@itsjcmerlo 5/ AI data centers need power yesterday, and Soluna’s cheap, green, on-site energy is a real edge. If they nail the next phases at Dorothy, land some solid AI deals at Kati, and revenue starts scaling — this could realistically 2x in a few months on good catalysts, or 3x+ in 6-12
@itsjcmerlo 4/ Revenue’s climbing (Q1 jumped 58% YoY, fourth growth quarter in a row). Still bleeding cash and unprofitable though — classic growth story. Stock’s crazy volatile but can rip on news. Analyst target around $5, which is nearly 3x from here at ~$1.76.
@itsjcmerlo 3/ Big projects right now: Dorothy is their main operating campus — wind-powered, adding partners and capacity. They recently grabbed more of the Briscoe wind farm for owned power. Then Kati 2, this joint venture gunning for 350+ MW focused on AI-with talk of a massive pipeline.
@itsjcmerlo 2/ The concept just makes sense to me: wind farms often crank out more electricity than the grid can take. Soluna turns that stranded power into cash — for them and the power producers. Hosting revenue has been growing nicely lately and they’re scaling up quick.
@itsjcmerlo 1/ Soluna Holdings (SLNH) is a tiny green data center company. They build modular setups right next to wind farms in Texas, using power that would otherwise go to waste for Bitcoin mining, hosting, and now pushing hard into AI/HPC. Market cap around $250-280M. Super speculative.