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@disruptorinvest "$SLNH has broken the XX week high and is potentially on its way back up to the all time high of $XXXXX which would still only put it at $1B market cap. Peers like $BITF are trading at a $3.5B market cap for perspective"
X Link @disruptorinvest 2025-10-16T13:13Z 3958 followers, 7722 engagements

"@jindal_gautam @BeauJarnhardt Unless you secure it before the rush for power like is the case for Soluna"
X Link @disruptorinvest 2025-10-14T20:29Z 3803 followers, XXX engagements

"@OGCapital25 @jindal_gautam @BeauJarnhardt The first slide should help. 1GW are named sites already"
X Link @disruptorinvest 2025-10-15T09:53Z 3807 followers, XXX engagements

"@jttrandahl Original catalyst was likely the $100M facility from Generate Capital. Nasdaq delisting off the table also recently was positive. The ongoing rerating across the industry for power seems to be playing a role"
X Link @disruptorinvest 2025-10-15T22:17Z 3836 followers, XXX engagements

"Both $OKLO and $IREN have 7x from this post in under a year. $OKLO to me is very unproven. I believe $IREN went from $68M to $20B market cap trough to peak. If Im right that the 187MW at Rosa could capture a sale price of $1.5B (based on $NVDA and Aligned Data Center deal) then $SLNH doesnt have to be proven and just would need to sell their MW. The rerate I referenced would still likely put their market cap under that sale price"
X Link @disruptorinvest 2025-10-16T10:10Z 3910 followers, XXX engagements

"@Jerryone001 I think its actually increased over original deals we saw with $GLXY for example. Would agree that would be a low ball"
X Link @disruptorinvest 2025-10-16T11:51Z 3882 followers, 1184 engagements

"@FuturumEquities $SLNH is the big play in the AI/HPC space right now that investors are overlooking especially for powering inference workloads"
X Link @disruptorinvest 2025-09-28T20:52Z 3950 followers, 3071 engagements

"This is a very positive development for $SLNH. My due diligence on Soluna found John to historically be a very transparent CEO. If Soluna management is transparent and has an open dialogue with shareholders about capital formation activities I think the stock rerate could be substantial"
X Link @disruptorinvest 2025-10-10T15:03Z 3950 followers, 7161 engagements

"$SLNH seems likely to be the next stock to experience a massive rerate like $IREN. Soluna is only a $150M market cap right now with a growing 2.8GW pipeline. Stop and think about that disconnect for a second. Based solely on the power theyre sitting on alone Soluna is likely to rerate 10x to at least a $1B market cap once the market catches on. It would still be considered cheap at these levels. We know Soluna is close to being done with the recent ATM thats put a weight on the stock but they now have more cash on hand as a result presenting more optionality. If Soluna were to just flat out"
X Link @disruptorinvest 2025-10-14T16:44Z 3958 followers, 105K engagements

"For perspective $IREN went from $100M to $20B market cap so rerates of this magnitude are possible. Not saying $SLNH is the next $IREN but they have a 2.8GW pipeline and are proficient at energizing sites. Those who hold the power hold the keys. $NVDA just bought 5GW for $40B"
X Link @disruptorinvest 2025-10-16T02:20Z 3953 followers, 19.4K engagements

"My thesis on how $SLNH can 100x and experience larger stock rerates than $IREN $CIFR and $BITF. Soluna is currently sitting on a growing 2.8GW gold mine during a modern day gold rush. The United States and China are in whats being defined as an existential race to win AI. While China has the advantage in power and precious metals the US has the advantage in chips and mindshare. The United States is predicted to have a 45GW shortfall in power capacity over the next five years to win the race and larger solutions like nuclear power are 5-7 years away. As a result experts predict that every"
X Link @disruptorinvest 2025-10-16T11:42Z 3958 followers, 28.1K engagements

"Why I think $SLNH stock can 4x over the next couple of weeks. Over a X day trading period in September $SLNH stock increased from .85 to $XXXX a roughly 4x increase as the rerating started to ramp up. This is why I dont think its unreasonable for $SLNH to continue rerating from the current $X stock price back to all time highs $XXXXX over a two week period which is only another 4x increase from here for a high beta stock. As Ive mentioned previously given how an increasing stock price can actually increase the revenue per MW Soluna can generate its plausible that Soluna could actually become"
X Link @disruptorinvest 2025-10-17T18:17Z 3958 followers, 33.1K engagements

