Christian

[Soluna @SolunaHoldings]

Soluna's March 2026 business update is live.

Kati 1 hit substantial completion ahead of schedule. 83 MW of Bitcoin hosting infrastructure is now fully commissioned and transitioning to steady-state operations.

Kati 2 AI/HPC development is moving: A&E firm selected, procurement underway, campus expansion roadmap in progress.

Pipeline: 4.3 GW and growing, supported by new and existing power partnerships.

Full update: https://t.co/PX31rBw9cN

$SLNH

[TheGentleTraveler @LeaderInvests]

Haven't read it, but making sure to share it first.

[Christian @muchmore2987]

@CheddarFlow Meanwhile building a new put wall at 625. Already 1.2B

[John Belizaire @jbelizaireCEO]

We don't do earnings calls (yet).

But we do cover our results in detail.

To hear me and our (interim) CFO cover our 2025 annual results.

Learn more about @SolunaHoldings 2025 Record Results on this video and presentation >>>

https://t.co/xVUdRfJpgJ

[TheGentleTraveler @LeaderInvests]

$NVDA with very BIG Data Center growth Quarter over Quarter.

In Q4 24 $NVDA had
- $32.6B revenue in Compute
- $3.0B revenue in Networking

In Q4 25 $NVDA grew to:
- $51.3B revenue in compute
- $11.0B revenue in compute

Compute revenue increased by $18.7 billion, which is about a 57% year-over-year increase.

Networking revenue grew by $8.0 billion, which is roughly a 267% year-over-year increase.

Overall very strong growth, which should susntain the momentum for AI data center sector.

What's your view on $NVDA earnings?

[Christian @muchmore2987]

@nexta_tv @grok what do you think?

[M. V. Cunha @mvcinvesting]

AI infrastructure stocks are selling off after reports that Blue Owl couldn’t secure financing for a $4B data center project with $CRWV.

$NBIS -8%
$CRWV -12%

This is a firm-specific issue tied to CoreWeave’s credit profile, not a sector-wide problem.

A red day across the board isn’t surprising, but after $NBIS' recent earnings call, funding is the least of my concerns.

[Christian @muchmore2987]

@mikealfred •QQQ = neutral slightly bullish
•SPY = neutral slightly bearish
There should be some range action today

[Soluna @SolunaHoldings]

Project Kati 2 is moving from vision to execution.

350 MW Tier 3 AI campus in development with @metrobloks
500+ acres secured
RFP launched to 10 construction firms
In negotiations with 3 potential single-tenant customers

More to come.

$SLNH #AIInfrastructure

[Christian @muchmore2987]

@mikealfred @KhanBab71272785 @mikealfred How do you think position building?

[Soluna @SolunaHoldings]

Soluna is engineering a 350MW AI campus for Project Kati 2.

500+ acres secured.
Active pre-lease discussions.

At the same time:
• Energization has begun at 83MW Project Kati 1
• 20 MW customer deployment underway at Dorothy
• JV with @metrobloks to unlock 100+ MW of AI capacity
• Collaboration with Siemens on GPU power volatility

This is Renewable Computing at scale.

More in our latest update: https://t.co/xAkoXDra3p

$SLNH

[Christian @muchmore2987]

@mikealfred @PeterLBrandt I have March 20 Calls. When do tou think it will reach these levels?

[IREN @IREN_Ltd]

$IREN will release its Q2 FY26 Results on Thursday, February 5, 2026 (Eastern Time).

Conference call to be held at 5:00pm (Eastern Time).

Register here: https://t.co/5GqmbLfeG9

[Soluna @SolunaHoldings]

AI demand is accelerating, but GPU workloads create sharp power swings that stress behind-the-meter renewable systems.

Soluna is partnering with @Siemens on a 2 MW pilot at Project Grace (TX) to validate electrical infrastructure, controls, and monitoring under rapid load changes in a renewable, behind-the-meter environment.

$SLNH

https://t.co/FcDxJ08qNb

[Dr. Paul Christianson @disruptorinvest]

$ZETA and $SEZL are two companies that have strong growth and profitability profiles.

Here's a quick breakdown of both companies.

I will be interviewing the CEO of $SEZL on Thursday at 1:00pm on X Spaces.

https://t.co/w8kBU6THkC

Growth & Profitability Metrics

Revenue Growth:
$ZETA
35.87% (TTM)
32.22% (Fiscal 26)
13.85% (Fiscal 27)

$SEZL
88.74% (TTM)
26.02% (Fiscal 26)
30.64% (Fiscal 27)

PE Ratios:
$ZETA
23.57 (Fiscal 25)
18.93 (Fiscal 26)
16.27 (Fiscal 27)

$SEZL
20.66 (Fiscal 25)
15.94 (Fiscal 26)
13.03 (Fiscal 27)

EPS:
$ZETA
.66 (Fiscal 25)
.98 (Fiscal 26)
1.22 (Fiscal 27)

$SEZL
3.38 (Fiscal 25)
4.38 (Fiscal 26)
5.36 (Fiscal 27)

Balance Sheet:
$ZETA $770M (Cash) x $196M (Debt)
$238.38M (Cash from Operations - TTM)

$SEZL $230.12M (Cash) x $118.17M (Debt)
$242.04M (Cash from Operations - TTM)

$SEZL recently authorized a $100M share buyback.

Current Price x Analyst PT
$ZETA $23.05 x $29.05 (PT)
$SEZL $70.23 x $103.5 (PT)

These are two companies to put on your radar that are experiencing profitable growth.

Data gathered from CMLViz.

[Dr. Paul Christianson @disruptorinvest]

$CCB has signed some big partners like $HOOD, $TMUS, $RELY, $DAVE and others to its BaaS platform.

Definitely a company to watch with the new $HOOD partnership and one the market seems to be overlooking.

I'm showing $HOOD dropped their banking charter in 2019 due to regulatory hurdles and is unlikely to pursue one soon, which could be massive for a sub $2B market cap company like $CCB.

I have the $HOOD credit card and love the 3% cash back on all purchases.

[George Koutalidis @geokoutalidis]

🚨 MAJOR: The Nasdaq's October 29th peak wasn't random.

I've spent weeks analyzing the data. Japanese bond yields triggered a $2 trillion equity wipeout.

Here's the mechanism most investors missed 🧵

[Soluna @SolunaHoldings]

Project Dorothy 2 is complete! ⚡️

Bringing Soluna’s operational capacity to 123 MW of Renewable Computing and 5 EH/s of sustainable hashpower.

On time. On budget. On mission.

https://t.co/yQBKFVor3j

$SLNH #BitcoinMining

[John Belizaire @jbelizaireCEO]

We'll release results with management presentation on Monday!

(SEC filing earlier)

(@DGretta_Author you asked this question earlier this week. I missed it.)

$SLNH @SolunaHoldings

[John Belizaire @jbelizaireCEO]

@disruptorinvest https://t.co/gjOS1mn6za

We are past term sheets. Drafting PPAs now.