Energy·SLNH·Bullish
Soluna closes Dorothy 1A, sets up the Project Kati monetization story
Dorothy acquisition completes the Texas stack. What comes next — hyperscaler co-location, GPU hosting, or a full sale — is the actual thesis.
Energy·GEVO·Neutral
Gevo's renewable jet fuel plant keeps the thesis alive — and the dilution question open
Net-Zero 1 is moving. Verity is commercializing. The balance-sheet math that ends the story well, or not, is the variable that matters.
Energy·USEG·Neutral
U.S. Energy's carbon-capture pivot is more interesting than the oil
The legacy upstream is still there. The Montana helium-plus-CO₂ project is where the story's optionality actually lives.