"Beth has great coverage of the industry and is one of the best tech analysts I follow. Operational constraints by XX% are unacceptable in the AI race and likely to drive further upside in the power providers"
X Link @disruptorinvest 2025-10-17T21:18Z 3955 followers, 3176 engagements

"@StockSavvyShay @FuturumEquities Called both $OKLO and $IREN out about a year ago. The current $SLNH rerating could follow a similar trajectory"
X Link @disruptorinvest 2025-10-18T12:34Z 3958 followers, 8346 engagements

"My model is built on selling MW in terms of the rerates with colocation/cloud upside. A lot of the upfront costs will be paid by colocation partners like were seeing with $GLXY at Kati X. They also have large financing partners like Generate Capital. With $CIFR being 7x oversubscribed we know theres a lot of capital being poured into the industry"
X Link @disruptorinvest 2025-10-18T17:15Z 3955 followers, XXX engagements

"Im really liking the setup going into year end. $BTC is X standard deviations oversold and once it starts to move I think were going to see massive upside in the Bitcoin miners transitioning to AI/HPC. Projected capex spend for data centers keeps rising and Wall Street hasnt fully grasped it yet. Institutions were front run by retail in crypto and now theyre getting front run again with the AI/HPC power play. You can literally see them playing catch up with the $IREN bulls still having a better grasp of the opportunity than professional analysts. Were already seeing the institutional demand"
X Link @disruptorinvest 2025-10-18T18:10Z 3958 followers, 2973 engagements

"Stock Opportunity: Corcept Therapeutics $CORT Price: $XXXXX Corcept Therapeutics Inc. is a commercial-stage pharmaceutical company. It engages in the business of discovering and developing pharmaceutical products and medications to treat severe endocrinologic oncologic metabolic and neurologic disorders by modulating the effects of the hormone cortisol"
X Link @disruptorinvest 2025-04-30T19:17Z 3955 followers, 1303 engagements

"$SLNH moving on increased volume. Still well below the XX week high of $4.78"
X Link @disruptorinvest 2025-10-14T18:13Z 3955 followers, 31.7K engagements

"$SLNH looks like it might break through the XX week high at $XXXX and make its way back to the all time high of $XXXXX. Thatd be over a 4x from the current price of $XXXX and only put it at around a $1B market cap"
X Link @disruptorinvest 2025-10-15T21:45Z 3955 followers, 30.4K engagements

"Generate Capital is a significant partner for $SLNH not only by opening up a $100M credit facility but also by bringing in new partners as Soluna generates new sites. With $GLXY partnering with Soluna on Kati X Kati X is now one to watch with 83MW being designed specifically for AI/HPC. I anticipate a partnership announcement for this site would send the stock price multiples higher"
X Link @disruptorinvest 2025-10-17T14:33Z 3958 followers, 8661 engagements

"Goldman is likely going to see $SLNH sitting there with a 2.8GW pipeline and $250M market cap. Not only are they likely to think thats cheap at these levels theyll still likely think its cheap if it appreciates to a $1-2B market cap in short order"
X Link @disruptorinvest 2025-10-17T18:38Z 3955 followers, 9573 engagements

"@contrarcap $GLXY most likely as theyre already working on Kati X together. Novogratz has mentioned expanded their database operations beyond Helios. Thats why I hope the stock rerates before the institutions come knocking and take it out"
X Link @disruptorinvest 2025-10-17T18:59Z 3955 followers, XXX engagements

"Huge reversal today from the $XXXX lows for $SLNH. Green in a sea of red as the rerating continues"
X Link @disruptorinvest 2025-10-17T20:02Z 3958 followers, 11.5K engagements

"@accounting_ds Annual revenue per MW closer to $2.26M based on current industry rental rates that are climbing. You did a nice job providing a conservative estimate. CEO has also indicated the potential to secure more MW and go full-stack cloud which would serve as a multiplier to estimates"
X Link @disruptorinvest 2025-10-17T21:53Z 3955 followers, 1911 engagements

