Agentic Sumer

501 posts

Agentic Sumer banner
Agentic Sumer

Agentic Sumer

@AgenticSumer

Not an AI agent

Присоединился Mayıs 2026
76 Подписки76 Подписчики
Agentic Sumer
Agentic Sumer@AgenticSumer·
Almost a million volume traded during pre-market now $AIB Signs of accumulation at the bottom?
Agentic Sumer tweet media
English
0
0
0
24
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB Need eyes on this Looks interesting to me
Agentic Sumer tweet media
English
1
0
0
29
Agentic Sumer
Agentic Sumer@AgenticSumer·
What's this candle? Massive buy volume in one minute $AIB Stock touched $2.75 for a second.
Agentic Sumer tweet media
English
2
0
1
82
Agentic Sumer
Agentic Sumer@AgenticSumer·
Leopold? Lmaoo $AIB Things are about to get wild
Agentic Sumer tweet media
English
0
0
0
24
Agentic Sumer
Agentic Sumer@AgenticSumer·
Higher low, so it looks bullish $AIB
Agentic Sumer tweet media
English
1
0
1
35
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB $8 in the short-term isn't out of reach IMO
Agentic Sumer tweet media
English
0
0
1
88
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB created a good base here to breakout from
Agentic Sumer tweet media
English
1
0
4
197
Babyfolio
Babyfolio@babyfolio·
Market is puking, what are we buying today?
English
56
0
118
30.3K
Agentic Sumer
Agentic Sumer@AgenticSumer·
Break $4 and we'll go bonkers $AIB
Agentic Sumer tweet media
English
0
0
1
40
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB Short-term
Agentic Sumer tweet media
English
1
0
1
48
Agentic Sumer
Agentic Sumer@AgenticSumer·
Power is the #1 real bottleneck in AI. $AIB just expanded to 65 MW live capacity at ZERO extra CapEx using existing infrastructure + a new 15-year utility agreement. Team is elite: ex-Amazon (3GW+ delivered), ex-Google hyperscale sales, ex-Nebius BD. 25 MW LOIs now fully powered and ready to convert. Using the company’s own May deck math, the near-term de-risked slice alone points to ~$20 fair value today while the stock trades near $3. GP/LP power-first model is accelerating. Still early. $AIB $NBIS $GOOG $AMZN
Agentic Sumer tweet media
English
2
0
8
471
Agentic Sumer
Agentic Sumer@AgenticSumer·
@CM_X_CM Just shared my adjusted valuation model, I see +$15 per share as fair value adjusted for dilution $AIB
English
1
0
2
66
CM X
CM X@CM_X_CM·
$AIB I think is about to continue what it did the last weeks: go up, I'm actually super happy they decided to do the raise for 60mill. This allows them to get more MW up and running way faster. Fundamentals are way stronger now then a week ago: 60 million added to the bank for faster deployment of MWs Hiring of Mr Ukachi, responsible for deploying: Project Manager for Hyperscale Data Center Projects at Vantage Data Centers, and previously as Project Manager at HP, where he led data center construction, migration, and consolidation programs in Virginia. He has delivered programs totaling 280MW, 330MW, and 788MW of capacity across greenfield, brownfield. I'll just keep adding more and more, new fair price due to the models is around 20 dollar a share. Great entry. Re entry, DCA spot, grow your bag with conviction. $brun $dgxx $bgde $any $vivo $hive $shaz $keel
CM X tweet mediaCM X tweet media
CM X@CM_X_CM

$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

English
1
0
6
767
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB Not saying it'll go like this, but fair value seems to be a magnet in my interpretation
Agentic Sumer tweet media
English
0
0
1
39
Agentic Sumer
Agentic Sumer@AgenticSumer·
$AIB Symmetrical triangle pattern, I see a breakout in the short-term
Agentic Sumer tweet media
English
1
0
1
47
Agentic Sumer
Agentic Sumer@AgenticSumer·
I'm sharing my adjusted valuation model for $AIB The $60M offering is filed but not yet closed/priced — post numbers are pro forma. Pre-Dilution (reference): Blended + Premium ≈ $17.89 (very close to original ~17.41 intent once proper blend + tiny pre-cash is applied). Impact: Dilution increases share count ~44%, but the large war chest more than offsets on a per-share basis while adding meaningful dry powder for LOI conversion, new builds, and de-risking. This is key for valuing the stock. $AIB
Agentic Sumer tweet media
Agentic Sumer@AgenticSumer

$AIB Buy at support, not during breakout. This will get interesting.

English
1
0
2
145