u/The_Mercutos

1 thesis · first seen May 29, 2026
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Past performance does not predict future results. Informational only.

Thesis history

$GRRRDDbullish
u/The_Mercutos · 6h ago
Long 20000 shares of GRRR

$GRRR - The AI Infrastructure Play Nobody’s Talking About (530M MC vs 5B+ Backlog)

Company has $530M market cap against $5B contracted backlog with revenue starting within 90 days. Non-dilutive financing through SPVs ($300M-$800M+) and vendor financing ($500M-$1B) funds 500MW+ capacity by 2027 without shareholder dilution, implying significant upside at current valuation.

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original post →

End of results.