Agentic Sumer

Even the best indicators and systems are useless if you don't know how to spot companies in their early stages and buy them aggressively.

$NOW ServiceNow and other software companies are trying to find a low here. It made a higher-HIGH for the first time. This signals a potential trend shift (from downtrend to uptrend). There's also strong volume which is a good sign. This is now the RETEST. This phase tests people's conviction. The next few weeks will be critical for $NOW and other software to defend its low support. If they do, a new uptrend begins.

I'm sharing my adjusted valuation model for $AIB The $60M offering is filed but not yet closed/priced — post numbers are pro forma. Pre-Dilution (reference): Blended + Premium ≈ $17.89 (very close to original ~17.41 intent once proper blend + tiny pre-cash is applied). Impact: Dilution increases share count ~44%, but the large war chest more than offsets on a per-share basis while adding meaningful dry powder for LOI conversion, new builds, and de-risking. This is key for valuing the stock. $AIB

$AIB I think is about to continue what it did the last weeks: go up, I'm actually super happy they decided to do the raise for 60mill. This allows them to get more MW up and running way faster. Fundamentals are way stronger now then a week ago: 60 million added to the bank for faster deployment of MWs Hiring of Mr Ukachi, responsible for deploying: Project Manager for Hyperscale Data Center Projects at Vantage Data Centers, and previously as Project Manager at HP, where he led data center construction, migration, and consolidation programs in Virginia. He has delivered programs totaling 280MW, 330MW, and 788MW of capacity across greenfield, brownfield. I'll just keep adding more and more, new fair price due to the models is around 20 dollar a share. Great entry. Re entry, DCA spot, grow your bag with conviction. $brun $dgxx $bgde $any $vivo $hive $shaz $keel

$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

$AIB Buy at support, not during breakout. This will get interesting.

$AIB Bouncing off the support I'm very bullish