Edgemode Inc (EDGM)

$KOAN $EDGM $VHAI

$EDGM https://www.tomshardware.com/tech-industry/blackrock-subsidiary-buys-up-78-data-centers-totaling-5-gigawatts-in-usd40-billion-deal-ai-vendor-aligned-added-to-companys-portfolio

$EDGM EdgeMode Valuation Analysis: Significant Upside Potential in Data Center Infrastructure Given the surging valuations in the data center sector, EdgeMode presents a compelling investment opportunity with substantial upside potential, though execution and financing risks must be carefully considered. Current Trading Discount vs. Intrinsic Value EdgeMode currently trades at $0.04 per share with a $94.6 million market capitalization, representing a dramatic discount to potential fair value across multiple valuation methodologies. The company's 1,595 MW development pipeline across Sweden and Spain positions it in one of the most valuable real estate sectors globally.[1][2][3][4][5][6] EdgeMode Valuation Scenarios: Current Price vs. Potential Fair Values Valuation Framework: Data Center Asset Comparisons Industry Benchmark Multiples: Data center REITs trade at premium valuations reflecting strong fundamentals and AI-driven demand. Digital Realty Trust commands a $74.7 billion enterprise value, while Equinix reaches $77.2 billion. Industry EBITDA multiples range from 25-30x, with current averages at 28.3x for data center REITs.[7][8][9][10][11][12] Asset-Based Valuation: Using industry benchmarks of $3-5 million per MW of developed capacity, EdgeMode's 1,595 MW pipeline suggests an enterprise value of $4.8-8.0 billion, implying share prices of $5.80-9.67—representing 14,400% to 24,067% upside from current levels.[11][12] REIT Multiple Analysis: Applying established data center REIT valuations per MW of capacity yields even higher potential values. Digital Realty's $74.7 million per MW multiple suggests EdgeMode could be worth $119.1 billion ($144.36 per share), while Equinix's $96.5 million per MW implies $154.0 billion ($186.64 per share).[9][10] Risk-Adjusted Conservative Estimates Recognizing EdgeMode's development-stage status and execution challenges, applying a 60% risk discount for development, scale, execution, and financing risks yields more conservative but still substantial valuations of $57.74-74.66 per share—still representing 144,000% to 186,000% upside potential.[1][13][3] Market Context Supporting Premium Valuations Private Equity Interest: The data center sector attracted over $108 billion in private equity investment in 2024, more than triple the previous year, with deals targeting 25-30x EBITDA multiples. This institutional capital validates the sector's premium valuations and growth trajectory.[14][15][16] Supply-Demand Imbalance: AI computing demands are driving unprecedented capacity requirements, with McKinsey projecting U.S. data center demand could triple by 2030, requiring nearly $7 trillion in investments. Power scarcity and lengthy development timelines create significant barriers to entry, supporting pricing power for existing pipeline assets.[17][18][7] European Market Positioning: EdgeMode's Sweden and Spain focus targets markets with strong renewable energy resources and favorable regulatory environments for hyperscale development. Sweden offers 95 MW of secured green power with expansion potential exceeding 300 MW, while Spain provides 1.5 GW of Tier III-ready sites with on-site solar and storage.[4][5][6][19][20] Valuation Catalysts and Timeline Near-term Value Drivers: • Nasdaq Uplisting Plans: Management targets uplisting within 12 months, potentially expanding the investor base and reducing liquidity discounts[2][21][4] • Operational Milestones: Initial 20 MW capacity delivery in Sweden expected this quarter, providing revenue validation and de-risking the development thesis[19][22][4] • Strategic Partnerships: Collaborations with SUB1, Vertical Data, and Marviken One accelerate site readiness and customer access while sharing execution risk[20][22][23][24][25] Medium-term Catalysts: • Spain sites achieving Ready-to-Build status from Q1 2026 with phased capacity rollout through 2027[5][6][4] • Revenue generation from operational facilities providing cash flow to support development pipeline • Potential REIT conversion to access lower-cost capital and institutional investor base Investment Risks and Considerations Execution Challenges: EdgeMode faces significant development risks including permitting delays, interconnection timelines, and construction cost inflation. The company's aggressive M&A strategy requires successful integration of acquired assets across multiple jurisdictions.[21][24][2][4][5] Financing Requirements: The capital-intensive nature of data center development necessitates substantial funding. While EdgeMode secured a $50 million equity facility, the full pipeline buildout will require significantly more capital, potentially diluting existing shareholders.[4] Market Timing Risk: The AI boom driving data center valuations could face headwinds, as demonstrated by the DeepSeek disruption in early 2025 that temporarily dampened AI infrastructure enthusiasm.[26][18][14] Operational Track Record: As a development-stage company with limited operational history, EdgeMode lacks the proven cash flow generation and operational expertise of established REITs, justifying some valuation discount.[13][3][1] Fair Value Assessment Based on comprehensive analysis across multiple methodologies, EdgeMode appears significantly undervalued at current levels. Even applying conservative risk adjustments, fair value estimates suggest substantial upside potential: • Conservative Fair Value Range: $57.74-74.66 per share (risk-adjusted REIT multiples) • Moderate Upside Scenario: $5.80-9.67 per share (asset-based approach) • Aggressive Growth Case: $144.36-186.64 per share (full REIT multiples) The dramatic valuation gap reflects the market's skepticism about execution risk and the company's early-stage development profile. However, successful project delivery and Nasdaq uplisting could catalyze significant value recognition, making EdgeMode a compelling speculative growth opportunity for investors comfortable with development-stage infrastructure risk. For risk-tolerant investors seeking exposure to the AI infrastructure boom, EdgeMode offers asymmetric upside potential with limited downside given its current depressed valuation. The key to value realization lies in successful execution of the development pipeline and transition to cash flow generation from operational assets. “I own shares of the company and may buy or sell shares at any time without prior notice. This statement to buy or sell securities and reflects my personal investment decisions.”

