KIO

[BITCOIN • DATA • HEALTH ™️ @kamtraders]

@antibearthesis $ANY

[Neo Cloudz @Neocloudz]

AI demand is accelerating worldwide, and access to high-performance GPU infrastructure is becoming a critical advantage.

@Neocloudz is live and already generating AI revenues through its GPU-as-a-Service platform, powered by deployed NVIDIA B200 and B300 GPUs. As the next wave of AI innovation approaches, NeoCloudz is preparing for the future with Blackwell and Vera Rubin GPU infrastructure.

Organizations building AI applications, training large language models, and scaling inference workloads require reliable, enterprise-grade compute capacity. NeoCloudz is focused on delivering the infrastructure needed to support that growth.

✓ AI Workloads Running Since May 15, 2026
✓ First AI Revenues Recognized
✓ NVIDIA B200 & B300 Infrastructure Deployed
✓ Future Capacity Planned for Blackwell & Vera Rubin

Reserve capacity. Scale faster. Build the future.
🌐 https://t.co/PE2Mak3mAI

#neocloudz #ai #artificialintelligence #gpu #gpuaas #nvidia #blackwell #verarubin #b200 #b300 #cloudcomputing

[Perspez @perspez]

$SLNH After covering Kati 2, financing and the timeline, the next important part from the interview (@disruptorinvest x @jbelizaireCEO) is Dorothy and Briscoe.

This part matters because Briscoe changes how investors should think about @SolunaHoldings m platform.

Dorothy has been Soluna’s most mature Bitcoin campus, with Dorothy 1A, Dorothy 1B and Dorothy 2 already forming an operating base. But the real strategic shift came when Soluna acquired the 150MW Briscoe Wind Farm in West Texas.

That acquisition is not just another asset purchase.

It is vertical integration.

With Briscoe, Soluna now controls the power generation asset, the substation, the interconnection and the electrical infrastructure connected into ERCOT. John described it very simply: Soluna now owns the electrons.

That is a very different setup from a normal PPA structure.

Instead of only being a data center operator buying power from a third party, Soluna now controls the power layer directly at one of its key campuses. That gives the company more flexibility around how power is used, sold and monetized.

Power can support existing Bitcoin hosting.

Power can be sold into ERCOT.

Power can support future AI/HPC conversion.

And when loads are curtailed, Soluna can potentially benefit from both power sales and demand response revenue.

This is why Briscoe is strategically important for Dorothy 3.

John described Dorothy 3 as a planned 300MW+ AI campus on around 300 acres near the existing Dorothy infrastructure. The goal is to use the existing operating footprint, the Briscoe power generation asset and Soluna’s on-site experience to create a faster path toward large-scale AI/HPC capacity.

He explained that Briscoe gives Soluna the foundation to begin thinking about an initial AI footprint around 70–100MW IT, with the potential to grow toward the broader 300MW+ Dorothy 3 opportunity as Dorothy 2 is integrated or converted and as clustering or on-site generation is added over time.

John also said Soluna is beginning test fit, master planning and development work for Dorothy 3. Test fit means looking at how a 100MW data center could actually sit on the land, how many buildings can fit, how the campus could scale and how the full power model would work.

That moves Dorothy 3 from “pipeline idea” toward a more concrete 300MW+ AI campus development package.

Another important point from the interview was that Soluna has already submitted a request to increase the Dorothy 3 load footprint by 50MW. John joked that because Soluna owns the power plant, the question becomes: who do we need to talk to? Ourselves.

That captures the value of vertical integration.

If you own the power asset, the land strategy, the operating footprint and the interconnection path, you can potentially compress timelines compared to a traditional data center project waiting years for grid access.

There are also important details from Soluna’s updates outside the interview.

The Briscoe acquisition was announced at $53M and was financed with cash on the balance sheet and debt, not simply through a common equity raise. Soluna guided that Briscoe could contribute around $20–24.4M in annualized revenue and $6–11M in Year-One Adjusted EBITDA.

So Briscoe is not only a future AI option.

