Special Situation

Solar Microcap AI Power Pivot

PowerBank's history is ugly and it operates just 35 MW of solar today, but its sites, permitting relationships, and a recent LOI open a real path into the AI buildout's bottleneck: power delivery

by Fajasy
May 24, 2026
Special Situation

$632M EV With ~4% Downside

Trust floor at ~$10.25 caps the downside at ~4%. Upside depends on conversion of a $300M qualified pipeline across GPU cloud, modular data centers, and HVDC power

by Fajasy
May 8, 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
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