$KEEL Portfolio Overview: De-risked and Scalable ⚡️ Panther Creek: 350 MW Sharon: 110 MW Moses Lake: 18 MW Sherbrooke: 96 MW Scrubgrass: 1.3 GW Total capacity pipeline of 2.2 gigawatts 👀

AVAX One has selected ASCENT to lead engineering and design on the Company’s 10 MW critical power facility. The project progresses from conceptual design to detailed engineering in Alberta’s C$60+ billion AI/HPC power opportunity​​​​​​​​​​​​​​​​

$JKS signed a 1 GW collaboration agreement with PM Green, including an initial 200 MW order for Tiger Neo 3.0 solar modules. JinkoSolar says the deal supports large-scale sustainable energy projects across strategic markets, with a focus on Europe.

Moats in our neocloud theme: $APLD Ellendale, Macquarie financed $BTDR Bhutan power, SEALMINER ASIC $CIFR AWS anchor tenant validation $CLSK low cost power per MW $CORZ multi-billion hosting backlog $CRWV GPU operator, OpenAI $DGXX 400MW, Blackwell ready pods $HIVE BUZZ HPC GPU subsidiary $HUT vertically integrated power $IREN cleanest HPC revenue ramp $KEEL $533M liquidity, three campuses $MARA largest scale, biggest footprint $NBIS lowest cost per MW operator $RIOT Texas grid scale power assets $SLNH behind the meter, 4.3 GW $WULF Core42 deal, nuclear adjacent $WYFI $865M Nscale anchor contract The important stuff? Secured power capacity, signed anchor tenant contracts, cost per MW competitiveness, and execution speed on conversion. I think #SLNH# offers deep value. NFA. Will keep updating...

Some finesse from the ON semi CEO here He didn't state that power consumption of racks is also increasing from 120kW to 600kW+ The actual growth is somewhere between 1.5x-2x power semis content per MW of compute, due to transition to 800 HVDC

Soluna (NASDAQ: $SLNH) delivered another quarter of strong top-line growth as the company continues scaling its renewable-powered computing and AI infrastructure platform. 🔹 1Q26 revenue increased 58% Y/Y, marking the company’s fourth consecutive quarter of sequential revenue growth 🔹 Long-term pipeline expanded to 4.3 GW, supported by multiple AI-focused projects including Dorothy 3 and Kati 2 🔹 Recent strategic milestones included the acquisition of the 150-MW Briscoe Wind Farm, continued Kati expansion, and full ownership consolidation of Project Dorothy 1A Read John Roy, Ph.D.'s full report for more detail on Soluna’s AI infrastructure pipeline, operational performance, renewable energy strategy, and long-term growth outlook. $SLNH #AI# #DataCenters# #RenewableEnergy# #Infrastructure# #BitcoinMining# #CloudComputing# #EnergyTransition# #Technology# #NASDAQ# #WaterTowerResearch# @SolunaHoldings

JUST IN: GEOTHERMAL ENERGY COMPANY FERVO $FRVO JUST POPPED 37% ON ITS IPO DEBUT 🇺🇸 The order book was oversubscribed 15 times. The full picture, per Bloomberg: The deal: - IPO price: $27 (above the marketed $25-26 range, which had already been raised) - Open price: $36 (+33%) - Total raised: $1.89 billion (upsized) - Order book: ~15x oversubscribed - Bookrunners: JPMorgan, Bank of America, RBC, and Barclays The valuation: - Market cap: $10.2 billion at the open - 2025 revenue: $138,000 - 2025 net loss: -$70.5 million - Contracted PPA backlog: $7.2 billion (potential) The business: - Houston-based developer of enhanced geothermal energy - Uses horizontal drilling and multi-stage hydraulic fracturing (applies fracking techniques to geothermal) - First commercial station expected to deliver power by the end of 2026 - Cape Station project in Beaver County, Utah: 500 MW capacity, one of the world's largest geothermal projects - First startup to commercialize an enhanced geothermal system The backers and customers: - Backers include Bill Gates' Breakthrough Energy Ventures and Devon Energy $DVN - Power purchase agreements with Southern California Edison, Alphabet's Google $GOOGL, and Shell $SHEL - Alphabet participated in a $462 million round in December CEO Tim Latimer to Bloomberg: "There's just a laser focus of investors right now on what are we going to do to solve the power demand imbalance we're seeing in the country right now."

In 2025, 99% of Sweden’s electricity came from low-carbon sources — the highest share in the EU. Its power system is built on a model Europe should have copied decades ago: → Hydro: ~40% of electricity → Nuclear: ~27% → Wind: ~23% → Fossil fuels: only ~1.2% Sweden combined domestic hydro, nuclear baseload, rapid wind expansion, bioenergy, district heating and electrification. In 2024, Sweden already had the highest renewable energy share in the EU: 62.8% of gross final energy consumption, compared with only 25.2% for the EU average. And in 2025, Sweden doubled down: parliament passed legislation to finance a new generation of nuclear reactors, targeting around 5,000 MW of new capacity, with roughly half expected online by 2035. This is what Europe should have done over the last two decades. (Sweden had a structural advantage: abundant rivers, large hydro resources, low population density and decades of investment in domestic clean power). But the lesson is not only geography. With common debt, larger national investment and coordinated European energy projects, Europe could have moved much closer to real energy sovereignty through renewables, hydro, nuclear, grids, storage and electrification. Instead, much of Europe remained too dependent on external fossil fuels.

10 trending stocks explained FAST: $ADEA. Patent licensing machine. They own 13,750+ patents across media and semiconductors, just inked multiyear deals with $AMD and $MSFT, and pulled $443M of 2025 revenue at 60% adjusted EBITDA margins. $AEVA. The only public 4D FMCW lidar company. While everyone else builds time-of-flight lidar that just sees distance, Aeva measures velocity per pixel using frequency modulation, which is the technology $AAPL validated through commercial deals. The patent fortress around FMCW is years deep. $BRUN. $940M of contracted customer revenue already on the books and $NVDA Exemplar Cloud status on Blackwell. $FCEL. Carbonate fuel cells, which is the technology that can deliver behind the meter power to AI data centers... without the grid interconnect queue. Tri-gen platform produces power, hydrogen, and water simultaneously. $KEEL. $533M of cash and equivalents, with three North American data center campuses in permitting. Clean balance sheet. $OUST. Their digital lidar architecture is the only one in the public market with real volume shipments into industrial automation, smart infrastructure, and robotics. Every humanoid and autonomous platform needs eyes and they sell the eyes. $PENG. The AI factory builder. Already deployed over 85,000 GPUs for customers like Shell, Sandia, and one of Korea’s largest Blackwell clusters, just got picked by Deepgram to architect their voice AI infrastructure, and has 25 years of HPC experience. $SLNH. Behind the meter renewable power. They own the Briscoe Wind Farm outright for direct power supply to their Dorothy campus, have 4.3 GW of total pipeline announced, and Dorothy 3 is the planned 300+ MW AI compute campus. $SUUN. Vertically integrated solar plus sustainable digital infrastructure developer. $VPG. They make the precision sensors, load cells, and strain gauges that go into every industrial robot and humanoid platform. Constantly updating my positions with indicator suite users!