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[@callah32](/creator/twitter/callah32)
"@mikealfred Agreed. Why we are not bubbling - market is carful about fwd P/e lesson learned 1999. NVDA forward PE at XX while Cisco PE at Peak far over XXX (500-600x)"  
[X Link](https://x.com/callah32/status/1979623224918097998) [@callah32](/creator/x/callah32) 2025-10-18T18:58Z XXX followers, 1844 engagements


"@WeTheBrandon Been goin on with lithography (crown jewel of fabs) since the beginning of time/Moores law. Will go on forever Nikon Cannon ASML"  
[X Link](https://x.com/callah32/status/1980059362564636777) [@callah32](/creator/x/callah32) 2025-10-19T23:51Z XXX followers, 2987 engagements


"@DGretta_Author 83MW HPC at Kati alone comps to $800MC or $XXXX PT (64mm OS) co-lo See $CORZ comps. Far beyond if they enhance the $SLNH cloud CSP with it. Why do no anyalsts cover this ticker except us lol"  
[X Link](https://x.com/callah32/status/1980245408610971715) [@callah32](/creator/x/callah32) 2025-10-20T12:11Z XXX followers, XXX engagements


"@KristophJeffers and to be a great investor you have to fish where the fishing boats (tutes) dont even go $SLNH $BIFT $BTDR maybe a lil $MIGI $RIOT"  
[X Link](https://x.com/callah32/status/1978636396685414577) [@callah32](/creator/x/callah32) 2025-10-16T01:37Z XXX followers, XXX engagements


"@vasilist Great stuff. XX MW HPC at Kati alone comps to $800MC or $XXXX PT (64mm OS) co-lo See $CORZ comps. Far beyond if they enhance the $SLNH cloud CSP with it. Why do no anyalsts cover this ticker serious q. Tx"  
[X Link](https://x.com/callah32/status/1980257236258611208) [@callah32](/creator/x/callah32) 2025-10-20T12:58Z XXX followers, XXX engagements


"Fair. They wont use the whole ATM in one day or year will they I know miners are notorious but insiders hold XX% (one of my fav parts of the story). Plus cheap debt (Generate $100mm LTD) vs costly equity is flowing to the sector. Every company should have some amount shares on the shelf. $EQIX has had an ATM in place for a decade() that they have barely touched $SLNH. No doubt CapEx will be large. Looking fwd here what thier green field price / Mw to build out Kati X will be"  
[X Link](https://x.com/callah32/status/1980284714574377407) [@callah32](/creator/x/callah32) 2025-10-20T14:47Z XXX followers, XX engagements