SLNH Soluna Holdings Inc

$SLNH After listening to John’s latest video, I think the strategy is becoming much clearer. Soluna is not just building data centers — it is building around energy. The Dorothy 3 structure is a good example: Soluna contributes the site and energy-related assets, keeps 49% of the project, while a larger partner brings capital and ChronoScale brings the cloud/AI demand. Energy is monetized separately. What I find most interesting is that management wants to repeat the model: secure renewable power, develop the site, bring in partners and tenants, and scale without having to fund everything alone. Now the key is execution. Finish the first 50 MW, move Kati 2 forward, and prove that these MW can turn into real cash flow. If they can repeat that across the pipeline, the market may eventually value Soluna very differently.

$SLNH It’s so easy to manipulate the market and change the minds of retail investors in less than a week. Now they’ve got you believing that all the infrastructure being built for AI is worth next to nothing. It doesn’t take much—Gartner just has to change its tune (four months ago they were praising "neoclouds," today they claim 80% of them will disappear), revise their forecasts, and suddenly the fundamentals collapse. Bravo... let’s see what they come up with next month. (Just think about it: the biggest challenge for AI is energy—the very thing these "neoclouds" provide—yet apparently, it’s worth nothing today.)

$SLNH $SLNH — The Dorothy 3 / ChronoScale / Microsoft connection now looks very real. Texas officially lists Project Dorothy 3A with: • Owner/operator: STX-01 LLC, a Soluna subsidiary • Occupant: ChronoScale ChronoScale’s latest 10-Q confirms its 50 MW Microsoft deployment will be at a Texas data center and that it expects to lease the facility from a JV involving a third party with site control. That fits Soluna almost perfectly: same location, same tenant, same 50 MW and same timeline. Dorothy 3 Phase 1 at 75 MW could reasonably support roughly 50 MW of IT load. The lease and JV are still being negotiated, so this is not yet a signed Soluna announcement. But the evidence is now far beyond coincidence. The real catalyst: “Definitive agreement signed.” BULLISH AS FUCK

$SLNH With all the negative publicity data centers have been receiving (they're hot-potato topics in almost every local political race), a company developing a repeatable model for clean-energy data centers should attract attention and investment. We're pretty sure Microsoft is ChronoScale's tenant, since it has a company-wide clean energy manifesto. I wouldn't be surprised if Microsoft is the tenant for Kati 2. Soluna is so undervalued relative to its peers that it's hard to quantify.

$SLNH Correct. And theyve only gotten worse. Record dilution, executive compensation, and not even possible to obtain a deal any time soon. So far behind and way too small to play into this game. They will either fail and get bought out or be smart and accept defeat before they fail and are bought for pennies on the dollar

$SLNH This is all very good. Now 2 letters of intent, one for Dorothy 3 for 50MW co-owned (powered by Brisco wind farm and the grid), a second probably larger one at Kati 2. The company is moving in the right direction (as i hoped they would) and lining up energization of HPC as they said they would. Pretty much a risk/reward "no brainer" buying shares down here with as little as a 6-12month investment horizon. The market is messing with our heads, and saying "let's see it all signed and energised and let's see revenue". This ER we should see a much better cash position and increasing revenues.

$SLNH The entire energy/AI infrastructure space is down 25-40% this month across the board. PUCT Rule 25.194 creates regulatory hurdles, but off-grid power queue bypass remains the fastest route to market. ⚡ ​Short-term sector compression, not a broken thesis. Holding steady.

$SLNH All these people acreaming dilution, but we'll probs have a war chest of 250mil + by reporting. Plenty of cash to accelerate the build-out of Kati 2.

$SLNH Am I happy about any of this? No. Am I amused by the bears’ hubris and incredible confirmation bias? Yes. 😂 “I said this would happen, it happened, so therefore, I know everything now, you should listen to me.” It is laughable. Longs know that it’s going to be a very long road to the top. Hence the name “long”. I’ve never trusted anyone that actively bets against my success. No one on is an altruist… most bears have to look up what that word means. Again, I know what I hold, and this is just a buying opportunity that I, and others, have been waiting for. Those who have foresight will win in the long run.

