Oliver Camplin

280 posts

Oliver Camplin

Oliver Camplin

@CamplinOliver

Katılım Ağustos 2021
50 Takip Edilen26 Takipçiler
Anawat
Anawat@Anawatlbtb·
$VIVO just filed its 3rd updated investor presentation in 2 weeks (June 12 → 23 → 26). Companies don't polish decks this aggressively unless they're in final closing meetings. The setup: • Float: ~3.8M shares • Short interest: ~150%+ of float • Deadline: June 30 (3 days away) If a credible tenant gets announced, shorts need to cover 3.5M+ shares into a nearly illiquid float. This is how squeezes start. #VIVO #AI #DataCenter #ShortSqueeze
Anawat tweet media
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Kevin Chin
Kevin Chin@KevinChinARO·
Interesting shift: sovereign AI is being bought as a distributed fleet, not a single fortress. Modular units at renewable sites + multi-country rollout is a resilience architecture as much as a capacity plan. Execution discipline will be the differentiator. datacenterdynamics.com/en/news/policl…
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NG Asymmetry
NG Asymmetry@NGAsymmetry·
$VIVO SEC June investor presentation update released June 23rd. "to be used by the Company in meetings with stakeholders spanning the data center, AI, financial, and sovereign nation communities".  Wording also updated from Early June targets to June 30th deadline. Could be the last good chance to buy here.
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@KevinChinARO Release it please fuck. I’m about to be fucking homeless. Get something done holy shit
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@KevinChinARO Must be nice to hold news. When there are people like me that haven’t gotten to eat for more than a day. I’m going to be homeless. And still no update on the tenant. June 30th is right around the corner.
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Kevin Chin
Kevin Chin@KevinChinARO·
Finland keeps showing the playbook: don’t just add compute—pair it with grid certainty, storage, and a credible local benefit loop. Battery + permitting + community integration is what turns “AI ambition” into resilient infrastructure. prnewswire.com/no/pressemeldi…
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Andrew Han
Andrew Han@andhan04·
@CamplinOliver @stockplaymaker1 They don't have to announce anything until the 30th. You seem very new to investing. You have to hold your nerve and believe in the thesis. This is also an advisory board with K. Mustafa. She's all business. I have confidence. NFA GLTA
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Stock PlayMaker 🌐
Stock PlayMaker 🌐@stockplaymaker1·
Your #1 stock for tomorrow? Let other’s know which runner they are missing
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Daniel Barber
Daniel Barber@reedy1991·
@rk8215 I’m sure you have this one on your radar already but $VIVO turning into soverign AI data centre shells. In theory have a way to hit the investment goals without much dilution. 3 GW of secured power, 200mn market cap, has publicly spoke out that they will be signing a deal by EOM
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Johan N.
Johan N.@rk8215·
You probably know me as someone who invests in micro-caps and runs a concentrated portfolio, but that does not mean I have stopped looking for new ideas. However, companies that fit my criteria are getting harder to find. Many have already run hard. I would like to ask for your help. This is your chance to pitch me something. Don't just drop a ticker. Also give me a short explanation on why you think it is worth owning. I am not after quick trades. I want to find a sub-$500M micro-cap, preferably at an inflection point, with a quality management team and real insider ownership. What have you got for me? I'll write a deep-dive article on the one I like most. $AMPG $DGXX $TRT #Scanway
Johan N. tweet media
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@KevinChinARO At least give us an LOI. This stock will be dumping hard next month without it
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Kevin Chin
Kevin Chin@KevinChinARO·
The Nordics keep showing a simple truth: in AI infrastructure, cheap energy isn't enough. You need credible grid delivery, predictable permitting, and an operations culture built for 24/7 mission-critical workloads. That's where durable advantage is created. #AIInfrastructure
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@andhan04 @vytiscapital There’s a difference between SI and utilization. 160% is correct. And the 60% utilization can also be correct. If we get news, the utilization will also go up as institutional investors pull their shares from the pool to be shorted making it harder to borrow. Ctb will climb also
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Andrew Han
Andrew Han@andhan04·
@vytiscapital Is it really 160%? Someone on stocktwits claimed it was only 60%
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Vytis
Vytis@vytiscapital·
$VIVO Ortex up to 160% SI as of yesterday, highest we’ve seen. Shorts have doubled down yet price is steady holding that $5.50 level. I wonder if we see some short capitulation before the long weekend. 7 trading days until June 30th. The pressure is on.
Vytis tweet media
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@KevinChinARO Don’t tell me you guys have promised a June 30th deadline and you miss it. I think it’s best when you don’t update us at all
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Kevin Chin
Kevin Chin@KevinChinARO·
Data centres earn social licence when they give something back. Waste heat into district heating. Jobs with real training pathways. Transparent reporting on water and power. If the community can measure the benefit, the project lasts.
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Oliver Camplin retweetledi
Pedro Ronchi
Pedro Ronchi@PedroRonchi2·
A bandeira do Irã sendo aberta no estádio nos EUA. Faça esporte, não faça guerra.
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Oliver Camplin
Oliver Camplin@CamplinOliver·
@Bart_ProBTC No, Iran will accept the deal because they’ve been paid off. But Trump will want that money back, after a month or two you will see some kind of engineered “terrorist” attack in the USA and say that Iran did it. To “justify” putting boots on the ground in Iran. Pump/dump market.
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Bart.
Bart.@Bart_ProBTC·
🚨 INSIDER NEWS Iran will refuse final deal tomorrow. US Army is ready to attack Iran.
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Kevin Chin
Kevin Chin@KevinChinARO·
AI infrastructure is ultimately an execution business. Power access, energy storage, commissioning discipline, and operational reliability determine whether planned capacity becomes real capacity. Delighted to have Porter Harris helping strengthen that execution edge as we scale sovereign AI infrastructure. vivopower.com/press-releases…
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Bart.
Bart.@Bart_ProBTC·
🚨 BIG BREAKING USA ARE READY TO USE NUKE AGAINST IRAN IF THEY CAN'T ACCEPT THE DEAL WHAT THE HEEEEEEELL !!!
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