Ryan Dahlen

$OSS “White House officially proposes $1.5 trillion defense budget.” 🐂🐂

Friday was rough for $OSS stock, NGL. But the entire market was in the red - especially tech companies - so it’s not an issue with the company itself. I remain confident; the commentary from Lake Street and the raised price target suggest to me that we’ll see bullish news soon. Patience!

One we find a comfortable zone to buy, ALL IN ON: -$oss -$kopn -$rdw All 5x worthy IMO

@EliasNicholas @DZierler @2MC_zierler @Golan_Lewkowicz @DanCote303 @SonnySidePonds @itschrisray @Heriber18256219 @SagesOasis @MarketsMover @WallStreetSnypa Feeling a $pltr $vsat $oss $pltr typa play/setup with contracts and accomplishments so for for $kopn

The market is finally connecting the dots. $THEON + $ONDS + $UMAC + $FABC Soldiers. Drones. Autonomy. AI. One ticker. $KOPN

Just need 10 doubles to be a millionaire. Easier than finding a 1000X trade IMO.

$SLNH After covering the financing side and how Kati 2 has evolved from an 83MW concept into a 100MW first phase, a 350MW campus plan and a longer-term 1GW+ roadmap, the next question is timing. When can this actually move from design and customer discussions into lease, construction and energization? The timeline is becoming clearer. Soluna broke ground on Project Kati in September 2025. The broader Kati campus was described as a 166+ MW wind-powered campus in Willacy County, Texas, developed in phases. Kati 1 is the Bitcoin hosting phase, while Kati 2 is the AI/HPC expansion phase. Then, on January 15, 2026, Soluna announced the Metrobloks partnership for Kati 2. That was the first major public step showing Kati 2 as a real AI/HPC project, not just a concept. The initial development was described as a 100+ MW Critical IT AI/HPC data center, with an expansion roadmap supporting more than 300 MW of total Critical IT capacity. Metrobloks is expected to lead design, development, leasing and day-to-day operations, including securing pre-lease commitments and customer engagement, while Soluna contributes site control, power entitlements, electrical equipment and development expertise. By February 2026, the project had already expanded in scope. Soluna said it was engineering a 350MW Critical IT Tier 3 AI campus spread across 7 buildings, had secured over 500 acres of additional land, launched an RFP process to 10 construction management firms, and was actively engaged in negotiations with 3 potential single-tenants to pre-lease the full campus. That is important because it shows the Kati 2 plan did not start yesterday. The pieces have been moving for months: land, power, Metrobloks, design, leasing, construction management RFP, customer discussions and capital planning. In tuesday's interview with @disruptorinvest, @jbelizaireCEO added more timing detail. He said Soluna is targeting construction start for the first 100MW phase in 2026, with the goal of energizing the first data hall / first 100MW path sometime in 2027. That means Kati 2 is not being framed as a distant AI/HPC idea for 2029 or 2030. The implied sequence is: Lease / tenant selection → final design → financing structure → long-lead equipment → construction start in 2026 → first energization path in 2027. John also made clear that Soluna is not waiting passively for a signed lease before doing the work. He talked about engineering, long-lead equipment procurement, general contractor RFP, key vendor selection on the power side, electrical design, power-side preparation and the detailed design work that follows once the lease is signed. He also said the timeline is faster than where people are probably modeling Soluna today. The reason is simple: demand is unprecedented, tenant urgency is real, and Soluna is trying to do as much preparation as possible before the lease is announced. The quote that stuck with me from the interview was when John said they are trying to execute “as fast as we humanly can” and that they put “every ounce of energy” into making it happen. In AI infrastructure, time-to-power is becoming one of the most valuable assets. Customers do not just want capacity. They want capacity fast. A site that can realistically begin delivering capacity in 2027 is a very different asset from a site stuck waiting years for grid upgrades, permitting or interconnection. Of course, the timeline still depends on the customer. If a hyperscaler, neocloud or chip OEM requires design changes, specific redundancy standards, power architecture changes or different technical requirements, that can affect timing. But the public roadmap is now much more concrete than before. The next major announcement window is therefore likely around the tenant / lease side. Based on the roadmap and how management has been speaking, the market should be watching Q3 closely for potential announcements related to a hyperscaler, neocloud or chip OEM partner.

