Why I Own 1M Shares

As you read the below, remind yourself this company has a current market cap of $6.4M…

🚀Revenue Ramp from $16.1M ARR AI Compute Contract:

The $32.2M two year deal with the an AI research lab is live on the ALPHA 01 cluster (504 B200 GPUs in Canada). Revenue recognition is active, supported by the $7.5M upfront payment and strong cash position of $10.2M.

🚀GAMEE Acquisition and Revenue Contribution:

The 60% controlling stake closed May 27, 2026, adding $4 to 6M annualized revenue with 56% YoY growth, 119M users and Telegram integration.

🚀ALPHA 02 Deployment (Sweden):

576 NVIDIA B300 GPUs at Equinix AtNorth, targeting go live in Q3 2026 (hydro powered).

🚀ALPHA 03 and ALPHA 04 Expansions:

ALPHA 03 (Canada): Expansion to more than 1,000 B200 GPUs, targeted August 2026.

ALPHA 04 (Sweden): Expansion to more than 1,000 B300 GPUs, targeted September 2026.

These support scaling toward management’s $72M annualized revenue potential.

🚀$200M Qualified Sales Pipeline Conversion:

Continued pursuit of additional enterprise, sovereign, and AI lab contracts to accelerate revenue beyond the current $21M NTM guidance.

🚀U.S. Government Contracting Entity Launch:

Planned setup and filing in Q3 2026 to target federal/defense/sovereign opportunities with privacy first compute.

🔔Valuation Scenarios (on $21M revenue guidance):

Bear: Limited execution with further dilution at 3 to 5x multiple = $2.50 to $4.20 share price.

Base: Hits $21M revenue with solid pipeline progress at 8 to 12x multiple = $7.15 to $10.75 share price.

Bull: Strong cluster deployments with multiple new contracts at 15 to 20x multiple = $13.40 to $18 share price.

Obviously it’s a high risk ultra microcap I will monitor dilution, deployments, and NASDAQ compliance but won’t even think about selling at any level under $3 a share.