Alva - Your AI Investing Agent

SasoEquity

AI & Robotics Investor

31 May, 03:31Latest

VivoPower looks like a baby WhiteFiber, running the same colocation playbook earlier in the cycle, and could re-rate if it lands quality long-term tenants. Its 41.5 MW hydro-powered Norway site, at under $0.035/kWh, already does $31 million revenue and $10 million EBITDA, with 40 MW more expansion. A tenant RFP drew strong interest, it rejected buyout offers, and it has 291 MW in Finland plus a UAE site. It is valued near $105 million versus WhiteFiber's $1.15 billion; execution is the risk. x.com

VIVO

30 May, 16:05

VivoPower may be one of the few answers to Nebius's Nordic capacity crunch, though a Nebius deal is speculation and another neocloud such as Nscale could just as easily be the buyer. Nebius targets 4+ GW of contracted power by end-2026 but has only 75 MW live in EMEA, while Denmark has frozen new grid connections and Nordic queues run 3-5 years. VivoPower has 41.5 MW operating in Norway, expandable to 80 MW+, plus 291 MW of powered land in Finland with connections expected within 12 months. x.com x.com

VIVO

Frank Curzio

Founder & CEO of Curzio Research, Wall Street Unplugged Host

20 Oct

VIVO

VivoPower's access to what looks like the cheapest power on the planet should attract other tenants if its preferred one cannot proceed. Nscale may be that unnamed tenant; its stalled IPO and quiet period could explain the silence. Management said it had numerous offers, which is credible given that power access, and VivoPower is expected to have clauses allowing it to go elsewhere if Nscale does not list. x.com

PhotonBull

Equity Researcher, Co-Runner of Retail Club

27 May

VIVO

VivoPower's $75M market cap misses its Norwegian data-center acquisition, which can generate about $31M of revenue and $10M of EBITDA. The 41.5MW site runs on hydro power below $0.035/kWh, within a 358MW portfolio across Finland, Norway and the UAE, and new tenants are expected to improve its economics further once the deal closes by June 30, 2026. x.com

Finn Stockinger

Equity Analyst & Investor, Technology Research

19 May

VIVO

VivoPower is a highly speculative turnaround, not a stable data-center play, and too many unknowns make it one to pass on. Its auditor issued a going-concern warning after adjusted EBITDA of -$8.2 million and a $12.8 million net loss. The Norway data center enrolled 30 MW in grid reserve markets, so it must curtail power on demand, a compromise for AI tenants. Finland's 291 MW is only powered land needing hundreds of millions, risking dilution, and the $838 million Tembo EV SPAC looks stretched. … Show more

CK Capital

Defense/Space/Tech/Photonics Investor, Co-Owner of CV Research

27 May

VIVO

VivoPower may be close to signing a major hyperscaler for its 41.5MW Norway data center, possibly before June 30, after shortlisting AI tenants on bids stronger and broader than expected. The board rejected unsolicited offers to buy the asset at a premium, betting the lease is worth more. A former Microsoft AI leader joined its advisory council, and Nebius's 310MW Finland target closely matches VivoPower's 291MW Finnish land, while the Norway site's $0.035 per kWh power suits sovereign AI. x.com

The Big Degen

Full-Time Investor, Pre-IPO IREN Investor

5 Jun

VIVO

VivoPower has great potential, with final 10-plus-year leases targeted by June 30, 2026, for its 41.5MW Mo i Rana AI data center in Norway as the major near-term catalyst. Bidding from shortlisted AI tenants exceeded expectations, and closing could lift economics well beyond the asset's roughly $31M revenue and $10M EBITDA. Hydro-powered assets and a Finland and UAE pipeline tie it to the AI power theme behind IREN and Oklo. The Tembo EV spin-off and a buyback add support. x.com

leki

Equity Investor, Multibagger Research, Technical & Fundamental Analysis

21 Apr

VIVO

VivoPower's AI data-center story is heavily spun and warrants caution. Its Norway facility has 41.5MW of energized capacity, not 80MW; the extra 40MW awaits regulatory approval. Its $31 million of annual revenue comes from crypto-mining hosting, not AI, so @FrankCurzio's $900 million value at $12 million per AI megawatt is grossly misleading. The company has pivoted at least three times in two years, from EVs to XRP to AI, and its CFO, CTO and company secretary all left in February 2026. x.com … Show more

Late Stage Capitalism

Physician, Long-Term Stock Investor with 30 Years of Experience

1 Oct

VIVO

VivoPower is priced to go bankrupt, yet it has stumbled into an asset worth some money, and signing a data center tenant should make the stock jump. Any tenant is unlikely to be large, since the site is tiny and may end up Tier 2 rather than Tier 3. It is not a scam, though it is no match for Digi Power X. x.com x.com x.com

Matt Allen

Founder & CEO of Bean Research/BeanWealth, Growth Stocks

14 May

VIVO

VivoPower is one of the more overlooked asymmetric stocks, as most investors have no idea what it is building and the market underestimates its long-term opportunity. x.com

Frank Curzio

Founder & CEO of Curzio Research, Wall Street Unplugged Host

27 Oct

VRT

Meta's unmet AI demand pays its bottleneck suppliers. Super Micro's $19.5B quarterly outlook and under 8x forward earnings point to a double. CoreWeave's Meta deals total $35.2B; it should easily top $100. Builders say nearly all new sites use Dell or Super Micro; Dell could easily double. Micron's demand is off the charts at 5x forward earnings. Sources say Vertiv's gear is sold out for 2-3 years. VivoPower has 2GW+ potential in 5-7 years. Digi Power X has a $1.1B Cerebras deal. x.com x.com … Show more

Ren

Head of AI, Ex-Product Manager, AI Supply-Chain Bottlenecks

27 Oct

NBIS

Nebius looks cheaper against a year of stronger execution, leaving room for its shares to rise. EV/current ARR fell from 57x to 14x as quarterly revenue rose from $105M to $582M and adjusted EBITDA moved from -$21M to +$236M. The 5GW figure is a year-end contracted-power target, not live capacity. Per Polymarket, Dutch government AI plans could favor Amsterdam-based Nebius. Delivery still needs capital and power; Nebius borrows at about half CoreWeave's cost and gets customer prepayments. x.com … Show more

Ask Alva about this thesis

Ask Alva about this thesis