SLNH Soluna Holdings Inc

$SLNH Bulls and Longs should feel really good about the news today. This could signal a rally all week IMO.

$SLNH I'm not holding this coz i think it will go to 5$, i hold it in case it goes to 50$

$SLNH Rosenblatt initiates Soluna at $4. Says shares still trade like a stressed Bitcoin miner. Graphic compliments Perspez on X.

$SLNH More important than the target is why Brendler thinks it’s worth $4. Rosenblatt says Soluna is still being valued like a distressed Bitcoin miner when it is transitioning into an HPC/AI infrastructure company. It specifically highlights the MetroBloks JV and the 266 MW of ERCOT Base Load-designated capacity we’ve been discussing. But this is the sentence that gets my attention: Rosenblatt says Soluna has an exclusive LOI and is working toward signing its first HPC contract, likely before year-end. And apparently this isn’t a small pilot. Rosenblatt describes a target of 118 MW of critical IT capacity, which it estimates could produce more than $200 million of annualized revenue — more than three times Soluna’s entire 2025 revenue. Financing the buildout would then become the critical next step.

$SLNH 1. Robinson (former Director of AI Construction at MSFT) is the 2nd key $MSFT lead brought over. Soluna recently appointed Ryan Carver as Chief Development Officer, who previously led MSFT's Fairwater AI infrastructure program. Moving executive-level leadership from MSFT's core AI build team to Soluna's development arm implies Soluna is configuring site blueprints specifically to MSFT specs. 2. Industry updates from Metrobloks (Soluna's Kati 2 JV partner) specifically target NVIDIA's reference design architecture (including high-voltage 800 VDC power and liquid cooling). MSFT’s Fairwater projects are major adopters of this exact spec. 3. ERCOT conditionally classified the full 166 MW Kati campus (incl. Kati 2) as Base Load status. Large-scale hyperscalers like $MSFT generally refuse to sign binding off-take contracts until grid interconnection + base load status are structurally secured. Technical alignment between Carver, Robinson, and the Kati 2 architecture all point to MSFT.

$SLNH Just getting started. In the words of the wise : most here don´t realise how early we are.

$SLNH closed $1.19 +2.59% on 5.8M shares, 44% of avg. Weak bounce, closed bottom third of range. Cohort ripped +3.96% avg, SLNH lagged by 1.4 pts. Second straight day of cohort-lag (sold harder Thursday, bought lighter Friday). That’s distribution-on-strength tape. $1.20 broke Thursday and today’s HOD $1.23 faded right back below it. $1.20 is now resistance, not support. Nothing broke on the company. Kati 2 LOI intact, ERCOT ruling intact. HC Wainwright Monday is the next real information node. Base case Belizaire says nothing new and range holds $1.16-1.23. Break of $1.11 sends it to the $1.04 base. Holding 440K.

$SLNH Berkshire's Abel just confirmed what SLNH bulls already know: power is the bottleneck for AI, not chips. Why this is bullish for SLNH: • Abel says hyperscalers must eat full cost of new grid power - that's a moat for stranded/curtailed power models like SLNH that don't need new transmission at all • Grid buildout delays = the exact problem SLNH's site model was built to skip • Mega-cap($1T) CEO validating the thesis retail's been playing on a micro-cap = re-rating potential Not a direct catalyst, but the macro wind is fully at SLNH's back here. 🚀

$SLNH This is an event driven stock at the moment. These charts, predictions, analysis are all nonsense. As soon as the lease is announced this is easy 2x to 3x from current price levels. Get out now if you are just here for scalping and short term gains.

$SLNH Ignore the noise of bears and high expectations of bulls. This will keep moving in the current range until the lease is announced. So all you guys need is to wait and have patience.

$SLNH Shorties be warned… at some point this will absolutely rip your face off and your wife/husband will leave you and your kids will never talk to you again. 😂

$SLNH Olezha Research has published its valuation model: 1. Use ~140M shares when the filing showed 157.7M. 2. Declare your $300M target “already reached.” 3. When the stock falls below your own valuation, abandon arithmetic. 4. Replace it with jokes, bravery and insufficient despair. 5. Predict $0.80 because Stocktwits isn’t miserable enough. 6. Call it “objective.” Textbook stuff. For reference: $300M divided by roughly 247M shares equals about $1.22. At $1.06, the stock is already below your own valuation. Your new $0.80 target requires a $197M valuation — but explaining that downgrade might interfere with the poetry about pain and hell. Yes, your $1.10 call landed. Congrats. We’ll have it framed in the lobby. Still no position disclosure. Management must disclose its shares, but Saint Olezha, Patron of Objective Suffering, operates under a higher law. Please continue. Even the furniture understands: when the numbers stop cooperating, simply measure investor sadness instead.

$SLNH like I said… Rosenblatt only just got the memo. And they are still way ahead of basically everyone else

$SLNH If u bought today u probably got a nice discount. Im gna sleep fcking well tonight knowing theres not ONE but TWO microsoft execs now pushing. I have a little idea of whats coming...and its big.

$SLNH they probably take their foot off the gas (selling ATM) just enough to stay above $1. Losers. 🤡🤡🤡

$SLNH How long have you guys been waiting for the next tenant deal to drop? And what’s everyone’s average here? I jumped in because the stock was sitting around a support level and caught my attention. My average is $1.09 right now. No idea if that’s a good entry or not lol, but I honestly don’t feel like there’s much risk of a huge dump from here.

$SLNH Y’all, didn’t your parents/guardians ever teach you to be patient? This is going to take time. Buying last week then expecting it to rocket to $50 in two weeks is unrealistic. We will go up, but it takes time. This same exact scenario happened with every other AI pivoter, not so long ago. I understand that bearish voices are loud, and some of them even have good points (very few, I might add), but all bears are looking at is short term price swings. They aren’t talking about, or looking ahead to, five years from now. Please do your own DD and understand the risks involved in investing in a company like this. Lastly, all great companies started out like this, with a hope and a prayer, and a solid vision.

$SLNH Take a look at that percentage increase on $KEEL and in reality, it’s the same thing here. If you were right, these both would be at zero right now, as we speak. 🤣 Holding both, proudly.

$SLNH Perspez on X: Soluna's AI buildout is starting to look like a platform. The price will respond accordingly.

$SLNH bullish update Soluna just secured a conditional base load position for Project Dorothy’s 100 MW in ERCOT Batch Zero. Solid progress for the project. Welcome to the new owners and hold strong, longs! 🔋💸