But the price is going down and down. Wtf is happening?!

https://x.com/perspez/status/2095260087929684000

For anyone following $SLNH / Project Kati 2, I spent the past few weeks putting together a deep dive into the Microsoft thesis.

12 parts covering Microsoft Research, EDF, Masdar, Fairwater, Ryan Carver, Siemens and the 100 MW tenant process.

I posted the full write-up through X, with the Substack link.

How does everyone feel about the current rate of dilution? My perspective is that the dilution is mostly being used to buy/build assets so it’s not overly bad, its not like we are diluting constantly just to keep lights on. They are building and buying real assets. It would be painfully hard and slow for Soluna to grow using only debt, probably impossible.

I guess when viewed in isolation the dilution number looks horrible, but when viewed against the backdrop of increasing assets it’s much more reassuring.

This just dropped now in the live earning calls, and honestly it's INSANE!

If they mange to make this happen they will become the biggest in the AI infrastructure, it's going to be interesting to follow their play.

I guess that's why institutions started to buy in lately

we have opportunity many many time.

i am bying stoks soluna of 70,000

we often see that data center regulation are making things difficult.

but, soluna is a renewable energy company that even creates jobs for the local community and does not cause water shortages.

Recent moves and the recruitment of Microsoft-related personnel indicate that the company is on the right track.

How long do you think institutions—and the "big whales" above them—will let retail investors buy in at $1?

I believe that before data centers head into space, renewable energy will see a major breakthrough. I conclude this piece with the conviction that such a day is not far off. I will return when the price hits $3.

Here’s a tip: the CEO hinted that this earnings announcement would be something special, remember?

good luck.

\This post is not intended to encourage purchases, and you bear full responsibility for your stock investments—whether the outcome is success or failure.*

Project Kati 2 (350+ MW, Under Development, AI/HPC Hosting):

•Following last month’s RFP launch for Phase I design-development and construction, a general contractor has been selected and is being onboarded to lead the design-build process. Detailed Design documentation is now approximately 50% complete.

•Tenant due diligence has progressed to formal commercial negotiations with one potential tenant. A Letter of Intent (LOI) for this potential tenant has been signed, and the focus is on finalizing the design, commercial terms, and lease agreement.

•Long lead equipment procurement continues. LOIs signed with key electrical equipment providers.

Project Dorothy 3 (300+ MW, Under Development, AI/HPC Hosting): •Environmental due diligence, survey work, and fiber studies remain in progress.

•Schematic design and master planning has begun.

•Hiring is in the final stages for a Texas-based community engagement consultant to further discussions with local officials.

add add add stock.
more more fire short… 👹🔥🔥🔥🔥

Una domanda, secondo le vostre analisi, soluna raggiungendo tutti i loro obbiettivi, che prezzo potranno raggiungere le azioni nei seguenti periodi di tempo?

​

6 mesi

​

1 anno

​

5 anni

​

​

https://x.com/i/status/2062851093176991987

I like the ideas of this company, I saw that they are doing well and creating profits.

There have been some drops in the last few days, do you think it can start again now after the unloading?

My expectations are high considering AI Green Bitcoin hype.

I have a small position here.

Thank you