Fahim

@CM_X_CM Hey brother. Would you say mid 2027 is when you expect this sort of price to play out?

$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

@willpaz_ What price you expect to see AIB if they manage to execute

Going to be taking some damage on $AIB this morning post dilution - I went through a similar experience with $DGXX and sold out because I didn't like how management handled it - that ended up being a mistake. Today I decide if I'm going in heavy or not.

We asked ourselves a question last year- can we go back to back? Here we are again 🏆🏆❤️❤️ @RCBTweets

@AgenticSumer Top research brother. 🚀🙏

For $AIB, a move toward that range would likely require several developments such as: - Conversion of the 25 MW LOIs into signed agreements. Watch their news page. - Additional power capacity being secured and announced. New deals. - Evidence that the existing energized capacity is generating attractive economics. Improved earning reports. - Limited shareholder dilution. No share offerings. - Continued strength in AI infrastructure and data-center valuations. Watch $NBIS $CRWV $BRUN - Further proof that management can execute on development milestones. And additional hires.

Great for $AIB $BRUN

@CM_X_CM @Brownmoose Lets go 🔥🚀

Next up is $AIB keeps going up because it's fair value is estimated at 307mill marketcap and we are only at 140. Plus they upgraded with exactly 25MW of extra capacity directly, and their 2 LOIs are exactly 25MW. The Tennants/clients are incoming. So we hold and watch it go up even more

Wow +103% in a week on $AIB since posted to the Subscribers! $1,78 to $3,64 💥 What’s next 🚨

@pet3rrichards @asklivermore Where you see aib going?

@asklivermore im trying to be concentrated in a few bets since im just starting out. $vivo, $aib, and $enph got solid gains on all of them. doubled on aib but added to it instead of selling. enph been solid up only since i bought and vivo is my golden ticket, i started this 10 days ago, up 12%

$NOW is setting up for the first time in 2 years. High volume at the lows here = accumulation. Software as an entire sector is trying to change its narrative!

@TheNewDlee0213 How high you reckon this goes?

Keep Your Eye On $AIB You’ve Been Warned #NFA 🫡

@TheNewDlee0213 Next leg up to what price?

Looking For $AIB to Catch And Hold 3.21 for next leg North. 🫡

@StocksDaily @Aroma6lane have they signed something?

$AIB BlockchAIn Digital Infrastructure just signed a 15-year, 65MW electric service agreement at its CLT-01 flagship data center — expanding from 40MW to 65MW with no new electrical infrastructure required. Power is immediately available through existing 34.5 kV onsite infrastructure. No upgrade delays. No greenfield lead times. Current pipeline: LOIs representing 25MW of committed critical IT load from a leading AI company and a financial institution. Leadership bench is serious — former Nebius biz dev, former Google and Dell sales, former Amazon data center PM with 3+ GW of delivery experience. New AI-optimized data hall shell completion: 9 months. Real power. Real pipeline. Real operators. Early stage but the infrastructure foundation is in place. Not financial advice.

@CM_X_CM Is that around 9 dollars mate?

@_Fahimster Fair valuation models average out a 307mill current fair value excluding any signed clients

$AIB and $KEEL looking bullish for upward continuation and further re rating towards their true value.

@GridUnder How high can you see this go?

$AIB

@Aroma6lane love your content brother - $AIB 🚀🚀🚀

He continues by saying that speculative builds often hit the capital wall. I think that we’ll see a lot of deals in the coming months. $AIB

$AIB What differentiates a succesful conversion from one that struggles? BlockchAIn’s team answers the question: “The answer is an anchor tennant. Conversions that work almost always have a creditworty long-duration customer coming in before the retrofit begins. Like Cipher’s $CIFR 15-year deal with Amazon. Or Terawulf’s $WULF joint venture with Google-backed Fluidstack. The (creditworthy long-duration) anchor tennants are the template. 📜 The contract with the anchor tennant de-risks the CapEx.” Now, it comes very handy that the company has an ex. $NBIS $GOOG and $AMZN team.

@JonathanGuito @aleabitoreddit Would you say AIB has potential to 10x in a year or so?

@aleabitoreddit Check out $AIB. Might be a solid play with excellent management and compelling growth potential from its microcap valuation.

