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@kevin_poi "@disruptorinvest I want to like $SLNH because of their David Goliath vibes but I just can't see them executing like a $Apld or $Cifr. It's one thing being a bitcoin miner. It's a whole new ball game being a ai hyperscaler. Good luck to them"
X Link @kevin_poi 2025-10-15T02:30Z XX followers, XXX engagements

"@wissleb @ericjackson Each to their own. But it's about headwinds. Apld has 5b financing locked in with Macquarie in exchange for a small stake. Hut will need to hit the ATM hard many times over to reach GW capacity"
X Link @kevin_poi 2025-10-15T07:42Z XX followers, XX engagements

"@ericjackson Eric you are better off pushing $apld. I won't bore you with the dd but they won't need dilution to expand fast because they have Macquarie financing in exchange for a small stake. $hut will go through hundreds of billions of dollars of dilution to reach capacity"
X Link @kevin_poi 2025-10-15T02:37Z XX followers, XXX engagements

"@disruptorinvest I have a little Soluna but I'm realistic. Most of the XXXX GW pipeline is just that at the moment. Pipeline. Like saying my back garden gives me XX MW of pipeline if I so wish to be in the HPC business. Soluna has yet to execute even XXX MW of hpc and is totally unproven"
X Link @kevin_poi 2025-10-16T06:31Z XX followers, XXX engagements

"@StonkChris It's obvious. $apld. The multi bagger of all multi baggers"
X Link @kevin_poi 2025-10-15T02:54Z XX followers, 1341 engagements