JUST IN: ~75% Probability @mikealfred Joins as Independent Director of @SolunaHoldings 👀 📈 Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH 🐂 Bull case : ~ $6B , 27x 🆙 side 👀 Bullish factors (supporting higher probability): ✅ Significant and increasing stake (500K shares) shows skin in the game. ✅Public praise for CEO, model, and asymmetry — classic precursor to deeper involvement (see his IREN history). ✅Scheduled CEO/CFO dinner in July provides a natural forum to discuss governance/alignment. ✅His playbook: Joins boards of high-conviction infra names he knows well. SLNH fits (small-cap asymmetric data center/AI play with real power assets). ✅No conflicts apparent; he balances multiple roles (IREN, Bakkt, etc.). Overall: The setup is highly favorable. If the July meeting is positive and Soluna hits milestones (e.g., Kati 2 progress, Dorothy 3 advancement, or new deals), probability rises toward 70% for a 2026/early 2027 appointment. Alfred has repeatedly shown he backs winners with board service when aligned. 🧠 Soluna Market Cap Evaluation if Key Milestones Delivered by EOY 2026 Current baseline (late June 2026): •Stock price ≈ $1.43 •Market cap ≈ $226 million •Shares outstanding ≈ 157.75 million •Operating capacity: ~105-123 MW energized (mostly Bitcoin hosting, with early AI/GPU clusters) •Pipeline: 4.3 GW power/development (planning construction stages) •AI progress: Small GPU deals (e.g., dozens to low hundreds of NVIDIA H100s with partners like SF Compute/Atlas Cloud); no major hyperscaler announcements yet. Earlier HPE deal terminated. 🔐 Key projects referenced: ✅ Kati 2 (Texas, JV with Metrobloks): Planned 100 MW initial AI/HPC phase (path to 350 MW campus). Advancing design (30% schematic), RFP launched for first 100 MW building, commercial tenant talks underway. ✅ Dorothy 3: 300 MW AI/HPC campus potential. Land purchase agreement signed for 300 acres; adjacent to acquired Briscoe Wind Farm for integration. Bitcoin load conversion potential. 🧠 Hypothetical scenario by EOY 2026: Full/successful execution on Kati 2 (first 100 MW AI/HPC phase operational or heavily contracted) Dorothy 3 advancement (land secured early permitting/construction) at least 2 hyperscaler deals (e.g., meaningful MW commitments from big tech for AI cloud/hosting). ✅ Base case (credible delivery, de-risking): $800M – $2B market cap (4-9x from current).
 🧮 Validates behind-the-meter model with faster/cheaper power vs. grid peers. Bitcoin hosting provides stable cash flow; AI/HPC adds growth. Similar to how other miners got initial re-rates on AI pivots. ✅Bull case (strong hyperscaler validation execution momentum): $3B – $6B (13-27x).
 🏆 If deals bring significant ARR visibility (tens to hundreds of MW committed) and pipeline conversion accelerates, Soluna could trade closer to scaled data center/AI infrastructure multiples. Behind-the-meter renewable edge (low/variable power costs via curtailment) supports superior margins vs. many peers. 🧠 Comparison to peer IREN (Iris Energy): ✅ IREN current: ~$16.9B market cap, ~50 EH/s Bitcoin mining (~hundreds of MW power equivalent) aggressive AI/HPC pivot (targeting 480 MW AI capacity, $3.7B ARR goal, major contracts like Microsoft ~$9.7B and NVIDIA partnerships). ✅IREN achieved its scale through proven execution, capital raises, and hyperscaler validation — re-rating dramatically from early days. ✅Soluna upside relative to IREN: Much earlier stage but with a structural edge in speed-to-market (behind-the-meter avoids ERCOT queues) and renewable integration. 🏆 If Soluna delivers Kati 2 Dorothy 3 progress hyperscaler deals, it could follow a similar re-rating path but from a far lower base. Soluna’s 4.3 GW pipeline offers longer-term optionality IREN-scale players already priced in.

Big day for the Keel Crew. Ganesh Aiyer joins $KEEL as President as demand for HPC and AI accelerates. He's executed at the highest level for two decades at one of the world's largest data center platforms, and he's the right leader to help steer our next phase of growth. No doubt he'll hit the ground running.

