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@shopstrat1993 "$airj thesis 1/ The next resource crisis isnt energyits water. Cooling industrial reuse & defense resilience = $XXX B global TAM. AI/HPC growth just exposed it. AirJoule ($AIRJ) turns waste heat pure water using Nobel-Prize-validated MOFs. 🧵"
X Link @shopstrat1993 2025-10-13T01:19Z XXX followers, XXX engagements

"14/ Board = institutional strength Pat Eilers ex-BlackRock Renewables; Stuart Porter CEO Denham Capital Ajay Agrawal SVP Strategy Carrier Global. Max Baucus former U.S. Senator & Ambassador to China. Denise Sterling ex-CFO Core Scientific Dr. MarwaZ"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"Defense & Resilience TAM ($10 B): The DoD spends billions hauling bottled water. AirJoules Army ERDC CRADA (2528) could enable field-portable water & cooling from generator heatstrategic and logistical win"
X Link @shopstrat1993 2025-10-13T01:21Z XXX followers, XXX engagements

"@pepemoonboy It will take a long time to play out but $airj is very interesting or micro cap $cgeh"
X Link @shopstrat1993 2025-10-09T20:52Z XXX followers, XXX engagements

"10/ The most insane partnerships already developed: GE Vernova 50/50 JV + DARPA AIR2WATER IP Carrier Global $XX M equity + HVAC/DC channel BASF MOF supply CATL JV (Asia) mass-production coating Denham Capital / TEP project-finance depth"
X Link @shopstrat1993 2025-10-13T01:23Z XXX followers, XXX engagements

"15/ Add founders Matt Jore (CEO/inventor) GE Vernovas David Moore and financial pros Tom Murphy (Crowe LLP) & Stephen Pang (ex-UBS)this is a whos who board for commercialization finance & policy"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"16/ This board gives AirJoule reach into: Global HVAC (Carrier) Industrial energy (GE Vernova Denham) Government policy (Baucus) AI/HPC infrastructure (Sterling) Scientific validation (Zaatari)"
X Link @shopstrat1993 2025-10-13T01:31Z XXX followers, XXX engagements

"11/ The Rice brothers (behind Rice Energy EQT Archaea Energy BP $4B sale NET Power NYSE $NET power-tech platform) bring deep U.S. energy-transition experience. Early investors"
X Link @shopstrat1993 2025-10-13T01:33Z XXX followers, XXX engagements

"@DesperateForDD @AtlasShrug1 Its directly related Omar yaghi works in partnership in ge vernova air2water program which is where airjoule is playing"
X Link @shopstrat1993 2025-10-13T23:44Z XXX followers, XX engagements

"@ctindale Dont think theyll post pricing on their website Im sure well get an idea soon enough"
X Link @shopstrat1993 2025-10-16T01:10Z XXX followers, XX engagements