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 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 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 

More signals point to Soluna's next step, possibly a tenant announcement for its Kati 2 site. Robert Bugbee, president of Scorpio Tankers, raised his stake by about 45%, from 9.17 million to 13.34 million shares, per @perspez, or roughly 8.5–9% of the company. The CFO also bought 100,000 shares in the open market, and the CEO said Kati 2 will be energized in 2027. The stock is up 70% in the past month. 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 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 

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 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 

Soluna Holdings' weekly chart points to a mid-term downtrend: a descending ribbon is forming unless price can clear the longest momentum bars at $1.12 and $1.28. Support sits at $1.03. Whale accumulation has steadily declined over the past year and now stands at 10.7%. x.com 

CoreWeave's growing backlog, active power and GPU pricing make its declining shares look cheaper, though debt and customer cancellations remain risks. Blossom reports backlog rose from $99B to $129.2B, active power from 1GW to 1.5GW and GPU-offering prices by 25%. Its debt burden remains a valid concern. Unusual Whales reports Microsoft pulled out of an Nscale deal, illustrating the risk of hyperscalers leaving neocloud contracts. x.com  x.com  x.com