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Deep Dive
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

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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