MICROCAP HPC AI PIVOT

Epic DD Analysis

$ANY - Sphere3D

53 MW current + 100MW pipeline
53 MW is worth around $200-250M alone when contracted.

With the full pipeline that’s roughly $600M

New CEO is Ex HUT8 affiliated.

All it takes is one LOI or contract to rerate this similar to $NUAI which is at $500M.

Currently sitting at 14-17M MC.

This is very early so size accordingly. High Risk High Reward.

NFA

I’m in for 500 shares @ 3.70

Posted Jun 3, 2026, 11:55 AM UTC

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