▲ 3 r/Shortsqueeze
$VIVO at 50% short interest, up 18% today on news
Major squeeze potential on this one. Breaking out of strong daily chart.
RFP officially closed. AI operator tenants shortlisted. Target signed deal by June 30.
The overlooked detail: multiple formal offers were received to ACQUIRE the Mo i Rana asset at a material premium to the $41M VIVO paid. All rejected.
Mgmt sees "materially higher value" in 10+ year powered-shell leases to AI operators. APLD/CoreWeave structure. $1.5-2.5M/MW/yr economics on 41.5MW.
Math if true: $62-104M revenue potential vs current $31M pro forma run-rate.
Catalyst: signed agreement targeted by June 30.
NFA.
(Credit: @TheStockDon on X)
u/russian_cream — 20 hours ago