JUST IN: @SolunaHoldings already 12% 🆙 📈 🏆 @mikealfred grew his $SLNH holding ~10× (from ~100K to 1.15M shares) 🙌 📈 30x : Probability of re-rating 👀 Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $HIVE $SLNH 🧠 Grok: He publicly disclosed scaling his position to 1.15 million shares on sector-wide weakness, explicitly calling it macro-driven (“not company specific”) and noting an upcoming dinner with the CEO/CFO in ~3 weeks. This shows high conviction, direct management engagement, and a willingness to buy the dip aggressively. He previously grew his SLNH holding ~10× (from ~100k to 1.15M shares). This mirrors his well-documented IREN accumulation playbook. 🧮 Comparison to $IREN (his prior big winner) Mike aggressively accumulated ~355,461 IREN shares in March/April 2023 at an average ~$2.86/share (total cost ~$1.018 million). He eventually controlled >1% of IREN equity through common stock options RSUs and served on the board. •IREN all-time high: ~$76.87 (Nov 2025) •Multiplier from his ~$2.86 average buy: ~26.9× •From his entry to current levels (~$40–43 in early July 2026): still ~15× IREN delivered explosive growth through Bitcoin mining scale expansion into AI/cloud compute (including major hyperscaler contracts like Microsoft). $SLNH has a comparable setup but is earlier-stage: ✅ Renewable-powered data centers (wind behind-the-meter power). ✅ Initial Bitcoin hosting clear pivot to AI/HPC compute. ✅ Key projects advancing: Kati 2 (100 MW AI/HPC campus in SE Texas, path to 300 MW, co-developed with Metrobloks) and Dorothy 3 (300 MW AI campus in West Texas on newly secured land, supported by recent full ownership of Dorothy 1A and the 150 MW Briscoe Wind Farm acquisition). 💡 If Soluna fully executes Kati 2 Dorothy 3 on schedule, converts capacity to AI workloads, and secures hyperscaler deals by 2027, it has a realistic path to IREN-style re-rating. 🧠 Can SLNH deliver similar ~30× growth? From current ~$1.20/share, a 30× move would target ~$36/share (market cap ~$5.7 billion at ~158 million shares outstanding). Plausible in a continued AI infrastructure bull market, especially with: ✅ Successful project execution and power/compute delivery. ✅ Major hyperscaler or AI cloud contracts (narrative tailwind similar to IREN). ✅ Sector recovery (recent weakness tied to neocloud deal caution, credit/underwriting concerns, Meta excess compute commentary, and pipeline oversupply fears — exactly the “macro, not company-specific” dynamic Mike called out). 🧠 Probability of full ~30× by end-2027: ~30% (optimistic but achievable scenario). More probable outcomes if execution succeeds: 15× upside ($18/share range) over a similar timeframe to IREN’s run. Timeline is aggressive (IREN’s big move took ~2.5 years from his buys).

🚨 $KEEL Major Hire Alert: Ganesh Aiyer appointed President (effective today, July 6, 2026). He reports directly to CEO Ben Gagnon and will spearhead commercial strategy pipeline expansion. This is a high impact, targeted addition that directly addresses Keel’s next critical phase. Why this is such a great hire: Proven at massive scale: Most recently Chief Business Officer (Head of Global Revenue Operations) at Digital Realty Trust, one of the world’s largest data center REITs operating 300 facilities across 25 countries. Led global commercial strategy and operations for hyperscale, cloud, enterprise, and channel customers. Full data center stack expertise: Prior senior executive roles at Schneider Electric (power & energy infrastructure, NA sales/revenue ops) and Dell Technologies (VP of Sales, Infrastructure Solutions Group, overseeing large revenue-generating sales organizations). 25 years driving growth, go to market execution, sales systems, and scalable commercial strategies across power, compute hardware, facilities, and hyperscale leasing. Keel has the hard assets in place: 2.2 GW development pipeline with secured grid interconnections in high-demand markets (Pennsylvania, Washington, Québec). The shift now is commercialization and turning that power portfolio into long term AI/HPC leases with hyperscalers. Aiyer brings the exact playbook, relationships, and repeatable systems needed for that. Direct from the announcement: CEO Ben Gagnon: “Ganesh has a strong track record of execution and understands how to build go to market strategies around differentiated products, and put in place the systems and teams that make growth repeatable and sustainable. He will be an invaluable asset as we continue to build on Keel’s current commercial momentum for our U.S. sites and expand our power pipeline.” Ganesh Aiyer: “I have spent my career at the intersection of infrastructure and commercial strategy and believe Keel’s portfolio is distinctly positioned to meet accelerating demand for HPC and AI infrastructure solutions. After helping shape the strategy, growth, and transformation of one of the world’s largest digital infrastructure platforms, I look forward to working with Ben and the team to execute Keel’s strategy and convert our power portfolio into long-term partnerships.” I love this hire! Comment below if you know anything more in the weeds about our new president.

📢 The Prosecutor General, Olsian Çela, today announced a call for prosecutors to submit expressions of interest for 3 positions as members of the High Prosecutorial Council. The terms of office of the members of HPC will expire on 18 December. Details👇 pp.gov.al/Media_en/Press_Rel…

Not gonna lie, I think they made a good move signing up Anthropic, selling the halfsies in a JV they owned at a premium, and gunning to turn that capital into wholly owned HPC sites. That’s how I would have played that hand, one of the ways, at least.