$EDGM EdgeMode (EDGM) and its role in modern data centers Main takeaway: EdgeMode (ticker: EDGM) is a digital infrastructure company focused on building high-density, renewable-powered, AI/HPC data centers, with active developments in Sweden and Spain. Its strategy centers on immersion cooling, on-site renewables with energy storage, and modular, AI- ready campuses—positioning it as a sustainability-first provider of large-scale compute capacity for AI and HPC workloads.[1][2][3][4][5][6][7][8][9][10] What EdgeMode is • EdgeMode Inc. (OTC: EDGM) develops, owns, and operates high- performance computing (HPC) data centers designed for AI and cloud- scale workloads, with an emphasis on energy efficiency and sustainability.[2][10] • The company’s facilities target ultra-high power density using immersion cooling, renewable energy integration, and scalable site architectures intended for AI training clusters and dense compute.[6][7][8] Core capabilities and technology • High-density, AI-optimized colocation: Designed for next-gen AI/HPC, including rack densities up to roughly 180 kW per rack via immersion cooling, enabling dense GPU deployments that traditional air-cooled sites struggle to support.[7][8] • Immersion cooling: Removes heat at the source to increase efficiency, stability, and performance while reducing cooling overhead for large AI clusters.[8] • Renewable-first power: Pursues long-term green power contracts and on- site renewables; projects in Spain are structured around 100% solar plus battery energy storage systems (BESS) under long-term PPAs to stabilize costs and reduce exposure to wholesale price volatility.[4][1] • Energy storage and resilience: Integrates BESS to enhance grid stability, smooth intermittency of renewables, and support resilient operations for mission-critical workloads.[9][1] • Network and scale: Positions campuses with dark fiber connectivity, modular 10 MW IT building blocks, and Tier III designs aligned to AI-ready needs and rapid tenant ramp-up.[1][2] Current footprint and pipeline • Sweden (Marviken): Flagship campus described as an AI/HPC hub supported by 95 MW of secured renewable power, district heating integration, immersion cooling, and high-speed fiber, with expansion paths cited beyond 500 MW; collaborations target an initial 20 MW AI-optimized build with partners supplying GPUs, financing, and cluster design.[5][11][6][7] • Spain: Binding JV to acquire five hyperscale development campuses with a combined potential of 1.5 GW IT capacity, each designed for Tier III AI- ready operations and powered by on-site solar plus BESS; phased rollouts are planned in modular 10 MW IT blocks beginning RTB from 2026.[12][4][1] • Broader Europe: Strategic partnership with SUB1 to accelerate design, delivery, and customer access in Sweden and Spain, supporting rapid time- to-market for AI capacity while unlocking capital sources.[13][14][15][2][5] Strategic positioning in the data center ecosystem • AI and HPC specialization: Focuses on compute-dense clusters for model training, inference at scale, and scientific/HPC workloads requiring high power density, low-latency fiber, and efficient thermal management.[6][8] • Sustainability and cost structure: On-site renewables and BESS are used to derisk power price volatility and reduce carbon footprint, a key differentiator as AI energy intensity surges.[4][9][1] • Modular growth: Standardized 10 MW IT blocks allow capacity to scale with tenant demand, improving capex phasing and deployment speed for hyperscale/AI clients.