Asymbets

@assetunderdog @perspez the market is forward looking

@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.

$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.

@trader_casper Maybe so, but Accelsius seems to have a real opportunity to capture a large share of the datacenter cooling market. I don't think Johnson Controls would have invested if the tech was bad.

I like Claude's 'True Best Case' scenario. $SLNH 🚀

@elonmusk @FT Then why take it public?

Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus! Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.

SpaceX is intending to guarantee Elon Musk cannot be fired and offering a trillion-dollar pay deal linked to building a colony on Mars. ft.trib.al/byv6y9T

@bert_gilfoyle 'that's on me' 🤣

It would be classic $EOSE to miss numbers after already announcing them early. "Revenue for Q1 was $35 million. Regrettably, a calculation error in previously disclosed revenue estimates was discovered. That's on me, and we have already taken steps to ensure this won't happen again. While we are disappointed with the year's start, we ended the quarter with just over $670 million in backlog, booking nearly $1.8 million in new orders across 3 different customers. We are exciting about getting field data for these diverse use cases, sometime in the next 18 to 36 months."

$EOSE Let's see how much it crashes this time after earnings.

$SLNH Once Soluna announces a signed customer agreement (especially if it is a hyperscaler) for Kati 2, $10+ per share can happen really quickly.

@jbelizaireCEO @disruptorinvest @McnallieM2 @cazenove_uk @bd_chad @_Adrian @DGretta_Author I'll buy some swag once we get to $10.😄

@disruptorinvest Some people asked about the Soluna Swag. So, we opened a Swag store [ post your pictures after to get yours @McnallieM2 , @cazenove_uk, @bd_chad, @_Adrian, @DGretta_Author >>> shop.solunacomputing.com

See you at 1pm EST @disruptorinvest ! :)

@Pentosh1 @R89Capital lol

@R89Capital Imagine what places like NYC and CA could do with more taxes. For example even just raising it from 52% to 55% with state/fed. 3% isn’t the end of the world. And then they could likely solve so many issues they haven’t been able to solve with the low tax rates they have now

@VGDeepDive $25+

Venture Global in 12m $VG.

@McnallieM @SolunaHoldings Dorothy 3 can be added to the project pipeline!

🚨 Big news: @SolunaHoldings has acquired the 150 MW Briscoe Wind Farm in West Texas for $53M — achieving full vertical integration at Project Dorothy. ⚡ Year-One projected EBITDA: $6–$11M 💰 Annualized revenue: $20–$24.4M 🏗️ Next up: Project Dorothy 3 — a 300 MW+ renewable-powered AI campus $SLNH

@StockSavvyShay Love it!

$VG is launching its first national ad campaign “Unstoppable Energy” voiced by Billy Bob Thornton. The campaign highlights its brand and ambition as it scales into one of the world’s largest LNG exporters.

Looks like the S&P500 is slowly rolling over.

@jloiterstein @johnkrichards probably will take a few years

@johnkrichards Ambitious my guy. Hope we get to $62.5

$VG Venture Global Beat Q4 estimates Beat FY 2025 estimates that will be the real story for many years to come target $62.50

@JordanSolace They need someone like Elon!

$EOSE So badly want this company to succeed. It’s such a great mission & definitely needed in the market. But the next catalyst is the removal of Joe from the seat. He is over his head.. This is an excruciating task he is trying to accomplish. Even the greatest CEOs struggle with factory ramps And it’s clear (based on the markets vote).. Joe is unequivocally unfit to lead Eos That will be a massive step forward for this company. They have oodles of cash. And one more chance to ramp this thing before the clock runs out.

$EOSE has a large pipeline of over $23B, has over $600M in cash and is backed by Cerberus. I'm quite disappointed with how management has executed and communicated, but I'm keeping my shares for now. The LDES battery TAM is rapidly expanding and EOS will get its piece of the pie.

@grimmmiee @xEBITDA They sit on the board so they found out a long time ago.

@xEBITDA Another retard Q: Did CCM learn about q4 results same time we did?

The steady hand here is Cerberus. Now would be a good time to pre-emptively lock up shares for another year to infuse confidence into the thesis. $EOSE

@xEBITDA 💯

@AlPutino If that’s true, it’s the right approach.

$EOSE 2026 - I think they chose to under promise and over deliver, instead over promise and then fail to meet expectations 500 mil for 2026?

$EOSE I think they can still be very successful over the next 2-3 years, but management has to step up now! The earnings miss was big and certainly unacceptable considering guidance was reaffirmed just ~6 weeks before year end. Also, why do we still have an interims CFO?