gravity

[Mike Alfred @mikealfred]

@SmallCapSnipa SLNH is probably too cheap

[Soluna @SolunaHoldings]

Kati 2 update.

Definitive JV signed with Metrobloks. Initial design complete. RFP launched for Phase 1 — 100 MW+ CIT.

Formal commercial negotiations underway with at least one potential tenant.

350+ MW of AI and HPC capacity. Moving.

#RenewableComputing $SLNH

[Eric Jackson @ericjackson]

Got to spend time today with the new Opendoor OGs - @nejatian and @lucmatheson - at the new Toronto offices. I will write more later but, OPEN Aarmy, your investment is in GOOD HANDS 🙌🏻

[Kaz Nejatian @nejatian]

If you are an Opendoor shareholder, I have an ask.

Proxy advisors at ISS and Glass Lewis have recommended shareholders to vote against me at our Annual Meeting. I don’t take this personally. This is the fifth time in my career these same people have told people to vote against my team.

These proxy advisors have built no companies and are not meaningful shareholders of OPEN. They're a checkbox industry charging fees to tell other people what to do with shares that aren't theirs.

Usually most companies can’t do anything about this since many institutional shareholders will just vote the way ISS tells them to.

But Opendoor has the Open Army! It is important that we stand up against this separation of management from shareholders.

If you are so inclined, help tilt the world in favor of shareholders and away from bureaucrats.

Find out how (ask your broker, check your emails) and vote your shares. Our board is excellent. We are back on mission and we are winning.

Don't outsource your vote. Read the proxy. Vote your shares.

[gravity @gravityskr]

@mikealfred @Unclekel23 Any plan to average up of SLNH? :)

[Soluna @SolunaHoldings]

The intermittency problem isn't a reason to avoid renewable energy. It's a reason to build smarter infrastructure around it.

Soluna's multi-source power mix, managed in real time by MaestroOS, is what makes always-on compute possible from a renewable generation site.

Renewable-first. That’s the future of computing.

#RenewableComputing $SLNH

[gravity @gravityskr]

$SLNH

[Documenting Saylor @saylordocs]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

“This is the best time in the history of humanity to invest in sustainable energy”

[Perspez @perspez]

Interesting $SLNH filing yesterday.

Robert L. Bugbee increased his disclosed ownership by ~45%, from 9.17M shares in February to 13.34M shares now.
That equals 8.5% of Soluna.

Bugbee is not just any investor. He is best known as President of Scorpio Tankers and has deep experience in hard assets, energy-linked markets and capital cycles.

[gravity @gravityskr]

The Blue Origin’s Mark I Endur is using $mram.

[NASA @NASA]

LIVE: We're sharing the latest updates on @NASAMoonBase, our lunar habitat where astronauts will work and live. https://t.co/7oWZYx0GYx

[McNallie Money @McnallieM]

SQUEEZE THEM ALL!!! 📈📈📈 $SLNH

[TheGentleTraveler @LeaderInvests]

$SLNH at 40% short interest...

That's violent...

[McNallie Money @McnallieM]

Awesome clip here of @jbelizaireCEO @SolunaHoldings from our recent earnings interview!!! 🔥🔥🔥 $SLNH

[gravity @gravityskr]

@elonmusk @p_ferragu Mram will be integrated?

[FP Blackbird @Frederi55284379]

🚨 Pour compléter mon exposition sur les Semi conducteurs je passe à l'achat de Everspin Technologies 🇺🇸 $MRAM.
Elle est le leader de cette technologie disruptive appelée "Magnetoresistive Random-Access Memory" qui est supérieure à la Dram/Flash.
Elle est adaptée au Edge IA.

[YouGotHozed @IBookWins]

$LPTH $MRAM $UMAC

All 3 being added to the Russell 3000!

https://t.co/PLDbLBWjPm

[gravity @gravityskr]

@TopStockTips1 Blue Origin is also their partner

[T$T @TopStockTips1]

$MRAM closed AH with a $1,104,000 bid at $33.65 and then a $1,425,715 dollar bid at $33.60 .

So $2,500,000 in bids that weren’t filled to close the AH session

Closed $33.65 +16.28% 🟢📈

On News Watch tomorrow we might see more government contracts.

$NVDA $SNDK $DRAM $MU $MCHP $DELL $META
$SPY $QQQ $MSFT $GSIT $WDC $STX $AMAT $LRCX
$SPY $QQQ #ai #semiconductors $SOXX $SOXL

[Jake Anderson @Anderson_2155]

🚨 $SRXH / $EMJX news drop! 🚨

Dividend announcement for profits from Astro investment in SpaceX / AI !!

LFG! This is going to be an amazing company and retail friendly. @ericjackson bringing the heat! Just wait until the merger completes 🚀🚀

#RisingDynasty #SpaceDivys

[Oguz Erkan @oguzerkan]

$SLNH was probably my most asymmetric pick so far this year.

It’s up by 21% today and 132% this month.

The market is just waking up, there is still way to go as power is now the biggest bottleneck for scaling AI and $SLNH has it.

It has 350 MW data center capacity under development in Project Kati 2 with behind-the-meter renewable power and ERCOT grid access.

This is a JV with Metrobloks.

Assuming $1.5 million/year per MW from a single-tenant, they can generate $525 million revenue from this site alone.

Even if we assume 50/50 revenue share, $SLNH will generate $262.5 million revenue from this site.

It has under 300 MW under development in Project Dorothy 3. Based on the same assumptions as Kati 2, this site can generate $450 million revenue.

In total, these two sites combined can generate $712.5 million additional revenue from AI/HPC tenants.

The whole market cap is currently $350 million and it will still have +3.5 GW of pipeline after these two projects.

Long $SLNH.

[gravity @gravityskr]

@NVIDIADC $mram