[1] • Partnership-led delivery: Collaborations with developers, energy partners, and AI stack providers (e.g., SUB1, Vertical Data, Marviken One) accelerate site readiness, access to GPUs, financing, and integrated solutions for end customers.[16][11][13][2][7][9] Why it matters now • AI-driven power density and heat: Legacy air-cooled colocation is increasingly mismatched to AI thermal loads; immersion cooling materially improves performance-per-watt and enables dense GPU racks that would otherwise be thermally constrained.[7][8] • Power availability and economics: Securing green, long-duration power contracts and coupling with BESS is becoming decisive for both sustainability goals and predictable TCO of large AI estates.[9][4][1] • European market dynamics: Sweden and Spain are emerging as strategic locales combining renewable potential, favorable siting, and strong fiber backbones; EdgeMode’s pipeline aligns with growing AI capacity demand across the EU and Nordics.[2][5][4][7][1] Notable recent developments • Spain portfolio JV: Five-campus, ~1.5 GW IT capacity pipeline with on-site solar and storage under long-term PPAs; structured for Tier III AI readiness with dark fiber and permitting pathways.[12][4][1] • Sweden growth: Marviken campus positioned with 95 MW of green power, district heating tie-in, immersion cooling, and partnerships to integrate BESS and deliver turnkey 20 MW AI clusters.[11][6][7][9] • Strategic partnerships: SUB1 DCS partnership to accelerate European delivery, customer access, and capital introductions; additional collaboration with Vertical Data for integrated AI cluster solutions and financing.[14][13][5][16][11][2][7] How EdgeMode fits into data center trends • Shift to high-density cooling: Immersion and liquid cooling are rapidly becoming standard for AI training clusters; EdgeMode aligns closely with this transition.[8][7] • Sustainable design as a requirement: Hyperscalers and enterprises are increasingly prioritizing low-carbon compute; structures with on-site solar and storage offer both ESG and cost advantages.[4][1] • Modular and campus-scale AI builds: Delivering in 10 MW IT blocks across campus footprints allows rapid, demand-matched deployment—critical as model sizes and GPU cluster requirements evolve quarter to quarter.[2][1] Key risks and considerations • Execution risk in multi-country development and M&A-heavy scaling strategies, particularly around permitting, interconnection, and supply chains.[3][1][2] • Market evolution: Rapid changes in AI hardware (GPU, accelerator roadmaps) and cooling technologies require design agility and capex discipline.[6][8] • Financing and public-market constraints: As a smaller, OTC-traded company pursuing large capital projects and uplisting plans, financing conditions and liquidity can affect pace and scope of expansion.[17][18][19][20][10][3] Bottom line for data center strategy EdgeMode is architecting AI/HPC-first, renewable-powered campuses in Europe with immersion cooling and BESS to support ultra-dense compute at lower, more predictable power costs. For organizations planning large GPU deployments, the model offers an aligned pathway to performance, sustainability, and scalability in markets that are rapidly becoming AI infrastructure hubs.[10][3][7][8][9][1][2][4][6] “I own shares of the company and may buy or sell shares at any time without prior notice. This statement to buy or sell securities and reflects my personal investment decisions.”

