Who mentions $VIVO most on Surfaced?

@ckcapitalxx (CK Capital) mentions $VIVO most — 28 mentions in the past 12 months.

When was $VIVO first mentioned on Surfaced?

The earliest tracked mention of $VIVO in the Surfaced archive was on May 5, 2026.

How many voices track $VIVO?

7 FinTwit voices have mentioned $VIVO 48 times in the past 12 months.

What kind of voices mention $VIVO most?

$VIVO is mentioned most by Long Research voices on Surfaced.

$VIVO — FinTwit mentions on Surfaced

Recent calls

12 calls

@investmentguru_Jun 28, 2026 · 1:28 PM

$VIVO — The Catalyst Drops Tomorrow VivoPower acquired a fully operational 41.5MW AI data center in Mo i Rana, Norway for $41M in April 2026 — powered by 100% renewable hydroelectric energy at sub $0.035/kWh, one of the cheapest power costs for data centers on the planet — and after running a formal competitive RFP that attracted inbound interest from both NeoCloud operators and hyperscalers, fielded bids stronger and broader than anticipated, and rejected unsolicited buyout offers at a premium to acquisition price because the board believes 10-plus-year AI leases generate materially higher shareholder value, the company has shortlisted tenants and is targeting finalization of lease agreements by June 30, 2026 — tomorrow — a hard construction-driven deadline because Phase 1 AI buildout begins Q3 2026 and cannot start without a signed lease; the site already generates $31M annualized revenue and $10M EBITDA from legacy operations, has 30MW enrolled in Norway’s Statnett reserve markets targeting an additional ~$1.9M EBITDA with zero capex, carries optionality to expand to 80MW+ within 18–24 months pending regulatory approval, and if the tenant announced is a recognizable hyperscaler or Tier-1 NeoCloud name, the re-rating math is significant — peers trade at $3M–$8M EV per megawatt implying a potential EV of $124M–$332M against a current ~$74M market cap — making this a pure event-driven, asymmetric setup where the tenant identity announced tomorrow is the entire trade. Small cap. Speculative. Weak financial health rating pre-acquisition. Size accordingly. Not a financial advice

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@kevinvestingytMay 27, 2026 · 4:57 PM

@saso_capital I've taken a speculative position on $VIVO (very small) based off this post, and posts from @CKCapitalxx

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@ckcapitalxxMay 27, 2026 · 11:58 AM

A major hyperscaler may have just bid on $VIVO's Norway data center. And the announcement could come before June 30. VivoPower just shortlisted AI tenants for their 41.5MW Norway data center. The bids were described as stronger and broader than anticipated. And here is the detail most people glossed over. The board received unsolicited offers to acquire the entire asset at a premium to what they paid for it. They rejected them. They looked at a guaranteed profit and said no because they believe the long term lease value is materially higher. You do not turn down a premium acquisition offer unless you know exactly who is about to sign and what that lease is worth. Now look at the clues pointing to who that tenant might be. VivoPower appointed a former Microsoft Global AI Business Leader and G42 executive to their advisory council in April. Microsoft is one of the most aggressive hyperscalers expanding AI infrastructure in Europe right now. The $NBIS angle is equally compelling. Nebius raised $4 billion in March specifically to secure 3GW of contracted power by end of 2026. Their Finland campus target is 310MW. VivoPower's Finland land is 291MW. The overlap is almost perfect. Nebius's entire model is built on cheap renewable power for sovereign AI. VivoPower's Norway site at $0.035 per kWh is exactly what they need. CoreWeave aggressively expanding European colocation. Lambda Labs scaling fast. Every serious AI infrastructure player expanding in Europe right now needs what VivoPower has. One of the cheapest power costs for data centers anywhere on earth. Fully operational today. Expandable to 80MW. The board turned down a premium buyout. The shortlist is done. June 30 is the deadline. Something significant could be announced.

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@photonbullMay 27, 2026 · 6:16 AM

VivoPower $VIVO ($75M market cap) owns a 41.5MW operational data center in Norway running on sub $0.035/kWh hydro power. Their total current portfolio capacity is 358MW across Finland, Norway and the UAE. The market has completely missed their Norwegian datacenter acquisition. This gives them the ability do do $31M in revenue and $10M in EBITDA. Not bad for a company priced at only $75M right now? New tenant(s) expected to further improve data center economics for VivoPower beyond its current annual $31 million in revenues and $10 million in EBITDA with the transaction expected to be finalized by June 30, 2026 $VIVO

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@ckcapitalxxMay 26, 2026 · 7:53 PM

