Brian O'Connell lll

$AIB DONT MISS THE NEXT $APLD 2.0 Up 30% today on 3x volume. Still 17% below 1-month highs. THIS IS A HIGH-RISK AI INFRASTRUCTURE RE-RATING PLAY EARLY IN THE TRANSITION. REPOST. BOOKMARK. CHECK BACK IN 5 YEARS. A potential 20x hiding in plain sight. And that’s being modest. ~$52M market cap. Potentially building toward a 715 MW AI pipeline. That disconnect is insane. BITCOIN MINER → AI + HPC DATA CENTER PIVOT ~50 MW currently operational ~25 MW additional AI deployments progressing ~715 MW long-term AI/HPC pipeline target ~$500M+ initial LOI value signed ~Potentially ~$1.2B with renewals/extensions ~Low-cost power around ~$0.052/kWh ~Owner-agnostic AI hosting model ~Modular liquid-cooled deployments THIS IS THE TYPE OF SETUP WALL STREET CHASES LATER. That’s the misunderstanding. Most still think $AIB is just another failed crypto miner. They’re missing the transition. BlockchAIn Digital Infrastructure is pivoting into AI + HPC hosting infrastructure using legacy power assets built during the Bitcoin cycle. Translation: Secure cheap power first. Deploy modular AI infrastructure fast. Let customers bring GPUs. Scale higher-margin AI workloads over time. Power availability is the bottleneck. Why this gets interesting: ~40 MW South Carolina campus operational today Potential expansion toward 50 MW 25 MW Minnesota target by Q4 2026 20 MW Texas site targeted Q4 2026 75 MW Collin County target 200 MW Reeves County development plans ~305 MW targeted additions 2026–2027 THIS IS WHERE THE STORY STARTS CHANGING. Recent AI LOIs: ▪︎ 5 MW AI deployment ~$100M+ initial 10-year value ▪︎ 20 MW build-to-suit AI deployment ~$400M+ initial value Potentially ~$1.2B with renewals Combined: 25 MW AI optionality already outlined. And here’s the important part: The implied pricing per MW is actually competitive with major AI infrastructure deals. $AIB ~$52M market cap 715 MW pipeline ~7 cents per watt valuation Compare: This part is from @CM_X_CM go follow him 💪 $CRWV ~$66B market cap ~2.9 GW contracted ~$23 per watt $NBIS ~$40B market cap ~2.5 GW ~$16 per watt $HUT ~$9B market cap ~1 GW ~$9 per watt $IREN ~$18B market cap ~4.5 GW pipeline ~$4 per watt $KEEL ~$2.5B market cap ~2.2 GW pipeline ~$1.1 per watt $AIB is obviously far earlier. Far riskier. But the disconnect is why people are watching it now. Very similar narrative path to: $APLD $IREN $CORZ But earlier. Smaller. More speculative. Why bulls are paying attention: ▪︎ AI/HPC transition accelerating ▪︎ 715 MW pipeline roadmap ▪︎ Modular deployment strategy ▪︎ Liquid-cooled AI infrastructure ▪︎ Low-cost legacy power assets ▪︎ Ex-AWS data center leadership hired ▪︎ Potential hyperscaler relationships forming ▪︎ GP/LP capital structure reducing dilution needs ▪︎ AI power demand exploding globally THIS IS NOT A SAFE PLAY. Execution risk is massive. LOIs are still non-binding. Dilution risk exists. Financing risk exists. Power/permitting delays happen constantly. But if they execute even part of this roadmap… This company could look completely different in 2–3 years. Near-term things to watch: ▪︎ LOI conversions into binding contracts ▪︎ Minnesota 25 MW progress ▪︎ Texas site energization ▪︎ South Carolina AI transition ▪︎ Additional AI customer announcements ▪︎ EBITDA inflection ▪︎ New power agreements ▪︎ Hyperscaler partnerships AI infrastructure demand is accelerating. And power-secured AI compute may become one of the most valuable assets of this cycle. @Bdo3trip @Beppels1 $AIB is early. That’s the opportunity. #stocktalk $NVDA $AMD $SMCI $ANET $VST $HYLN $SLNH $CEG $IREN $SPCX $CORZ $BE $TE $NBIS $CRWV $OKLO $HUT $KEEL $DGXX $MSFT