TheDefenderInvestor
294 posts

TheDefenderInvestor
@manny_c5
Constantly analyzing the infrastructure behind the innovation. young and 20s. invest now, vacay later 🤙


Kevin Xu - Update: - $HLIT was a loss ❌ - $BOT was a loss ❌ - $HIMS was a loss ❌ - $QS was a loss ❌ - gave up on $IREN ❌ $199 monthly subscription to lose money





"Just one more trade." FYI, that's the one that usually f*cks you.








$VIVO RFP officially closed. AI operator tenants shortlisted. Target signed deal by June 30. The overlooked detail: multiple formal offers were received to ACQUIRE the Mo i Rana asset at a material premium to the $41M VIVO paid. All rejected. Mgmt sees "materially higher value" in 10+ year powered-shell leases to AI operators. APLD/CoreWeave structure. $1.5-2.5M/MW/yr economics on 41.5MW. Math if true: $62-104M revenue potential vs current $31M pro forma run-rate. Catalyst: signed agreement targeted by June 30. NFA.



I really think the market is sleeping on this? nebius $nbis is targeting 4+ GW of contracted power by end of 2026, nebius needs capacity now vivopower $VIVO has the two perfect nordic assets for nebius in norway... a fully operational 41.5MW data center (expandable to 80MW+) running on hydro at <$0.035/kWh, acquired in april 2026 in finland... 291MW of powered land with grid connections expected within 12 months vivopower literally says “AI neocloud operators” are bidding they also said they rejected acquisition offers and chose 10+ year leases instead... that's the exact structure nebius uses... the deal deadline is june 30, 2026



JUST IN: Robinhood is rolling out AI agents that can trade stocks & make credit card purchases on users’ behalf via tools like Claude.










