r/AirJoule

How could a platform that uses radiation decay to destroy the dna of solid tumors have anything at all to do with a metal grid that pulls moisture out of the air and uses data center waste heat to generate water?

It's a bizarre story...

I had an allergic reaction to most SPAC related stocks until a very good friend convinced me to take a hard look at Alpha Tau Medical (DRTS.)

The stock was in the tank and looked like it would never recover from the highs it enjoyed just after the SPAC took place.

The area they were in, brachytherapy, was out of favor in terms of biotech investments.

I became convinced they were worth taking a position on because they had excellent technology and were starting to see some extremely impressive results.

You don't have to squint too hard to see how Montana Technology, later Airjoule, winds up with a massive post spac jump and then a long, lingering price valley which the stock is now coming out of and notice that it's exactly the same pattern that Alpha Tau Medical has enjoyed over the past year.

The "green" technology investments fell out of favor after having a nice run just like brachytherapy.

AIRJ has excellent technology and it appears they're starting to see some extremely impressive results. Just like Alpha Tau, AIRJ is on the verge of commercialization.

Alpha Tau desperately needed PMDA certification (equivalent to the FDA) in Japan. They got it and haven't looked back since.

AIRJ desperately needs UL certification because there's no way they're getting any meaningful marketshare without it.

Both AIRJ and DRTS have consistent, committed C-level executive ownership of the stock. I love when my interests as a shareholder are aligned with the C suite.

They are both pre-revenue and both have access to sufficient cash: AIRJ has $36M with only 16 employees and DRTS has $76M with 121 employees. Because of the joint venture, AIRJ has access to more cash in actuality. Alpha Tau did something identical with Oramed over a year ago.

Since both of these companies are post-SPAC, both have extremely low cost warrants: DRTSW and AIRJW that have a significant amount of theta remaining if the stocks rocket up.

There's a key difference between AIRJ and DRTS that is starting to become a similarity. AIRJ has had, since inception, the critical GEV and Carrier corporate relationships. DRTS is looking forward to announcing results of work done with Merck and their $30B cancer drug Keytruda. They just recently announced a significant partnership in prostate cancer with Tolmar International.

There's one more difference worth noting... AIRJ may have to compete, at some point, with Atoco. Omar Yaghi has, depending on where the data center is located, an arguably better version of MOF. Alpha Tau doesn't really have much competition and it appears that all of the "Omar Yaghis" of the brachytherapy space are already within or were founders of Alpha Tau.

And I'll end with a key similarity: Just like the world hasn't woken up to the fact that Alpha Tau's technology is capable of destroying all solid tumors, the world has yet to realize that Airjoule's technology is critical if AI datacenters want to scale. The advances in treating solid tumor cancer will be few and painful without effective local treatment. The ability to scale AI datacenters won't happen if you can't keep them cool.

I am long on DRTS, AIRJ and DRTSW.