Ryan Canter

@Anawatlbtb It's not really ready to go as a site in Norway. Modular Datacenter buildout from current bitcoin mining containers takes 9 to 12 months (depending on tenant requirements)

$VIVO Noticed an interesting pattern with DGXX two days before they announced their deal with CBRS: Day 1: +10% Day 2: +9% Day 3 (Announcement): ~ +33% 👉 The DGXX deal details (40 MW total): Phase 1: 15 MW Phase 2: 25 MW TL;DR: Starting at 15 MW → ramping to full 40 MW by 2027. Now looking at $VIVO. On Friday, it surged +10% before getting slapped down to close at +2%. The market seems hesitant, which is understandable. They just closed the acquisition of their 41.5 MW Data Center on April 21, 2026. Only 2 months ago, and now they're targeting a deal announcement by June 30? Yes, it seems incredibly fast. But here’s the kicker: this deal likely won’t be phased like DGXX. The entire 41.5 MW of power is already online and ready to go—no construction wait time. This is a true revenue-generating "power-backed AI infra asset." A deal like this could spark an even bigger run than DGXX. But of course, let’s see if they deliver by the 30th or if it gets delayed. Personally, even if it gets pushed back, it's still a solid hold for me. I believe this deal is bound to happen. Here is why: 1️⃣ 2/3 of the process is already done: $VIVO announced their shortlisted AI tenants back on May 21, 2026, following an RFP process that saw stronger-than-expected bids. Tenants have been selected; they are just finalizing the contracts. 2️⃣ High asset demand: During the process, they even received buyout offers for the entire asset at a premium over what VIVO paid, but the board rejected them. The demand is real—this isn't a case of struggling to find tenants. 3️⃣ Insane competitive advantage: Power costs are under $0.035/kWh, backed by 100% hydro energy—among the lowest in Europe. In an era where AI data centers consume massive amounts of power, this is a massive moat. 4️⃣ Not a random deadline: June 30 marks $VIVO’s fiscal year-end (FY ends June 30). They have high incentives for reporting and credibility to deliver on time. ⚠️ The Risk Case (Why it might stall): June 30 is a "target," not a hard legal deadline: The company used the phrase "target for agreement," meaning timelines can slip. Weak Financial Health: $VIVO’s financial health is currently rated weak with interest payment risks. Companies desperate for immediate cash flow can sometimes rush and break deals. Complex Negotiations: Finalizing 10+ year contracts with major AI operators rarely wraps up in just 1–2 weeks. Let's see how this plays out on the 30th. 🔍

@NGAsymmetry @RedPandaInvests They also added their head of technical there. From what I can tell this guy has already moved on dixit Linkedin

@RedPandaInvests @Hopendopen In their updated June doc, they are leasing to the Bitcoin miner until Q2 27, whilst they complete works on site. By the contract expiry, they will be ready for the new host.

$VIVO $VIVO has executed an SPA for a 28% stake in FCDC Corp Oy, with an active LOI to acquire the remaining 72%. At 28% this adds 1,207MW to their portfolio. At 100% this provides 4.3 GW. $13 Million cash up front + CVRs that convert at $15 strike price.. The co founder of FCDC is Phillip von Wulffen. Also the Chair of Investment Committee for $VIVO Major tenant Contract deadline 30th June

@vytiscapital Whats the OGDC team? I only see a few interns mixed with investment managers. Execution needs hands on people 🙃

Given $VIVO track record, I think the biggest risk is them missing the June 30th target date. They’ve had a ton of pivots that didn’t materialize into much and aren’t great with timelines. That’s why the short trade is overcrowded This time they have a fully acquired operational datacenter, the OGDC team + Finland/UAE pipeline, the perfect relationships in a time when compute is the #1 commodity. I believe Core42 is a perfect fit. VIVA LA $VIVO. NFA

Update to my $VIVO tenant thesis. I originally had Crusoe as the most likely tenant for the Norway data center. After more digging, I think I underrated the stronger candidate: Core42. Here’s the case 👇

@allstocksnews You guys do know that Mo I Rana has their own airport? 😅 and Nscale has a few bigger sites they OWN themselves in Norway

$VIVO announces lease next week on Mo I Rana location. According to flight tracker: Bodo private airport next to location has had multiple corporate jets land from Manchester the last 24 hours, home to $NVDA owned Nscale. AI infrastructure/GPU cloud/ data center operator. Keep an eye on $VIVO. Bull flag pattern confirmed.