It is expected to contribute cash flow now.

The asset also brings a concrete technical base: around 150MW of wind generation, GE Vernova turbines, ERCOT interconnection and an energized substation. Soluna has also said it is working on turbine upgrades, which suggests the company is not just holding the asset passively but trying to optimize it.

The Dorothy 1B acquisition also fits into the same theme. By taking full ownership of Dorothy 1B, Soluna is consolidating more of the Dorothy campus under its own control. Step by step, the company is bringing together power, compute, land, interconnection and ownership.

That is the real story behind Dorothy and Briscoe.

[BITCOIN • DATA • HEALTH ™️ @kamtraders]

$ANY +41% and it’s only the beginning… 🤯

$now $nvda $nbis $tsla

[RStacker @RaberTrades]

$SLNH CFO Michael Picchi bought shares at $1.63. Insiders sell for many reasons like liquidity, diversification, etc, but they buy for one thing, expecting price to rise as the company is undervalued! 🚀

[Agentic Sumer @AgenticSumer]

$AIB

[Nerd🤓 @Nerd_0ne]

$HIVE CEO just told us he sees us at 5B market cap easy 🤌. Current MKT cap. 1.1B

[GFlow Capital @GFlowCapital]

I've been long $DGXX and here is why:

The DGXX Thesis

Every AI company on earth is racing to deploy more compute. The single biggest bottleneck is not chips, not memory, not optical interconnects.

It is power.

Building a new AI data center from scratch means waiting years for grid interconnection, transformer delivery, and utility permits. Most companies cannot wait. That is exactly where Digi Power X comes in.

DGXX spent a decade quietly assembling what nobody else has — 393 megawatts of fully owned, grid-connected power across four US sites, including their own substations and a combined cycle gas power plant. In a world where hyperscalers are paying billions to secure power capacity that won't arrive for years, DGXX already has it. You cannot replicate that in six months regardless of how much capital you throw at it.

The thesis crystallized when one of the world's top AI chip companies — Cerebras, valued at $50 billion and now public — signed a 10-year, $1.1 billion colocation agreement with DGXX, expandable to $2.5 billion. That expansion ceiling alone exceeded DGXX's entire market cap when the deal was signed.

Phase 1 delivers December 2026. AI revenue is already live today through their GPU-as-a-service platform running NVIDIA B200 and B300 chips. A second tenant is already signed. The balance sheet carries $125 million in cash and zero long-term debt, with debt financing already term-sheeted to fund expansion without diluting shareholders.

The revenue roadmap is explicit from management. $300 million annual run rate by 2027. $500 million by 2028. $800 million to $1 billion by 2029. Against a current market cap under $800 million, the base case implies the stock more than doubles when Phase 1 delivers.

Then there is the optionality the market has not priced at all. A 1.3 gigawatt Letter of Intent in West Virginia — more than three times everything DGXX currently owns — sits completely outside every analyst model.

The validation keeps arriving. NVIDIA published their 800VDC data center roadmap for 2027 — a transition that makes owned substation infrastructure even more valuable as the power delivery architecture modernizes. IREN just announced an 800MW AI campus in Australia using the same playbook. Aschenbrenner's fund owns Applied Digital, CoreWeave, and IREN — the same power-first AI infrastructure thesis expressed across multiple companies. DGXX is the most contracted, most de-risked version of that trade with a December 2026 proof point.

Power is the new oil. DGXX owns the well.

[Marty @MartyZimme90457]

$DGXX so many delicious nuggets in his comments Thank you Hans for bringing BLACKROCK to the table WOW F**king WOW IYKYK future is banked, next

"Project financing is advancing with one of the world's largest private credit institutions - managing 💲 $220B+💲in credit assets - structured as non-dilutive 70/30 debt."

