A group of Investors researching and building a stake in Alpha Compute; not interested in the share price just the number of shares we can accumulate.
Joined April 2026
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Alpha Compute Investors Club retweeted
Alpha Compute's partnering Lead AI Researcher Allen Roush, speaks Oct. 22 on “The Chain of Trust for Confidential AI” at the Confidential AI Summit, alongside GTC Berlin.
Hosted by @fortanix, with speakers from @elevenlabs, @TIIuae, and @nvidia.
Alpha Compute Investors Club retweeted
For those hunting structural mispricings in the micro-cap space, $ALP at ~$0.25 is an asymmetric setup worth a 👀...
This is a radical pivot from a defunct biotech shell into AI infrastructure.
With a ~$6M market cap, the disconnect between valuation and reported assets is massive.
The Nvidia Asset & Debt Structure
Alpha Compute reports ~$79.2M in assets vs ~$44.4M in liabilities. Crucially, $34.4M of that is non-recourse debt tied to NVIDIA Blackwell clusters, isolating the catastrophic downside from the core business.
• ALPHA-01 (Canada):
504-node B200s, securing ~$16.1M in ARR.
• ALPHA-02 (Sweden):
576-node B300s, backed by a $31.9M non-recourse loan.
So...Why the punitive "management discount" 🤔
Past deceit (the Anduril/Palmer Luckey incident) destroyed credibility.
Pair this with severe cash burn and tight working capital, and the market's extreme skepticism is 100% warranted.
The Q3 Execution Window
The coming months are make-or-break:
• Sweden Go-Live:
Doubling the active fleet to 1,000+ Blackwell GPUs.
• US Govt Arm:
Launching sensitive defense/government contracting.
• SPV Rollout:
An in-house capital arm to fund growth without relentless equity dilution.
• Audited Financials:
Following the 60% GAMEE stake closure, we need real, unmanipulated cash flow, not projections.
Let’s take a look at GAMEE...🧐
The acquisition of GAMEE (May '26) is a critical strategic verticalization for the stock:
• From Hardware to Platform: $ALP ceases to be just a "server renter" and acquires a proprietary distribution channel with 120M+ users (Telegram-first).
• Substance vs. Promises: GAMEE generates real, certifiable revenue. It is the only part of the business that offers the market the immediate proof of execution needed to counter skepticism toward management.
• Operational Sandbox: It provides an internal ecosystem to test AI agents and GPU workloads, ensuring that infrastructure is actually utilized rather than remaining idle.
In short: it is the bridge that transforms a speculative bet on expensive "hardware" into an operational ecosystem with accounting substance.
Valuation...🤔
The market analysis highlights a massive discount compared to competitors in the AI infrastructure sector.
• Multiples:
With a current market cap of $6M and an NTM sales outlook of $21M, $ALP trades at a P/Sales multiple of approximately 0.28x.
• Comparison:
The sector presents an average of 11.85x, with players like Applied Digital reaching 24.21x
• Fundamentals:
This discount coexists with $16.1M in annual contracted revenue, a live 504-GPU B200 cluster, and a qualified pipeline exceeding $200M.
Conclusion.
This is a highly speculative, asymmetric play.
The thesis lives or dies on whether operational shifts translate into audited cash on upcoming filings.
Now it remains to be seen whether the leopard has actually changed its spots, and if the company can truly rebuild its credibility..🫣
For those evaluating assets over momentum, it’s a setup to 👀 closely.
Just my opinion ☺️
DYOR. NFA.
Alpha Compute Investors Club retweeted
The order book looks VERY impressive on the #ALP website. alphacompute.ai/inventory just a matter of time until the markets are FORCED to see the value. By which point, our group will be a significant holder at a basement price. Imagine the valuation in 6 months/1 yr/2yr 🤯
Alpha Compute Investors Club retweeted
🚨 Are you ready for the appraisal on the oil and gas that #ALP have acquired for $5.5m? @enzovillani727 is a real estate guy with an eye for a bargain. The data in the next week or two may well take the markets by surprise (see below) @AlphaCompute
Alpha Compute Investors Club retweeted
Another interesting move from $VG.
Venture Global just signed framework agreements with GE Vernova and Baker Hughes for up to 11.52 GW of gas-fired power generation capacity.
What caught my attention is the strategy.
VG already has access to natural gas, pipelines, industrial land and experience building its own grid-independent power infrastructure for LNG facilities.
Now they want to leverage that infrastructure to supply power to AI data centres.
Potentially a very smart move, especially with power availability becoming one of the biggest bottlenecks in AI infrastructure.
But i'm not getting carried away yet, as these are equipment frameworks, not signed hyperscaler contracts or guaranteed revenue. We still need to see customers, capex, financing and actual returns.
And with VG's existing debt, capital discipline matters.
Still, I like the direction. The LNG business remains my core thesis, but this could add another meaningful growth opportunity over the next decade.
I'm long $VG.
NFA. DYOR.
Alpha Compute Investors Club retweeted
A movie ends, the story doesn't.
@FrancesHaugen and our CEO Brittany Kaiser (@OwnYourDataNow) tell @amanpour why the privacy and national security failures they exposed in social media are back in AI.
Today: CNN International at 1pm ET, PBS at 11pm ET (check local listings).
Alpha Compute Investors Club retweeted
Third cluster. Third contract.
ALPHA-01: $32.2M
ALPHA-02: $71.9M
ALPHA-03: $81.7M
The ALPHA-03 agreement is expected to add $20.2M in new annual contracted revenue.
NVIDIA B300 ▪ Missouri, USA ▪ Liquid Cooled
Sovereign Intelligence by Design.
$ALP
alphacompute.ai
