Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy!

Power Mining Analysis

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4d ago 51:50

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We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin hosting with AI-ready, renewable computing. The focus: convert curtailed wind into flexible, profitable load while scaling responsibly with strong partners.
• 36% revenue growth and expanding gross margin
• Adjusted EBITDA profitability after one-off financing items
• Operational upgrades, maintenance discipline, rapid MW deployment
• Credit facility and refinancing fueling a scale flywheel
• Project Grace pilot for grid-stable AI power
• Clustering strategy for multi-site campuses in Texas
• Rigorous site screening and curtailment modeling
• Hosting as core, durable profit engine versus self-mining
• Backup generation standards, batteries as smoothing assets
• Authorized shares increasing capital credibility for HPC
If any of you are watching maybe you have additional questions that weren't able to be covered here I know you do an AMA every month John or feel free to leave them in the comment section below hit the like button feel free to subscribe we'll see you back here tomorrow
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Chapters

1. Welcome And Texas Site Tour (00:00:00)

2. Q3 Results And Profitability Shift (00:03:44)

3. Operational Upgrades And Margin Drivers (00:06:13)

4. Financing Flywheel And Returns (00:08:10)

5. Reading Earnings Beyond One‑Time Charges (00:11:45)

6. Priority Projects: CODI 1, CODI 2, Grace (00:13:54)

7. Clustering Strategy And AI Design (00:17:20)

8. Bitcoin Plus AI As Flexible Load (00:20:22)

9. Screening Power Partners And Pipeline (00:23:05)

10. HPC Demand, Timelines, And Site Packages (00:27:05)

11. Grid Stability Tech Pilot At Grace (00:32:05)

12. Backup Power, Batteries, And Reliability (00:36:54)

13. Authorized Shares And Capital Readiness (00:41:10)

14. Hosting Focus Versus Self‑Mining (00:47:00)

15. Closing Thanks And Shareholder Appeal (00:50:30)

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