TheDefenderInvestor

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TheDefenderInvestor

TheDefenderInvestor

@manny_c5

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

United States เข้าร่วม Mayıs 2020
249 กำลังติดตาม143 ผู้ติดตาม
TheDefenderInvestor
TheDefenderInvestor@manny_c5·
Have a great weekend everyone… Watching IMSR KEEL Looking to add more CLSK TE VIVO Nothing but blessings to you all :) 🤙
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TheDefenderInvestor
TheDefenderInvestor@manny_c5·
Shorts are getting marginal called haha $VIVO
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TheDefenderInvestor รีทวีตแล้ว
Saso Capital
Saso Capital@saso_capital·
$VIVO is in a “Strategic Value Maximisation Review”. In small-cap world, this usually precedes a major JV or asset deal with a bigger player. The Norway Data Center (41.5MW): — Board rejected outright cash offers to buy — Why? They mentioned Long-term (10+ yr) leases with Sovereign AI / Neocloud operators yield higher multiples than a one-time sale — AI tenants have been shortlisted — Final deal expected by June 30, 2026 The $NBIS connection: Nebius has a $50B order backlog and needs capacity NOW. A lease-to-own deal on VivoPower’s Nordic sites would be a logical move. The Sovereign AI pivot: — 291MW of powered sites acquired in Finland — New 25MW platform in the UAE — Building nation-scale AI hubs where governments and corporations control their own data and power The financials already flipped: Q1 2026: $31M revenue / $10M EBITDA. Profitable. The Norway acquisition alone did that. This isn’t a speculative story anymore. The assets are real, the revenue is real, and the announcement window is open. Give me $VIVO x $NBIS already.
Saso Capital tweet media
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TheDefenderInvestor
TheDefenderInvestor@manny_c5·
Everyone’s distracted on a few other tickers that are pumping but here I present to you $VIVO My ambitious PT sits around 15$. (A Gentle-mans 3x from the current of 5.85$) Here are some notes I’ve accumulated with my DD: Vivo currently has 3 pending negotiations for its data center leasing properties in finland. Vivo is going to execute and deliver for the demand of excess data centers to help feed into this renaissance period of AI. We are undermining the growth here. This is an A-symmetric play to tickers like $NBIS and $CRWV. and for the golden cookie? $Vivo currently has an agreement to give us the financials/details on its lease with AI operator(s), yes plural, including a HYPERSCALER…. By June 30th 2026. Take your positions. Also With its float shorted above 150% This can get real poetic within a small time frame! vivopower.com/ai-data-centers
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Remz
Remz@Remzztrades·
Anyone know if $ARM has an event next week? Read it somewhere but I can’t find it anymore.
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TheDefenderInvestor
TheDefenderInvestor@manny_c5·
Last time I’m giving the heads up! Vivo is a small cap stock that many do not know about brother! It has a hyperscaler trying to lease its data center in Norway producing up to 41.5MW. Only a two hyper scalers truly come to mind, NBIS and CRWV. Attach is the short float lol. Let’s get money big dawg
TheDefenderInvestor tweet media
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Remz
Remz@Remzztrades·
Longed a bunch of chips today. I think June will be just as crazy if not crazier now. You don’t need a big position to get paid as you can see…worst case it doesn’t work you lose a little. Best case you get another insane run $ASML $TSM $IBM $AVGO $ARM let’s see!!! All 4-6 weeks out
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Flowseidon
Flowseidon@kiantrades·
God help us all. What the fuck
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Rashad Hajiyev
Rashad Hajiyev@hajiyev_rashad·
Precious metals are done with downside; just waiting for June 2026 contracts to expire on the COMEX. I expect the lift off to be violent. Silver could reach $93 level within a week if not faster...
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CK Capital
CK Capital@CKCapitalxx·
A major hyperscaler may have just bid on $VIVO's Norway data center. And the announcement could come before June 30. VivoPower just shortlisted AI tenants for their 41.5MW Norway data center. The bids were described as stronger and broader than anticipated. And here is the detail most people glossed over. The board received unsolicited offers to acquire the entire asset at a premium to what they paid for it. They rejected them. They looked at a guaranteed profit and said no because they believe the long term lease value is materially higher. You do not turn down a premium acquisition offer unless you know exactly who is about to sign and what that lease is worth. Now look at the clues pointing to who that tenant might be. VivoPower appointed a former Microsoft Global AI Business Leader and G42 executive to their advisory council in April. Microsoft is one of the most aggressive hyperscalers expanding AI infrastructure in Europe right now. The $NBIS angle is equally compelling. Nebius raised $4 billion in March specifically to secure 3GW of contracted power by end of 2026. Their Finland campus target is 310MW. VivoPower's Finland land is 291MW. The overlap is almost perfect. Nebius's entire model is built on cheap renewable power for sovereign AI. VivoPower's Norway site at $0.035 per kWh is exactly what they need. CoreWeave aggressively expanding European colocation. Lambda Labs scaling fast. Every serious AI infrastructure player expanding in Europe right now needs what VivoPower has. One of the cheapest power costs for data centers anywhere on earth. Fully operational today. Expandable to 80MW. The board turned down a premium buyout. The shortlist is done. June 30 is the deadline. Something significant could be announced.
CK Capital tweet media
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