Wen Moon retweetledi
Wen Moon
1.3K posts
Wen Moon
@Rypto2
Bitcoin. Bitcoin mining. HPC / AI. DAT companies. Ondas Inc. Upwards.
Moon, PA Katılım Şubat 2019
441 Takip Edilen176 Takipçiler
Wen Moon retweetledi
$KEEL Infrastructure targets three sites for lease executions in 2026 ⚡️
Sharon
• First Keel site to be ready in Pennsylvania
• 110 MW
Panther Creek:
• Flagship hyperscale campus
• 350 MW
Moses Lake:
• Pacific Northwest
• 18 MW
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Wen Moon retweetledi
Behind the meter power generation.
$SLNH is one of the most asymmetric AI power plays right now and almost nobody knows that they're well positioned...
The US power grid is breaking under the weight of AI data centers.
PJM, the grid operator covering 67 million people, already said publicly the grid is not fit for purpose.
Permits to connect new data centers are taking years.
Even hyperscalers with unlimited money can't get the power they need on the timeline they need it.
So the smart players are doing the obvious thing...
They're skipping the grid entirely.
Co-locate the data center directly with the power source.
Generate behind the meter.
No interconnect queue, no transmission bottleneck, no waiting in line behind everyone else.
They co-locate green data centers directly with wind, solar, and hydro plants.
They just signed a Siemens MOU for a 2MW pilot specifically to solve GPU power swings in a behind the meter environment.
They own the Briscoe Wind Farm now and just expanded the Blockware partnership to over 17MW.
This is not a story stock.
They have real revenue, real customers, real partnerships, and real infrastructure already producing.
We think Soluna is the highest beta way to play this... I added more and plan to hold until at least earnings... NFA!
Sun Liao@sunxliao
5 names I’m watching closely right now, all riding the same wave IMO... $PENG. Penguin Solutions is the AI factory builder. They take a billion dollars worth of $NVDA GPUs and turn them into a working cluster… they’ve already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters. Just got picked by Deepgram and Dell to architect their voice AI. $SLNH. Soluna is the behind the meter power play. The US grid is breaking under the weight of AI data centers and PJM already said it publicly. Soluna co-locates green data centers directly with wind, solar, and hydro… they just signed a Siemens MOU for a 2MW behind the meter pilot and own the Briscoe Wind Farm. $DGXX. Digi Power X just signed a 10 year deal with Cerebras worth up to $2.5B for a 40MW AI data center in Alabama. Cerebras IPOs on the Nasdaq this Thursday, which puts them in the spotlight as the public proxy. $WYFI. WhiteFiber spun out of $BTBT, IPO’d at $17 in August, and is now sitting near $27. Q3 revenue was up 65% YoY and they just signed an $865M, 10 year colocation deal with Nscale at their NC-1 campus. BTIG just initiated coverage. Same playbook as $CRWV at a fraction of the size. $OUST. Ouster is the lidar pure play and the robotics wave is the next leg of AI nobody is positioned for yet. Every humanoid robot, every autonomous truck, every smart warehouse needs eyes… I added to my SLNH position and plan to hold until earnings... NFA! Common thread on all five… AI infrastructure, real revenue, and the institutions haven’t really shown up yet.
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Wen Moon retweetledi
Upexi reports fiscal third quarter 2026 financial results
• $SOL tokens held increased by 9%, or 35% annualized, during the quarter
• Digital asset revenue totaled $3.5 million
Read more here 👇
ir.upexi.com/news-events/pr…
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Wen Moon retweetledi
$ERNA now has a TINY float after the 1-for-25 reverse split and just dropped massive ovarian cancer data showing complete tumor elimination in preclinical models 🔥
Short volume has been over 55% while volume exploded.
Low float + heavy shorts + major biotech catalyst = violent move.
$ERNA officially on squeeze watch 👀
Do your research.
🔥 - Ant Trades
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Wen Moon retweetledi
📊 $ERNA +56% | Ernexa Therapeutics
⚠️ SQUEEZE RISK: 40%
SI: 0.79%
Float: 680K (MICRO!)
MCap: $9.8M
Catalyst: KOL event highlighting ERNA-101 ovarian cancer data
Tiny float biotech - moves fast on news.
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$erna making moves. New cancer medicine. Upwards!!
StocksDaily@StocksDaily
$ERNA Ernexa Therapeutics up 37% trading under $10. Preclinical-stage biotech developing iMSC cell therapies for cancer and autoimmune disease. Released new ERNA-101 preclinical data last week alongside a Buy initiation from Brookline. Float is just 680K shares with high cost to borrow. Completed a 1-for-25 reverse split on May 4. Classic low-float squeeze conditions. Sharp reversals can come fast on a name this thin. Not financial advice.
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@Billerrr1 $spai will be great long term play. They have battle tested solution, which will be selected. This will take them to the next level. Price now under 5 dollars per share. Ondas paid $7 per share and they know that was great price too. This will be at least 10 dollars before eoy
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$SPAI — Very Bullish 🚀
🏷️ $4.103
Safe Pro's Edge AI Battlefield Threat Detection Selected by U.S. Army for Upcoming Force-on-Force Combat Exercise
Bull Case:
+ Safe Pro's Edge AI battlefield threat detection system has been selected by the U.S. Army for a significant Force-on-Force combat training exercise, validating its technology.
+ The company operates in the highly speculative and currently bullish AI defense sector, a strong catalyst for micro-cap stocks.
+ News was released pre-market on the current trading day, creating ideal conditions for immediate market reaction and potential gap-up momentum.
