WTX

Infrastructure,Power,Security. options are my own.

[WTX @WTXCap]

@MintzerMiguel 100% they could ahve financed at a higher price if they had more bottle

[Shanu Mathew @ShanuMathew93]

Two statements to ponder from Jefferies:

-"Data center pipeline continues to be revised up, but ~50% of 2026 and ~80% of 2027/28 data centers do not appear to have started construction as of 2Q26. Structural demand is strong, driving positive revisions, but delays remain the center of conversation."

-"Net-net, the [power generation] cancellation flow data confirms a supply environment where headline planned pipelines materially overstate deliverable capacity. Solar and battery attrition is accelerating just as data center pipeline demand is firming. Battery cancellations in ERCOT remain the key forward indicator to monitor as the market digests softer near-term prices."

[WTX @WTXCap]

Great read for anyone interested in $CIFR , $WULF , $KEEL, $BTDR , $HUT , $HIVE.NE

[matthew sigel, recovering CFA @matthew_sigel]

full piece -->
https://t.co/BCsZo8VON0

[WTX @WTXCap]

@SpecialSitsNews How does a powered shell company have their supply controlled by a semi name ? They are controlled by access to powered land and demand for that product which is not semis its enterprise , neoclouds , hyperscalers , sovereign ai. Jim's take on neoclouds I get but not DC.

[WTX @WTXCap]

@SueWallSt @KawzInvests Capacity constraints leave a lot of room for smaller players to take market share

[WTX @WTXCap]

@KawzInvests Have you looked into SmartOptics ?

[WTX @WTXCap]

@AtlasShrug1 @MoodyWriter13 @James56487175 Where does this leave you with European names ?

[WTX @WTXCap]

@MintzerMiguel Today is a great example of this. Few understand the implications of last week !

[WTX @WTXCap]

@JekyllCapital @da_sails @choppen5 @WECNuclear @StudsvikAB Needs to list in US

[matthew sigel, recovering CFA @matthew_sigel]

Avista (AVA) just paused a 500-megawatt (MW) data center memorandum of understanding in Spokane County after 5,000+ community complaints, a Spokane City Council moratorium proposal, and concerns about ratepayer costs and the Spokane River.

The rumored site is the former Kaiser Aluminum smelter in Mead, actively marketed for data center use with 240MW of Avista power already on site. An energized brownfield, blocked anyway.

Worth zooming out on what this region is:
Eastern Washington runs on cheap Columbia River hydro. By 1950, half of all US aluminum output came from here. Kaiser's Mead smelter and Trentwood rolling mill employed 2,000+ workers and supplied Boeing with aerospace sheet. The Mead smelter closed in 2000 after a brutal 2-year lockout. Kaiser's waste practices left a cyanide and fluoride plume in the local aquifer still being remediated today, which explains some of the opposition. (For reference, modern hyperscale data centers use closed-loop cooling systems that bear little resemblance to industrial smelting.)

For this reason, the established Pacific Northwest hyperscale corridor now sits 100 miles west of Spokane in Grant County, served by Grant County Public Utility District (PUD) at roughly $0.02-0.03/kWh hydro power. Microsoft, Google, and Amazon Web Services all built in this region. Avista is a private regulated utility requiring Washington Utilities and Transportation Commission (WUTC) approval on any service agreement of that scale. Grant County PUD is a customer-owned municipal corporation explicitly exempt from WUTC jurisdiction under Washington state statute

Grant County PUD has its own constraints. After raising application fees sharply in early 2025, the large-load queue shrank from ~2,900MW to 692MW, but that's still nearly equal to the PUD's entire average system load of ~750MW across all 55,000 customers. Load caps are in place in Quincy's industrial zone while transmission capacity catches up.

KEEL ($KEEL) has a site in Moses Lake, also in Grant County, 30 miles from Quincy. The company is converting its former Bitcoin mining operation there into 18MW of liquid-cooled AI infrastructure at 190kW/rack, backed by a $128M Vertiv equipment deal. Zoning is approved, a demolition permit was issued March 2026, and full permits are expected mid-to-late summer 2026, ahead of a December 2026 completion target. No Superfund remediation, no water rights dispute to worry about.

When 500MW gets blocked by community revolt in Spokane and load caps constrain Quincy, an already-energized, already-zoned site with active construction permitting in the same hydro corridor carries scarcity value that can compound as the political environment tightens.

Watch for: full permit approval mid-to-late summer 2026, lease execution with a hyperscale or AI tenant, construction completion by end of year.

[WTX @WTXCap]

@ParadisLabs The most obvious trade there is long galaxy short hut

[WTX @WTXCap]

@ParadisLabs KEEL

[WTX @WTXCap]

@matthew_sigel That's one way to change the mindset of a socialist dummy !

[WTX @WTXCap]

@MintzerMiguel Should be be 10%. This sucks

[WTX @WTXCap]

@peonyKingOF Long $SMOP

[WTX @WTXCap]

@AtomePlc Pena did you dirty

[WTX @WTXCap]

@AtlasShrug1 @crux_capital_ Getting your pullback re $SMOP. What level you looking to pick more up ?

[WTX @WTXCap]

@asianinvestors $SMOP is high quality

[Mike M @MintzerMiguel]

$KEEL
Do yourselves, and the stock, a favor. Don't buy calls.

[WTX @WTXCap]

@ParadisLabs 🫡