BlackRock dropped $12B on HPS Investment Partners #'s are staggering💲220B💲 combined private credit assets

[d i v e r g e n t @raichutokenized]

$VIVO | Long Thesis

- VivoPower develops, owns and leases powered land and data center infra for AI compute focusing on low-cost sustainable power

- recent acquisition of 41.5MW Mo i Rana data center in Norway, powered by hydroelectric energy at below $0.035/kWh, with a path to over 80MW if the extra 40MW expansion is approved

- total capacity 358MW across Nordic region and UAE

- $106M market cap with $31M annual revenue and $10M EBITDA

- Porter Harris, ex lead SpaceX battery engineer appointed as Advisory Council (June 02 2026)

- management fits the pivot: capital markets exp, real estate&infra background, advisory depth in robotics, sovereign AI and data center strategy

- targets final AI tenant agreements for the Mo i Rana site by June 30, a near-term catalyst. I’d like to see a signed agreement (not intent or vague deals), strong $/MW, long-term contract duration and the tenant(s) eager for that 40MW expansion capacity

- around 18% short interest, I like the squeeze potential

- negative net cash/debt, -$8.98M FCF and execution risk over AI tenant agreements = bear case

- @saso_capital speculating a possible Nebius ( $NBIS ) partnership on their Nordic sites hinting both companies’ timeline, Nordic strategy and leaning on Sovereign AI (sustainable energy) but it’s speculation for now even though I like the thinking a lot

- great chart with a clear weekly inverse H&S (forming the right shoulder I assume), long trigger is drawn on chart

this is a high-beta micro cap with a great business model, good team and so much to prove by EOM

NFA / DYOR

[Anthony P⭕️wer @cazenove_uk]

Today @Official_Cantor provided @HIVEDigitalTech an 'Overweight' target of $7.00 and have yet to include any modelled revenues or costs associated from $HIVE.NE's planned #AI collocation build out at New Brunswick. 🤔

[CM X @CM_X_CM]

Finally 'The move' $ANY

[Daichi Rei (大地霊) @daichi888]

who would have thought

$DGXX

gold nugget @MartyZimme90457

[CM X @CM_X_CM]

$AIB. This is the dip you waited for when you missed the first run up, or to add, or to DCA. This is gonna be an entry to remember in a few months

Blended fair value
Base case: ~$18.50/share.
X9.

They have 60million more capital, 25mw more running, a new hire who used to work at HP and Vantage at huge Datacenters.

Updated fair value for BlockchAIn Digital Infrastructure (AIB) with 1.1 GW pipeline, 65 MW contracted utility load, $60M stock sale, and $500M LOI value:

Key inputs
TTM revenue: $18.93M
Shares: 37.65M

40 MW existing operating, ~$22.9M revenue

65 MW CLT-01 contracted, 15-year ESA, power available now

Pipeline: 90 MW (development) + 395 MW (2027) + 715 MW (2028–2030) = 1.1 GW total

LOIs: 25 MW, $500M+ over 10 years (non-binding)

Net cash after $60M sale: $75–$87M

SOTP valuation

Conservative: $380M equity / $10.09/share
Base: $635M equity / $16.87/share
Bull: $1,062M equity / $28.21/share

Components (base): 40 MW $130M, 65 MW $100M, 90 MW $70M, 395 MW $140M, 715 MW $90M, LOIs $25M, cash $80M

RCF valuation
Conservative: $385M equity / $10.23/share
Base: $622M equity / $16.52/share
Bull: $1,047M equity / $27.81/share

EV/MW valuation

Conservative: $560M equity / $14.87/share

Base: $892M equity / $23.69/share

Bull: $1,327M equity / $35.25/share

EV/MW (base): 40 MW $1.8M/MW, 65 MW $1.5M/MW, 90 MW $0.8M/MW, 395 MW $0.7M/MW, 715 MW $0.4M/MW

Blended fair value
My preferred base case: ~$18.50/share, realistic range $10–$28/share. The 65 MW contracted load adds ~$2–3/share due to immediate power availability .

$dgxx $slnh $brun $hive $iren $nbis $bgde $any $keel

[Gerard Rotonda III, Managing Director LifeMD, @GerardRotonda]

There are moments when a company emerges from becoming something into undeniably being something. DigiPowerX has emerged. I serve as a Director of $DGXX and these are my personal views, not the Company's. Everything here comes from public filings and press releases. This is not investment advice. What follows is my perspective as a Board Member, grounded entirely in publicly disclosed information.

