$VIVO - AI datacenter play with 153% SI. New 6K suggests deal will be done ‘early June’
Per their new 6K stakeholder deck, they are in ‘advanced tenant dicussions targeting an agreement by early June 2026’, suggesting a deal being reached before the June 30th deadline. If news comes before the June 18th opex, there is some serious gamma exposure at the $5 and $7.5 strike
Same playbook as $APLD which did a 15x, $KEEL which did a 10x, $IREN which did a 10x, $WULF, etc. Nscale (private) literally did the same BTC>AI conversion with a Norway datacenter (\~120 miles from $VIVOs) and went from 700 M to 15 billion in 15 months.
People keep saying that if CTB is low it won’t squeeze. I’ve been in this sub for 5 years and I’ve seen so many tickers never squeeze bc the only squeeze thesis was high CTB. Squeeze almost always needs a fundamental catalyst and $VIVO has that
Has held the 4.40 level well and is coiled for the next leg up. With the indices likely bottoming out and an end to the Iran conflict being near, this is due for a major melt up. 2.4 mil float and 5c spreads shows that any aggressive buying can cause a parabolic move
If this got half the attention of $LFVN it would be at $10 already!