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 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 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 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 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 

Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

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 

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com  x.com 

Applied Digital's AI and high-performance computing data centers could expand substantially as demand grows. It is a high-risk upside bet: construction costs, financing needs and dependence on large customers could impede that expansion. x.com