How did my $NVTS position double already lol? That aside, I did see a very compelling long out of the list of crowdsourced recs earlier for 800 vdc. Doing more research now!

@JonathanGuito @aleabitoreddit My average is 2.7 - Looking to hold this for 12-18 months plus. Hoping we are over 10 dollars by then!

Wish I could get SIVE here, but sadly I had to move onto other names. One that's worth looking into (I'm sure you already have) is $AIB. I just jumped in today, wanted to jump in yesterday when it was around $2 but didn't have the capital allocated yet. Ugh. Doesn't really matter even at $2.80 or $3 or $4. The company has stellar under the radar management from several big names who know what they're doing in this space. Google. Amazon. Etc. And it's technically a new listing, only two months old in its current structure. It's a merger from two separate companies, but even they aren't very old, seeming to going back to 2023. Their pipeline suggests they are insanely undervalued. 40MW system in place now, 90MW system coming online, 20MW LOI for AI/HPC worth $400M, and a pipeline for 395MW by next year. This an implied value of at least $1B, and as high as $7B depending on all the economics. That's a 10-70x from current levels even AFTER a week where the stock is up almost double. And even $1-7B in the AI infrastructure space is still pretty cheap, with potential for even higher valuations if they're able to execute and build out beyond the 395MW pipeline. Just look at $APLD , $WULF , $HUT, $CIFR, and even $IREN (which yeah I know you hate it but can't be ignored that it's still nearly $20B now). If $AIB gets even close to these heights we're closing in on a 100 bagger. Yes, no signed contracts yet, so there is still plenty of risk. But they gotta start somewhere, the growth setup is too ginormous to ignore, and the company is run by heavyweights who have decades of experience and expertise. Seems like a recipe for success. Obvs NFA etc. I'd love to hear your thoughts on this one @aleabitoreddit!

Am I that popular? I did get a lot of dm requests to manage their capital recently. But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI. I feel like anything else would be a bit of a distraction.

@HunterAllen4 Hey bro. Can we see AIB trade closer to 20 dollars in a year or so?

$AIB DONT MISS THE NEXT $APLD 2.0 Up 30% today on 3x volume. Still 17% below 1-month highs. THIS IS A HIGH-RISK AI INFRASTRUCTURE RE-RATING PLAY EARLY IN THE TRANSITION. REPOST. BOOKMARK. CHECK BACK IN 5 YEARS. A potential 20x hiding in plain sight. And that’s being modest. ~$52M market cap. Potentially building toward a 715 MW AI pipeline. That disconnect is insane. BITCOIN MINER → AI + HPC DATA CENTER PIVOT ~50 MW currently operational ~25 MW additional AI deployments progressing ~715 MW long-term AI/HPC pipeline target ~$500M+ initial LOI value signed ~Potentially ~$1.2B with renewals/extensions ~Low-cost power around ~$0.052/kWh ~Owner-agnostic AI hosting model ~Modular liquid-cooled deployments THIS IS THE TYPE OF SETUP WALL STREET CHASES LATER. That’s the misunderstanding. Most still think $AIB is just another failed crypto miner. They’re missing the transition. BlockchAIn Digital Infrastructure is pivoting into AI + HPC hosting infrastructure using legacy power assets built during the Bitcoin cycle. Translation: Secure cheap power first. Deploy modular AI infrastructure fast. Let customers bring GPUs. Scale higher-margin AI workloads over time. Power availability is the bottleneck. Why this gets interesting: ~40 MW South Carolina campus operational today Potential expansion toward 50 MW 25 MW Minnesota target by Q4 2026 20 MW Texas site targeted Q4 2026 75 MW Collin County target 200 MW Reeves County development plans ~305 MW targeted additions 2026–2027 THIS IS WHERE THE STORY STARTS CHANGING. Recent AI LOIs: ▪︎ 5 MW AI deployment ~$100M+ initial 10-year value ▪︎ 20 MW build-to-suit AI deployment ~$400M+ initial value Potentially ~$1.2B with renewals Combined: 25 MW AI optionality already outlined. And here’s the important part: The implied pricing per MW is actually competitive with major AI infrastructure deals. $AIB ~$52M market cap 715 MW pipeline ~7 cents per watt valuation Compare: This part is from @CM_X_CM go follow him 💪 $CRWV ~$66B market cap ~2.9 GW contracted ~$23 per watt $NBIS ~$40B market cap ~2.5 GW ~$16 per watt $HUT ~$9B market cap ~1 GW ~$9 per watt $IREN ~$18B market cap ~4.5 GW pipeline ~$4 per watt $KEEL ~$2.5B market cap ~2.2 GW pipeline ~$1.1 per watt $AIB is obviously far earlier. Far riskier. But the disconnect is why people are watching it now. Very similar narrative path to: $APLD $IREN $CORZ But earlier. Smaller. More speculative. Why bulls are paying attention: ▪︎ AI/HPC transition accelerating ▪︎ 715 MW pipeline roadmap ▪︎ Modular deployment strategy ▪︎ Liquid-cooled AI infrastructure ▪︎ Low-cost legacy power assets ▪︎ Ex-AWS data center leadership hired ▪︎ Potential hyperscaler relationships forming ▪︎ GP/LP capital structure reducing dilution needs ▪︎ AI power demand exploding globally THIS IS NOT A SAFE PLAY. Execution risk is massive. LOIs are still non-binding. Dilution risk exists. Financing risk exists. Power/permitting delays happen constantly. But if they execute even part of this roadmap… This company could look completely different in 2–3 years. Near-term things to watch: ▪︎ LOI conversions into binding contracts ▪︎ Minnesota 25 MW progress ▪︎ Texas site energization ▪︎ South Carolina AI transition ▪︎ Additional AI customer announcements ▪︎ EBITDA inflection ▪︎ New power agreements ▪︎ Hyperscaler partnerships AI infrastructure demand is accelerating. And power-secured AI compute may become one of the most valuable assets of this cycle. @Bdo3trip @Beppels1 $AIB is early. That’s the opportunity. #stocktalk $NVDA $AMD $SMCI $ANET $VST $HYLN $SLNH $CEG $IREN $SPCX $CORZ $BE $TE $NBIS $CRWV $OKLO $HUT $KEEL $DGXX $MSFT

