Nikki J

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[Nikki J @nikki7j]

@NotA_Bull Consistency is built through disciplined choices rather than constant activity.

[Nikki J @nikki7j]

@YodaStockInvest The best investment is becoming someone your future self will thank.

[Nikki J @nikki7j]

@Brownmoose The best traders focus on repeatability not excitement.

[Nikki J @nikki7j]

@YodaStockInvest $GPUS

[Nikki J @nikki7j]

@midascabal The biggest returns often come from identifying the constraint before everyone else does.

[Nikki J @nikki7j]

@midascabal The next chapter is always harder than the last success.

[Nikki J @nikki7j]

@NotA_Bull then go for $SPCX

[Nikki J @nikki7j]

@LeifInvests $DXYZ

[Hunter Allen @HunterAllen4]

$GPUS

+66%

One of the hottest AI infrastructure names on the market right now.

I’ve been watching $GPUS closely as it completes a full transition from Bitcoin mining into AI data centers, colocation, GPU compute, and humanoid robotics.

The biggest catalyst?

$GPUS announced advanced negotiations for a 20MW AI compute agreement at its Michigan campus.

Management estimates the deal could generate over $1 BILLION in revenue over 20 years.

If expanded to 32-52MW, the total opportunity could approach $2.5 BILLION.

The Michigan campus is a massive asset:

• 617,000 sq ft facility
• 34.5 acres
• Currently ~30MW of power capacity
• Targeting 70MW within 20 months
• Long-term potential of up to 340MW

The company is converting over 100,000 sq ft of the campus specifically for AI infrastructure and GPU deployments.

Another thing that caught my attention:

$GPUS holds approximately 713.6 BTC worth about $47M plus roughly $40M in cash and restricted cash.

That’s about $87M in liquid assets, representing roughly 73% of the company’s recent market capitalization.

Revenue growth has also accelerated.

Preliminary Q1 2026 revenue came in around $44M, up 76% YoY from approximately $25M.

The company is also pursuing a unique robotics strategy through subsidiary Omnipresent Robotics.

Production has begun on the first 30 OPR-R2 humanoid robots that will be deployed at the Michigan AI campus.

Long-term plans call for more than 143 robots operating on-site, creating valuable real-world AI training data while supporting facility operations.

Management believes AI infrastructure offers significantly higher margins than Bitcoin mining and intends to transition the Michigan site fully toward AI workloads.

The bull case here is simple:

AI demand continues exploding.

Power is scarce.

GPU capacity is scarce.

Data center space is scarce.

$GPUS is attempting to monetize all three while maintaining a sizable Bitcoin treasury on the balance sheet.

Still a highly speculative microcap with volatility, dilution risk, and execution risk.

But this is exactly the type of AI infrastructure story that retail traders have been chasing all year.

Worth keeping on watch.

[Nikki J @nikki7j]

@BertrandPirel 🚀

[Nikki J @nikki7j]

@MsVeilMoney High conviction? One stock. Long-term wealth? S&P 500.

[Nikki J @nikki7j]

@midascabal The best opportunities often appear when confidence starts fading.

[Nikki J @nikki7j]

@antibearthesis The best compounders usually dominate their niche before the broader market notices.

[Nikki J @nikki7j]

@FinanceJack44 The biggest winners are often businesses that quietly compound year after year.

[Nikki J @nikki7j]

@midascabal The next multibagger usually has a clear catalyst long before the crowd notices it.

[Nikki J @nikki7j]

@JasonL_Capital The biggest opportunities often come from the companies quietly powering the entire industry rather than the ones getting all the attention.

[Nikki J @nikki7j]

@NotA_Bull The safest investment thesis is one that keeps getting stronger over time.

[Nikki J @nikki7j]

@LukeBruni17 Holding?

[Nikki J @nikki7j]

@antibearthesis Both have compelling narratives but the market rarely makes it an easy decision.

[Nikki J @nikki7j]

@SuperLuckeee The market doesn't hand out repeat performances, but it does create new opportunities.