$ERock, Inc.(EROC)$ 48 million shares outstanding, 28 million float, and 17% short interest. They have a $1.7 billion backlog with Meta and Anthropic as customers. Some are comparing this one to Bloom Energy, and the scaling pace looks similar. Bloom is profitable with an $80 billion market cap. EROC is expected to be profitable in 3 quarters with a $3 billion market cap, so a catch-up trade toward $30+ could make sense from here in my view. $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$
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