$VIVO just shortlisted prospective AI tenants for their 41.5MW Norway data center following a competitive RFP process with multiple formal bids. The catalyst I have been waiting for is closer than ever. Let me remind everyone why this is still one of the most asymmetrical small cap setups in the market. $75 million market cap. Already operational. Already generating $31 million in annualized revenue. Grid demand response already activated and paying. And now a formal shortlist of AI operators and infrastructure groups competing to become the anchor tenant. This is not a company hoping someone shows up. Multiple parties submitted formal bids. The RFP process is competitive. That means $VIVO has leverage on pricing and terms. When you are the only operational renewable powered AI data center with sub $0.035 per kilowatt hour energy costs in Norway you do not beg for tenants. You choose them. When a hyperscaler or AI neocloud signs that lease the revenue per watt jumps 3 to 5x over standard hosting rates. That single facility at AI compute pricing could generate $150 to $200 million annually. And behind Norway sits 291MW of secured powered land in Finland and a 25MW sovereign AI platform in the UAE. Management formally targeting $1 billion in revenue by 2029. By 2033 they are targeting $3 billion. On assets they already control today. At $1 billion in revenue and 5x revenue multiple that is a $5 billion market cap from $75 million today. The tenant announcement is the catalyst. The shortlist just told you it is coming.

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@ckcapitalxxMay 19, 2026 · 4:10 PM

I don’t usually load up on small caps. But $AMPG and $VIVO are two of the best setups I have seen in this space in a long time. $AMPG first. 46 person company that has already qualified into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA. Those qualifications take years of security clearances, technical audits, and product validation. Most companies never get in the room. $AMPG is already supplying product. AmpliTech designs and manufactures advanced RF and microwave signal processing components. The hardware that sits inside 5G base stations, satellites, defense communications systems, and quantum computing infrastructure. Every signal that travels through a modern wireless network passes through components like theirs. $140 million in active LOIs with North American mobile network operators. Production shipments already started. 100% revenue growth guidance for 2026. Gross margins expanded from 33% to 48% in a single year. Zero debt. $18.4 million in cash. And the EU opportunity is completely unpriced. European carriers are under mandate to eliminate Huawei and adopt Open RAN standards. $AMPG’s certified O-RAN radios are exactly what Deutsche Telekom, Vodafone, and Orange need. They presented directly in front of all of them at MWC Barcelona. A single EU contract announcement is a company defining catalyst. Now $VIVO. $78 million market cap. 41.5MW data center in Norway operational today generating $31 million in annualized revenue. 291MW of secured powered land in Finland. 25MW sovereign AI platform in the UAE. Management formally targeting $1 billion in revenue by 2029 on assets they already control. Two completely different businesses. Same theme. Asymmetric setups with catalysts that have not happened yet at valuations that do not reflect what is coming. This is exactly why I own both. $AMPG $VIVO

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@frenchie_May 17, 2026 · 9:01 PM

L’outcome le plus fun : > $VIVO prend 20% demain

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@ckcapitalxxMay 15, 2026 · 10:57 AM

$KEEL lovers. I think you need to look at $VIVO. Similar thesis. And I say this as someone invested in both. Here is what makes $VIVO so interesting right now. $KEEL has 350MW in Pennsylvania, 110MW in Pennsylvania, and 18MW in Washington. Power secured land in constrained markets waiting on permits and a hyperscaler lease. That is exactly the thesis everyone loves. $VIVO has that same setup. But with one massive difference. 41.5MW in Norway already operational today. $31 million in annualized revenue already running. Grid demand response already activated and paying an additional $1.9 million in pure EBITDA. Hyperscalers already in active RFP. The switch is already flipped. And then behind Norway the pipeline looks a lot like what $KEEL is building toward. 291MW of secured powered land in Finland. One of the most power constrained and strategically positioned data center markets in Europe. Renewable energy at some of the lowest costs on the continent. A 25MW sovereign AI data center platform already in place in the UAE. One of the fastest growing AI infrastructure markets in the world with sovereign governments actively seeking independent trusted operators outside of US hyperscaler control. $KEEL is building toward exactly this kind of multi-site power secured pipeline. $VIVO already has it. And one site is already generating real revenue today. $2 billion market cap for $KEEL. $78 million for $VIVO. If you like the $KEEL thesis you should at least have $VIVO on your radar.

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@ckcapitalxxMay 14, 2026 · 9:10 PM

One of the reasons i love $VIVO is that they already controls three sites. This is what they could be worth. Norway is operational today. 41.5MW. $31 million in annualized revenue already running. Pending 40MW expansion that could take the site to over 80MW. At AI compute lease pricing that single facility could generate $150 to $200 million annually. Finland is 291MW of secured powered land already controlled. At hyperscaler AI compute rates that pipeline represents $800 million to $1.5 billion in potential annual revenue at full buildout. UAE is a 25MW sovereign AI data center platform already in place. At AI compute pricing that facility alone could generate $50 to $80 million annually once fully tenanted. Revenue estimates on assets they already control today: 2026: $31M 2027: $45-60M 2028: $100-200M 2029: $300-500M 2030: $700M to $1B+ One site already cash flowing. Two more with hundreds of megawatts behind them. All of this on a $80 million market cap.

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@vulturetradesMay 14, 2026 · 2:16 PM

$VIVO this can squeeze 10%+ don’t miss it

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@cobraalertsMay 14, 2026 · 2:16 PM

SQUEEZE POTENTIAL $VIVO 7.5 CALL 6/18 @ .50 🐍🚨

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@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.

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