@Aroma6lane Whats your price prediction on this one? Can we see 10x like 30 dollars on this?

$AIB BlockchAIn digital infrastructure; thus is about as shareholder-friendly as you get for a capital-intensive infra play Positive FCF/OCF already: The core 40 MW (scaling toward 50 MW) South Carolina facility is cash-generative today. FY2025 operating cash flow was +$2.3M; Yahoo shows levered FCF ~$4.57M TTM. This means the existing business doesn’t need external equity just to keep the lights on. Capital-light, “owner-agnostic” hosting model: Customers bring (and fund) their own servers/GPUs/hardware (“customer provided money”). AIB supplies the power-secured facility, ops, and infrastructure, and earns hosting fees. This keeps corporate capex needs lower than a traditional build-and-own-everything model. GP/LP project-finance structure for growth (the key de-risker): Their 715 MW pipeline and ~$9.9B planned CapEx (2026-2030) will be funded at the project level via project debt + privately placed LP equity. AIB acts as GP and earns multiple layers of fees (development, management, promote/carry, ops) plus a promoted economic interest without issuing large amounts of corporate common stock. Management explicitly designed this to “limit dilution to existing shareholders.” The dilution risk seems to be de-risked IMO. Especially looking at their earnings model where they get paid fees.

@2147mill If I was to start with 10k. How would you position the portfolio?

Weekly portfolio update 📈 Total portfolio now sitting around £113,000+ A pretty flat week. It was choppy early on. Stocks ISA: £85.6k General Invest: £28k Pretty steady week overall despite all the noise in markets. Big themes in the portfolio right now: • AI & semiconductors • space & defence • quantum computing • commodities/metals • income ETFs • global index exposure Largest speculative position is still Sivers Semiconductors (20%) which I’m keeping a very close eye on position sizing wise. Still heavily believe the next decade will reward: infrastructure, computing power, defence, energy and global automation. Goal remains the same: keep stacking quality assets and let compounding do the heavy lifting.

@BOLA_FX You expect tp1 by today?

$GBPUSD Update… Moving 📈♻️ The plan is simple.