Jun. 22 at 4:28 AM
$NIXX Summary of recent events and my opinion:
The mid-June 8-K confirms the Tachyon 9 blueprint is real. The market values companies on future potential, not trailing metrics. If you have the data capacity, you have the value. NIXX/Tachyon has 1GW
My plan is a strict 3-yr hold to let them scale this 1 Gigawatt (1,000 MW) play.
SEC Facts & FUD Killer:
• 15-yr deal with Nidar/Yotta anchors Phase 1 (100MW) for
$2.34B (
$156M annualized).
• According to the 8-K LOI, the conversion price features an agreed floor/cap. This prevents toxic, unlimited dilution for the ~
$1B stock transaction. Existing common stock is structurally backstopped.
•
$75 million will be funded by Tachyon.
My Opinion:
As long as management executes the ND infrastructure build-out, reaching a
$10B-
$20B valuation tier over 36 months is entirely on the table. At ~300M post-merger shares, a
$20B market cap puts the stock near
$70 per share.
Tuning out the short-term noise and letting the roadmap play out. 🍾🚀🍾🚀💰💰💰💰