$EDGM @diamondballs203 thanks congrats to bulls....first in first out so ya tougher to have more conviction with larger position at top without stop loss day trading type renting shares....I see wyfi coreweave bitf all expanding into europe etc etc it seems that the bottleneck will be power supply as AMZN is setting up datacenters worldwide haha RE: Amazon founder and executive chair Jeff Bezos said Friday gigawatt-scale data centers will be built in space within the next 10 to 20 years......but ya overflow to be handled by the tiny companies as needed RE: Amazon is rapidly expanding its data center presence, with a major focus on supporting artificial intelligence (AI) and cloud computing. Recent projects include a massive AI-focused campus in Indiana, significant investments in Pennsylvania and North Carolina, and a large planned expansion in Ohio. These new facilities are designed to provide the immense computing power needed for advanced AI models

$EDGM Yeah the video missed some due diligence and focused on small loans. 50M line of credit. Just bought a full portolio of data centers being built. Nasdaq uplist in progress. But you can scalp if you want to, but this is an AI infrastructure company trading in the pennies and the world doesnt know about it yet. The real money is in holding position here. If you have the patenice to do so. IMO.

$EDGM what caused the stock to spike on 9/15? Thanks ya looks like the recent P-notes were for quick cash but ya 50m is big money....shares....RE: https://www.marketscreener.com/news/edgemode-inc-announced-that-it-expects-to-receive-50-million-in-funding-from-clearthink-capital-p-ce7d59d9df80ff22 EdgeMode, Inc. announced that it has entered into an equity line of credit agreement to issue common shares for gross proceeds of $50,000,000 on September 4, 2025. In connection with entering into the ELOC agreement, the company agreed to immediately issue to the purchaser, 25,000,000 restricted shares of common stock as commitment shares.

$EDGM here is the other agreements they did some last week and this week and so on https://fintel.io/sf/us/edgm RE: The Borrower covenants that at all times until the Note is satisfied in full, the Borrower will reserve from its authorized and unissued Common Stock a sufficient number of shares, free from preemptive rights, to provide for the issuance of a number of Conversion Shares equal to the greater of: (a) 250,000,000 shares of Common Stock ...........principal sum of $287,500.00 (the “Principal Amount”) (subject to adjustment herein), of which $250,000.00 (the “Purchase Price”) is the actual amount of the purchase price hereof plus an original issue discount in the amount of $37,500.00

$EDGM here is the SECURITIES PURCHASE AGREEMENT the video was mentioning https://fintel.io/doc/sec-edgemode-inc-1652958-ex103-2025-september-29-20360-9507 RE: Company wishes to issue 4,250,000 shares of the September 2025 Commitment Shares (the “Commitment Shares”) to the Buyer.....amount of $287,500.00 (including the principal amount of the Note (as defined below)) (collectively the “September 2025 Notes”) as well as 8,500,000 shares of Common Stock....amount of $143,750.00 (as the principal amount thereof may be increased pursuant to the terms thereof, and together with any note(s) issued in replacement thereof or as a dividend thereon or otherwise with respect thereto in accordance with the terms thereof, in the form attached hereto as Exhibit A, the “Note”), convertible into shares of common stock, $0.001 par value per share,

$EDGM great board great info! congrats to bulls! ....yes they are clearly needing immediate capital needing urgent funding like the video says and conversion loans to shares.....scalped it this week buy low sell high luke warrenz bufflet ha! sold it on friday cheers :-) might try it again lets see ..... loans and day to day expenses and 8 million shares ...makes sense nvda chips expensive was looking at wyfi bitf cifr etc