co/qWfx6Qstqi
Disclosures: https://t.co/XfHJ8fdAMC
The CEO of $SLNH will be joining us on Monday, August 17 at 2:00pm EST.
Reserve your spot: https://t.co/OiZDsIR1HO
Disruptor Investing: https://t.co/9OWkFwqkIZ
Disclosures: https://t.co/bnyddIOaa8
$SLNH reports earnings after the close today.
This is an excited day for those of us who have followed the company for a long time. They're scheduled to have the CEO, CFO, and new CDO Ryan Carver on the call.
I plan to listen in and ask some follow up questions in my upcoming interview with the CEO on X on Monday.
Reserve your spot below to our interview below.
Disruptor Investing: https://t.co/qWfx6Qstqi
Disclosures: https://t.co/XfHJ8fdAMC
The CEO of $SLNH will be joining us on Monday, August 17 at 2:00pm EST.
Reserve your spot: https://t.co/OiZDsIR1HO
Disruptor Investing: https://t.co/9OWkFwqkIZ
Disclosures: https://t.co/bnyddIOaa8
$BRUN (known by many as the mini $NBIS) reports earnings before the bell on Friday. Forward analyst estimates are incredible. CEO owns ~48% and does not appear to have sold any after lockup. The tea leaves suggest more is to come and frankly these forward analyst estimates appear to be too low. Their services are exactly what many enterprise customers like $CDW need.
If you want to support my research, please consider becoming a member of Disruptor Investing. I've been busy building out the educational research platform at https://t.co/qWfx6Qstqi and your membership dollars are going directly into buying more compute to make the platform more intelligent. It's getting better every day at turning AI outputs into actionable insights.
The real money Disruptor Investing portfolio is up 70.62% YTD at the time of the writing.
Please do your own due diligence when making investment decisions. This is not financial advice.
One objective measure I follow with $SLNH is their institutional ownership levels.
As someone who has followed the company extensively, I've been waiting for institutional ownership to inflect.
We may be seeing the start of an inflection with a near tripling of institutional ownership over the last month and some big names taking positions.
I plan to ask @jbelizaireCEO about this surge in institutional ownership and a wide range of other topics in our upcoming interview on X.
See below to reserve your spot.
The CEO of $SLNH will be joining us on Monday, August 17 at 2:00pm EST.
Reserve your spot: https://t.co/OiZDsIR1HO
Disruptor Investing: https://t.co/9OWkFwqkIZ
Disclosures: https://t.co/bnyddIOaa8
Andrew Kang, CEO of RoboStrategy $BOT will be joining me at 2:00pm EST for a conversation about robotics, artificial intelligence, and the technologies shaping the future.
Sponsored by RoboStrategy, Inc. Informational only. Not investment advice.
Disclosure: https://t.co/XfHJ8fdAMC