New Era Energy & Digital $NUAI: AI Data Center Infrastructure Momentum Accelerates @NUAI_IR filed its Q1 2026 Form 10-Q and highlighted major progress around TCDC, its Permian Basin AI and HPC data center campus. Key investor takeaways: • Expanded land position to 492 acres through a definitive agreement for a 54-acre corridor adjacent to TCDC • Completed a $115M registered offering • Closed an up to $290M credit facility with Macquarie • Macquarie invested an additional $5M in equity at $5.00/share • Reported $80M+ cash as of April 30, 2026 • Repaid the SharonAI note, removing a near-term overhang • Announced a non-binding LOI with Stream Data Centers and a financial sponsor • Advancing documentation for a potential JV and investment-grade hyperscaler lease • TCDC is master-planned to scale to 1.4GW over time AI infrastructure demand is becoming a power and land race. $NUAI is positioning TCDC at the intersection of energy, data centers, and hyperscale compute. Read the full announcement: $NUAI $SHAZ $XOM $SHEL $CVX $COP $SLB $BKR $HAL $HON

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A new era for the mining industry. Miners are generating roughly 7x what they did at the peak of the last cycle. I’m old enough to remember when this space was considered “uninvestable” by the so-called experts. Game on.