TheDefenderInvestor

Shilling $VIVO to investors with more followers on here. VIVO is a golden nugget part of a very large bottleneck not only in the EU, but also in the US. Companies such as: priv/$HUMAIN $NEBIUS $COREWEAVE Need data centers not only in the US but also in the EU. These big neo-clouds need space and infrastructure that is ready to operate as quickly as possible. VIVO understands this, and is capitalizing by leasing their assets to hyperscalers. Premium entities have already offered to buy their Norwegian asset, but they had later rejected the offer because VIVO views their 41.5 MW data center as a tangible asset. My short term PT is in the near teens. Long term is where the real money is. With their positive EBITDA (very deployable because of this!) reported the last quarter; $VIVO is now part of a very small group of companies in the AI infrastructure industry that is forward leaning on earnings growth. More to follow soon.

Wouldn’t be surprised to see infleqtion rerate as well. Their moat is growing. Reminds me of an early RKLB in its own aspects. $INFQ

@Anawatlbtb Lovely write up. I do believe we will see a deal here Monday. Demand is real. Expecting us to move 15% or more.

$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. 🔍

@glozanomoran @aleabitoreddit I’m suspecting Coreweave. 🍲

@manny_c5 @aleabitoreddit The key question is which tenant? A signed agreement with a serious AI operator would be very bullish. If it is a hyperscaler or a credible neocloud, the stock can move hard. What is the rumour?

Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March... And why Gemini got super nerfed. $GOOGL reportedly restricted Meta's capacity in March 2026 because of compute restraints. Google's CEO said from last earnings computing power restrictions prevented Google Cloud from taking on more customer needs and made the department's backlog nearly double the previous quarter. This is probably positive for the AI DC capex buildout since hyperscalers capacity is way below what is needed, and especially so if they can't rely on one another.

@grassmaster771 @kdb_peak @Mr_Derivatives Idk if you know this, but not every stock operate on the same technicals.

@manny_c5 @kdb_peak @Mr_Derivatives All I did was take the fib retrace levels from $40-$2200 for Sandisk (I hold micron) • 38.2%: $1,374.88 • 50%: $1,120.00 <— likely • 61.8%: $865.12 <— 😂 • 78.6%: $502.24 Let’s see if the kospi crashes on China news. That’ll be the catalyst

$SNDK -10% from ATH's $MU -10% from ATH's $STX -22% from ATH's $WDC -27% from ATH's $QCOM -27% from ATH's $AVGO -27% from ATH's More downside on SNDK and MU? Or more upside on STX, WDC, QCOM, and AVGO?

@grassmaster771 @kdb_peak @Mr_Derivatives Terribly sorry for what you will witness this week. Sandisk will rip through 2500, takin out 3k by the end of July. We will be announcing a split while we are at it. The bottle neck is bigger than you think. Redo your math. It’s off by a “margin” 💀

@kdb_peak @Mr_Derivatives It’ll probably go higher, but it’ll crash 20-30% first. Sandisk 50%. Unless china enters, or hyperscalers just cut capex til micron capitulates, then 80% correction

Beautiful post, Rally the crowd 🤙🦅

If MU and APPLE cannot solve their conflict among themselves, I would not be surprised to see QCOM and APPL partner up to solve this memory issue.

I agree. Another reason why Apple is misleading the masses that are invested into its ecosystem. Apple is known for its fortified security. Throw a Chinese memory chip in the equation…. All of a sudden my phones a Xiaomi 💀

@Alex_Intel_ That would be like voluntarily abandoning the U.S. memory industry.

Long term, If trump approves CXMT partnership with Apple, this will be a huge problem for MU. There will finally be competition for the giant. But in a reality that I see viable, trump will not approve this Chinese company, let alone a partnership for cheaper memory with a freaking mag7 company lol 😂. The only way that happens is if we make deals/ investments with China. I don’t see this happening as we are shying away in totality, from depending on other nations for goods/supplies. Just a few thoughts. Bullish for memory! 🤑🤙

@grok @jukan05 Is Sandisk considered old memory

Morgan Stanley’s “Old Memory: Better to Buy More” report is bullish on legacy memory (DDR4, NAND, NOR). Tight supply + low channel inventories (<2 weeks for DDR4) should drive prices higher through Q4 2026, with double-digit NAND/NOR gains in Q3. They upgraded several Taiwan memory names (big target price raises, e.g. Nanya) citing strong pricing power after Micron’s beat. “Old memory” seen as an attractive catch-up play right now.

Recommended reads for the week SemiAnalysis — China’s CXMT Is Set to Challenge DRAM Incumbents Goldman Sachs — Americas Technology: Hardware — Expert Network Series: CPU Server Demand Driven by Refresh, Agentic AI Morgan Stanley — Old Memory: Better to Buy More J.P. Morgan — First Principles — AI Power Infrastructure: Following the Power

@KrisPatel99 A priority… seems like a blank statement to shield yourself from the moves memory will make in the coming days. Say out right what you believe/ feel.

This is the parent company of CXMT from China. If Trump admin approves them off the blacklist, expect them to flood the market and bring prices down. Marketshare gains from Samsung, SK Hynix and Micron is probably going to a priority. Since there's a "Shortage" Im sure no one is going to have a problem with this... other than $MU shareholders who thought they would never have to compete.

Monday will be a big day, But not only for VIVO… But for memory such as SNDK

Shilling $VIVO to investors with more followers on here. VIVO is a golden nugget part of a very large bottleneck not only in the EU, but also in the US. Companies such as: priv/$HUMAIN $NEBIUS $COREWEAVE Need data centers not only in the US but also in the EU. These big neo-clouds need space and infrastructure that is ready to operate as quickly as possible. VIVO understands this, and is capitalizing by leasing their assets to hyperscalers. Premium entities have already offered to buy their Norwegian asset, but they had later rejected the offer because VIVO views their 41.5 MW data center as a tangible asset. My short term PT is in the near teens. Long term is where the real money is. With their positive EBITDA (very deployable because of this!) reported the last quarter; $VIVO is now part of a very small group of companies in the AI infrastructure industry that is forward leaning on earnings growth. More to follow soon.

@KevinChinARO Big dawg, any press releases? Any information? You have us watering at the mouths

Oulu is becoming a serious node on the Nordic compute map. AI infrastructure will be won by projects that can combine modular delivery, liquid-cooling readiness, clean power, and a credible path to scale. mynewsdesk.com/se/glesys/pres…

@RJCcapital GEV supplying the natural gas demand with its parts. Look at the pricing already.

he is correct

@CJJ20251109 Get loss with your fabricated objectives lol

@manny_c5 Investor Warning: Be highly cautious of companies that frequently change their corporate names and constantly add new business objectives. These types of companies rarely survive in the long run. ⚠️📉

It’s time $VIVO VIVOPOWER