Soluna Holdings is a terrible long because it is diluting shareholders massively, with about $1 billion of dilution, including an active $500M ATM, against a market cap of roughly $200M. That ATM sells into the open market whenever retail buys, likely diluting buyers toward zero while management touts the bigger balance sheet and awards itself stock compensation. x.com  x.com  x.com  x.com 

Soluna Holdings holders should exit, because almost everything Mike Alfred buys usually drops hard, making his buying exit liquidity. The call responds to a post the author replies to that reports a Soluna position raised to 200,000 shares, with plans to add on further weakness. x.com  x.com 

Soluna is growing fast, locking in cheap green power and building large AI data centers, though heavy build-out means profits are not here yet. Revenue rose 145% to $15.1M against a $22.6M net loss. It bought the 150MW Briscoe wind farm, signed the Kati 2 AI joint venture, has a 6.3GW power pipeline and holds $113M of cash. The chart shows a potential wedge breakout, with a next target of $1.66. x.com 

Soluna still lacks credibility, and Digi Power X looks like the better name. Confidence in Soluna's management remains low, and the company has a collection of small, piecemeal sites, most locked into bitcoin hosting and mining. x.com 

DeFi Development Corp. has over 50% upside potential as a small-float holder of SOL in a hot crypto-treasury sector. It holds 2,311,523 SOL, worth roughly $175-190M, against a 23M-share float, and SOL is up more than 11%. Its 5.0x relative volume tops a scanner led by crypto-treasury stocks. x.com 

Soluna's pivot to renewable-powered AI infrastructure is working, and its growth projects should close the valuation gap once construction begins. EPS of -$0.24 beat the -$0.62 estimate, its largest beat ever; revenue rose about 59% with data hosting revenue more than doubling, and cash of $86 million eases bear worries. Net losses grew on overhead. Its 350 MW Kati 2 AI campus is in design and Dorothy 3 is advancing. Renaissance raised its stake about 226% and BlackRock about 52%. x.com  x.com 

Soluna Holdings blends data centers with renewable energy, and its AI compute hosting services are scaling rapidly. If the bitcoin and data-center boom continues, strong execution through 2028 could unlock massive upside, though with high volatility. x.com 

Soluna Holdings is an amazing setup as it shifts toward green data centers that monetize stranded or curtailed wind and solar power, mainly for Bitcoin mining today and increasingly for AI and high-performance computing. Q1 2026 revenue rose about 58% year over year to $9.4 million from $5.9 million. x.com  x.com 

Soluna Holdings owns the two scarcest inputs in AI infrastructure, renewable power and permitted data-center land, at a market cap far below what its pipeline could be worth. Its 123MW earns about $240,000 per MW a year on Bitcoin hosting, versus $0.5-1M per MW for AI compute. That makes the 100MW Kati 2 worth $50-100M a year and the 300+MW Dorothy 3, next to its newly bought 150MW Briscoe Wind Farm, $150-300M, versus $29.7M of 2025 revenue. Risks: a $57M net loss, share overhang and execution. … Show more

Soluna Holdings is a Hail Mary play worth a small position, as it focuses on putting data centers where the power is, and its CEO seems very smart. x.com