FRMI Fermi LLC

$FRMI I just finished a 2-week road trip and took the opportunity to stop by the Project Matador site on my way out of Amarillo this morning. I couldn't get into the site but I took a few pictures from the road. I think the one most will be interested in is of the turbines. Looks like two turbines and two containers I can't identify. Maybe they are ancillary components for each turbine. It was Saturday morning early so didn't expect much but did see a couple work trucks come and go.

$FRMI per Jensen and Musk, a 5 Gigawatt add to US adds 1% of GDP. So FRMI at full capacity would be adding 2.2% to 3% US GDP. Would be largest single AI data and power campus on the planet, mind boggling. Maybe Trump will tweet about it at some point, in any case FrMI expansion is good for US GDP. $NVDA $TSLA $SPCX

$FRMI The bulls will be in control from here. Remember, short have close their position to capture the gain or limit their loss. Game on.

$FRMI oversold in the extreme, targeting bounce to 4.5 in coming days and weeks. Whole energy sector is down and will bounce but this stock has the added benefit of the recent $AMD news so its bounce will be faster.

$FRMI The bad: Ex-ceo drip-selling, terrible macro, and deep sector uncertainty: the trifecta from hell. We could enter the 2s. Nothing wrong with being realistic. Also got the midterms throwing a curve ball. Make that the quadfecta from hell. After shareholder vote on Oct 30 and formal signing of AMD backstop, Meta signs a major lease in the weeks following. AMD is the architecture focus for FRMI going forward, and META is deeply aligned with AMD. Calling it.

$FRMI of course some people took profit at the end of the day. hope you dont regret it tomorow......

$FRMI how is this not $5 yet? Chief Executive Lee McIntire commented: "We are thrilled to partner with AMD as we advance development at Project Matador. Our strategic partnership establishes a framework for phases two and three. We have the land, the permits, the water, the power equipment, and the fiber network that give us distinct performance advantages." AMD's Mathew Hein, senior vice president and chief strategy officer of corporate development, added: "The pace of AI innovation is driving unprecedented demand for compute and the large-scale data center infrastructure needed to support it. Our collaboration with Fermi is an important step in expanding the infrastructure capacity needed to bring next-generation AI solutions to market."

$FRMI $AMDFACT : this stock FRMI was about 900% higher at IPO, imo this will someday trade higher than that will be the biggest data center power supplier on EARTH 🌍 🚀 💵

$FRMI "On October 16 2026, Fermi announced [an amendment to the] Equipment Supply Loan Financing Agreement with MUFG Bank [...]. The Amendment removes a covenant requiring a 400 MW lease or offtake arrangement on the Project Matador site by November 10 2026 and eliminates a related amortization escalation. [...] MUFG continues as administrative agent for a new lender syndicate, and the company paid $25 million in amendment fees, reshaping near‑term cash obligations and enhancing financial flexibility around Project Matador." This news is significant. Since Fermi has so far secured only 222 MW with TensorWave, it should have begun as of November paying an amount twice as high as the amount for 400MW. This amendment secures Fermi's equipment agreement, which is a crucial point for Fermi. In fact, if the agreement were to be terminated for some reason, the turbine lenders would get, selling them now, a much higher price than the price agreed with Fermi. I really like this management!

$FRMI I think these are transformers that were stored in the same area as the turbines.

$FRMI For those who don't panic when they see a red day but think in cold blood why this is a buying opportunity (5,000 shares at 3.35 for me): The bear thesis has left only with one real - not delusional - thing to point to: November 10. Indeed, according to the Equipment Supply Loan Financing Agreement filed as an exhibit to FRMI's SEC Form 10-Q, starting November 10, Fermi must begin making mandatory quarterly principal payments equal to 10% of the aggregate principal outstanding on the loan (by MUFG Bank) unless it secures a signed, contractually binding tenant agreement covering at least 400 MW of power generation capacity, in which case the mandatory quarterly principal payment is cut in half to just 5%. That's all. Bears invent all sorts of fantasy scenarios on that, all of which fall apart with one word: NAES. World's largest independent operator of power plants doesn't sign Operation and Maintenance agreements (signed on Sept. 28) if FRMI is just a PowerPoint presentation! Very

$FRMI Markets can be humbling. We've all been waiting for the backstop to be announced for 2 months. FRMI TensorWave backstop announced. It's AMD. And FRMI may close the week at a lower price than it began... I guess this proves if technicals are bad, the stock will continue to drop regardless of any great news. And negative macro sentiment trumps any positive news for an individual company. Just need to wait for AI market sentiment to turn positive again which could take until next year. All in all, FRMI is on the up and up. By this time next year, if all goes well with construction, we'll be receiving rent from TensorWave and the stock will be at $15+

$FRMI The overall situation with Fermi is looking up. Deals are getting made, contractors are being hired, infrastructure is being built and the management situation has stabilized. Of course there are hurdles, this is a huge project that requires a load of capital for construction and that makes it slow to produce revenue but we have a shiny new partnership with a huge AI player and real progress is being made.

$FRMI ngl once you get that first deal in place the other ones will just start flowing in. dare i say it? here comes S A N T ........

$FRMI the news doesn’t remove $350 million convertible notes Fermi Inc. shares are sliding as investors react to a $350 million convertible notes offering that raises fresh fears of share dilution and underscores the company’s steep cash burn.

$FRMI Guarantor announcement on/before 31st Oct is imminent now. The deal will go through. This will be minimum 10$ by end of year. PS: My prediction is very conservative.

$FRMI is aimin to be the largest Data Center Campuses / AI Power Projects in the world… i.e there is no competition

$FRMI 2.25GW/2 M homes. At projected 17GW buildout, Co can expend > retail electric provider.

$FRMI people is exiting now after this pump and dump on stupid news Pr that don’t make since smh

$FRMI I already destroyed the calculations ChatGPT gave you. You keep posting because you're short and desperate to get out. It's as if you actually think what you say in here will affect the stock price. LoL "I shorted at $4.03"