Deep Dive

$19.6M AI Contract, $93M Cash, No Debt, & 400MW of Power

First AI customer signed April 20. Cash backs the downside. 99% of the 400MW capacity is still uncontracted. Base case puts per-share at +346% by FY 2027.

by Fajasy
Apr 29, 2026
Thematic

The AI Archive Layer

Magnetic tape is overlooked in the AI infra value chain, and within storage itself, even though tape is where archival data sits.

by Fajasy
Apr 22, 2026
Special Situation

Boost Run Setup (~137% Warrant Upside)

SPAC merger priced below every public GPU cloud peer, with a team that's built and sold this infrastructure before.

by Fajasy
Apr 12, 2026
Commodities

Silver's Structural Deficit Is Getting Worse

Solar demand, supply inelasticity, and China's export restrictions are tightening a market that's been in deficit for five years.

by Fajasy
Jun 11, 2025
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