Strategic AI Energy Assets

THE INFRASTRUCTURE PIVOT

​The AI bottleneck has shifted from silicon to reliable high-voltage power and grid-connected sites. 

Companies within the digital asset space are re-rating as Digital Utilities, expanding into energy-backed data centers to support the massive demands of AI and HPC. This structural pivot focuses on securing proprietary generation and "ready-to-plug" infrastructure.

The following companies are featured as illustrative examples of this strategic execution. ​ 1) Energy Generation ("Power Houses") ​ 

KEEL:  A prime example of vertical integration.  It utilizes proprietary generation through its Scrubgrass and Panther Creek plants to fuel a substantial data center pipeline. ​ 

WULF:  The standard for carbon-free baseload.  Its behind-the-meter nuclear connection delivers the constant power required for mission-critical LLM training.   

SLNH:  Leading the renewable stack.  By acquiring the Briscoe Wind Farm, Soluna integrates generation, land, and compute at its Project Dorothy campus.  

DGXX:  A stability play with a zero-debt balance sheet.  Proprietary gas-fired generation in NY provides the consistent power needed for specialized AI hosting. ​ 2) Infrastructure & Cloud ("Grid Masters") ​ 

IREN:  A leader in high-density engineering. Its facilities are purpose-built for advanced liquid-cooled NVIDIA Blackwell clusters.  

CIFR:  The hyperscale landlord model. Long-term agreements, including a major AWS partnership, anchor its utility-like infrastructure strategy.  

BTBT:  Scaling high-margin cloud compute via WhiteFiber ($WYFI), focusing on a carbon-free energy fleet.  ​Market Catalyst:  

MIGI ​The recent governance reset at Mawson (installing an AI-focused board) serves as a definitive case study.   It confirms that ready-to-plug infrastructure is now the most valuable real estate in the digital economy.  The battle for control over assets like MIGI proves that "Permit to Power" is the ultimate competitive advantage.  ​

The AI ( Energy )race is real DYOR and invest accordingly. 

PSS: Gobbled up a solid long core position in SLNH today prior to the close. Average cost $1.41 a medium cup of coffee costs more than a share of this AI company with a Market cap of $150 million. 

Big news in DGXX today

 https://x.com/i/status/2046261929090453758

This is a long term hold dont concern yourself with scraps this company can make you rich in the long term if you practice paitence.

Hope you bought in as Ive been shilling this company since 2023.

ANALYST: EVERCORE  • Analysts at Evercore were similarly optimistic, maintaining an Outperform rating and a $20  to $29 dollar price target. 

More updates as the come along. 

Cheers!

DGXX

 DGXX attempting a break out here been a long haul SEND IT.

Crypto looking good as well. Current ALT bags are as followed.

LINK

SHIB

VVV

HYPE

TOSHI

MAPLE

CLANKER

PRL

PERP

DEGEN

DIEM

Everyone was bearish while I was buying with both hands lol.

Buying blood is rewarding if the reason for its shedding was merely the fears of weak hands.

Hunter Biden has left the United States, is “living abroad” and claims he cannot pay his debt of over $17 million according to a new court filing.

 https://www.dailymail.co.uk/news/article-15719919/hunter-biden-abandons-US-debt-south-africa.html

The disclosure came in a new legal filing submitted by his attorney Barry Coburn on April 6, in Washington DC, where the first son is being sued by his former attorneys at Winston & Strawn.

The court filing bluntly states 'Mr Biden lives abroad', and argues that the former First Son 'cannot afford' to pay off his outstanding legal fees.

Fact!

Justice Jackson's Birthright Citizenship Comments Were A Total Disaster

 https://x.com/EricLDaugh/status/2039367518507167972?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2039367518507167972%7Ctwgr%5Ef9bc637b9e9cc0cab7359490e523bbf02216aa00%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fjustice-jacksons-questions-during-birthright-citizenship-oral-arguments-were-total

Republicans suck there is no doubt about it, but vote in Democrats next election and were FUCKED beyond words theyre already giving you the agenda and clues. They will flood the Country with vermin and we are FINISHED as a Nation.

This Woman is an IDIOT.

Volitile

Markets have been crazy, I have been flipping SOXL and SOXS the past several weeks, its been amazing to say the least riding that wave lol.  I Thought Id chime in and offer this trade.

WEAT 

The chart speaks for itself. I am sitting in Oct $23 option calls you do what is best for you.

Crypto is lame as fk but eventually it will be set free I have been DCAing my crypto positions and waiting it out.

Other than that Happy Easter God is good. Best safe.

Perfect depiction

 

We can do better!

$39 Trillion Baby!!

BREAKING: A record 104.3 million Americans are now "outside" of the labor force.

These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers.  

This exceeds the 2020 pandemic peak by 600,000 when nearly the entire economy was shut down.  

Since the 2008 Financial Crisis, the number of people not in the labor force has surged +25.7 million and +35.1 million since 2000.  

As a % of the labor force, this metric stands at 61.2%, the highest level since the 1970s, excluding the pandemic.  

All while the US population stands at a record 342.5 million, up +61.4 million since January 2000.  

Cracks in the labor market are spreading.

I am one of them. Good club to be in. Exit the system by playing the system.