@TradingGasMoney I was in $CIFR from $3 sold at $7 hindsight should of held. $NUAI is the same play but I believe on a grander scale overall. We shall see.
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Jono
1.1K posts
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$SOFI If your price target is above $40 by the end of year, I want to follow you!
Comment your price target
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Jono retweetledi
@grok @Paperboy2009 @kamikazzzi1981 And this is why I have held for months!! Shit about to get real!!
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Based on the Macquarie Term Loan Agreement (SEC filing, Exhibit 10.1, dated April 8, 2026) referenced in the thread, New Era Energy & Digital (NUAI) explicitly has a signed Letter of Intent dated March 24, 2026, with an "Acceptable Hyperscale Entity" (deemed the counterparty for the hyperscale data center project, JV, and future lease). The entire $200M facility is structured around advancing this.
Probability of a contractual relationship/deal with a hyperscaler: 95%. (LOI is non-binding on the main terms but legally executed, with binding covenants and financing tied to it progressing.)
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Based on the below, I believe NUAI has signed a (non binding) LOI with a Hyperscaler, and this happened on 24 March 2026.
The below 3 points come from the Macquarie Term Loan document here: sec.gov/Archives/edgar… (1/5)
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@FahadThoughts97 @fataibrown Its all bullish I've been saying this for a while. They de-risk in real time one thing after another. They mean business and we are in before big money they just got to execute. Time will tell.
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@Jono24white @fataibrown It will re rate eventually when they sign a deal. Stream basically works with all hyperscaler. HS asked for Stream specifically too !
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I don’t think the market has realized how much of a bottleneck the grid is becoming, moreover the the advantage of Behind the meter (BTM) . This is what makes $Nuai very valuable. Nuai is skipping the line and have there own power on site , but still have acres to the grid.
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@FahadThoughts97 @fataibrown Followed thank you. Well if one is signed we dont know who it is. We can take an educated guess based on stream data centres and the marquee finance. But the market will need the specifics before it re rates.
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@Jono24white @fataibrown OC16 has awesome nuai coverage
OC16@kamikazzzi1981
Based on the below, I believe NUAI has signed a (non binding) LOI with a Hyperscaler, and this happened on 24 March 2026. The below 3 points come from the Macquarie Term Loan document here: sec.gov/Archives/edgar… (1/5)
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@Jono24white @fataibrown They literally told us about LOI with HS
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@J5777766962922 I love this set up today. Absolutely all tourists $NUAI investors are jumping ship and climbing aboard the Data Center runners ($IREN + $NBIS, etc.) I think NUAI will catch a bid in quick order.
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@fataibrown Do you think the tenant LOI is close then? Everything is pointing towards it. The extra land LOI. Stream coming into it and the funding from marquee. They have also cleaned their balance sheet up of convertible notes with the dilution Everything to me points to a tenant agreement
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$Nuai quite before big announcements IMO. Very strategic ground work has been laid , with recent news dating back to the LOI on the land near by. I think we are in for a surprise and a ton of PRs soon. NFA.
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@MFC_Steve @JF0RSURE__ Yep and so should of norwich with Stacey he should have had a least two yellows
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@JF0RSURE__ That was horrendous refereeing - Ipswich should have also had a red for 2 bookings
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@KashRamki @theBestBlock Just need this construction to start and a hyperscaler LOI (minimum) hopefully a signed contract soon. These two are the final pieces of de risking needed for the stock to move higher. Power-Land-investment all in place.
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@theBestBlock $20 for first 200MW of TCDC
$50 once TCDC is fully contracted
$150-$200 once phase 1 (2GW) of NM complete
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Remember this while you’re licking your wounds from the ~40% dilution that occurred on $NUAI today: the CEO and COO each own 10% of the company. The largest shareholder group owns another 25-30% of the company. Today’s issuance dilutes them massively, so they must know something big is about to happen. Looking forward to it!
Kash@KashRamki
$NUAI will trade down today as today’s stock issuance was done at a 20% discount to yesterday’s closing price of $4.14. The incoming shareholders will likely all be institutions who want to buy more of the co, meaning significant upward pressure on price. Same playbook as $APLD. This is a huge winner for the stock as a 20% discount of a pre-revenue company is a great deal. That said, the optics of a 40% dilution to the existing shareholders will be jarring at first. Not what I was expecting to see, but still leaves a ~5x upside to NUAI shareholders on the first 200MW of TCDC alone. This assumes that NUAI will own 50% of TCDC. What this transaction does is shore up the downside and assures existing investors of a large value uplift to a $2bn market cap from here. Today will be choppy. Birthing a new company, which is what’s happening today, is beautiful and a sensory overload, all at the same time. Hang in there.
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@fataibrown Its a waiting game. And tbf. I bought more on this dip into the $3 range. All good things i see at the moment. De risking in real time. Soon enough the masses will notice and the stock will rise 🤞
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$Nuai
They consolidated ownership BEFORE raising capital.
Nuai wants 100 percent control
They bought out Sharon AI. Hyperscales prefer one owner. I truly believe a deal is imminent.
It sucks today, but in the long run it will pay off . NFA
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@Thebullwhisper I disagree to a point. No matter where the raised people will see it as a negative initially. Look at sofi and how far down it has gone since their raise at $32. Long term the risk to reward is massive. And one by one $NUAI continue to de-risk.
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$NUAI - They raised cash. Does it really mean they're super close to announcing a deal?
Or is it because the hyperscalers want em to build something, splash some cash before committing?
Would've been nice if they'd announced a big fat deal, have the share price at $15 and then raise.
Will been on since October about announcing a hyperscaler cause "We owe our shareholders that."
No doubt imo it is a good play in the long run, just confirmed my suspicions it'll be a long hold before it makes any substantial moves again.
The Bull Whisperer@Thebullwhisper
$NUAI got a gut feeling this will turn to an $ASPI hold. Lots of promise and progress materially, but stagnant share price with retail leaving while the tutes load up cheap.
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@KashRamki Today was a great day to buy more. Been in this for so long now. Done my homework and followed every move. This is just the beginning.
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None. It’s great when you can forecast just one revenue line for $NUAI, impute a NOI margin, and apply a multiple to get your valuation. You can’t beat that transparency. I used to be able to do that with $IREN but no longer with all the CSP variations and multiple sites. I prefer the easy math, though I think IREN is a stellar buy at current prices.
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@KashRamki I dont understand either why people arent investing. The 280m investment will b for the datacentre build out i assume. And the money made from the public offering is for the ShannonAI buyout. There must a tenant incoming soon Institutional investment like that doesn't just happen
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Hmm, I wonder why $NUAI raised all this money? Deal incoming.
ca.finance.yahoo.com/news/era-energ…
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