Jun. 8 at 5:31 PM
$VIVO 143% SI, 2.4M float. Company recently turned EBITDA profitable and is announcing a deal with a tier 1 AI operator tenant by June 30 (target date) for their 41.5 MW datacenter, with another 356 MW in the pipeline
This is like buying
$APLD at
$4 or
$KEEL under
$1. Likely to be even much more violent given the squeeze mechanics. With the recent hire of a Microsoft AI/G42 executive, and a Saudi office buying up 23.6% of shares, a likely tenant is HUMAIN or other Saudi sovereign AI co.
At a
$5-8M/MW industry valuation metric, this puts
$VIVO at roughly ~300M market cap or
$18/share on fundamentals alone.
Add in the squeeze and this easily has potential for
$25+ a share
$NBIS $CRWV
