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Sun Liao
@sunxliao
24/7 Stock & Crypto Trade Ideas. Not Financial Advice. Access My Indicators & Alerts:
Joined February 2020
888 Following    102.2K Followers
Behind the meter power generation. $SLNH is one of the most asymmetric AI power plays right now and almost nobody knows that they're well positioned... The US power grid is breaking under the weight of AI data centers. PJM, the grid operator covering 67 million people, already said publicly the grid is not fit for purpose. Permits to connect new data centers are taking years. Even hyperscalers with unlimited money can't get the power they need on the timeline they need it. So the smart players are doing the obvious thing... They're skipping the grid entirely. Co-locate the data center directly with the power source. Generate behind the meter. No interconnect queue, no transmission bottleneck, no waiting in line behind everyone else. They co-locate green data centers directly with wind, solar, and hydro plants. They just signed a Siemens MOU for a 2MW pilot specifically to solve GPU power swings in a behind the meter environment. They own the Briscoe Wind Farm now and just expanded the Blockware partnership to over 17MW. This is not a story stock. They have real revenue, real customers, real partnerships, and real infrastructure already producing. We think Soluna is the highest beta way to play this... I added more and plan to hold until at least earnings... NFA!
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