YTD: 40%
Ligger fortfarande kvar med minis, 60% avk. $WULF s management och roadmap är otroligt klinisk jämfört med många andra.
$OVZON fortsätter slow n steady.
Håller mig borta från semi cond. totalt haveri med R/R
Gamla $SSAB chillar på 52högsta
Har linjärt ökat i $RBRK
$NRGV is a clean setup here, since the social arbitrage keeps rotating into newer names across energy, storage systems, and AI infra shovels. Seen in $FCEL $FLNC etc.
Price when posted: $5,35
Target: >52wh ($7-10)
$RBRK up 70% since thread 🧵
I imagine a strong ER with beat. What I’ve heard from inside industry, their product is top tier for the current agentic climate.
ERPs contracts are growing and will continue to boost the future quarters.
$RBRK getting sold off with software and I think people aren't paying attention.
Mythos just found thousands of zero days in weeks. Broke out of its own sandbox. Other labs will catch up within a year. These models are getting wild.
1/n
YTD: 40%
Ligger fortfarande kvar med minis, 60% avk. $WULF s management och roadmap är otroligt klinisk jämfört med många andra.
$OVZON fortsätter slow n steady.
Håller mig borta från semi cond. totalt haveri med R/R
Gamla $SSAB chillar på 52högsta
Har linjärt ökat i $RBRK
$WULF - expands development pipeline ~36% with acquisition of the Muskie Data Campus, a 1+ GW possible AI/HPC site in Eastern Kentucky
>Already zoned & permitted within a 1,000-acre industrial park, with Kentucky Power (AEP) building a dedicated 345kV substation tied to existing 765kV transmission.
>Initial 500 MW online 2H 2028, second 500 MW targeted 2H 2030.
>Brings total $WULF platform to ~3.8 GW across six sites. Second Kentucky campus alongside the 480 MW Justified Data campus currently under construction with Fluor.
>No purchase price disclosed.
$RBRK getting sold off with software and I think people aren't paying attention.
Mythos just found thousands of zero days in weeks. Broke out of its own sandbox. Other labs will catch up within a year. These models are getting wild.
1/n