I've been in the rooms. I've sat across from Michel Amar in strategy sessions, attended investor meetings, reviewed the financial models, and watched this executive team: Alec, Jag, Paul, and others, supported by expert legal counsel and senior leaders of the world's largest financial institutions, make decisions under real pressure with real capital on the line. What I'm about to share is my personal view, grounded in publicly disclosed information, because I think the magnitude of what is being built here deserves to be said clearly.

THE FUTURE OF AI IS PHYSICAL
Many talk about AI as if it lives in the cloud. It doesn't. It lives in buildings. Buildings that require hundreds of megawatts of power, purpose-built cooling systems, owned land, Tier III infrastructure, and teams who know how to operate it at scale without blinking.

We are at the beginning of what will be the largest infrastructure buildout in human history. Not the largest tech buildout. The largest infrastructure buildout - period. The demand for AI compute is doubling and doubling again. The models are getting larger. The inference requirements are exploding. OpenAI, Google, Meta, Amazon, and every major enterprise on earth is racing to deploy AI at scale and every single one of them needs power and physical compute infrastructure to do it.

The companies that secured that infrastructure early, before the utilities ran out of capacity, before the land was gone, before the power agreements became impossible to sign - are sitting on assets that cannot be replicated at any price today.

DigiPowerX is one of those companies.

THE PICTURE I'M POSTING
That photo is a Cerebras data center, 10 MW of operational AI compute. Take a look at it. Quiet on the outside. Inside: wafer-scale AI chips, liquid cooling running nonstop, redundant power, and some of the most powerful AI inference hardware ever deployed.

This is what the physical layer of the AI revolution looks like.

DigiPowerX is building four times this, 40 MW. On land we own in Columbiana, Alabama. Powered by a substation we built. Backed by 393 MW of secured power across our portfolio. And anchored by a $1.1 billion, 10-year Master Services Agreement with Cerebras, the company that operates that exact facility in the photo.

Phase 1 - 15 MW - comes online December 15, 2026.
Full 40 MW delivered by Q1 2027.
Substation: complete. Grid interconnection: finalized. All long-lead equipment: secured.

MICHEL AMAR AND WHAT I'VE SEEN FROM THE INSIDE
I've reviewed the financial models. I've been in the investor meetings. I've walked, almost running to keep up, with Michel through back-to-back meetings, building to building across midtown Manhattan. It actually was a very productive and exciting day. I've watched Michel Amar operate, and I want to say publicly what I believe privately: he and Alec saw this coming before many in this space did. We have meetings 24/7, including Saturday's and Sunday's. Many mornings I wake up and there is already a new text or email from Michel on something to be discussed after I grab a large cup of coffee.

They made the call to walk away from Bitcoin mining before it was obvious. They secured the power before it became scarce. We signed Cerebras - one of the most consequential AI compute companies in the world - before breaking ground on the data center. They built NeoCloudz and launched GPU-as-a-Service while the flagship campus was still under construction. And he did all of this with a balance sheet that today carries approximately $150 million in cash and zero long-term debt.

That is not luck. That is vision, executed with discipline.

Cerebras, for context, just completed the largest IPO of 2026 on Nasdaq (CBRS) - opening 68% above offering price, raising $5.55 billion, holding a $20B+ relationship with OpenAI. They looked at every option available to them and chose DigiPowerX to be included. A billion-dollar bet on our team and the assets we've assembled.

I've seen the plan from the inside. What's being communicated publicly reflects exactly what I've seen in execution. There is no gap.

WHERE THIS IS GOING
The AI data center of the future isn't a retrofitted warehouse. It's purpose-built from the ground up - for liquid-cooled, 150kW+ rack density, Tier III uptime, and the kind of power reliability that frontier AI demands. It sits on owned land, connected to grid power that was secured years ago, and operated by people who've never run anything less.

That is exactly what DigiPowerX is building.

