Turns out the future does have flying cars

I don’t get why Celsius creditors who were given $IOND are mad that the price is going down. No one’s forcing you to hold.

Andy Stewart, CEO of @IonicDigital interview at 30:00 Appreciate him starting discussion acknowledging and recognising the legacy shareholders / victims of Celsius that went through endless ch11 hell to bring $IOND to market. youtube.com/live/EBp7HgCMWF8…

🚨 Post-close Monday, ERCOT published its first detailed update on the Texas data-center audit and Batch Zero pause. The audit will begin shortly after Aug. 20 and take "several months," delaying Batch Zero classification and the planned September study start. But ERCOT is taking steps to preserve Q1/Q2 2027 energization dates for the most advanced projects --> Some encouraging details: >6 large loads targeting Q1 2027 energization and 17 targeting Q2 will remain in their quarterly stability assessments while the audit proceeds. ERCOT says this avoids "unnecessary delay" once they clear verification. >ERCOT is keeping the April 9, 2027 Batch Zero study deadline for now.» >ERCOT had planned to finalize its long-term load forecast using Batch Zero Base Load by mid-August. It will now wait for the audit and verified Base Load classifications rather than switch to an alternative forecasting method. ERCOT says this will produce a "more accurate and realistic" forecast. My read: ERCOT is working to preserve the existing timeline for the most advanced projects. ($HUT's 1GW Beacon Point is worth watching here. It targets Q1 2027 initial energization, has an executed AEP Texas interconnection agreement, and has been expected to qualify as Base Load. The campus has up to $50.2B of contracted lease value including extensions, with NVIDIA reportedly the tenant. ERCOT doesn't identify the six Q1 projects, so we can't confirm Beacon Point is among them. But it fits the profile.)

Very important nuance @IonicDigital sharholders. $IOND hitting $70 isn’t a full unlock for the institutional investors. For 6 months they cannot sell shares below $70 (even tho it already hit $70). This should serve to effectively hold $70 as a solid center of gravity. NFA!!!