$SLNH
Soluna Holdings8/10Does he own it?
No first-person buying, holding, or sizing language at any point. He repeatedly attacks the stock as a dilution trap and warns retail away from it. The stance is consistently hostile, the opposite of a held position.
His thesis
He frames SLNH as a low-quality small-cap with toxic financing: a large ATM offering relative to a tiny market cap, structurally diluting retail holders toward zero. He groups it with other names he sees as dilution machines and argues holders are effectively transferring capital to the company and exit liquidity for promoters, while influencers pump it. He urges avoiding such share-structure red flags entirely.
How his view evolved
Bearish from the first mention and unchanged across all references. SLNH stays a recurring example in a broader critique of dilutive financing rather than a focus of its own.
Key points
- Cites a roughly $500M ATM against an approximately $250M market cap as severe dilution risk
- Lumps SLNH with other names he calls toxic-financing dilution traps
- Argues retail holders just fund the company and promoter exit liquidity
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $SLNH on X ↗