$WULF signed a 20-year, nearly $20B deal with Anthropic for its Justified Data campus in Kentucky. The campus will support ~401MW of critical IT load with initial capacity online in H2 2027 and full capacity expected by early 2028.

Very important to watch $IREN - $CRWV - $CIFR - $CLSK - $KEEL - $SLNH and many more names this week to see how they're moving near this support levels. Them holding up here will tell a lot about the strength to come. $WYFI - $GRRR still look to be getting lower prices, but have very strong R/R down there.

$SLNH is still one of my favorite set ups out there right now. I think this thing can fly as long as it can hold support somewhere in the green box which I think is very likely.

$SLNH Here we have someone claiming to have done “DD,” yet somehow the entire analysis seems to consist of: - attack @mikealfred - call $SLNH worthless - ignore everything actually happening inside the company - press post Well here is what Soluna has actually done: - Built a real operating data-center hosting business, with Q1 2026 revenue growing strongly year over year. - Has already shown smaller-scale execution with Kati 1 going live and contributing to Q1 growth. Not hyperscale AI proof yet, but not a zero-execution story either. - Shifted from being viewed as a proprietary Bitcoin mining story toward a broader power-backed digital infrastructure platform. - Built a diversified model, not just an “AI trend” pitch: BTC hosting, AI/HPC infrastructure, owned power, grid services, demand response/ERS, project development and power monetization. - Has a clear low-cost MW angle. The point is not just “more megawatts”; it is cheap, controllable, power-backed MW that can become financeable infrastructure. - Controls a larger 4.3 GW renewable-powered data center pipeline, so Kati 2 and Dorothy 3 are not isolated one-off ideas. - Kati 2 is not a tiny side project. It is being developed as a 350MW AI/HPC campus, with management previously discussing a roadmap that could potentially scale beyond 1GW over time. - Positioned Dorothy 3 as a potential 150MW to 300MW AI/HPC campus, backed by controlled power rather than a random grid-queue dream. - Secured the EDF/Masdar behind-the-meter power structure at Project Kati, tied to the Las Majadas Wind Project. - Soluna and Metrobloks are also working with EDF Power Solutions North America to expand the power available for Kati 2 beyond the initial structure. - That EDF Power Solutions North America relationship now has a much bigger backdrop, with the platform moving under KKR’s umbrella which is one of the world’s largest infrastructure investors, actively targeting renewables, power and AI data-center infrastructure. - The KKR angle is bigger than EDF alone. KKR’s Helix platform launched with over $10B committed capital alongside NVIDIA, Vistra and KIA to coordinate data centers, power and connectivity for AI demand. - Acquired the 150 MW Briscoe Wind Farm, giving Soluna owned power at Project Dorothy and a much stronger vertical-integration angle. - Brought in Metrobloks for Kati 2, and this is not some random consultant. Their team brings deep hyperscale data-center experience across AWS, Meta, Equinix and global infrastructure development. - Metrobloks matters here because it fills the exact credibility gap bears point to: hyperscale AI/HPC design, leasing, operations and tenant engagement. - Moved Kati 2 from MOU to a definitive JV structure. - Completed initial design work for Kati 2. - Launched the RFP process for Phase I design-development and construction. - Advanced tenant due diligence with hyperscalers and neoclouds. - Started formal commercial negotiations with at least one potential tenant. - Now appears to be moving toward the real unlocks: tenant, lease, project financing and construction execution. The macro tailwind? ⬇️ - AI data centers need massive amounts of power. - Grid queues are getting longer. - Power availability is becoming a bigger bottleneck than land alone. - Transmission constraints and curtailment are becoming more visible. - Infrastructure capital is moving toward power, renewables and data-center capacity. - Flexible load, demand response and grid-aware compute are becoming more valuable as peak demand rises. So my question here is simple: Are you bearish on the actual setup or just arguing with the old Soluna still stuck in your head? @DeepValueBagger

30–40% of the energy produced by renewable plants goes unused. That's the market opportunity we've built our entire business around. Soluna builds scalable data centers directly at renewable generation sites to absorb that curtailed energy. What would otherwise be wasted becomes productive compute for Bitcoin, AI, and high-performance workloads. Every megawatt counts. $SLNH