Cool! $OSS customer Built Robotics is meeting with industry giants Waymo, Kodiak, and Serve Robotics to discuss how autonomous systems are revolutionizing roads and construction sites alike.

@Zeff_Pena @stocktalkweekly We are still at the very beginning of this new wave of AI, and $OSS could be among the biggest winners, as they are perfectly positioned for the Edge AI trend and address both the defense and commercial sectors.

$OSS Only 500M MC. 2-5B MC totally reasonable mid term.

@MegatrendGlobal 120% gonna be doing as much as I can!

@aka_az_chi Wow, awesome, bro! Cool that you get to be there live. I’d love to hear a first-hand report! 🙂

Congratulations to everyone who bought $OSS at $2 - you now have a TENBAGGER! 🥳 My average price is around $4, so this is a 5x return for me. But I'm not here for a 5x return. I'm here for 50 to 100x. 🫡

$SIDU is expected to join the Russell 3000, 2000 & Microcap Indexes, broadening institutional exposure and increasing access to index-linked capital. Learn more: sidusspace.com/2026/06/01/sid… #SIDU #CapitalMarkets #MarketVisibility

$OSS On Feb. 9, 2026, OSS + Tauro announced a live HSB Sensor Bridge demo at AFCEA West. Most people probably ignored it. But read what they actually said: • Real-time multi-sensor ingest • Deterministic latency • Precision time synchronization • Data streamed directly into GPU memory • AI processing at the tactical edge • Applications: autonomy, ISR, C2, vehicle situational awareness • Rugged deployment across air, land and maritime platforms • Alignment with MOSA/open architecture • Scales from prototype to programs of record Tauro even called it a Holoscan Sensor Bridge demo. That matters because NVIDIA’s next major narrative is Physical AI: Machines operating in the real world need to ingest cameras, radar, lidar, imaging and auxiliary sensors, fuse that data, run inference and make decisions in real time. That is absolutely not a normal datacenter workload. It needs rugged edge infrastructure. OSS appears to be positioning itself right in that layer: Sensors → direct-to-GPU ingest → AI inference → real-time decision-making → rugged deployment. This is why I think the market may be mispricing OSS. It is not just “rugged servers.” It may be becoming a picks-and-shovels infrastructure provider for Physical AI in defense and autonomy. Q1 revenue +55% YoY. Gross margin 51.6%. Book-to-bill 1.8x. 450M market cap. If Physical AI moves from demos to programs of record, OSS could be sitting much closer to the critical infrastructure layer than investors realize. Not financial advice. $RKLB $ONDS $GSIT $ASTS $BKSY $PL $QBTS $PNG.NE $PLTR $NBIS $AMBQ $LPTH

Hardware, hardware, hardware. It‘s all about the hardware… $OSS

$SLNH Soluna holding X Microsoft 🔥

In AI infrastructure, power is the product. Microsoft just made that case with billions spent on new capacity commitments, including 40 gigawatts of new renewable energy capacity contracted across 26 countries. Soluna has been building on this premise since day one. $SLNH #RenewableComputing

$Oss This list of customers will only continue to grow over the coming years

Do you understand what NVIDIA just did? They didn't announce anything. Just coordinates: 25.0528, 121.5990 That's Taipei. Computex starts June 2. And three words — "A new era of PC." Here's what I think is coming. - NVIDIA has been quietly building an ARM-based chip for Windows PCs. - Developed with MediaTek. - Designed to run AI natively on your laptop. - Not a GPU. - Not a data center chip. - A processor. For your PC. And if the leaks are right — it could match RTX 4070 performance in a thin, efficient laptop. 👀 Intel. AMD. Qualcomm. They've owned this space for decades. NVIDIA is walking in. Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026. This tweet might be that first signal. A company that makes the world's most powerful AI chips now wants to power your everyday PC. That's not an upgrade. That's a new era...

David G. Bassett who last served as Director of the Defense Contract Management Agency for the US Army and Pentagon, overseeing tens of thousands of defense contracts exceeding 1 Trillion USD and previously led major Army acquisition and modernization programs such as tactical communications and combat vehicle systems is actively pushing $OSS