@RedPandaInvests @NGAsymmetry and when no load, no grid balancing income either

@RedPandaInvests @NGAsymmetry Currently, they are hosting a bitcoin miner until the end Oct. Then, for 2 years to convert to HPC. (Lead time items are long) and the PPA needs renewal when prices in Norway are increasing due to low hydro reserves

@FabrizoRomando @allenzhao863850 "sell the news buy the rumor"

@allenzhao863850 Just odd with they in their recent filing from last week would write that they are targeting an agreement by early June. Like why write it if you know it isn´t going to happen

可以推断 当老板发post时 意味着公司当天更新消息的概率很低 所以做好下跌准备 $VIVO

@RedPandaInvests @NGAsymmetry especially if almost none of them have actually built a datacenter - its a great wave to surf but easy to drown

@Hopendopen @NGAsymmetry Execution is always key, but absolutely true here. Lets see if they announce a lease deal on schedule this month.

@RedPandaInvests @NGAsymmetry Note that all of these LOIs consist of NBO. So they are worth as much as the paper they are used to sign them on. Execution is key, and with just a few management staff, it's gonna be a tricky one

@NGAsymmetry I am heavily long and bullish on $VIVO, but I can not find any other sources on this. No statements, PRs or filings. There does not seem to be a deal with FCDC, and if there was, it likely wouldn't match the exact terms of OGCD deal as FCDC are orders of magnitude bigger.

@EKbroker @KakashiCapital_ They tried that already in 2024. Plus sold 51 % of Tembo to a UAE entity in 2025. How much upside is there left to Vivos remaining stake?

@KakashiCapital_ $VIVO What about the Tembo spinoff? With a target valuation of $838 million imo $vivo is about to be rerated!

$VIVO timeline mapped out > ATM start and cancellation > F3 filing and termination > + many other tailwinds, events and catalysts + wasn’t aware that they received funding at $6.80 when they were trading in the $1’s Still under that price What am I missing? Cc $DGXX $HIVE

@ToddWel51381118 @ibreak100 They overcharged in price per MW. It's a crypto hosting operation that has been running for 7 years. lease with little land available. The sellers founded PolarDC, which set up a few sites in Norway... why sell this one if it's that good?

@ibreak100 The seller of the land took 25% of the payment in stock at a premium. Would you do this if you didn't believe $VIVO could reach a deal easily? In business deadlines aren't there as an announcement date, but as a backstop if things took longer than expected, which due to demand 1

$VIVO The tenant agreement will likely come well before the deadline (June 30). Based on common sense, the highest probability announcement date will be at least two weeks before this deadline and likely will occur on 15th/16th June (Mon/Tues) to allow the market to react.

@pet3rrichards @Pentosh1 Did they buy land? Norway and UAE are leases so must be only Finland bought but that one is very very quiet right now

@Pentosh1 $vivo its risk/reward is like its based on speculation but the contracts are signed and land bought. gonna get a rerate soon. 110 mil MC now but has projected revenue of a billion by 2030

what are the stocks you are most interested in or bullish on if you were to get a dip and a short thesis on it

@crabbermike @Vivo_Power The grid mix in Finland is 17 % hydro. Only Norway close to 100 % hydro power. (small mix of wind power)

$VIVO 🤔@Vivo_Power & their Powered Land locations with immediate, plug-ready grid capacity & access to renewable energy This directly mirrors #Google's strategy of acquiring massive tracts of land like Northern Finland to leverage cheap #hydropower & natural cooling $GOOGL $GOOG

@saso_capital @thomas_krauser Only Norway has 100% hydro, and only NO4 has sub-4 USD cents per kWh power. Finland has 24% hydro grid mix (so statements of 100% hydro are misleading). Also, Finland just increased their power tax

@thomas_krauser $NBIS is all-in on Nordics for a reason: sub-4¢/kWh hydro, free cooling, 100% renewable, stable grids.

