Feb. 19 at 8:01 PM
$SLNH this is a long term play. we are going to get huge jumps and we are going to get massive drops. I am comparing this to
$APLD and
$WYFI. These two own the center but the tenant brings their own chips. Kati2 is going to be 350MW completed in 12-18 months once they start digging. The datacenter is going to be similar to WYFI and APLD with liquid cooling, however there won't be a need for external water. WYFI contracts at
$2.1 million per megawatt. APLD is 1.8-2.0 million per megawatt. This is per year. So in theory we could be doing 700M revenue per year starting mid 2027. So lets just say 2028 we do 700M revenue. I saw it play out with APLD. Won't let this one slip. Other great thing is that we will use the $ we earn from our current bitcoin model to pay for the AI construction, which will hopefully minimize dilution. Than we can continue to execute the rest of the build out. This is a 10x bagger (minimum) in the making in my opinion sometime in beginning of 2028 (maybe earlier).
