$VIVO

@investmentguru_May 18, 2026 · 11:52 PM

5 play I am Swinging 🔥 $TE — T1 Energy. US domestic solar manufacturer. Q1 revenue more than tripled to $177.6M, crushing the $95.5M consensus. EPS loss of $0.08 vs $0.11 expected. Stock ripping after Situational Awareness LP disclosed a fresh 10M share stake, joining names like Renaissance, Two Sigma, and BlackRock accumulating. 2026 production guidance maintained at 3.1–4.2 GW. Still burning cash, but momentum and institutional interest are building. High vol, high reward. $HIVE — Bitcoin miner evolving into an AI infrastructure story. Ran 40% after announcing a C$3.5B AI gigafactory project in Toronto through BUZZ HPC. 320MW planned capacity with 100,000+ GPUs. No longer just tied to BTC mining — AI narrative gaining traction. Watching continuation. $KEEL — Small cap HPC + Bitcoin mining infrastructure play. Low float, high volatility, early-stage setup. Covered by HC Wainwright. Can move aggressively with sector momentum, so position sizing matters. $SLNH — Soluna Holdings. Renewable-powered compute infrastructure. Combines wind energy assets with Bitcoin mining + AI HPC operations. Recent resale registration created selling pressure and overhang, but operationally the story remains interesting. Needs careful level watching. $VIVO — VivoPower PLC. Sovereign AI data center infrastructure play. Norway facility powered by ultra-low-cost renewable hydro energy. Positioned for AI neocloud and hyperscaler demand. Still under the radar — major tenant/news catalyst could change sentiment quickly. Not financial advice.

@investmentguru_May 15, 2026 · 12:04 AM

$NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed today across the space was massive and clearly shows institutions are positioning aggressively here. Names tied to AI compute, hosting, data center expansion, and cloud infrastructure are seeing strong momentum as capital rotates into the next high-growth theme. If this momentum continues, it feels like this move is only getting started and we could see another powerful leg higher across the sector.

@investmentguru_May 14, 2026 · 10:46 AM

$VIVO Sovereign AI Infrastructure Play $VIVO is one of the more intriguing micro-cap pivots in the AI infrastructure space right now. Formerly trading as $VVPR, the company rebranded to VivoPower PLC and switched to the VIVO ticker in March 2026, aligning its identity with its core focus on building, owning, and leasing powered land and data center infrastructure for AI compute. The thesis is differentiated — rather than competing on technology, VivoPower aggregates the scarcest input in the data center value chain — power-secured land — and monetizes through long-term bankable leases with sovereign nations, hyperscalers, and neocloud players. The most concrete proof point: in April 2026, the company closed a $41M acquisition of an operational 41.5MW data center in Mo i Rana, Norway, powered by 100% renewable hydroelectric energy, generating ~$31M in annualized revenue and ~$10M EBITDA — making it immediately group-level EBITDA profitable. A formal competitive lease RFP is now live, with strong inbound interest reported from AI neocloud operators and hyperscalers, and an optionality pathway to expand the site beyond 80MW pending regulatory approval. The risks are real — tiny market cap, heavy pivot narrative, and the stock saw a sharp ~95% decline on ticker change day , signaling serious volatility and dilution history. But for those watching sovereign AI infrastructure as a theme, $VIVO is worth tracking closely.