dHof

Elite level patience investing beats one-off windfalls. @SolunaHoldings is building a company assembled to be an endurance runner, to out last and out pace their contemporaries. They foresaw the bottleneck, identified what was being overlooked, and engineered a solution $SLNH

@TexasHODLcro ADHD is a survival instinct. Today's world is built around the "neurotypical" mind for conformity. Which in some sense is needed for societal structure. But the "neurodivergent" mind can see things they others may miss. It can be a gift it nurtured correctly.

ADHD invisible, real, hard to manage and not to be made into a joke.

@NatCatNFT Double Take* Andrew??

Gm Monday morning fit check ✔️ Feeling extra girly today 💁‍♀️

@whenuponly @SolunaHoldings Full? You're telling me there are over 250 active accounts in the Soluna group chat?!

@assetunderdog @SolunaHoldings We have one but it’s full. Can always make another

Are there any @SolunaHoldings $SLNH group chats on this app? Or should we get one started? 🤔

@perspez @asymbets Hopefully.

You’re also leaving Dorothy 3 out of the equation. Management has repeatedly hinted that another roughly 100 MW AI/HPC deal could be announced there this year as well. If both Kati 2 and Dorothy 3 move forward, I think the upside could come much sooner than your timeline suggests. We will see by then.

$SLNH Soluna Holdings receives new analyst coverage from H.C. Wainwright with a Buy rating and a $4 price target. H.C. Wainwright is a U.S. investment bank and brokerage firm focused on emerging small- and mid-cap growth companies. Importantly, the $4 target appears to reflect Soluna’s current business before a potential Kati 2 tenant agreement. A bankable AI/HPC tenant deal could materially expand the company’s valuation and support a significantly higher share price.

@asymbets @perspez Yes. Obviously I agree. But an 8x by EOY 2027 would be wild, and most likely not sustainable. $4-$6 is where I think we'll land by then. After that, I'd say a sustainable $18-$20 by EOY 2028.

@assetunderdog @perspez the market is forward looking

@HCWCO initiates coverage ... "The Sun and Moon are Aligning; Expect AI & BTC Catalysts to Converge in 2H26; Assuming Coverage at Buy / $4 PT... We are assuming coverage of SLNH with a Buy rating and $4 price target (over 250% upside potential to current levels). @Soluna Holdings is a digital infrastructure company that sources and converts low-cost renewable energy into global computing power for energy intensive applications including Bitcoin mining and artificial intelligence (AI) workloads,... Soluna strategically co-locates its data centers behind the meter at renewable power generation facilities, which enables the company to bypass lengthy grid interconnection queues, to secure attractive long-term power economics, and to accelerate infrastructure deployment timelines for its customers relative to traditional data center developers, which we view as key competitive advantages in a power constrained market for AI infrastructure projects. ... ...Despite a challenging operating environment for the mining industry amid an extended bear market for BTC, Soluna has continued to expand energized capacity, and sign new, more attractive hosting agreements, while materially improving the quality of its revenue base over the past year. Meanwhile, the company has established a credible pathway into AI infrastructure development, and recent developments give us high conviction in the company's near-term ability to secure its first AI contract, which we estimate could be transformational. The base case of our scenario analysis in Exhibit 3 on Page 5 suggests that a 100 MW contract for Phase I of Kati 2 could generate $190M of incremental annual revenues (reflecting 2.5x our current '27 total revenue forecast, which currently does not factor in any revenue contribution from HPC/AI) and $162M of annual NOI for Soluna." $SLNH @SolunaHoldings @power_analys1s @disruptorinvest @perspez Read full report here> hcwco.bluematrix.com/links2/secure/…

As @SolunaHoldings transitions to renewable-powered AI infrastructure, execution is everything… Here’s what we’ve delivered so far in 2026: 📈 Financial momentum • Q1 revenue: $9.4M, up 58% YoY
• Fourth straight quarter of sequential growth
• Bitcoin hosting revenue up 178% YoY
• Record hash rate
• 147 MW under management, growing toward 206 MW
• Added to the Russell 3000 and Russell 2000 Value indices ⚡ Greater ownership • Acquired and integrated the 150 MW Briscoe Wind Farm at Project Dorothy
• Took full ownership of Dorothy 1B, consolidating the entire Dorothy 1 campus 🏗️ Building at scale • Kati 1: K1A Galaxy online; K1B ahead of schedule
• Kati 2: JV signed, design ~50% complete, GC onboarded, first tenant LOI signed
• Dorothy 3: 300 acres secured; design and master planning underway 🤝 Building the team Former Microsoft hyperscale leader Ryan Carver has joined Soluna as Chief Development Officer to lead our AI/HPC buildout. Own more power. Build more infrastructure. Deliver more computing. We Keep Pushin’. 💚 Stay tuned. @power_analys1s @McnallieM @disruptorinvest $SLNH #AI #RenewableEnergy

@Trnchct801 Bruh 🤣🤣🤣

Strike a pose 😂

@DougieFresh1813 The definition of insanity is doing the same thing over and over expecting different results. If you want to change the outcome, change the input.

The downfall of my life should be documented Countless losses to many chases to endless debt No matter what I do I just fumble it all I give up

Behind-the-meter is a structural advantage. Soluna co-locates directly with renewable generation, drawing from curtailed energy, direct plant output, and grid power — all of which are balanced in real time by our proprietary software, MaestroOS. As we scale into AI infrastructure, we're evaluating on-site backup generation options to ensure the resiliency and uptime our AI customers require. The power economics and the operational reliability are structurally different. $SLNH

@perspez They would need to get quite a bit more operational power up and running IMO before $10 is within reach. I will happen, but not until facilities are built and revenue is incoming.

@assetunderdog The price target could rise to around $10 once the deal is in place.

@bfresh Plausible

the future of finance

@DeanJC420 Me and the Boys senior year

I dare you to share a highschool age photo! Oh yeah, the short shorts era collided with the mullet era. LOL

@Vega_Helix #IYKYK 😅

@101Sun1 Great point! Lfg

The most interesting thing about Ryan Carver joining $SLNH is not just his expertise in the build. But rather specifically he knows what $MSFT of the world are looking for, I expect he’ll be one step ahead…. Combine this with his build expertise and $SLNH approach and 🔥🔥🔥🔥🔥🔥🔥

@KalamCenter 73

Interesting puzzle here. What do you think?