$SLNH I think some investors are missing the bigger picture. Soluna is still a small company and has been evolving for years. My view is that its long-term value may be shifting toward the energy side of the business. Instead of trying to fund every data center alone, Soluna can secure renewable power, land, interconnection and project development, then partner with larger operators that bring capital and execution. Keeping 49% of a project while avoiding 100% of the capex may actually be a smarter model for a company this size. If this structure can be repeated across multiple sites, Soluna could scale as an energy infrastructure platform for AI rather than simply as a miner or data center operator. The key now is proving the economics.

$SLNH Oh no, It went below $1! Whatever are we to do?? 😱 JUST KIDDING, I bought more today lmaooo All the doom and gloom bears are acting like every call they’ve ever made was correct just because the entire fucking market had a bad week. None of this is company specific. Small caps got fried today as big tech went up. No one understands systematic versus unsystematic risk. I’m not even a permabull, but I know what I hold here.

$SLNH closed at $0.5501, up 3.01%, on 7.36M shares, 0.79× average. Green against a peer basket down 2.71%, a welcome change in relative strength. Finished above the open and just above the day’s midpoint, but off the highs. Constructive rebound, not reversal confirmation. Need follow-through and stronger participation. Holding 440K.

This is so bullish $SLNH MSFT pulled out of Nscale’s 50 MW data centre project in Loughton, Essex, UK. Initial capacity: 50 MW Potential expansion: 90 MW Planned GPUs: Approximately 23,000 Nvidia GB300s Original target: Q1 2027 Revised grid availability: Early to mid-2030s has been saying speed to power is everything, he was right. $SLNH has the energized power, demand is gong to increase exponentially for these assets as more projects get canceled due to power constraints. Not to mention they have been hiring MSFT DC Execs. If the stock pulls back further this week due to another data centre dump I’m loading up. This selloff, and this news is what I’ve been waiting for. The perfect storm…

$SLNH to be flat on the day, when IREN is up, hurts. If good news doesn't move us vs sector peers, then its a bit of a worry. Todays announcement needs moore meat. What would it generate in revenue over a year, for instance?

$SLNH Follow-up: Applied Digital to fund a planned 50 MW Soluna AI site in Texas for 51%.

$SLNH · $APLD 🤝 Soluna Holdings, Inc. agrees to form a strategic partnership with Applied Digital Corporation to develop a wind-powered AI data center in Texas.

$SLNH Valuations … people are comparing this to the dot com but the valuation of a lot of the AI neoclouds , power or infrastructure players is far from rich now but it was not even dot com era a few months ago. Is there risk on these companies ? For sure , pressure from interest rates , financing , pace of growth (too slow kill’s you , too fast also does) … But the demand from AI is going to grow for a while. People are thinking about application of AI to digital world but the application to the physical world is as big if not bigger. Soluna’s approach to power and AI infrastructure is right and for now it feels like progress in execution and also not trying to scale too fast. There’s also the bitcoin backup … I am long and bought too early but I am not worried about the thesis.

$SLNH Have some balls and do the inverse of the way the price action makes u feel. Im buying, convinced this is the "spring" play to get all the weak hands out before they take it skywards. There's going to be a huge demand for computing power over the coming years, and SLNH is well positioned to capitalise on it. Hiring 2 heavy hitter ex Microsoft executives is not a cooincidence 😉 Days like these are where fortunes are made.

$SLNH Lesson: When you have access to ready power, it's easy to find partners willing to put up the capital for buildout. EASY.

$SLNH doubled my position today at .74c, I was waiting for this type of selloff in data centres, terrible price action followed by a news event and capitulation. We got it. SLNH now trading at 175 million Market cap, which is below net assets on the balance sheet. $SLNH is much stronger than last time we were in this range. LOI with tenant, a number of strong hires, Briscoe wind farm bringing in revenue. Dilution is part of the game for small startups, essentially what this is, is doing what he can to ensure the company operations and future prospects are funded. It’s also why you wait until the price comes down to buy and offset that dilution. Going forward i believe $SLNH will have an advantage owning the power. IMO it would be a mistake to be asset light, there is no moat. I’m also anticipating comments defending these companies very soon, hyperscalers have multi billion investments and compute deals with them. They have a vested interest In them succeeding.