$NBIS has a Nordic problem. $VIVO might be the only answer. Nebius upgraded its target to 4+ GW of contracted power by end of 2026. The growth engine is real, but it’s entirely dependent on securing more capacity, fast. In the Nordics, here’s what Nebius actually has today: — Mäntsälä, Finland: 75 MW, operational — Lappeenranta, Finland: 310 MW, under construction, customers not expected until 2027 — Lille, France: 240 MW, under construction That’s it for EMEA. 75 MW live. Everything else is years out. Now look at what’s happening to the Nordic grid pipeline: Denmark just imposed a moratorium on all new grid connections after a 60 GW queue formed against 7 GW of peak demand. Data centers alone account for 14 GW of that backlog. The Netherlands and Ireland already went through their own moratoriums. Sweden and Norway haven’t acted yet, but the pressure is building. Grid interconnection in the Nordics is governed by state transmission operators: Energinet (Denmark), Statnett (Norway), Svenska kraftnät (Sweden), Fingrid (Finland). These queues run 3-5 years. You cannot skip the line with capital. So if you’re Nebius and you need Nordic MW now, not in 2028, where do you go? $VIVO has: — Norway: 41.5 MW fully operational, grid-connected, hydro-powered at <$0.035/kWh, expandable to 80 MW+ — Finland: 291 MW of powered land with grid connections expected within 12 months That’s 330+ MW of near-term Nordic capacity, already energized or close to it. In a region where new connections are being paused, queued, or denied outright. VIVO has publicly stated that “AI neocloud operators” are bidding on their assets. They’ve also said they rejected acquisition offers. There aren’t many companies sitting on grid-connected, operational Nordic data center capacity at this scale. The moratorium wave is shrinking the pool in real time. Every month that passes with Denmark on pause and queues lengthening in Norway and Sweden, VIVO’s position becomes harder to replicate. Long $VIVO.

@saso_capital They are hosting a bitcoin miner whose contract goes out in October this year. Then the big gap until revenue for 24 months (LT it takes to convert to HPC)

btw, $VIVO Is EBITDA profitable Most small-cap data center and AI infrastructure names are still deep in the red. $APLD, $IREN, $CIFR, $WULF are all spending heavily on buildouts with profitability years away. $VIVO became profitable in April 2026. They closed the $41M acquisition of a fully operational 41.5MW data center in Norway. It is powered by 100% renewable hydroelectric energy at under $0.035/kWh. And they didn't raise additional public equity. The numbers on a pro forma basis: — $31M annualized revenue from contracted infrastructure and hosting — $10M annualized EBITDA — Pre-acquisition EBITDA was negative $(8.2M). The company flipped to group-level EBITDA positive in one transaction. It even gets more interesting. In late April, VivoPower enrolled 30MW of the facility into Statnett’s Nordic reserve markets (FCR-D and mFRR), targeting an additional $1.9M in annualized EBITDA, with zero incremental capex or opex. That’s pure margin from demand response payments, 80% of which are recurring capacity-based. Pro forma EBITDA run rate is now approaching ~$12M/year against a market cap of roughly $85-95M. That’s an EV/EBITDA that most peers in this space can’t even calculate because they have no EBITDA to show. That's why the risk/reward here is extremely attractive, even without the $NBIS deal. I'm long $VIVO.

@arv9293 Iren bought a data centre company in Spain last week, and they want to own their own capacity. Nebius is focusing on France and Finland with its own sites. Doubtful its either of them.

~$750 mn in asset valuation vs < $150 mn market cap. Rerating inevitable 🚀 Upcoming few days are very crucial for $VIVO. I am mainly looking for - $TEMB spin off so that balance sheet becomes healthy - Final value of $TEMB post SPAC would have a huge consequence on stock action of $VIVO - Finalize RFP as promised by end of June (already shortlisted AI tenants last week), preferably to a name-brand neocloud like $NBIS or $IREN - Share the plan for bringing up the remaining sites in Finland and expansion plans in Norway All in all the stock is perfectly balanced. Plenty of moving pieces, but the setup is clean! Hope we get something soon!📈 #AIInfrastructure #Fintwit

🚨 THIS IS NOT LOOKING GOOD SpaceX, OpenAI, and Anthropic will go public at the same time. That will force the market to absorb $200 BILLION of new supply. When that happens, funds don't find new money out of thin air. They sell what has already gone up. NVIDIA, SK HYNIX, Micron, INTEL: those are the bags that will get cut first. And if the leaders dump, the S&P 500 dumps with them. We saw the same pattern after COVID. Hype IPOs flooded the market --> liquidity got tighter --> air came out fast This time, the AI bottleneck trade looks even more crowded. Watch the upcoming IPOs closely. That's where you may first see what the market is forced to sell.

@arv9293 @JonkooTrades Keel has a proper executive team and an experienced one. Vivo has 2 x advisors, who is going to implement strategy?

@JonkooTrades Ya the chances of downside seems improbable! Hope time proves both of us are right!! What are your thoughts about $KEEL?? They also have similar ingredients as $VIVO

$VIVO - We started this position near the $3.00 mark and it is currently trading near $5.00 I think this has more asymmetric upside, ties to UAE and Norwegian Sovereign Funds This a company pursuing rapid expansion, with a sustainable high-yield model on their AI ready data centres Would not surprise me if $VIVO becomes one of the key movers of my portfolio this year