A los que quieran y sientan les pido buena energía o rezos para mi compañera, sigue en el hpc, tiene una bacteriemia, así que si quieren ponerla en oracion a María Marcela se lo agradecería mucho.

Congrats $WULF holders 🚀👏 Serious question: Are these still “miners”… or are we already watching the rise of HPC/AI infrastructure companies? 🤔 Watching: $KEEL $SLNH $HIVE $CIFR $IREN Feels like most people are still missing the shift.

$WULF Retail investors need to educate themselves because the Big Boys already know who the top players are... OPEN AI vs Anthropic are main players in the AI space going forward. It's a dream for a HPC player like Wulf to be selected by another Top dog!

$WULF Retail investors need to educate themselves because the Big Boys already know who the top players are... OPEN AI vs Anthropic are main players in the AI space going forward. It's a dream for a HPC player like Wulf to be selected by another Top dog!

I like conferences, I like to organize minisymposia, but what I like more of anything is to release "sidefield" interviews! #PASC26 #HPC #AI youtu.be/WAkB6U9mq3k?si=ChDj…

🚨 $KEEL just dropped a major hire Ganesh Aiyer named President (effective today) — reports to CEO Ben Gagnon and will lead commercial strategy pipeline expansion. This isn’t just another exec. It’s a direct hit on exactly what Keel needs right now. Why this matters: 
Aiyer brings 25 years in data center & tech infrastructure. Most recently Chief Business Officer at Digital Realty (one of the world’s largest data center REITs with 300 sites across 25 countries). He ran global commercial strategy for hyperscale, cloud & enterprise customers. Before that: Senior leadership at Schneider Electric (power & energy infra) and Dell Technologies (infrastructure solutions). Full-stack knowledge: Power. Compute. Facilities. Leasing. Exactly the combo needed to turn Keel’s 2.2 GW pipeline (PA, WA, Québec) into signed hyperscale deals. The Connection 
Keel has the power assets and grid connections. Aiyer has the playbook and relationships to convert that power into long-term AI/HPC leases. CEO Ben Gagnon called it a “strong track record of execution” and building repeatable growth systems. Aiyer himself said he’s spent his career “at the intersection of infrastructure and commercial strategy” and is excited to help Keel turn its power portfolio into partnerships. No red flags in his background. Clean, proven operator with rapid promotions and strong peer praise for being collaborative yet results-driven. $KEEL is shifting from development mode into commercialization mode. This hire lands right as leasing momentum is expected to build. Lets see Aiyer do some $DLR managing Watch the sites. Watch the leases. This one feels like a real step toward de-risking the story. ⚡ KEEL AI Infrastructure 🔥 #FinTwit $SPY $QQQ

$WULF continues executing. A long-term lease with Anthropic locks in demand for HPC infrastructure, while the company also announced a transaction expected to bring in roughly $530M in proceeds. AI stronger capital position = story worth watching.

It takes a village to build fault-tolerant quantum computing 🏘️ Our US GM Juliette Peyronnet spent the past few weeks at the @ENERGY Quantum Townhall and Quantum.Tech World. 🏃‍♀️ Software's falling behind: Alongside @IBM , @HPE , @infleqtion , @nvidia , and labs like @SandiaLabs , @BerkeleyLab , and @PNNLab , we made the case that hardware's outpacing software. Fault-tolerant compilation is still underinvested closing that gap means scientists, compiler experts, and HPC folks building together, not in silos 🤖 🤝 Nobody's doing this alone: at Quantum.Tech World, talk kept circling back to HPC integration and the partnerships it takes to get there. 📈 Where we stand: first system sold, a new industry partnership, and a product lab underway 🏗️ 🎯 Our ask: a shared QPU-HPC testbed and an open-source ecosystem with real cross-sector governance so software's ready by 2028. Thank you to everyone who made time for these conversations! #QuantumComputing #FaultTolerant #HPC #DOE #OpenSource

The Consensus View: Wall Street looked at former Bitcoin miners pivoting to high performance computing (HPC) and assumed it was just a buzzword to pump the stock, thinking hyperscalers would just build their own data centers. The Reality: The underlying commercial engine has fundamentally transformed. Hyperscalers cannot wait years for grid approvals. The physical bottleneck is power, and TeraWulf is sitting on massive, ready to deploy energy infrastructure. They just proved they are the non-negotiable landlord for the AI revolution.

$IREN Freedom Broker Upgrades to Buy – PT $58 **Key Points:** - Freedom Broker upgrades **Buy** rating on IREN - Price target unchanged at **$58** Analyst sees significant valuation upside after share price decline, citing a backend-weighted ramp as the thesis remains intact. #IREN #IrenLimited #FreedomBroker #Bitcoin #HPC