VDTA Vertical Data Inc.

$VDTA took a long term position today in the 5’s. Glad it hit the radar as this company has tremendous potential.

$VDTA How long until the market really discovers $VDTA? Today: $192M AI infrastructure commitment for a 1,024-GPU NVIDIA B300 Blackwell Ultra cluster. This is a ~$74M market-cap company playing directly in the AI infrastructure buildout. That disconnect has my attention. 👀 $NVDA $MU $PLTR $GOOGL

$VDTA The market has seen nothing yet with VDTA, just wait until they are on NASDAQ or NYSE and the liquidity comes into the stock, then the institutional investors can start to buy. The company is preparing for this right now for an up listing as they hired Chris Downs as the CFO and changed auditors who have more experience with listed companies. I have been in this stock since May and continue to buy more on any pull backs. If they can execute on their plans then they have the potential to have a market cap into the billions in a few years IMHO

$VDTA The AI boom needs COMPUTE. $VDTA is positioning directly in that bottleneck. Today: $192.1M commitment for a dedicated 1,024-GPU NVIDIA B300 Blackwell Ultra cluster. This isn’t another company simply saying “AI.” They’re building the infrastructure AI runs on. 🔥 $NBIS $IREN $APLD $VRT

$VDTA Just announced today that VDTA has engaged Goldman Sachs as its exclusive capital markets advisor. Under the engagement, Goldman Sachs will provide financial advice and assistance regarding the company’s capital markets strategy, including financial analysis and guidance on related strategic and commercial considerations. BTW Goldman Sachs normally does not get involved with 81MM Market Cap companies unless they smell big money down the road

$VDTA is the kind of float setup that can go FAST. ~15M shares outstanding, with some float estimates as low as ~2.2M. This week it moved from roughly $5 to $7 on only ~76K shares of volume. Low float + AI infrastructure catalysts + growing visibility $CRWV $NBIS $IREN $APLD

$VDTA 👀 Huge AI infrastructure news + an extremely thin trading stock is one hell of a combination. $192.1M contemplated contract value. 1,024 Blackwell Ultra GPUs. If this starts getting discovered by the broader AI crowd, things could get interesting FAST. $PLTR $CRWD $GOOGL $MSFT

$VDTA 👀 $192 MILLION AI infrastructure commitment announced TODAY. 🔥 1,024 NVIDIA B300 Blackwell Ultra GPUs 🔥 Binding take-or-pay structure 🔥 Global AI developer 🔥 Q1 2027 targeted launch And the float is only ~5.9M. AI infrastructure money is getting REAL. $NVDA $PLTR $MU $ONDS

$VDTA $VDTA’s team is absolutely STACKED. Deven Soni: Lazard + Goldman Sachs. Christopher Larsson: ~7 years building hyperscale infrastructure at Meta. Gaylen Brown: 13 years at Google + Yahoo. Jaime Leverton: former Hut 8 CEO. Capital + hyperscale + data centers + execution. 👀 $VDTA

$VDTA 👀 Did anyone else catch yesterday’s hire? VDTA just brought in Christopher Larsson from Meta as Head of Infrastructure. Someone with hyperscale infrastructure experience joining an emerging AI/data-center play is definitely worth watching. 👀 Could this be a sign VDTA is gearing up for something much bigger? 🚀 What do you think…smart strategic hire or just another headline?