PaulGodsmark
7.5K posts

PaulGodsmark
@PaulGodsmark
Eternal optimist. Sometimes the charts whisper loud enough for me to hear. aka 'Captain Clueless' so best to assume No Financial Advice EVER!!

On July 15, 2026 RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 100,000 shares of SLNH $SLNH Institutional Shares 14,325,796

Our June Business Update is out… It’s gonna be a hot summer… Project Kati 2 (350+ MW, Under Development, AI/HPC Hosting): •Following last month’s RFP launch for Phase I design-development and construction, a general contractor has been selected and is being onboarded to lead the design-build process. Detailed Design documentation is now approximately 50% complete. •Tenant due diligence has progressed to formal commercial negotiations with one potential tenant. A Letter of Intent (LOI) for this potential tenant has been signed, and the focus is on finalizing the design, commercial terms, and lease agreement. •Long lead equipment procurement continues. LOIs signed with key electrical equipment providers. Project Dorothy 3 (300+ MW, Under Development, AI/HPC Hosting): •Environmental due diligence, survey work, and fiber studies remain in progress. •Schematic design and master planning has begun. •Hiring is in the final stages for a Texas-based community engagement consultant to further discussions with local officials. We keep pushin’. Stay tuned! $SLNH @SolunaHoldings Learn more here >>> solunacomputing.com/news/monthly-u…



Introducing Sakana Fugu: A full multi-agent orchestration system accessible via a single model API. Our ‘Fugu Ultra’ model matches the performance of Fable and Mythos, delivering frontier capability without the risk of export controls. Try it: sakana.ai/fugu 🐡

The most interesting Fable tip I've heard so far is to let the model use its own judgement as much as possible I told it "For all coding tasks use your judgement to decide an appropriate lower power model and run that in a subagent" and it seems to be saving a lot of tokens



$SLNH 1D: This rally to $1.50 looks like a bull trap. I expect a rejection from that overhead supply before we test lower levels. I'll wait for a deeper pullback to our next major demand zone at $1.17 to look for a reliable bounce. I could be right/wrong😃










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