And we're not stopping at 40 MW. The pipeline includes a 1.3 GW Letter of Intent in West Virginia - targeted for 2028 through 2030. As AI scales from tens of megawatts to gigawatts, DigiPowerX is already positioned for that next phase.

NeoCloudz, our GPU-as-a-Service platform, is live right now on NVIDIA B200 and B300 bare metal - the fastest, most powerful AI compute available today. First revenues recognized in May 2026. And we've already committed $35 million to NVIDIA's Vera Rubin platform - the successor to Blackwell - for Q1 2027 deployment. We try to be one generation ahead.

Project financing is advancing with one of the world's largest private credit institutions - managing $220B+ in credit assets - structured as non-dilutive 70/30 debt. Firms at this level don't commit to a process without exhaustive underwriting. The fact that this financing is moving forward is itself a validation: of the asset quality, the contracted cash flows, and the professionalism of the DigiPowerX team in every aspect of how this company conducts its business affairs.

THE NUMBERS - PUBLICLY STATED MANAGEMENT TARGETS
2026 → First AI revenues. NeoCloudz live. SubQ AI 24-month bare metal contract (~$19.6M). Revenue engine started.
2027 → ~$300M revenue run rate. Full 40 MW Cerebras campus online. NeoCloudz scaling.
2028 → $450–$500M run rate.
2029 → $800M–$1B run rate.

These are Michel's publicly stated targets. Subject to all the risks in our public filings. But they are grounded in assets that already exist, contracts that are already signed, and a team that is already executing.

I'm proud to serve on this board. I'm proud of Michel Amar, Alec Amar, Paul Ciullo, Jagan Jeyapaul, and every person building this platform. And I'm proud of what this company represents for the future of AI infrastructure in America.

The AI revolution needs a physical layer. DigiPowerX is building it.

That photo shows 10 MW.
- We're delivering 40 MW.
- And we're just getting started.

Full press release (June 3, 2026): https://t.co/toDvZBsnDa

Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #GPUaaS #NeoCloudz #NVIDIA #Cerebras #AICompute #FutureOfAI #PowerInfrastructure #NasdaqStocks

[The Sagami Letter | Tony Sagami @anthonysagami]

🚀 HIVE Digital Technologies' business momentum is absolutely exploding!

✅ HIVE just landed a major contract with Del and is very likely the start of something massive.

✅ Platinum Partner with NVIDIA → giving them priority access to the hottest AI/HPC hardware on the planet

✅ Canada just dropped a major RFP and HIVE is already on the ground building facilities there

✅ Strong signs that Dell + HIVE + Bell are teaming up for major government funding and huge contracts

This is the kind of strategic positioning that turns good companies into legendary 10x+ winners.

Disclosure: I am a biased, happy shareholder of $HIVE. This is entertainment, not advice

[Parabolic Runners @runners271851]

$DGXX 🚨🚨🚨

I’m looking ahead.

Potential next DGXX catalysts:

1. Project financing announcement
2. Additional NeoCloudz customers
3. Alabama construction milestones
4. New AI infrastructure contracts

The company just reaffirmed Phase 1 is on track and hinted financing details are coming.

Sometimes the biggest move comes from the PR nobody is talking about yet.

[John Belizaire @jbelizaireCEO]

The Article is here >>> https://t.co/a0ZM6ZcRyZ

$SLNH @SolunaHoldings

[HIVE Digital Technologies @HIVEDigitalTech]

Executive Chairman @bulldogholmes: "We believe we are well positioned for one of the most significant growth periods in our history."

FY2026:

🔹 $297.8M revenue. +158% YoY.
🔹 Gross margin up 329%.
🔹 $35M HPC ARR, pathway to $660M.

https://t.co/zuibWILbg8

[Power Analysis Ltd. @power_analys1s]

🍁 @HIVEDigitaITech built a 300 MW green energy data center expansion across two substations in just six months, and that same team is now constructing Canada's largest AI gigafactory. $HIVE

Read more: 🔗 https://t.co/7L2eqOToXX