$CRWV (-0.56%) | $NBIS (+0.17%) | $IREN (+0.35%) | $MARA (+1.82%) | $HUT (+3.04%) | $CIFR (-0.46%) | $WULF (-0.03%) | $SLNH | $HIVE (+1.87%) | $BITF (+0.62%) | $GPUS
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Soluna Holdings
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Ticker: SLNH
SLNH
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Discussion about SLNH
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3
11Mon·
List of data center operators 🫡
$IREN (+0.35%)
$CIFR (-0.46%)
$NBIS (+0.17%)
Maybe one or the other exciting value for you?
I am in $IREN (+0.35%) , $CIFR (-0.46%) but $NBIS (+0.17%) I also find it exciting in the long term. 👌
$ORCL (+0.83%) Oracle
$CRWV (-0.56%) CoreWeave
$NBIS (+0.17%) Nebius
$IREN (+0.35%) Irish
$GLXY (+2.51%) Galaxy Digital
$APLD (+0.68%) Applied Digital
$RIOT (+1.3%) Riot Platforms
$CIFR (-0.46%) Cipher Mining
$MARA (+1.82%) Mara
$GDS (+0%) GDS
$CORZ (+1.02%) Core Scientific
$CLSK (+0.13%) CleanSpark
$WULF (-0.03%) TeraWulf
$BTBT (+3.33%) Bit Digital
$HUT (+3.04%) Hat 8
$BTDR (+1.45%) Bitdeer
$BITF (+0.62%) Bitfarms
$VNET (+1.1%) VNET
$HIVE (+1.87%) Hive Digital
$WYFI (+2.44%) WhiteFiber
$DGX (+1.03%) Digi Power X
$SLNH Soluna
$MIGI Mawson Infrastructure
11Mon·
AI infrastructure continues to be one of the most exciting investment themes
$IREN (+0.35%)
$CIFR (-0.46%)
$BTC (+0.64%)
Maybe some exciting companies for you ✌️
I am currently only in $IREN (+0.35%) and $CIFR (-0.46%) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-0.46%) probably add a little more and perhaps pick up one or two other companies.
AI stocks, sorted by YTD performance:
Hyperscalers: $GOOGL (+0.16%)
$MSFT (-0.66%)
$AMZN (-0.18%)
$ORCL (+0.83%)
$BABA (-2.48%)
Neocloud: $NBIS (+0.17%)
$IREN (+0.35%)
$CRWV (-0.56%)
$APLD (+0.68%)
$GLXY (+2.51%)
$WYFI (+2.44%)
Memory: $SNDK (+0.81%)
$STX (+0.33%)
$MU (+0.62%)
$WDC (+0.05%)
$PSTG (+1.08%)
Semiconductor: $NVDA (-0.46%)
$AVGO (+0.07%)
$AMD (+0.39%)
$TSM (+0.99%)
$ASML (+0.72%)
$ARM (+0.63%)
$KLAC (-0.19%)
$INTC (-0.09%)
Networking: $CIEN (+0.65%)
$CLS (-0.18%)
$CRDO
$RMBS (+0.79%)
$ANET (+0.52%)
$APH (+1.22%)
$COHR (+0.66%)
Servers: $VRT (+1.04%)
$DELL (-0.97%)
$HPE (-1.01%)
Data: $INOD (+1.07%)
$PLTR (-0.02%)
$SNOW (+0.44%)
$DDOG (-0.44%)
$MDB (+0.53%)
Energy: $LEU (+1.39%)
$CEG
$OKLO
$TLNE
$GEV (+0.51%)
$NXT
Batteries: $EOSE (-0.17%)
$QS (+1.69%)
$TSLA (+1.7%)
$MVST (+1%)
Every AI Value Chain explained:
2323
15 Comments
11Mon
I also (still) find Nebius totally exciting, and I had already sold it once at 40....*eye roll*.... should perhaps have gone back in on the dip at 83 last week?!
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1Yr·
KULR Technology (KULR) & Soluna: Partnership for sustainable Bitcoin mining
KULR Technology Group (NYSE:KULR) and Soluna Holdings (NASDAQ:SLNH) start cooperation for 3.3 MW Bitcoin mining at Soluna's "Project Sophie" facility in Kentucky, launched in Q4 2025. KULR puts up to 90% excess cash reserves into Bitcoin, uses Soluna's green energy (wind, solar, water) for efficient mining. 💡 KULR's market cap: USD 205.84m, revenue growth: +35.81% (TTM), strong liquidity (current ratio 8.29). Q2 2025: First quarterly profit (EPS +0.22 USD vs. -0.02 USD expected), sales +14.29 % above forecast. New products: kBMS and CubeSat batteries for space/defense. 📈 Share price: ~ USD 5.08 (+1.49% today), analyst target: USD 11. Risks: BTC volatility, dilution. Bullish for investors willing to take risks! 🪙
$KULR (+1.55%) A company that I came across through @Multibagger I came across. Let's see what else comes along.
66
5 Comments
Okay, now I'm getting out🫣. In any case, this ensures that there will probably be no scaling for the core business, which is why I personally bought them into my portfolio. If a large part of the cash flows into BTC mining, there will be nothing left for the core business... I already have enough BTC miners (albeit with different transformation approaches regarding HPC/Cloud/KI) in Portfolio🤷🏼♂️. Well, so what, there will surely be an investment that fits better into the overall structure.
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