John L

[John L @righteouseatsss]

@meowmeowdj How many MW and by when?

[John L @righteouseatsss]

@mcagney Thank you. I saw the Foxconn/Hon Hai report, but hadn't seen anything re DCM.

[John L @righteouseatsss]

@matthew_sigel Street I think is at around $5.2bn for Q3; Company seems to be running closer to $5.0bn. Believe all these figures exclude Kiavi.

How do you think about Q4 volumes? Find it really hard to get a feel for what that might look like excluding Kiavi.

[John L @righteouseatsss]

@perry_lin1 Any idea why HUT's been so strong lately, relative to WULF?

[John L @righteouseatsss]

@PSInvestor Because exposure to 765kv line debate and limited nearby firm power generation, which impacts longer-dated projects more so than 2027 energizations?

[John L @righteouseatsss]

@intelli_investr @RHouseResearch @CipherInc can you clarify

[John L @righteouseatsss]

@matthew_sigel what's your take on this? worse than expected base load?

[John L @righteouseatsss]

@blockspace @acresecurity @jaypatel @krakenfx Hey guys did ERCOT discourage Batch 0 disclosures by companies? Trying to reconcile that statement

[John L @righteouseatsss]

@perry_lin1 Curious why you think CIFR and hut are geographically balanced? CIFR is almost entirely TX, although I recognize they have 477MW not exposed to the batch process.

Hut is a bit of a black box to me but they’re LA, TX and then their IL stuff seems to be going nowhere?

Thanks!

[John L @righteouseatsss]

@perry_lin1 not WULF, CIFR, HUT?

[John L @righteouseatsss]

@geokoutalidis Hey George, good write-up. Why do you believe the $19bn Hawesville deal doesn't reflect escalators? I didn't gather that from the interview (i.e., I thought the $19bn is inclusive of escalators over the 20 year period)