Bear Case:
− The announcement is for an "invitation" and "opportunity to showcase," not a definitive revenue-generating contract yet, introducing a degree of uncertainty.
− The actual combat exercise is scheduled for Q2 2026, meaning immediate revenue impact from this specific event is not explicitly stated.
This is a highly potent catalyst for SPAI, aligning a penny stock with the U.S. Army and the red-hot AI defense sector. The timely pre-market release maximizes momentum potential, suggesting a significant positive price reaction and potential for a strong gap up at market open. Active day traders should anticipate high volatility and a substantial bullish move as the market digests this strong validation and potential future contract pipeline.
#pennystocks #daytrading
Not financial advice. DYOR.
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$CLSK development pipeline is focused on the future of AI compute 👀
Today, Earnings come out at 4:05, the call is at 4:30PM EST
Currently, they have 33 sites & are focused on an expansion in Texas for AI HPC
The earnings call should give more insight into their expansion plan
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Monday’s $KEEL pump is going to be absurd. Cheapest NeoCloud left.
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@LeaderInvests Still only $200M MarketCap! That is just way too low compared to their assets and potential.
$SLNH
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Breakout for $SLNH has just begun now.
There have been enough levels to add and get in.
Volatility is a given for this name.
Daily - Weekly = 🔷🔷🔷
TheGentleTraveler@LeaderInvests
Time for $SLNH to get above $2 🆙 Has some catching-up to do
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Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99% chance they beat earnings. Might see a very short-lived dip and bounce right back, as we saw with $SNDK.
> Revenue guidance at $9.8B. But $INTC beating by $1.4B on server CPUs tells you everything you need to know about what $AMD's EPYC business is probably seeing right now.
> Can't forget the MI450 stacked pipeline. OpenAI, $META (both 6GW commitments), $ORCL supercluster in Q3...
> As most of you know, I'm a sucker for valuation gap fills... $AMD's market cap is ~$587B. $AVGO is $1.9T. $NVDA is approaching $5T. Execution dependent, it's only a matter of time before $AMD catches up (hence my long-term position).
Now the most interesting part... since the entire ecosystem around it will benefit, where do we put our money?
> Semiconductors & Chip Manufacturing. Heavily rallied already and has priced in the strong demand - $AMD, $NVDA, $TSM, etc.
> Photonics & Interconnects. Most rallied amongst the chain. Priced in aggressively already - $AAOI, $IQE, $LITE, etc.
> Memory & Storage. Significantly rallied already, but has a bit more room to go IMO - $SNDK, $MU, etc.
> AI Infrastructure & Data Centers. Moderately rallied, way more room to go than semis and photonics - $CIFR, $APLD, $IREN, etc.
> Power & Energy. Least rallied and the most overlooked layer in the whole chain. $AMSC, $POWL, $SLNH (currently have a short-term position), etc.
To find the most asymmetric trades in any of these sectors, look for names that are still in early-stage development. Higher risk. Much higher reward.
As usual, I'll share all notable finds.
Wayne Liang@wliang
Reminder that $SNDK is projected to have 175%+ growth YoY... and they've beaten EPS estimates by ~70% in each of the last two quarters. This is bullish for everything we've been longing recently - $MU $AMD $IREN $SLNH and... literally everything. What matters the most is the enterprise SSD demand. Strong memory demand = strong AI infrastructure demand = more data centers needed = more power needed. Kioxia (TYO: $285A) already sold out their entire 2026 NAND production. If $SNDK does the same... pricing power goes up, everything follows.
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💪💪💪 $SLNH
John Belizaire@jbelizaireCEO
Our Monthly Business Update is out ... Project updates from $SLNH's 600+ MW AI/HPC development pipeline 🧵... Kati 2 (300+ MW) ✅ Award-winning architect & engineering firms selected via competitive RFP ✅ Hyperscaler & neocloud diligence active — more parties joining ✅ Geotech complete ✅ Tax abatement process kicked off ✅ Construction RFP drafting underway ✅ Initial gas engine negotiations in motion Dorothy 3 (300+ MW) ✅ Add-on 50 MW interconnection load study with Goldenspread Electric Co-op & ONCOR ✅ ~400 acres under LOI, purchase agreement expected to close in the coming weeks ✅ Fiber studies underway with leading providers ✅ Community relations task force starting in Briscoe County. Full update in our latest business release 👉 solunacomputing.com/news/monthly-u… AI infrastructure starts with power, land, fiber, and trust. We’re putting those pieces in place. We keep pushin’. $SLNH @SolunaHoldings
QME
Neocloud theme is printing today!
Also still like $DGXX here...
$APLD
$BTDR
$CIFR
$CLSK
$CORZ
$CRWV
$HIVE
$HUT
$IREN
$KEEL / $BITF
$MARA
$NBIS
$RIOT
$SLNH
$WULF
$WYFI
Sun Liao@sunxliao
Neocloud theme could mint some new millionaires this summer IMO. 🫡 Barely anyone listened to me last year: $CIFR at $3.15 and it flew 694% $CORZ at $10.32 and it ran 129% $IREN at $7.52 and it went 911% $KEEL / $BITF at $1.05 and it flew 529% $NBIS at $39.12 and it went 360% $NUAI at $1.85 and it ran 408% $SLNH at $0.67 and it flew 661% $WULF at $3.53 and it went 571% $HUT $MARA $RIOT $WYFI etc. I also think we're still kinda early on: $DGXX at $5.06 Watch us cook in May... NFA! 📈
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