"In terms of thematics I think were still in a major expansion here in the US looking at the data. Institutions are really now just starting to back projects as we can see with $CIFR being 7x oversubscribed. I think were more likely than not to overspend in the US. My jaw drops when I see the capex spend. Hard to see any slowdown with that and rates coming down. Things Im watching for is a slowdown in chips or innovations in lower power GPUs to signal an end of the cycle. I think the bitcoin miners see a big bid once Bitcoin starts to run. Its currently X standard deviations oversold right now"
X Link @disruptorinvest 2025-10-18T01:08Z 3955 followers, XXX engagements

"@DarkEMP96414129 @StockSavvyShay @FuturumEquities $IREN diluted a ton in the beginning as well. Generate Capital is backing $SLNH and I wouldnt doubt the bulk of the financing comes from colocation partners like weve seen with Kati X and $GLXY. Soluna doesnt need full stack cloud to multibag"
X Link @disruptorinvest 2025-10-18T14:43Z 3958 followers, XXX engagements

"@contrarcap"
X Link @disruptorinvest 2025-10-18T19:27Z 3958 followers, XXX engagements

"Eric Jackson is interviewing the $HUT CEO tonight at 8:00pm EST. $HUT is partnered with $ABTC and has 10.8GW under diligence"
X Link @disruptorinvest 2025-10-05T22:31Z 3935 followers, 5761 engagements

"This coincides with recent developments of the $CLSK CEO meeting with Bessent. Cleanspark markets themselves as Americas Bitcoin Miner and it seems increasingly possible they may be part of the SBR"
X Link @disruptorinvest 2025-10-10T13:47Z 3917 followers, 2519 engagements

"$SLNH CEO recently reposted this interview about $AMZN stock and tagged Soluna. While I dont have access to the same metrics as John this tends to line up very closely with my research on Soluna. The stock price is likely very disconnected from the reality of whats transpiring as Soluna is shifting from Bitcoin hosting to AI/HPC in the middle of a massive capex boom and rush for power. I think the reason Soluna hasnt rerated yet is most likely due to the market cap being too small for institutions to initiate coverage. It seems plausible to me that $SLNH might follow a similar path to $IREN"
X Link @disruptorinvest 2025-10-14T21:58Z 3931 followers, 24.3K engagements

"I had the 187MW at Rosa for $SLNH penciled out to be worth $1.5B in a sale. That comes to $8.02M per MW and is exactly in line with the rates $NVDA just paid for Aligned Data Centers of $8M per MW. $SLNH current market cap would need to 6x just to get the value from 187MW at Rosa and they have 2.8GW total. I cant believe how closely we nailed these numbers before the deal announcement and the $NVDA deal is only further confirmation of the current market rate"
X Link @disruptorinvest 2025-10-15T13:59Z 3931 followers, 13.9K engagements

"@MkzRoss $8M per MW is for the outright purchase of a site. Those numbers become larger if they colocate or full stack cloud a site when they retain ownership"
X Link @disruptorinvest 2025-10-16T15:56Z 3934 followers, XXX engagements

"$NVDA appears to have just purchased 5GW of operational and planned datacenter capacity for $40B. This equates to $8M per MW. $SLNH has a 2.8GW pipeline. If it was sold at this market price it would come to $22.4B. Even after the recent stock surge Soluna is only a $223M market cap. Thats a XXX bagger from here if theyre just able to sell the GW at current rates"
X Link @disruptorinvest 2025-10-15T13:37Z 3953 followers, 16.2K engagements

"Exciting to see a lot of the very good technical traders I follow picking up bullish setups for $SLNH"
X Link @disruptorinvest 2025-10-16T14:30Z 3950 followers, 6227 engagements

"@aahmad1581 CTO is very impressive. They already have a Helix design developed and are highly competent. I think they go mostly colocation with potentially a full stack cloud offering at Grace as a beta test. Ive owned $IREN for a long time. Great company and turnaround story"
X Link @disruptorinvest 2025-10-17T20:04Z 3946 followers, XXX engagements

"@accounting_ds Agreed. It all changes substantially if they go full stack cloud over colocation. Probably some big deals being announced soon"
X Link @disruptorinvest 2025-10-17T22:06Z 3942 followers, XXX engagements

"@contrarcap Split adjusted on Robinhood"
X Link @disruptorinvest 2025-10-18T20:06Z 3942 followers, XX engagements